Planned workflows
These are on our roadmap. They are not live yet. Anything that changes an ad account will wait for your approval.
Budget Shift Guard
Watches CPA across Google, Meta and LinkedIn. When one channel runs 40 percent over target, the agent drafts a budget shift and waits for your approval.
CPA by channel, checked hourly
CPA more than 40 percent over target
Drafts the shift with expected impact on CAC
Applies the shift after your approval
Outcome: Stops wasted spend within a day instead of at month end
Conversion Drop Responder
When conversions fall more than 25 percent, the agent checks tracking health first, then names the cause and opens a prioritised fix on your roadmap.
Conversions down more than 25 percent
Rules out tracking errors, then finds the cause
Critical alert with the diagnosis attached
Fix added to the roadmap with owner and effort
Outcome: Every drop gets a diagnosed, prioritised fix within 24 hours
Lead Scoring and Routing
Scores every new lead against your ideal customer profile, enriches it, and routes hot leads to sales with a drafted first-touch email.
From your CRM, forms or signup list
Scores fit and intent against your ICP
Only leads above your score threshold
Drafts the first-touch email for review
Hot lead sent to sales in Slack
Outcome: Hot leads get a reply in minutes, not days
Churn Risk Saver
Spots accounts with falling usage or traffic, drafts a win-back play, and queues a call task for the account owner.
Usage or sessions down 30 percent
Paying accounts only
Drafts the win-back play for this account
Call task assigned to the account owner
Outcome: At-risk accounts get attention before they leave
Monday Growth Brief
Every Monday the agent reads the week, updates your scorecard, and publishes the three moves most likely to lift growth.
Every Monday at 07:00
Reads all connected data for the week
Ranks the three moves by expected impact
Brief delivered in Slack and in the app
Outcome: The week starts with a plan, not a dashboard tour
Creative Fatigue Watcher
Tracks CTR decay on ad creatives. When an ad tires, the agent drafts two replacement variants and queues the swap for approval.
CTR down 20 percent over 7 days
Writes two replacement ad variants
Swap queued in Automated Actions
Outcome: Creative is refreshed before performance collapses
Signal-Based Outbound
When a target account visits your site or spikes on intent topics, the agent drafts a personalised outbound sequence for that account.
Target account shows a buying signal
Matches your target account list
Drafts a 3-step sequence for the account
Sequence ready for your review
Outcome: Outbound goes out while the buying signal is hot
Experiment Launcher
Turns each approved roadmap idea into a tracked experiment: hypothesis, owner, success metric and review date, all created for you.
When a roadmap action is approved
Writes hypothesis and success metric
Experiment card with owner and review date
Outcome: Ideas stop dying in docs and start shipping as tests