Workflows
How we work
What happens with your campaigns every day and every month, what you receive and when, and what we need from you to make the analysis useful.
Show the workflow for:
First week
What we do together to get started. From the day after you grant access, you get analysis.
You subscribeChoose your plan and number of accounts at pautia.io/pay. We contact you for payment and invoicing.
You grant accessOn Copiloto and Analista, read-only access to your Meta, Google or TikTok accounts. On Equipo, partner access so we can implement.
You upload your media planWith your personal link: how much you invest per platform and goal, and at what cost per result. It's mandatory: without a plan we can't tell if you're on track.
You log in to your dashboardAt app.pautia.io, with your email and a one-time code. No passwords.
First analysisAt 6 a.m. the next day we analyze the previous day, and every day from then on.
Every day
Lima time (UTC−5). We always analyze the full previous day.
Previous day's analysisWe review campaigns, ad sets and ads against your plan: spend, cost per result, frequency, conversion. Findings are ranked by money at stake.CopilotoAnalistaEquipo Not included in this plan
Urgent alert, only when neededIf money is at risk that same day (runaway spend, cost far above target, rejected ad), we write to you without waiting for the report.CopilotoAnalistaEquipo Not included in this plan
Specialist reviewA person reviews every recommendation: approves, adjusts or discards it. You only get what passed that review.CopilotoAnalistaEquipo Not included in this plan
ReportSent to the emails you choose, daily or weekly. On Copiloto, recommendations come straight from the engine, without human review.CopilotoAnalistaEquipo Not included in this plan
We implement what you approveWe apply the urgent changes you approved in your accounts and log each one with its result.CopilotoAnalistaEquipo Not included in this plan
Up-to-date dashboardAt app.pautia.io you see results, comparisons, ads with their image, recommendations and the history of reports sent.CopilotoAnalistaEquipo Not included in this plan
Every month
The media plan is the agreement on targets between you and the analysis. We keep it current together.
Before your plan endsWe remind you to upload the next one 5, 2 and 0 days before it ends. With no current plan, the analysis only describes what happened, without saying whether you're on track, and we keep reminding you.CopilotoAnalistaEquipo Not included in this plan
If budget or targets changeUpload the updated plan with the same link. The new one replaces the old one from its start date.CopilotoAnalistaEquipo Not included in this plan
Monthly session30 minutes to review the month and set priorities for the next.CopilotoAnalistaEquipo Not included in this plan
Executive summaryA summary of the month, ready to present to your leadership or client.CopilotoAnalistaEquipo Not included in this plan
1 new campaign includedBuilt by our team from your implementation request. Additional ones are quoted.CopilotoAnalistaEquipo Not included in this plan
Implementation workflow
Equipo plan only. Everything we implement comes through a single form, so nothing gets lost in chats or loose emails.
RequestYou send a new campaign, new ads or a change from your personal link, with creatives, copy, dates and budget. At least 3 business days before launch.
ReceivedYou get a code (IMP-0001) and the date it will be ready.
In progressThe consultant takes it and we let you know.
ImplementedWe send you the IDs of what was created. From the next day it's part of the daily analysis.
If something is missing, we return it on hold with exact details: fix it and send it again. If it can't be done (for example, due to platform policies), we reject it with the reason.
Open the implementation formUse the personal link we emailed you.
Not included in this planWhat we need from you
The analysis is only as good as the information it has. This is what makes the difference:
A current media planAlways uploaded and up to date.CopilotoAnalistaEquipo Not included in this plan
Active accessIf you change Business Manager or users, let us know first.CopilotoAnalistaEquipo Not included in this plan
Business contextPromotions, stock, seasons, price or sales-team changes: they change how we read the numbers.CopilotoAnalistaEquipo Not included in this plan
Lead qualityTell us how many leads became customers. That way we optimize for sales, not just cost.CopilotoAnalistaEquipo Not included in this plan
Decide on timeRecommendations have money at stake: the sooner you decide, the less is lost.CopilotoAnalistaEquipo Not included in this plan
Request through the formWhat doesn't arrive through the implementation form doesn't get implemented.CopilotoAnalistaEquipo Not included in this plan
Channels and response times
Dashboardapp.pautia.ioYour results, always up to date.
EmailReports, alerts and noticesFrom Pautia, to the emails you choose.
WhatsApp and emailcontacto@pautia.ioQuestions. On Analista and Equipo, up to 5 questions per week answered within 24 business hours.
Something doesn't fit how you work?
Message us and we'll adjust it with you.