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Monitoring, playbooks, and client review

Understand what is recorded and what runs unattended.

Reviewed 2026-09-29-account-agents · Current beta

Monitoring

Rules can describe campaign status, budget, and conversion-delay-aware CPA observations. Alerts record their source dates and support acknowledgement and resolution.

The hosted timer checks for due monitors every five minutes. A saved rule is not evidence that its first observation succeeded: review the runner heartbeat, recorded observation time, and any failures. There is no unattended AI optimization or guaranteed automatic budget stop.

Scheduled account reviews

In Ask Entryway or Agent/Plan, choose an optimization review or account update and repeat every 24 hours or 7 days. The first review starts after that interval. Pause or archive the schedule to stop future work. Saved results and failures appear beside the schedule. Reviews use your selected text model and provider credits.

Schedules inspect current Search campaign configuration and campaign-level metrics using your selected strategy and optional versioned playbook. Search terms, CRM and tracking are not comprehensively inspected. Scheduled reviews only prepare evidence and proposals; they never apply advertising changes or mark manual playbook steps complete. A playbook revision change requires a fresh schedule.

There is one active account review per account and a daily workspace request limit. Missed intervals do not create a catch-up burst. Proposals expire after seven days. Read each review’s evidence, questions and limitations, then prepare individual proposals for exact review and approval.

Playbooks

Create or adapt a reusable procedure, then start a dated run for the selected client. Runs preserve the template version and client binding. Record notes for reviewed, skipped, and reopened steps.

Completed means the recorded procedure was reviewed. It does not mean each linked action was sent to Google or independently verified.

Team and client access

Invite the intended verified-email recipient and grant only the relevant account role. Use the shared review and report link controls, with expiry and revocation. A viewer is not an ad operator.

Owner-only business-outcome and credential workflows do not become available through a report link. Broader organization administration and external-client production acceptance remain limited.

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