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Workflows handle the repeatable work around your ads without losing context or control. A workflow starts from something that happens in the account, uses the memory, and produces a useful next step.

Common workflows

Review before action

Not every step should send, publish, or change something on its own. For anything that touches customers, budgets, reputation, or public channels, use a review step — Sapt does the work and a human approves before it goes live.

How to think about a workflow

Start from work your team already does by hand:
  1. What starts it?
  2. What information does it need from the memory?
  3. What decision has to be made?
  4. What should happen automatically?
  5. What should require approval?
Once those are clear, building it is the easy part.

Keep going

CRM

Memory