Teams / Paid Media
ACCOUNT COVERAGE / ILLUSTRATIVE WORKFLOW

Give every account a daily check-in.

Bring routine account checks into one exception queue, so quieter clients still get attention.

Estimate the review capacity
A lime signal stands in focus among a grid of softly blurred glass panels.
ACCOUNT COVERAGE / A CONNECTED WAY TO WORK
THE SHIFT

Same team.
A different way to work.

WITHOUT A CONNECTED WORKFLOW

When someone has time.

The team opens a few accounts between meetings. Obvious issues get attention; smaller changes may wait until reporting day.

WITH A CUSTOM WORKFLOW

A process that keeps moving.

A scheduled workflow checks agreed signals across connected accounts, verifies data freshness, and groups exceptions by client and priority.

WHAT THIS MAKES PRACTICAL

A daily review queue covering every connected client, without opening every dashboard first.

THE WORKFLOW

Here’s how it
could come together.

Consistent coverage across the client roster, including the accounts that rarely make the urgent list.

  1. 01

    Agree on the signals

    Choose the checks that matter: stale data, pacing against plan, or a sudden change that deserves a look.

  2. 02

    Collect consistent inputs

    Read permitted sources on a schedule and mark missing or outdated data.

  3. 03

    Separate signal from noise

    Apply account-specific thresholds and group related exceptions.

  4. 04

    Put a person on the decision

    Send the actionable queue to the account owner with the source and context.

WHAT GOES IN

Read access to agreed reporting sources, account plans, thresholds, and account-owner details.

WHAT COMES OUT

A prioritized exception digest with source links, data timestamps, and accountable owners.

WHAT WE WOULD MEASURE
  • Accounts covered by the agreed checks
  • Time from a signal to human review
  • Useful alerts compared with false alarms
PEOPLE KEEP THE FINAL CALL

Built to support
your judgment.

People investigate alerts and approve any campaign changes. Thresholds need calibration, and incomplete data should be shown as unknown rather than healthy.

TRY ONE BUILDING BLOCK

Start with something useful.

Open the guided capacity estimate on our homepage to scope the time opportunity. It does not connect to ad accounts.

Estimate the review capacity
LET’S FIND YOUR FIRST WORKFLOW

What’s slowing
your agency down?

Bring one recurring headache and the tools you use.
That’s enough to start a useful conversation.

Discuss your workflow

Tell us what happens today.
We’ll explore what could work better.