We saved an ad agency owner 40+ hours a month of manual work her team was doing.

Below are 6 systems you can steal to improve your agency ops.

Before we get going:

There’s a lot of pictures in today’s edition and they’re all screenshots of slack.

We have been building solutions into slack because we found team members actually use it (which is the only thing that actually matters).

1-Client Pacing

At the start of every day (or week — the client picks the cadence), an automated DM goes to the client's alerts channel: any anomalies across every ad account.

This workflow triggered 3 campaigns that didn’t produce a single lead in the last 30 days for our client last week.

/Ads

When a team member types /ads two things happen:

A workflow diagnoses why performance moved.

It checks the conversion tracking to ensure accuracy of data before reporting anything.

A second triggers after the first to review the first one's proposal.

It exists to ensure crap isn’t being sent to team members and auditing for redundancy/poor recommendations.

3- Split Testing

/adtest reviews every running A/B test.

Real example: ad B converts 1.9% of clicks.

Ad A converts 3.1% — 63% more conversions per click over the same window.

Proposal: pause B, launch a replacement. The independent second workflow checks the math and the replacement copy before anything ships.

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4- Bids and Budget

Once a week, a bidding review runs.

Client told us this automation found an account with a $82 target cost-per-acquisition that had never once delivered a conversion anywhere near $82.

Saved the strategist the time of looking for something easy to spot.

5- Reporting

Every agency spends too much time on this.

The client that the screenshot is from was spending 10–20 hours the week before this launched.

Huge win for her.

6-Pacing and Questions

/pacing shows where every account's spend stands for the month. This caught an account trending for overspend few weeks back.

Once pacing runs, team members can ask questions on the dataset like:

"How many ads are currently running for this client?"

Final Thought

Anything you or your team does weekly that is easy to automate should be.

Its the simplest way to build a better operation.

If you want help installing systems like this across your agency, Book a call here

👋🏼 For a limited time, I’m doing 1 on 1 consults:

In 30 minutes I'll map your operations, pinpoint where AI adds profit instead of headcount, and hand you the plan. You keep it whether or not you hire me.

The systems we build protect retention, lift margins, and get you out of the day-to-day.

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