Automations
Workflows that read your ads and store on a schedule or a threshold, hand them to an agent, and post or act on what they find.
An automation is a workflow: one trigger, then steps that read data, filter it, ask an agent about it, and send the result or pause what crosses a line.
Start from a template
Open Automations and choose New automation. Templates are filled in with your accounts and start switched off.
| Group | Templates |
|---|---|
| Reporting | Weekly review, Weekly top ads, Weekly worst ads, Daily summary, Monthly report, Weekly client report |
| Protect the budget | Stop-loss, Spend without results, CPA alert, High spend today |
| Creatives | Creative fatigue, Yesterday's winners |
| Store and CRM | Best sellers, Ads against store, Email revenue |
Build a workflow
Triggers
- On a schedule: every day, every week on a chosen day, or every month on a chosen day, at a chosen hour and time zone. Day 31 means the last day of the month.
- Ad threshold: when a campaign, ad set or ad metric reaches or falls to a value, over today, the last 7 days or the last 30 days. It is checked every hour and fires at most once a day for each item that crosses the line.
Steps
| Step | What it does |
|---|---|
| Meta Ads, Google Ads | Read campaigns, ad sets or ads over yesterday, the last 7, 14 or 30 days, or last month. |
| Integrations | Read a connected source, such as your store. |
| Filter | Keep rows where a metric is at least or at most a value. |
| Ranking | Keep the top or bottom 1 to 25 rows by a metric. |
| Adrails Agent | Ask the agent, or a specialist, about the rows, with your instruction. It can only read. |
| Send to Slack, Send to Discord | Post to a channel through a webhook. |
| Send by email | Email up to 10 addresses, with a report link if you want one. |
| Pause ads | Pause what is left, up to 1 to 50 items per run. |
A workflow has at most 40 steps.
Pause ads: approval or automatic
- Ask for approval: each pause waits in Priorities on Home for 24 hours, until someone approves it.
- Pause automatically: each pause is applied at once, after Adrails checks on the platform that nothing changed since it was read.
Only active items are paused, and every pause is logged with the figures that led to it. Pausing needs Meta's ads_management permission.
Send by email with a report link
Choose Report link: No link, Opens for 30 days, Opens for 90 days or Opens until revoked. Each run creates a client report link and puts it in the email. Tick Send nothing when no row is left to skip empty emails.
Try it, then switch it on
- Preview run runs the workflow on real data without posting, pausing or saving anything.
- Run now runs it for real, once.
- Turn on schedules it. The person who turns it on becomes responsible for it.
Runs shows the last 10 runs and what each step did.
Credits
An agent step uses agent credits each time it runs. The editor shows the cost: about so many credits a month for a schedule, or so many each time a threshold fires. See The agent and credits.
Watch for
- Only owners and administrators can change automations. Members see them read-only.
- A workspace has up to 25 automations, and up to 5 threshold automations switched on at once.
- If the person who switched an automation on is no longer an administrator, it switches itself off.
- After 2 scheduled failures in a row, that person gets an email. After 5, the automation switches itself off.
- On Preview, a workspace keeps one automation, without agent steps or pauses.
- Webhooks are tested when you add them. Email recipients are never sent a test: use Preview run to see the email.