Ad Ops agents: a five-step wizard
Agents are your routines turned into software: they check accounts on a schedule by clear rules and prepare proposals with a rationale and expected impact.
What it does
The wizard has five steps. Instructions: start from a template or from scratch, in plain language. Scope: the client's connected Google and Meta accounts, included or excluded campaigns and protected campaigns. Decision rules: “when signal and condition, then action” over a catalog of signals such as spend spike, CPA rise, waste, winners, creative fatigue, tracking gaps or non-delivery.
Guardrails: maximum budget change, proposals per run, reversible only, whether moving money is allowed, quiet hours, a daily cap and minimum data days. Review shows labels such as “Reversible” or “Moves money”, a summary of rules and an estimate of calls per week before you activate.
Why it helps
- Codify your best practices once, apply them to every client.
- Transparent rules instead of a black box.
- Agents are always bound by the client's policy and limits.
How to set it up
- Open Agents and press to create an agent for a client.
- Choose a template or start from scratch and write instructions.
- Set scope, rules and guardrails.
- Review and activate; watch proposals in the agent inbox.
Good to know
- Up to 20 active agents per client.
- Agents read only data already collected by the service; they add no extra calls to the ad platforms.



Try it on your own accounts
Create a workspace, connect Google or Meta in a couple of clicks and see your accounts clearly. Changes follow your approvals or the policy you configure.
Create your workspace