Automation templates

The template library is a set of pre-built automations for the checks marketing teams run most often. Each is ready to use, pick one, set its parameters, schedule it. They exist so you do not start every automation from a blank prompt.

Packs go one step further: a pack bundles related templates and configures them together from one set of shared answers, so you can stand up a whole watch in a single pass instead of creating each automation by hand.

Prerequisites

Editor role, and a bound data source for the template to query.

Finding the library

From Automations, open Agent Library. The page is described as “Browse predefined automation agents for marketing intelligence” and has two tabs:

• Templates: Individual pre-built automations, filtered by category

• Packs: Curated bundles that create several automations at once

On the Templates tab, category pills across the top filter the grid: All, Attribution, Budget, Creative, Governance, and Pacing. Each card shows the template name, its category, a description, how many parameters it takes, and its default schedule.

Using a template

1. Pick a template: Read what it checks

2. Set its parameters: The metric, threshold, brand, or window it should use

3. Schedule and enable: Review the cron schedule and save

In detail:

1. Open Automations > Agent Library and stay on the Templates tab.

2. Filter by category if you know what you are looking for, then click Use Template on the card you want. A panel opens with the template’s parameters pre-filled with its defaults.

3. Fill in the parameters. These differ per template, they are the metric, threshold, lookback window, or dimension the check should use.

4. Review the schedule. Each template carries a default schedule (shown in the table below), which you can change to any cron expression.

5. Save. The automation appears in your automations list and runs on its schedule. See Creating automations for the full form and Tracking runs for what happens after.

A template is a starting point, not a straitjacket: once created, an automation from a template can be edited in place like any other, through its parameters rather than its prompt.

The template library

Adverity Atlas ships 31 templates across five categories.

Budget

Template	What it checks	Default schedule
Spend Waste Detector	Identifies ad spend on zero-converting or below-threshold entities	Weekly (Mon 08:00)
Budget Anomaly Alert	Runs anomaly detection on key metrics to identify unexpected spikes or drops	Daily (08:00)
Diminishing Returns Alerter	Watches spend-to-outcome curves per channel or campaign and flags when marginal CPA is climbing steeply	Weekly (Mon 08:00)
Daypart Efficiency Analyzer	Analyzes performance by hour-of-day and day-of-week to surface time windows where spend is significantly less efficient	Weekly (Mon 07:00)
Data Freshness Monitor	Checks when each data source last received data, detects stale pipelines, and flags metric anomalies that suggest data quality issues rather than real performance changes	Daily (06:00)
Geo Performance Divergence	Identifies geographic regions where campaign performance deviates significantly from the overall average	Weekly (Mon 08:00)
Portfolio Rebalancing Recommender	Analyzes efficiency across all active campaigns and recommends budget shifts from low-efficiency to high-efficiency entities	Weekly (Mon 07:00)

Pacing

Template	What it checks	Default schedule
Pacing Monitor	Checks current spend vs budget allocation, computes pacing %, projects end-of-period spend, and flags under/overspending campaigns	Daily (10:00)
Seasonality Drift Detector	Compares current performance against same-period historical baselines adjusted for long-term trend	Weekly (Mon 07:00)
Campaign Launch Monitor	Watches newly launched campaigns during their initial ramp-up period and benchmarks them against account or category averages	Daily (08:00)
Bid Strategy Drift Detector	Monitors automated bidding outcomes against their configured targets	Daily (08:00)

Creative

Template	What it checks	Default schedule
Creative Fatigue Detector	Identifies creatives with declining performance while maintaining minimum impression volume	Weekly (Mon 09:00)
Audience Saturation Monitor	Detects when ad frequency against audience segments exceeds diminishing-returns thresholds	Weekly (Mon 09:00)
Funnel Drop-off Monitor	Watches post-click conversion rates by campaign and creative, flagging degradation in landing page or funnel performance	Daily (08:00)
Audience Decay Tracker	Tracks the performance trajectory of custom, lookalike, and retargeting audiences over their lifetime	Weekly (Mon 09:00)

Attribution

Template	What it checks	Default schedule
Incrementality Tester	Compares test vs control performance to compute lift and assess statistical significance	Weekly (Fri 09:00)
Channel Cannibalization Detector	Flags when scaling one channel correlates with declining efficiency in another, suggesting audience overlap or bid competition	Weekly (Mon 07:00)
Attribution Disagreement Flagger	Compares conversion credit across multiple attribution models and flags campaigns where models diverge significantly	Weekly (Mon 07:00)
Platform Discrepancy Detector	Compares metrics reported by ad platforms against analytics or warehouse actuals	Daily (07:00)
Conversion Lag Profiler	Profiles how long conversions take to mature after a click or impression	Weekly (Mon 06:00)
Cross-Device Conversion Gap	Identifies campaigns with significant device-level conversion rate gaps that suggest broken mobile experiences, misallocated device bids, or cross-device journey blindspots	Weekly (Mon 08:00)

Governance

Template	What it checks	Default schedule
Compliance Score Monitor	Monitors the Compliance Score for one media source over a rolling window	Daily (07:00)
Rule Theme Compliance Auditor	Audits one media-governance theme across all applicable sources	Daily (08:00)
Search Compliance Auditor	Audits paid-search compliance for one configuration aspect	Daily (08:00)
Display Inventory & Viewability Auditor	Audits programmatic display buy-side compliance for one aspect: viewability against MRC standards, brand-safety and non-performance inventory exclusion, or low-performance domain and app exclusion	Daily (08:00)
Datastream Health Monitor	Monitors all tenant datastreams for Connect, Fetch, Enrich, and Transfer failures	Every 6 hours
Authorization Health Monitor	Monitors source-platform authorization status across all workspaces	Daily (03:00)
Naming Convention Validator	Validates that every campaign name conforms to the customer’s naming convention and parses to known taxonomy values	Daily (05:00)
Tenant Onboarding Tracker	Tracks per-workspace onboarding readiness: datastream coverage, authorization completeness, mapping table population	Weekly (Mon 06:00)
Influencer Marketing Compliance	Monitors influencer-marketing campaigns for paid-partnership disclosure, creator-handle taxonomy, brand-safety clearance, caption disclosure compliance, and spend pacing	Daily (08:00)
Executive Compliance Rollup	Roll-up reporting for executives	Monthly (1st, 07:00)

Tip

Several governance templates are designed to be used more than once. Rule Theme Compliance Auditor, Search Compliance Auditor, and Display Inventory & Viewability Auditor each cover one theme or aspect per automation, so create one per theme you want watched. The Atlas Standard Governance pack below does exactly that for you.

Packs

A pack instantiates several templates in one pass. You answer a short set of shared parameters once, and the wizard fans them out into every automation in the bundle. Four packs ship with Adverity Atlas.

Pack	Category	Automations created	Shared parameters
Atlas Standard Governance	Governance	14	Campaign Name Filter (SQL LIKE), Lookback Period (Days), Brand Filter (comma-separated)
Budget Health Suite	Budget	6	Lookback Period (Days), Minimum Spend ($), Dimensions
Attribution & Measurement Suite	Attribution	6	Lookback / Test Period (Days), Breakdown Dimensions
Creative & Audience Health	Creative	4	Lookback Period (Days)

Using a pack

1. Open Automations > Agent Library and switch to the Packs tab. Each card shows the pack name, its category, how many automations it creates, and how many shared parameters it takes.

2. Click Use Pack. The wizard opens at step 1. Shared parameters.

3. Enter a Pack instance name. This is used to label the resulting bundle of automations. It defaults to the pack’s own name.

4. Fill in the shared parameters, which are applied to every automation in the pack.

5. Under Templates in this pack, untick any automation you do not want to instantiate. All are ticked by default unless the pack says otherwise.

6. Click Next: Per-template review to move to step 2. Per-template review. Here each template shows its own Schedule (cron) and, where it has settings the shared parameters did not cover, an Override parameters section. Templates fully configured by the shared values say so instead.

7. Click the create button to finish. It is labelled with the number of automations you are about to create, for example Create 6 automations. They are created as a group you can open from the pack instance, where View child automations lists them and each shows as Active or Paused.

Note

A pack is a shortcut for creating automations, not a container that keeps controlling them. Once created, each automation in the pack is edited, paused, and deleted like any other.

When no template fits

Reach for a custom automation and describe the check in plain language. Templates cover the common cases; custom covers everything else.

What’s next?

• Creating automations, configure and schedule a template

• Tracking runs, see what a template automation finds

• Automations overview, how automations work

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