Client & Account Management
Access and Permission Checklist
What it does
Generates a complete checklist of all platform access, permissions, and credentials needed to manage a client's ad accounts, covering Google Ads, Meta Business Manager, Bing, Analytics, Tag Manager, Search Console, and any other relevant platforms. Outputs a checklist with platform, access type needed, current status (granted/pending), and request instructions.
What it outputs
- Platform
- Access type needed
- Current status (granted/pending)
- Request instructions
How it runs
Deploy it per account across your whole portfolio. It works off your governed Data Cloud, so every run reads the same numbers your reports do, and it waits for your approval before anything changes in a live account.
See this agent run on your accounts.
Every agent in the library, working off your own data, approved by your team.
Data it works with
Google Ads
Bing-Ads
GA4
What it needs
Self-contained
Tags
Account Mgmt, Onboarding, Operations
More agents in this category
AdOps
Conversion Tracking Integrity Checker
Verifies that conversion actions across ad platforms are properly firing, not double-counting, and aligned with analytics data.
Self-contained
conversion-tracking-integrity-checker
Ad Budget Optimization
Daily Spend Pacing Monitor
Calculates daily spend as a percentage of monthly budget and flags accounts pacing more than 10% ahead or behind target.
Self-contained
daily-spend-pacing-monitor
Campaign Performance Monitoring
ROAS Threshold Enforcer
Flags ad campaigns or ad groups falling below a client-defined ROAS floor for 7+ consecutive days.
Self-contained
roas-threshold-enforcer
Performance Analytics & Reporting
Channel Contribution Calculator
Calculates each marketing channel's (Search, Social, Display, Video, Email) contribution to total conversions, revenue, and spend as a percentage-of-total breakdown.
Self-contained
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channel-contribution-calculator