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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.

Available free v1.0.0 LLM
$ sidebutton install marketing
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Audit campaign structure, spend efficiency, tracking, creative, audiences, and bidding across all active channels. Returns prioritized findings with estimated impact.

analytics/campaign_audit.yaml

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.