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🧠 Agent Library — Template Catalog

This document provides an overview of all available Agent Workflow Templates, organized by platform and theme.
Each template automates a key analysis or reporting workflow for ad platforms. You can customize these workflows by adjusting metrics, thresholds, or timeframes.

Performance & Efficiency

These templates help identify opportunities and inefficiencies within Google Ads accounts.

  • Inefficient Keywords — Identifies keywords that underperform based on clicks and conversions, helping you pause or optimize them.
  • Positive Keywords — Finds search terms worth adding as keywords to expand reach and capture missed opportunities.
  • Negative Keywords — Detects irrelevant or poor-performing search terms that should be excluded to improve targeting.
  • Top Search Terms Report — Lists the top-performing search queries to highlight valuable user intent.
  • Top Keywords Report — Summarizes best-performing keywords by key metrics like CTR, CPA, and conversions.

Monitoring & Alerts

These workflows continuously monitor campaign health and surface key updates.

  • Daily Alerts — Provides a daily performance summary with top spenders and notable account changes.
  • WTD Daily Account Check — Compares week-to-date performance versus the previous week to identify campaigns for scaling up or down.
  • MTD Account Overview — Offers a month-to-date snapshot highlighting trends, experiments, and key movements.
  • Anomaly Detection — Detects abnormal changes in performance metrics across selected campaigns.
  • Root-Cause Analysis Report — Explains anomalies by analyzing metric shifts, recent changes, and external factors.

Deep-Dive Analysis

For investigating campaign-level changes and diagnosing root causes.

  • Campaign Investigator — Conducts a detailed analysis of a specific campaign, including KPIs, funnel analysis, timing, and change impacts.

Pacing & Macro Reports

Monitor pacing and market-level performance to ensure targets are being met.

  • Month-to-Date Pacing Overview — Compares current month’s spend and results to the same period last month.
  • Week-to-Date Pacing Overview — Tracks current week’s performance versus last week to identify pacing issues.
  • Market-Level Channel Report — Examines performance by market or region, highlighting week-over-week changes and their drivers.

Facebook Ads (Meta)

Performance & Monitoring

These templates provide day-to-day visibility into Meta Ads accounts.

  • Daily Alerts — Monitors daily performance trends and campaign activity.
  • WTD Daily Account Check — Compares week-to-date metrics to identify scale-up and scale-down candidates.
  • MTD Account Overview — Summarizes month-to-date performance trends and key spend contributors.

Creative & Coverage

Focused on creative-level performance and coverage checks.

  • Creative Overview Report — Reviews recent ads to identify top and bottom performers based on CPA deltas and spend share.
  • Creative Coverage Report — Checks which campaigns contain “eligible” ads and highlights missing creatives.

Settings & Diagnostics

Ensures campaigns adhere to best practices and configuration standards.

  • Campaign Settings Checker — Validates campaign configurations such as attribution, geo targeting, and audience expansion settings.
  • Campaign Investigator — Diagnoses campaign performance changes across time and funnel dimensions.

Anomalies & Macro Reports

Identify and explain performance fluctuations.

  • Anomaly Detection — Scans for unexpected shifts in performance metrics.
  • Root-Cause Analysis Report — Explains anomalies based on metric, account, or contextual changes.
  • Market-Level Channel Report — Compares performance across regions or markets to identify growth or decline areas.
  • Month-to-Date & Week-to-Date Pacing Overviews — Evaluate pacing trends over time against previous periods.

LinkedIn Ads

Monitoring & Performance

Templates designed to keep LinkedIn Ads campaigns efficient and on-track.

  • Daily Alerts — Provides a daily account summary with key movements and changes.
  • MTD Account Overview — Tracks monthly trends and top performers.
  • WTD Daily Account Check — Highlights campaigns with notable week-to-week changes.
  • Campaign Monitoring — Identifies campaigns with under-utilized budgets, overspending, or high CPCs.

Diagnostics & Anomalies

Useful for investigating campaign changes and performance issues.

  • Campaign Investigator — Analyzes a specific campaign to uncover drivers behind performance shifts.
  • Anomaly Detection — Flags unusual activity or metric deviations.
  • Root-Cause Analysis Report — Identifies why performance anomalies occurred using historical and contextual data.

Macro & Pacing Reports

Monitor LinkedIn’s performance trends across larger timeframes or segments.

  • Market-Level Channel Report — Compares week-over-week performance across market tags.
  • Month-to-Date Pacing Overview — Evaluates spend and performance pacing for the current month.
  • Week-to-Date Pacing Overview — Tracks weekly pacing progress and deviations.

Apple Search Ads

Keyword Analysis

Focuses on keyword-level performance and share insights.

  • Inefficient Keywords — Highlights underperforming keywords using taps and install data.
  • Impression Share Swing (Day-over-Day) — Finds keywords with sharp daily changes in impression share.
  • Impression Share Swing (Week-over-Week) — Detects weekly impression share volatility for search terms.

Diagnostics & Macro Reports

Provides broader analysis and contextual insights.

  • Root-Cause Analysis Report — Explains anomalies by reviewing keyword metrics, recent changes, and external signals.
  • Market-Level Channel Report — Compares market-level data and uncovers causes of weekly performance shifts.

Pacing Reports

Tracks how Apple Search Ads accounts are progressing over time.

  • Month-to-Date Pacing Overview — Compares spend and results versus last month.
  • Week-to-Date Pacing Overview — Analyzes week-to-week spend and performance pacing.

TikTok Ads

Diagnostics & Reporting

Helps diagnose and summarize TikTok ad performance.

  • Root-Cause Analysis Report — Provides an explanation for anomalies using metric shifts and recent account changes.
  • Market-Level Channel Report — Compares TikTok campaign performance across regions.
  • Month-to-Date & Week-to-Date Pacing Overviews — Show pacing progress against previous timeframes.

Cross-Channel (Mixed)

Unified Reporting

These templates aggregate data across multiple ad platforms for a holistic view.

  • Weekly Performance Report — Summarizes weekly performance across channels with visual summaries and TOF/MOF/BOF breakdowns.
  • Monthly Performance Report — Provides a cross-channel monthly view with benchmarks, efficient/inefficient campaign lists, and insights.
  • Efficient Campaigns — Highlights strong-performing campaigns across multiple platforms.
  • Inefficient Campaigns — Flags campaigns that underperform based on key shared metrics.

General-Purpose

  • Custom Template — A blank workflow that allows full flexibility to design your own multi-step agent. Define shared context, create analytical steps (tables, dashboards, plots), and summarize insights logically.