Action packs for execution teams

Signals

• Creative fatigue
• Pacing drift
• Query risk / attribution gaps

Delivered actions

• Creative refresh project
• Budget shift request
• Negative keyword task

Outcome metrics

• CPA
• ROAS
• Spend pace

Automation example

• If fatigue detected, then create creative refresh project (policy: approve).

Signals

• Lead aging risk
• Stage stall > SLA
• Forecast drift

Delivered actions

• Re-route leads + assign tasks
• Escalate to managers
• Weekly pipeline review pack

Outcome metrics

• Win rate
• Sales cycle length
• Forecast accuracy

Automation example

• If stage stall > SLA, then open escalation tasks (policy: approve).

Signals

• Cash gap forecast
• OPEX drift
• Margin anomaly

Delivered actions

• Trigger approval workflow
• Block spend + notify
• Open variance review

Outcome metrics

• Runway stability
• Variance reduction
• Gross margin

Automation example

• If cash gap forecast, then trigger approvals (policy: approve).

Signals

• Supplier SLA risk
• Price drift vs contract
• Contract expiration window

Delivered actions

• Propose reorder plan
• Request approval
• Launch renegotiation tasks

Outcome metrics

• Cost stability
• Reduced supply risk

Automation example

• If price drift > threshold, then create approval request (policy: approve).

Signals

• OOS risk forecast
• Slow-moving inventory
• Receiving delays

Delivered actions

• Open restock plan
• Trigger transfers
• Escalate receiving issues

Outcome metrics

• Availability rate
• Inventory turns

Automation example

• If OOS risk detected, then open restock plan (policy: notify).

Signals

• Cycle time drift
• Process compliance gaps
• Quality incident spikes

Delivered actions

• Assign corrective tasks
• Schedule root-cause review
• Update SOP checklist

Outcome metrics

• Higher throughput
• Lower defect rate

Automation example

• If compliance gap flagged, then create corrective tasks (policy: approve).

Signals

• Backlog surge
• SLA breach risk
• Negative sentiment

Delivered actions

• Auto-triage and route
• Escalate critical tickets
• Generate response drafts

Outcome metrics

• Faster first response
• Higher CSAT

Automation example

• If SLA breach risk, then escalate + assign tasks (policy: auto-run).

Signals

• Open role aging
• Attrition risk signals
• Onboarding delays

Delivered actions

• Schedule interview blocks
• Create retention plan tasks
• Escalate onboarding issues

Outcome metrics

• Lower time-to-hire
• Improved retention

Automation example

• If role aging > target, then schedule interview blocks (policy: approve).

Signals

• Health score drop
• Usage decline
• Renewal risk window

Delivered actions

• Launch outreach playbook
• Create success plan
• Escalate renewal review

Outcome metrics

• Higher NRR
• Lower churn

Automation example

• If health score drops, then open success plan (policy: approve).

Signals

• Access anomalies
• Uptime drift
• Policy violations

Delivered actions

• Open incident ticket
• Request privileged approval
• Run remediation playbook

Outcome metrics

• Reduced downtime
• Lower risk exposure

Automation example

• If policy violation detected, then open incident ticket (policy: notify).