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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.

Amazon Ads

Keyword Analysis

Focuses on keyword efficiency and coverage across your Amazon Ads accounts.

  • Inefficient Keywords — Identifies underperforming keywords based on clicks and purchases, so you can pause or optimize them.
  • Keyword Parity — Compares active keywords across your Amazon Ads accounts to spot coverage gaps.

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.

Optimization Agents (Actioning)

These agents go beyond reporting—they surface specific, ready-to-apply changes (pausing, bid and budget adjustments, or adding/excluding keywords) that you review and apply from the workflow. See Actioning for how applying changes works and who can do it.

Available for Google Ads, Meta, LinkedIn, Apple Search Ads, Amazon Ads, Snapchat, and TikTok:

  • Custom Actioning Workflow — A flexible agent you shape to your own rules: define the conditions to look for and the changes to propose.
  • Custom Actioning Workflow [Keywords] — A keyword-focused variant for adding, excluding, or adjusting keywords.
  • Actionable Inefficient Keywords — Finds underperforming keywords and proposes pausing or optimizing them (on supported platforms).
  • Actionable Positive Keywords — Surfaces high-potential search terms and proposes adding them as keywords (on supported platforms).

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.