The Guidebook — Vol. 1

Autonomous
Advertising
Systems

A simple guide to building your autonomous advertising system — how data, agents, and workflows stack into one always-on engine that scales itself while you navigate.

01The model
How the system is built

Three layers, one always-on system

Measurement data is the foundation, agents are the context, and workflows are the engine — all with purpose-built tools, skills, and memory.

Foundation
Measurement

Full-funnel measurement across paid and organic channels — the clear view of impact and quality your agents need.

✦ Context
Agents

AI Coworkers with goal, funnel, and guardrail context, action-impact memory, and purpose-built tools.

Engine
Workflows

Automate optimization, experimentation, and reporting. Always-on, with your playbooks embedded.

All with purpose-built
Tools

Reliable, API-based tools that reach well beyond ad platform actions: web search, ad libraries, keyword research, and more.

Skills

Repeatable capabilities like optimization and experimentation, each with dedicated subagents and tools of their own.

Memory

Past actions and their impact persist across runs, so the system compounds.

Stacked together — a performance marketing system that scales itself while you navigate.

Your measurement foundation

Before you build

Your system is only as good as the measurement and channel context under it. With these four in place, you're ready to build agents and workflows on top.

Sources connected
Channels mapped
Measurement live
Team & roles set
02Agents

Built for performance marketers

An AI Coworker is a teammate, not a chatbot. It helps your team iterate and scale faster to acquire the maximum number of quality customers. Create one from Create new… → AI Coworker.

✦ Context

The goals, funnel, and guardrail metrics it works toward.

Tools

API-based and reliable: metrics, ad libraries, ad actions, and much more.

Skills

Playbooks like optimization, each with dedicated subagents and tools.

Memory

Past actions and their impact, remembered across runs.

Configure the agent — you give it the context, it brings the capabilities
You set
Goals

What good looks like: hold CAC under target while growing quality customers.

Funnel

The funnel and metrics it optimizes toward, from spend to revenue.

Guardrails

The limits it can't cross: budget caps, thresholds, and what needs approval.

It comes with
Purpose-built tools

Reliable, API-based tools: web search, ad libraries, keyword research, and channel actions.

Skills

Optimization, experimentation, and scaling, each with dedicated subagents and tools of their own.

Action-impact memory

A record of what it changed and what happened, carried across runs.

Plan, approve, execute
01 · PLAN

Plan campaign updates and experiments with the coworker in chat.

02 · APPROVE

Give explicit approval for any plan you want executed.

03 · EXECUTE

The coworker executes the optimizations and experiments.

✦ Approval-first by default. Every recommendation queues for your review. Flip on auto-approve when you're ready to hand over more.

03Workflows

Optimization that never clocks out

A workflow is an agent's playbook, made repeatable. Every one is made of the same four parts.

Anatomy of a workflow
1
Schedule

A daily or weekly cadence with the metrics, thresholds, and timing you set.

2
Steps

The coworker runs your playbook on real account data and decides on actions.

3
Approval

Each recommendation queues for review, or auto-approves within your guardrails.

4
Delivery

Results post to a Slack DM or channel, with the full trail in Task History.

Build your first one
01
Name it

Something the team will recognize, like "Daily performance digest."

02
Start from a template (optional)

Keyword, search-term, creative, or location optimization, or expand a channel.

03
Write the instructions

Replayed into the same thread every run, so the context builds over time.

04
Set the schedule

Daily or weekly in your time zone. Power users can drop to raw cron.

05
Deliver & activate

Pick a Slack DM or channel for the result, then turn it on.

06
Set approvals

Review each recommendation, or switch on optional auto-approval for workflows you trust.

04What workflows do

Optimize, experiment, report — and much more

Optimize
Daily optimizations, always-on.

The keyword reviews, budget checks, and anomaly scans you'd do every morning now run on a schedule, grounded in your real account data and optimized to your goals.

Scale
Push more into what's proven.

As a campaign proves out, a scaling workflow increases spend in measured steps, watching CAC and payback so growth never outruns efficiency.

Experiment
Test, read the result, keep the winner.

Run structured tests across audiences, creative, and budgets, measured against your real attribution, then roll the winner into the live mix.

Report
Weekly reporting, automated.

Automate the weekly readout across performance, affiliate, and SEO, delivered to Slack, so the team spends its time on experiments instead.

And much more
Anomaly scans

Catch spend, CAC, or conversion breaks the morning they happen, with a fix proposed.

Budget & pacing checks

Keep monthly spend on track, reallocating as the month plays out.

Creative & audience refresh

Spot fatigue early and queue refreshes before performance dips.

Channel expansion

Port a proven setup to a new channel — like Google to Bing or YouTube — and watch the efficiency gains.

And yes, it gets meta

Workflows that build new agents and workflows.

Turtles all the way down.

Workflows that suggest better workflows to run.

Self-improvement, on a schedule.

Workflows that check ad platform overcrediting.

Lol.
05Run the system

Orchestrate & steer

Several agents and workflows running together is your system. Manage them from one place: what's active, what's waiting on you, and what each one has done.

Guardrails hold

Every workflow stays inside the limits you set, across all of them at once.

One approval queue

Everything waiting on you lands together. Approve or decline in seconds.

Full audit trail

Task History records every action and its impact, for you and your team.

Sharing & permissions

Roadway is built for teams, and access flows downward: what you can do with a workflow depends on your access to the coworker that holds it. Three things get shared — pages, agents, and workflows.

Pages
Private, shared, or workspace-wide

A page can stay private to you, be shared with specific people, or be open to the whole workspace. Roles decide who can edit versus view.

✦ Agents
Share a coworker with the team

Anyone you share a coworker with can work with it. Access to the coworker is the key — it's what unlocks creating and seeing its workflows.

Workflows on a shared coworker
Everyone builds. You own yours.
Anyone can create

Any member with access can create workflows on a coworker, from the Workflows panel or in chat.

You manage your own

Edit, delete, run now, and pause or enable, only on the workflows you created.

Everyone has visibility

All workflows are visible read-only: name, schedule, owner, and run history.

Chats stay private

Others see your workflow and its results, but its chat thread stays private to you.

A working rhythm

Once the system is built, your week gets short. Strategy and judgment are yours; the repetitive work runs on its own.

Monday
Clear the approval queue

Read the weekly report and approve the moves you agree with; decline the rest.

Midweek
Respond to what's flagged

If an anomaly surfaces, let the agent investigate and propose a fix, then approve.

Anytime
Ask the bigger questions

Use agents for strategy, not just cleanup: "What's our most efficient path to double revenue?"

Monthly
Tune and expand the system

Review impact, widen guardrails on what's working, and turn another manual habit into a workflow.

Build it once.
It runs every day.

06System example

One system, worked out

Here is what a full system looks like once it's built: an agent for each ad platform, and the workflows each one runs. Read it as a starting shape, not a checklist — take the pieces that fit your funnel.

The agents in this example
01Agent

Google ads

The anchor agent. It also owns the cross-channel workflows that ship winners out to every other channel.

Optimization
Keyword optimization
Search term optimization
Creative optimization (headlines and descriptions)
Location optimization
Ad optimization
Whole-account optimization check
Check spend caps and unblock delivery
Scaling
Scaling winning targets and campaigns
Copy iteration experiments
Target expansion experiments
New targeting experiments
New landing page experiments
Signal-based
Watch competitor ad libraries and spin up counter positioning copy
Up budgets when competitor status pages go down
Up brand campaign budget when impression share dips below target
Update ad copy to match the latest partner launches
Adjust budgets across campaigns to maximize brand term impression share
02Agent

ChatGPT ads

Prompt-context placement, optimized on the same funnel metrics as search.

Optimization
Audience optimization
Context tip optimization
Creative optimization
Location optimization
Ad optimization
Whole-account optimization check
Check spend caps and unblock delivery
Scaling
Scaling winning targets and campaigns
Copy iteration experiments
Target expansion experiments
New targeting experiments
New landing page experiments
Signal-based
Watch competitor ad libraries and spin up counter positioning copy
Up budgets when competitor status pages go down
Up brand campaign budget when impression share dips below target
Update ad copy to match the latest partner launches
03Agent

Youtube ads

Segment and audience work on video, reading through to revenue.

Optimization
Audience optimization
Segment optimization
Creative optimization
Location optimization
Ad optimization
Whole-account optimization check
Check spend caps and unblock delivery
Scaling
Scaling winning targets and campaigns
Copy iteration experiments
Target expansion experiments
New targeting experiments
New landing page experiments
Signal-based
Watch competitor ad libraries and spin up counter positioning copy
Up budgets when competitor status pages go down
Up brand campaign budget when impression share dips below target
Update ad copy to match the latest partner launches
04Agent

Linkedin ads

Where brand mentions turn into promotion, same day.

Optimization
Audience optimization
Interest optimization
Creative optimization
Location optimization
Ad optimization
Whole-account optimization check
Check spend caps and unblock delivery
Scaling
Scaling winning targets and campaigns
Copy iteration experiments
Target expansion experiments
New targeting experiments
New landing page experiments
Signal-based
Watch competitor ad libraries and spin up counter positioning copy
Up budgets when competitor status pages go down
Up brand campaign budget when impression share dips below target
Update ad copy to match the latest partner launches
Spin up TLA skeletons in Linkedin ads from Linkedin mentions
05Agent

Meta ads

Audience and interest optimization at social volume.

Optimization
Audience optimization
Interest optimization
Creative optimization
Location optimization
Ad optimization
Whole-account optimization check
Check spend caps and unblock delivery
Scaling
Scaling winning targets and campaigns
Copy iteration experiments
Target expansion experiments
New targeting experiments
New landing page experiments
Signal-based
Watch competitor ad libraries and spin up counter positioning copy
Up budgets when competitor status pages go down
Up brand campaign budget when impression share dips below target
Update ad copy to match the latest partner launches
06Agent

Reddit ads

Topic-level targeting where intent lives in the thread.

Optimization
Audience optimization
Topic optimization
Creative optimization
Location optimization
Ad optimization
Whole-account optimization check
Check spend caps and unblock delivery
Scaling
Scaling winning targets and campaigns
Copy iteration experiments
Target expansion experiments
New targeting experiments
New landing page experiments
Signal-based
Watch competitor ad libraries and spin up counter positioning copy
Up budgets when competitor status pages go down
Up brand campaign budget when impression share dips below target
Update ad copy to match the latest partner launches
07Agent

X ads

Interest and account-lookalike targeting, tuned weekly.

Optimization
Audience optimization
Interest optimization
Account lookalike optimization
Creative optimization
Location optimization
Ad optimization
Whole-account optimization check
Check spend caps and unblock delivery
Scaling
Scaling winning targets and campaigns
Copy iteration experiments
Target expansion experiments
New targeting experiments
New landing page experiments
Signal-based
Watch competitor ad libraries and spin up counter positioning copy
Up budgets when competitor status pages go down
Up brand campaign budget when impression share dips below target
Update ad copy to match the latest partner launches
A cross the system

Cross-channel

Owned by the Google ads agent — what wins on search gets rebuilt everywhere else, automatically.

Ship winning campaigns, targets, copy from google search ads to Bing ads
Ship winning campaigns, targets, copy from google search ads to YouTube ads / audiences
Ship winning campaigns, targets, copy from google search ads to Meta ads / audiences
Ship winning campaigns, targets, copy from google search ads to ChatGPT ads
Ship winning campaigns, targets, copy from google search ads to Reddit ads / audiences
Ship winning campaigns, targets, copy from google search ads to X ads / audiences
New campaign experiments for low ranking but high converting SEO / AEO pages
Bonus

Or just ask it to build it

A coworker has tools to create other agents and workflows. Describe the system you want in plain language and it drafts the pieces for you, then waits for your approval before anything goes live.