Performance Marketing Agentic Workflow
Campaign Audit — Performance Marketing Automation Workflow
Audit campaign structure, spend efficiency, tracking, creative, audiences, and bidding across all active channels. Returns prioritized findings with estimated impact.
sidebutton install Performance Marketing Inputs
- channels
- string
- date_range
- string
- media_context
- string
Allowed Domains
Unrestricted — no domain lock enforced.
Step Summary
3 steps using step types: llm.classifyllm.generatevariable.set
.
Workflow Definition
YAML source for the analytics/campaign_audit.yaml workflow. This is the complete definition executed by the SideButton MCP server when Performance Marketing agents run this automation.
schema_version: 1
version: "1.0.0"
id: campaign_audit
title: "Campaign Audit"
description: "Audit campaign structure, spend efficiency, tracking, creative, audiences, and bidding across all active channels. Returns prioritized findings with estimated impact."
category:
level: task
domain: marketing
reusable: true
params:
channels: string
date_range: string
media_context: string
steps:
- type: llm.generate
prompt: |
You are a performance marketing analyst conducting a campaign audit.
**Channels to audit:** {{channels}}
**Date range:** {{date_range}}
**Media context:** {{media_context}}
Audit across these six dimensions:
1. **Structure** — Campaign/ad group organization, naming conventions, segmentation quality
2. **Spend Efficiency** — CPA/ROAS by segment, wasted spend identification, budget pacing
3. **Tracking** — Conversion setup accuracy, platform vs backend discrepancy, UTM consistency
4. **Creative** — Performance distribution, fatigue signals, testing cadence
5. **Audience** — Targeting quality, overlap between ad sets, exclusion rules, funnel alignment
6. **Bidding** — Strategy appropriateness, learning phase status, target realism
For each dimension, score 0-100 using this rubric:
- 90-100: Excellent — best practices followed, no issues
- 70-89: Good — minor optimizations available
- 50-69: Needs attention — clear waste or missed opportunities
- 30-49: Poor — significant issues impacting performance
- 0-29: Critical — fundamental problems, pause and fix before spending more
Calculate the Overall Health Score as a weighted average:
- Structure: 15% | Spend Efficiency: 25% | Tracking: 20% | Creative: 15% | Audience: 15% | Bidding: 10%
Letter grade: A (90-100), B (80-89), C (70-79), D (50-69), F (<50)
For each dimension provide:
- Score (0-100) and letter grade
- Finding: What specifically is wrong or at risk
- Impact: Estimated waste or opportunity (in spend % or conversion lift %)
- Action: Specific fix with priority (P1/P2/P3)
**Quality Gate checks (auto-fail any dimension if violated):**
- Tracking: If platform conversions differ from backend by >20%, score caps at 40
- Spend: If >20% of spend goes to zero-conversion segments, score caps at 50
- Bidding: If tCPA target is >50% away from actual CPA, score caps at 50
Output format:
## Health Score: [0-100] ([Letter Grade])
[One-line summary]
## Top 3 Findings
[Prioritized by estimated impact]
## Dimension Scores
[Table: Dimension | Score | Grade | Key Finding | Est. Impact]
## Prioritized Actions
[Numbered list, P1 first, with estimated impact and effort level]
## Detailed Findings
[Per-dimension breakdown with evidence]
as: audit_report
- type: llm.classify
input: "{{audit_report}}"
categories:
- healthy
- needs_optimization
- urgent_issues
prompt: "Based on the audit findings, classify the overall campaign health."
as: health_status
- type: variable.set
name: result
value: |
**Campaign Audit Complete**
Health: {{health_status}}
{{audit_report}}
How To Run
Install the Performance Marketing knowledge pack into your SideButton agent, then dispatch this workflow by its ID analytics/campaign_audit.yaml. Agents invoke it directly via the MCP protocol or through the portal.