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Common Use Cases

Updated over 2 months ago

Campaign Management

Scenario: You launched multiple ad campaigns and want to review performance next week.

Action:

  • Type: "Ad Review"

  • Title: "Review Black Friday campaign performance"

  • Priority: High

  • Due Date: [Next week]

  • Created from: Campaign Dashboard

  • Smart routing: Takes you back to campaign metrics

KPI Monitoring

Scenario: KPI Brain alerts you to an anomaly in your conversion rate.

Action:

  • Type: "Anomaly Investigation"

  • Title: "Investigate 25% drop in conversion rate"

  • Priority: Urgent

  • Description: "Conversion rate dropped from 3.2% to 2.4% starting Nov 1"

  • Created from: KPI Brain

  • Smart routing: Takes you back to the specific KPI dashboard

Customer Follow-Up

Scenario: A customer inquiry needs follow-up after you gather information.

Action:

  • Type: "Follow-up Email"

  • Title: "Send pricing details to Acme Corp"

  • Priority: Medium

  • Due Date: Tomorrow

  • Assigned to: Sales team member

  • Notifications: Email + Slack

Ad Optimization

Scenario: An ad is underperforming and needs attention.

Action:

  • Type: "Ad Optimization"

  • Title: "Optimize Winter Sale ad - CTR below 1%"

  • Priority: High

  • Description: "Current CTR 0.7%, test new headlines and creative"

  • Created from: Ad Genius

  • Smart routing: Takes you directly to the ad editor

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