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
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