Paid Media Pacing and Budget Reallocation

Compares spend to plan by channel each week and proposes budget moves with the numbers behind them.

macOS — coming soonSee the 3 automations
Marketing / AUTOMATE.md

Early each month, rank the channels by cost per qualified lead from the attribution report, then email the proposed shift with the reasoning and the risk.

Ready-made: Budget Reallocation Proposal

The job, and what good looks like.

### What breaks Budget is set once and then adjusted by whoever argues hardest, usually in the last week of the month. By then a channel that stopped converting has already taken the spend, and a channel that started working never got the budget. ### What the workflow does - Compare spend against the plan by channel and campaign every week, and flag anything pacing ahead or behind. - Put every channel on one definition of a lead before comparing cost, using the same window and the same exclusions. - Rank channels by cost per qualified lead rather than by each platform's own conversion count. - Draft the proposed shift as a written change with the numbers, the trade-offs, and what the move assumes. - Record what was changed and what followed, so the same argument is not had twice. ### What a human still approves The person who owns the budget approves every move, including no move at all. The workflow prepares the comparison and the proposal; it does not change spend or pause a campaign.

When it is handled

  • Pacing gaps caught in days
  • Channels compared on one definition
  • Proposed moves arrive with the reasoning
  • Spend decisions recorded with the date

Works with tools like

  • Google Ads
  • Meta Ads
  • LinkedIn Ads
  • The Trade Desk
  • Dreamdata

Ready-made automations. Pick the one that fits.

Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.

Ads Spend Anomaly Alert

When the daily spend or cost per lead jumps, check the campaign report for what changed and post a short note before the day closes.

When daily spend moves more than 30% from the 30-day average

Budget Reallocation Proposal

Early each month, rank the channels by cost per qualified lead from the attribution report, then email the proposed shift with the reasoning and the risk.

On the fifth of each month

Weekly Pacing Check

Every Monday at 7:30am, compare the channel spend against the media plan and post which campaigns are ahead or behind pace.

Every Monday at 7:30am

You stay in charge.
At every step.

It drafts and checks. You decide what goes out.

  • Nothing published without you

    Drafts wait for your review, in your voice and within your claim rules.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the channels you connect

    Each automation reaches only the apps and folders you give it.

Budget Reallocation Proposal

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your marketing platform's workflows

Sending sequences and scoring contacts inside one tool.

They stop at that tool's edge, and can't draft from a brief or explain a drop in results.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat and writing assistants

Drafting copy when you ask.

Nothing happens until you ask again, and your brief, voice and checks live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Related workflows.

Campaign reporting

Builds the weekly campaign report from one agreed set of channel numbers, so the meeting starts from the same figures instead of five screenshots.

2 automations

Landing Page Variant QA and Form Testing

Checks every live variant for broken links, form errors, and tracking before paid traffic lands on it.

2 automations

Competitor monitoring

Watches a short list of competitor pricing pages, release notes, and ad libraries and reports what moved with the source, so nobody discovers a price cut from a customer.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon