AI workflows for advertising.

Planning, producing and running paid ads, and checking what the spend returns.

Who does this work

  • Paid media manager
  • Advertising manager
  • Media buyer

6 workflow templates ready to adapt, and 11 workflows identified.

Updated

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Examples of the workflows identified
  1. Audit the campaigns running against the plan
  2. Check search keywords against exclusions
  3. Check the ad against its landing page
  4. Review the evidence from a batch of ad creative
  5. Review whether ad creative has worn out

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Audit the campaigns running against the planGives the media or analytics lead an inventory of every live campaign against the plan, with mismatched offers, disagreeing pages, missing measurement and owners.Workflow templateCheck search keywords against exclusionsGives the paid search specialist a list of live keywords that live exclusions may be blocking, with the level each exclusion applies at.Workflow templateCheck the ad against its landing pageGives the acquisition owner a findings list that sets each ad beside its destination page: message, offer, form and next step.Workflow templateReview the evidence from a batch of ad creativeGives the creative and media leads an evidence table by creative, angle, format and hook, with tentative learning and next-test options.Workflow templateReview whether ad creative has worn outGives the paid media lead frequency and response by creative and audience against the campaign's own baseline, with other causes marked and options to test.Workflow templateWrite the campaign build sheetTurns an approved campaign brief into one setup sheet of names, audiences, exclusions, destinations, budgets and measurement fields, with gaps marked.Workflow template
Compare campaign spend with the planGives the marketing lead actual spend by channel against the agreed budget and timing, with pacing questions and causes to investigate.Illustrative · not built yet
Find why a campaign is underspendingGives the paid media owner a delivery review comparing limits, eligibility, bids, demand signals and recent changes.Illustrative · not built yet
Plan a campaign's audience, channels and budgetGives the campaign owner a plan with objective, audience, channel choices, budget options, measurement needs and assumptions.Illustrative · not built yet
Review the ad account before the next changeGives the account owner a dated review of spend, delivery and reported results, with tracking gaps and changes worth investigating.Illustrative · not built yet
Write the creative brief for a paid campaignGives the designer a brief with audience, main message, approved proof, formats and variants tied to what each should test.Illustrative · not built yet

Workflow templates

Ad to page checkWhen a campaign's landing page is ready for a prelaunch check, the acquisition owner gets a findings list that sets each ad beside the captured page: message, offer details, form and next step, on mobile and desktop. Page states nobody captured are marked unknown.Workflow templateCampaign build sheetWhen an approved campaign brief is ready to become a setup specification, the campaign operator gets one build sheet: names, audiences, exclusions, destinations, budgets and measurement fields, with every unresolved setting and missing asset marked as a gap. Nothing is built or spent.Workflow templateCreative fatigue reviewWhen a campaign's reach or response pattern prompts a creative review, the paid media lead gets frequency and response set against the campaign's own baseline, by creative and audience, with other explanations marked and options to test.Workflow templateCreative test evidence reviewWhen a batch of ad creative is ready for review, the creative strategist and media lead get an evidence table by creative, angle, format and hook, with tentative learning and next-test options. No winner or loser is named, and thin evidence is held back.Workflow templateInherited campaign auditWhen an agency takes over an account or prepares a campaign health review, the media or analytics lead gets an inventory of what is running against the client's plan: mismatched offers, disagreeing destination pages, missing measurement evidence, and an owner for each follow-up.Workflow templateSearch exclusion conflict checkThe paid search specialist gets a list of live keywords that a live exclusion may be blocking, each with the level where the exclusion applies and the campaign intent it touches. They are clues from the text; the specialist decides what to change.Workflow template

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Where to go next

All of advertising and lead generationEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of advertising and lead generation

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