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 marketing Audit campaign structure, spend efficiency, tracking, creative, audiences, and bidding across all active channels. Returns prioritized findings with estimated impact.
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.