Alli Generative Workflows is AI workflow automation built into the Alli operating system. Describe a job in plain language and Ask Alli builds the full multi-step workflow, from pulling the data to writing the summary to delivering it in Slack. Then it runs on a schedule, with no code and full governance.
Most recurring work follows the same steps every time. Someone still has to pull the data, check it, write it up, and send it, and the more reports, regions, and platforms you add, the more hours it takes.
The weekly report, the pacing check, and the spreadsheet export all depend on whoever has time that day. When that person is out, the work waits.
General automation tools can move a row from one app to another. They can’t tell you what changed or why it matters to the plan.
Automations that live outside your data foundation drift from the metrics everyone else reports, so the summary and the dashboard disagree.
Build multi-step workflows from a plain-language prompt or a PMG template, see and adjust every step, and put critical routines on a schedule.
Explain the routine the way you’d explain it to a colleague. Ask Alli breaks it into steps, writes the SQL, drafts the summary, and sets up the delivery for you to review.
For your teamA routine that took an afternoon becomes a prompt and a quick review.
Explore Ask AlliTasks connect on a canvas with conditions between them, such as run only on success. Change a step, test the workflow, and save it. Teams that need complex logic can add Python or JavaScript.
For your teamAnalysts own their automations, and engineering reviews only what needs it.
Reporting, QA, and data delivery run every Monday at 7 a.m. or when pacing moves off plan. Each run is logged with its trigger and duration, with a button to run it now.
For your teamThe numbers are ready before the meeting, every week.
Recurring reports pull, summarize, and deliver on schedule, so the Monday meeting starts with the numbers already in Slack.
Campaign settings and tracking checks run on a schedule, so they happen whether or not someone remembers.
Thresholds on spend, pacing, or CPA start the follow-up workflow, and a person approves the change before it goes further.
Credentials, role-based access, and audit trails cover every workflow, so the team knows who changed what and when it ran.
Who uses it
Automate the checks that protect spend.
Campaign QA, pacing checks, and performance reports run across every platform on a schedule.
Get the roll-up before you ask for it.
Recurring spend and performance roll-ups, plus a written weekly summary of what moved, arrive in Slack ahead of the meeting.
Retire the one-off export.
Scheduled data deliveries from Snowflake and BigQuery reach the people who need them, in Google Sheets or Slack.
Keep feeds and pricing in sync.
Product feeds and promotional pricing stay aligned across platforms during peak periods.
PMG templates give every new workflow a proven starting point, and each workflow keeps its triggers, versions, and history inside the Alli operating system.
Starter templates are built on 15 years of PMG operating experience. Pick one for a weekly report, a QA check, or a feed sync, then adjust it to your accounts and metrics.
For your teamNew workflows follow the same standard from the first run.
Each workflow keeps its triggers, notifications, and versions, with a history of every run. Share a workflow with the team, or duplicate it for another client.
For your teamNobody has to remember to start the routine, and everyone can see that it ran.
See how Alli Alerts can trigger a workflowDescribe the job, check the steps, and set when it runs. Ask Alli and the Visual Workflow Designer handle the rest.
Type what you need into Ask Alli, or pick a starter template.
Open the workflow in the Visual Workflow Designer and check each step, from data pull to delivery.
Change a step visually, or add Python or JavaScript for more complex logic.
Choose a schedule, like every Monday at 7 a.m., or a trigger, like pacing moving off plan.
Results land in Slack, Google Sheets, or the destination you chose, and every run is logged.
Manual processes and general automation tools like Zapier or Make can both move work along. Neither runs on governed business data, writes its own analysis, or responds to performance signals.
| Manual process | General automation tools | Alli Generative Workflows | |
|---|---|---|---|
| How it’s built | People repeat the steps each time | Configured step by step, app by app | Described in plain language, built by Ask Alli |
| Data | Exports and spreadsheets | Moves records between apps | Runs on governed data in the Alli operating system |
| Analysis | Done by whoever has time | Limited to passing data along | Writes queries and generates written summaries |
| Triggers | Someone notices | App events and simple rules | Schedules, thresholds, and performance signals |
| Governance | Varies by person | Varies by setup | Credential management, role-based access, and audit trails |
| Starting point | Tribal knowledge | Generic templates | PMG templates built on 15 years of operating experience |
Generative Workflows runs on the same foundation as the rest of Alli, connects to the platforms your data already lives in, and keeps every run accountable.
Security: the Alli platform holds a current SOC 2 Type II report and is aligned with the NIST Cybersecurity Framework (CSF). Request the report See security details
Sync feeds and business data across Google, Amazon, Meta, TikTok, Snowflake, and BigQuery. A step can call a partner platform job, and an Alli task picks up where it ends.
Start a workflow when a signal crosses a threshold, like spend, pacing, or CPA, or when Alli Alerts flags a change.
Platform credentials are stored securely, admins control who can build, edit, and run each workflow, and every run is logged.
The ideas behind Alli Generative Workflows
How workflows get built, what they connect to, and how they stay governed.
Alli Generative Workflows is AI workflow automation inside the Alli operating system. Teams describe a job in plain language, and Ask Alli builds a multi-step workflow that pulls data, runs analysis, writes summaries, and delivers results. Workflows run on schedules or triggers, with credential management, role-based access, and audit trails built in.
Yes. You can describe the workflow to Ask Alli in plain language, start from a PMG template, or build it in the Visual Workflow Designer. None of these require code. Teams that need more complex logic can add Python or JavaScript to any step, but it’s optional, and most recurring reports never need it.
Generative Workflows connects to platforms including Google, Meta, Amazon, TikTok, Snowflake, and BigQuery, plus delivery tools like Slack and Google Sheets. Because it runs on the Alli operating system, it can also use any data already brought in through Alli Datasources, so workflows read the same numbers as your dashboards and alerts.
General automation tools are good at passing data between apps. Generative Workflows runs on governed business data, writes its own queries, generates written analysis, and supports performance-based triggers like pacing or CPA thresholds. It’s built for teams that need automation tied to their data and metrics, with governance across every run.
Workflows can run on a set schedule, such as daily, weekly, or monthly, or start when a defined condition is met, like spend pacing ahead of plan or CPA rising above a threshold. Alerts from Alli Alerts can also start a workflow, so a signal leads directly to the next step.
No. Generative Workflows handles the repetitive steps, like pulling data, checking settings, and preparing reports. Your team decides what gets automated, reviews outputs, and approves changes that matter. Many teams send drafts to Slack for review before anything goes further, which keeps people in control of the decisions.
Start with a task someone does every week, the same way, by hand. A recurring performance report is usually the fastest win: describe it to Ask Alli, review the steps, and schedule it. Then move to QA checks and data deliveries, and connect alerts to follow-up workflows once the team trusts the output.
Book an intro and bring the report your team rebuilds every week. We’ll show you Ask Alli turning it into a workflow that runs on its own.