Platform / Automation Workflows
Streamline Processes and
Save Time with Custom Automation Workflows
Our custom automation workflows operate on an If/Then basis, letting you set up workflows for just about anything you want. That includes:
- Sales
- Accounting
- Ad collection and more
Offload Your Repeat Tasks
Any task you spend more than 30 minutes on every week should be automated. MediaOS automation workflows lets you offload your repeat tasks, increase production, and save time and money.
Increased Efficiency & Productivity
Streamlines processes by eliminating manual tasks, reducing the need for human intervention.
Increased Accuracy & Consistency
Reduces errors, as tasks are performed consistently following predefined rules and logic.
Savings & Resource Optimization
Reduces the need for manual labor and reallocates resources, saving time, manpower, and operational expenses.
Lead Management Automation Workflows
From capturing leads through website forms or inquiries to nurturing them through various stages of the sales process, workflows can automatically assign leads to sales representatives, send personalized follow-up emails, and schedule reminders for timely follow-ups.
Event-triggered notifications can be set up to alert sales reps or account managers about specific events, such as new leads, closed deals, or upcoming campaign milestones.
Proposal and Contract Generation
Streamline the process of generating proposals and contracts for ad campaigns. When a deal is closed, the platform automatically generates customized proposals and contracts based on predefined templates.
Billing and Invoicing
Automated workflows handle billing and invoicing processes, generating invoices, and sending them to advertisers based on agreed-upon terms and campaign schedules.
Renewal and Upsell Automation Workflows
Workflows assist in identifying opportunities for upselling or renewal of existing campaigns. Send reminders to sales reps to reach out to advertisers before their campaigns expire and explore options for renewal or additional ad placements.
Performance Reporting
Workflows can automate the generation and distribution of ad performance reports to advertisers at predefined intervals, providing them with key metrics and insights.
Integration with Ad Operations
Automated workflows can integrate with ad operations systems to streamline processes like ad trafficking, ad delivery, and performance tracking.
Workflows for Email Campaigns
MediaOS has built-in tools for creating and sending automated email campaigns to advertisers. Workflows can be set up to trigger email sequences based on specific events, such as:
- Welcoming new clients
- Sending campaign performance updates
- Promoting special offers
