What this checklist solves
Marketing automation becomes risky when it changes budgets before a human understands what moved. This checklist defines the safer first version: detect unusual spend, CPA, ROAS, CPC, CPM, or conversion changes and send a clear review alert.
Automation map
| Layer | What to define |
|---|---|
| Data source | Meta Ads export, Google Ads export, TikTok Ads export, daily Google Sheet report, connector sheet, or manual CSV upload. |
| Metrics | Daily spend, CPA, ROAS, CPC, CPM, conversion count, and click-through rate. |
| Baseline rules | Seven-day average, same weekday comparison, minimum spend floor, minimum conversion floor, percent-change threshold, and hard daily limit. |
| Alert payload | Platform, campaign, date range, metric, current value, baseline value, percent change, spend amount, report link, and suggested review action. |
| Failure paths | Missing report data, multi-currency rows, tiny-spend noise, connector delay, and stale campaign names. |
Best-fit use cases
Use it for ad spend anomaly alerts, ecommerce marketing operations, agency reporting, paid acquisition dashboards, and budget leak detection workflows.
Join the early list
Get the first free workflow pack and product updates.