Every team has routines that eat the week: the Monday report, the QA check, the export pasted into a sheet. Alli for Workflow Automation lets you describe that work in plain language, builds the multi-step workflow, runs it on a schedule or trigger, and turns the best ones into tools your whole team can use. No code is required. Credentials, role-based access, and audit trails are built in, and people approve what matters.
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PMG clients in this page’s stories
With Alli, PMG built Peloton's growth audience from live signals, including Experian and Amazon purchase data, and brought more than 110 partners into one dashboard. Teams could manage frequency and shift spend between always-on reach and moments like the Las Vegas Grand Prix in real time instead of reconciling regional reports by hand.
5Global Markets at Launch
110Partners in one unified dashboard
With Alli, PMG defined the audience from how plumbers actually spend their time, then turned seven hero videos into 63 ad versions for addressable TV, CTV, and trade social. Alli Creative Insights scored every version, and Alli Alerts flagged pacing issues so spend could move to what worked.
34%Higher Cost Effectiveness Than Benchmark
84%Video Completion Rate
PMG built the full launch, from research to creative to a full-funnel media plan, in six weeks. Underneath it, Alli Datasources brought 27 sources into one place and the Alli Semantic Layer gave every metric one shared definition.
6Weeks to Develop Launch Plan
54%Increase in Search Interest
Most routines cross several systems and several people. Someone pulls data from a platform, calculates a few metrics, writes a summary, and posts it to a channel. The same steps, every week. Teams try to fix it by buying tools, and the stack gets more static: systems that hold data, and people who move it by hand.
The alternatives each cost something. Engineering queues are slow. General automation tools move records but don’t understand your metrics. A clever prompt in one person’s chat history never spreads. And automation without controls brings its own risk: credentials pasted into chats, workflows nobody can audit.
Hours of the same pulls and summaries every Monday
How Alli for Workflow Automation handles itDescribe it once to Ask Alli inside Generative Workflows, review the steps, and schedule it
Copy, paste, and numbers that drift
How Alli for Workflow Automation handles itScheduled delivery to Slack or Google Sheets, with connectivity across Google, Amazon, Meta, TikTok, Snowflake, and BigQuery
Settings and tracking issues slip through
How Alli for Workflow Automation handles itPut campaign settings and tracking checks on a schedule so they happen every time
A signal arrives and someone repeats the same steps by hand
How Alli for Workflow Automation handles itPerformance-aware triggers, or an alert from Alli Alerts, start a workflow, and a person approves the change
It lives on one laptop, and the next person starts over
How Alli for Workflow Automation handles itAlli4u skills are published once and installed in one click
Useful tools never reach the top of the backlog
How Alli for Workflow Automation handles itDescribe the app in Alli4u and deploy it to Alli Apps
Nobody can say who built it, who can run it, or what it did
How Alli for Workflow Automation handles itCredential management, role-based access, and audit trails on every workflow
Pilots stall because the agent can’t safely reach systems, or reaches too much
How Alli for Workflow Automation handles itThe Alli MCP Server offers Alli tools within each user’s permissions
Alli for Workflow Automation is a ladder where each step reuses the one before. A prompt that works becomes a skill. Skills and steps chained together become a workflow that runs on its own. A workflow people need to see and act on becomes an app. The Alli MCP Server sits underneath, so every step reaches data and systems only within each user’s permissions.
Type the job in plain language or pick a template, and Ask Alli builds the workflow. In Alli4u, a prompt that works becomes a reusable skill.
What it’s worthAnyone who can explain a task can start automating it
Open the workflow in the Visual Workflow Designer, check each step from data pull to delivery, and adjust it. Add Python or JavaScript if needed.
What it’s worthYou can trust the automation because you can see what it does
Run on a schedule or a trigger such as pacing, spend, or CPA. Results land in Slack or Google Sheets, and every run is logged.
What it’s worthThe Monday report is ready on Monday
Wrap a workflow in an interface. Apps deploy with code verification, review, and audit trails.
What it’s worthOne person’s tool becomes everyone’s tool
AI assistants and agents call Alli’s tools through OAuth, within the signed-in user’s access.
What it’s worthAgents act inside the controls you already have
Five moments from the ladder, each shown by the work it removes.
Ask Alli, built into Generative Workflows, turns a plain-language description into a working workflow. It writes the SQL, calculates the metrics, generates the summary, and sets up delivery to the Slack channel you named. Starter templates give teams a tested place to begin.
What it’s worth
Nobody waits in an engineering queue, and nobody exports a file.
The Visual Workflow Designer shows each step in a secure, code-free space. Change a step visually, or add Python or JavaScript for more complex logic.
What it’s worth
People review the work before it is scheduled, so trust comes from seeing it.
Workflows can start on a schedule or on a defined condition, such as spend pacing ahead of plan or CPA rising above a threshold. An alert from Alli Alerts can start one too. The workflow prepares the draft, and a person decides.
What it’s worth
The gap between noticing and acting gets shorter without taking the decision away from anyone.
In Alli4u, anything someone builds can be published as a skill that teammates install in one click. When a workflow needs an interface, describe the app in Alli4u and deploy it to Alli Apps, with code verification and review before it goes live.
What it’s worth
Good ideas stop living on one laptop, and teams stop rebuilding tools that already exist.
The Alli MCP Server turns Alli’s APIs into callable tools, so an assistant can query data, review a client’s setup, and create or trigger workflows from a plain-English request, using the user’s own authorization.
What it’s worth
Tasks that used to take several screens and handoffs become one reviewable conversation.
Built to automate the routine, not the decision.
Alli handles the repetitive steps: pulling data, checking settings, preparing reports, and moving files. Your people decide what gets automated, review the output, and approve the changes that matter. Many teams build workflows that stop at a draft and send it to Slack for review. The AI scales their expertise, so teams get more done without giving up control.
What Alli doesBuilds the workflow from the description
What your people doDecide what is worth automating, and write the brief
What Alli doesShows every step in the Visual Workflow Designer
What your people doCheck each step, adjust it, and approve it before it is scheduled
What Alli doesRuns on the schedule or trigger, and logs every run
What your people doDecide which workflows run, and who can build, edit, and run them
What Alli doesVerifies code, routes apps for review, and keeps an audit trail
What your people doReview apps before they go live, and choose who gets access
What Alli doesOffers Alli’s tools within each user’s permissions
What your people doSet what each person and agent can see and do, and choose which tools are on
An automated report is only as good as the numbers it pulls. Generative Workflows runs on the same trusted data and business definitions as the rest of Alli, so an automated summary matches the dashboard and the answer from Ask Alli. It doesn’t work from a copy sitting in a separate tool.
See why teams trust Alli’s dataAutomate campaign QA, pacing checks, and performance reports across every platform.
Keep product feeds and promotional pricing in sync across platforms during peak periods.
Enable models user by user, lock down credentials, and see an audit trail of what ran.
Promotional pricing and product data kept in step across campaigns, and daily reports sent to regional managers.
Most teams handle recurring operations two ways: people do it by hand, or someone wires up a general automation tool. Manual work doesn’t scale. General tools connect apps well, but they don’t understand your data, your metrics, or what a result means.
| Manual process | General automation tools | Alli for Workflow Automation | |
|---|---|---|---|
| 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 trusted data in Alli |
| Analysis | Done by whoever has time | Limited to passing data along | Writes queries and generates written summaries |
| Controls | Vary by person | Vary by setup | Credentials, role-based access, and audit trails |
| Role of people | Do every step | Build and maintain the connections | Decide what to automate, and approve what matters |
The best first workflow is a task someone does every week, the same way, by hand. Each entry point connects to the rest of the ladder later.
Describe it to Ask Alli, review the steps, and schedule it
Start with Generative WorkflowsPut campaign settings and tracking checks on a schedule
Start with Generative WorkflowsConnect the alert to a workflow that drafts the fix for review
Start with Generative Workflows and Alli AlertsWrap it in an interface, share it with one team, and watch usage
Start with Alli AppsStart with read-only questions, then move to actions once the team trusts the answers
Start with Alli MCP ServerHow Alli builds, runs, and shares automated work, with your people in control.
Alli for Workflow Automation is a set of Alli products that build multi-step work from a plain-language description, run it on a schedule or trigger, and turn the best workflows into shared tools. It combines Generative Workflows, Alli Apps, Alli4u, and the Alli MCP Server. Credentials, role-based access, and audit trails are built in, and people approve what matters.
Yes. Describe the job to Ask Alli in plain language, start from a PMG template, or build it in the Visual Workflow Designer. None of these require code. Ask Alli writes the queries, generates the summary, and sets up delivery, and you review each step before scheduling. Teams that need more complex logic can add Python or JavaScript.
General automation tools are good at passing records between apps, configured step by step. Generative Workflows runs on your trusted data, writes its own queries, generates written summaries, and supports triggers like pacing or CPA thresholds. It’s built for automation tied to your metrics, not only app-to-app handoffs. Choose by whether the work depends on your data and definitions.
Three things. Credentials are stored securely, so nobody pastes keys into chats. Role-based access controls who can build, edit, and run each workflow. Audit trails log every run, so you know who built it and what it did. Alli Apps adds code verification and review before an app goes live.
No. Workflows handle repetitive steps like pulling data, checking settings, and preparing reports. Your team decides what gets automated, reviews the output, and approves changes that matter. Many teams send drafts to Slack for review before anything goes further. The automation does the routine work, and a person makes the decision.
On a schedule, such as every Monday at 7 a.m., or when a defined condition is met, such as spend pacing ahead of plan or CPA rising above a threshold. An alert from Alli Alerts can also start a workflow, so a signal leads straight to a defined next step that a person can review.
When people keep asking you to run it for them, when someone has to review or include results, or when several teams built their own version. Alli Apps wraps the workflow in an interface and shares it with code verification, reviews, and audit trails, so the tool is usable by people who don’t write prompts or code.
Through the Alli MCP Server, and only within each user’s permissions. It uses OAuth 2.1 with PKCE, forwards each user’s authorization with every request, and handles requests statelessly.
Alli is available to PMG clients. Marketing, media, and operations teams use the same platform PMG’s experts use, and other teams with recurring data work can too.
Book a walkthrough and bring the report your team rebuilds every week. We’ll show you Ask Alli turning it into a workflow, and where your people review and approve it. Alli is available to PMG clients.