You can now automate the creation of marketing audit reports through workflows. Reports are generated based on triggers and conditions, helping teams deliver insights at the right time while reducing manual effort and ensuring consistent results.
• Marketing audit reports can be generated through workflows
• New workflow action for audit report generation
• Automated report creation based on triggers
• Reduced manual work for recurring audits
• More consistent and scalable reporting process
• Generate audits after onboarding or major milestones
• Pair report generation with notifications or follow-ups
• Standardize audit timing using automation
• Test reports before using them in live workflows
• Use automation to scale audit delivery across contacts
Step 1
Navigate to your automation section and create a new workflow.
Step 2
Select the trigger that should start the audit report generation. Insert the action that generates the marketing audit report.
What does generating marketing audit reports via workflows do?
• It automatically creates marketing audit reports based on workflow triggers.
Do I need to enable this feature manually?
• Yes, you must add the audit report action to a workflow.
Can reports be generated automatically?
• Yes, reports are generated when trigger conditions are met.
Does this replace manual audit creation?
• Yes, it significantly reduces or removes manual reporting steps.
Can this be combined with other workflow actions?
• Yes, it works alongside notifications and follow up actions.
