What This Workflow Does

Figuring out which campaigns deserve more budget and which are draining money is tedious when done manually every week. 

This agent pulls the last 7 days of campaign performance from Google Sheets, analyzes spending efficiency, and tells you exactly where to reallocate. It flags underperformers, spots high-ROAS opportunities, and delivers specific budget recommendations—with percentage changes—to your Google Sheet or Slack. 

One client reduced overall budget by 15% while maintaining the same number of MQLs.

Key Features

• Pulls 7-day campaign performance data automatically
• Analyzes spend, ROAS, conversions, and CPA per campaign
• Identifies high-efficiency campaigns ready for budget increases
• Flags underperformers that need cuts or pauses
• Generates specific reallocation suggestions with percentage changes
• Surfaces surplus budget redistribution opportunities
• Delivers recommendations to Google Sheets or Slack
• Manual review step before anything goes live

How It Works

1. The agent pulls the last 7 days of campaign data from Google Sheets (spend, ROAS, conversions, CPA).
2. It aggregates metrics into a clean analysis format.
3. The data goes to OpenAI with prompts designed for budget optimization.
4. The AI analyzes spending efficiency, identifies high-ROAS opportunities, flags budget-draining campaigns, and generates reallocation recommendations.
5. You review and adjust recommendations before approving.
6. Once approved, the report delivers to Google Sheets or Slack with actionable next steps.

The workflow is typically scheduled to run Monday afternoons, right after the performance monitoring agent finishes.

Outcome

A weekly budget recommendation report with specific actions: campaigns to increase, campaigns to cut or pause, percentage-based reallocation suggestions, and surplus redistribution opportunities. Ready for review and immediate implementation.

Tools Used

• Make.com – workflow orchestration
• Google Sheets – data source and output
• OpenAI – budget analysis
• Slack – team notifications

Marketing today is about automating manual tasks so you can focus on strategy. TripleDart builds you marketing engines that scale towards predictable growth.

If you want to build similar workflows for your brand or partner with us, get in touch with one of our experts.

You can deploy no-code workflows using our marketing automation platform, Slate. Try it here!