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Performance Max

Tutorial: Getting Started with Performance Max
How to: Connect to Google Ads
How-To: Create a Scheduled Version
How-To: Duplicate Versions
How-To: Understanding Version Statuses
How-To: Use the ChatGPT “Generate” Function to Create Ad Copy
How-To: Delete a Version
Tutorial: Understanding How Evergreen & Scheduled Versions Work Together
How-To: Using the Execution Log
Tutorial: Handling Errors in Asset Rotation

Alli Actions

Tutorial: Getting started with Actions
How-To: Manage Partner Platform Authentication in Actions
How-To: View Error Messages on an Action That Ran
How-To: Disable or Remove an Action
How-To: Run an Action One-Off with Manual File
How-To: QA Your Action Runs
How-To: Handle Common Types of Actions Issues
How-To: Connect your Google Sheet to Actions
How-To: Schedule Your Action to Run
How-To: Set Up a Manual Upload Action
How-To: Filter Alli Data Reports by Date to Power Actions - Tips & Tricks
How-To: Test Your Action
Tutorial: Update Meta ASC Campaigns - Tips & Tricks
Tutorial: Adding Negative Keywords to Google Ads
Tutorial: Applying Network Settings in Google Ads
Tutorial: Adding Negative Mobile Placements in Google Ads
Tutorial: Add Locations to Campaigns in Google Ads
Tutorial: Managing DV360 Negative Keyword Lists
Tutorial: Updating Campaign Budgets in Google Ads

Actions Technical References

Running an Action from Alli Marketplace
How Actions reads files

Workflows

Tutorial: Getting Started With Workflows
Tutorial: Use the Workflow Visual Editor
Popular Workflow: Alli Data > ChatGPT > Slack
Popular Workflow: Alli Data > Slack
Popular Workflow: Google Sheet > Slack
Popular Workflow: RSS Feed > ChatGPT > Slack
How-To: Add A Schedule / Scheduled Trigger
How-To: Browse Available Templates
How-To: Creating and Managing Credentials
How-To: Applying Credentials to Tasks
How-To: Deleting a Workflow
How-To: Duplicate A Workflow
How-To: Delete A Task
How-To: Manually Run Your Workflow
Tutorial: Understanding Workflow Logs
How-To: Find Your Alli Client's Google Service Account
How-To: Embed File into a Template Input
How-To: Execute A Workflow From A Google Sheet (using a webhook trigger)
How-To: Create a Shareable Workflow Link
How-To: Write Custom Code Task

How-To: Add & Manage Webhook Triggers

How-To: Execute a Webhook Trigger

Explore Existing Templates

Airbyte Templates Overview

Airbyte Authorization
Airbyte - Trigger Sync
Airbyte - Check Sync Status (Deprecated)
Airbyte - Authorization

Airtable Templates Overview

Airtable - Authorization
Airtable - Upload File from Workflows to Airtable
Airtable - Download Table or View to Workflows

Alli Cloud Template Overview

Alli Cloud - Download Files to Workflows

Alli Data Templates Overview

Alli Data - Download Query Results to Workflows

Alli Solutions Templates Overview

How to: Campaign Build Automation
Alli Solutions - Campaign Build Automation
Alli Solutions - SQR Automation
How to: SQR Automation
Alli Solutions - Google Offline Conversion Uploader
How to: Google Offline Conversion Uploader
Alli Solutions - Bing Offline Conversions
How to: Bing Offline Conversion Uploader
Segmented Audience Importer
Alli Solutions - Search Automation RSAs
Alli Solutions - Data Augmented Bidding
Alli Solutions - Bing URL Negation
How to: Bing URL Negation
Alli Solutions - Segmented Audience Importer
Alli Solutions - Social Consolidation
Alli Solutions - Social Ad Bloat

Amazon Athena Templates Overview

Amazon Athena Authorization
Amazon Athena - Execute Query
Amazon Athena - Download Query Results to Platform
Amazon Athena - Download Query Results to Workflows
Amazon Athena - Authorization

Amazon Redshift Templates Overview

Amazon Redshift - Authorization
Amazon Redshift - Upload File to Table from Workflows
Amazon Redshift - Execute Query
Amazon Redshift - Download Query Results to Workflows

Amazon S3 Template Overview

Amazon S3 Authorization
Amazon S3 - Download Files to Platform
Amazon S3 - Move or Rename Files
Amazon S3 - Delete Files
Amazon S3 - Upload Files from Platform

Amazon S3 Templates Overview

Amazon S3 - Download Files to Workflows
Amazon S3 - Upload Files from Workflows
Amazon S3 - Authorization

Audience Planner Templates Overview

Azure Blob Storage Templates Overview

Azure Blob Storage - Upload Files from Workflows
Azure Blob Storage - Download Files to Workflows
Azure Blob Storage - Move or Rename Files
Azure Blob Storage - Delete Files
Azure Blob Storage - Authorization

Azure Data Factory Templates Overview

Azure Data Factory - Trigger Job
Azure Data Factory - Authorization

Box Templates Overview

Box - Authorization
Box - Upload Files from Workflows
Box - Download Files to Workflows

Census Templates Overview

Census - Check Sync Status (Deprecated)
Census - Trigger Sync
Census - Authorization

Chatgpt Templates Overview

ChatGPT - Authorization
ChatGPT - Generate CSV
ChatGPT - Generate Response
ChatGPT - Optimize Product Feed
ChatGPT - Generate Response From File
ChatGPT - Create Data Dictionary
ChatGPT - Create Dummy Data
ChatGPT - Translate a Text File

Clickup Templates Overview

Clickup - Add Comment
Clickup - Create Task
Clickup - Edit Task
Clickup - Authorization

Coalesce Templates Overview

Coalesce - Trigger Job
Coalesce - Check Job Status (Deprecated)
Coalesce - Authorization

Confluence Templates Overview

Confluence - Create Page
Confluence - Create Page From Template
Confluence - Download
Confluence - Authorization

Data Manipulation Templates Overview

Data Manipulation - Compare Datasets

Databricks Templates Overview

Databricks - Download Files from DBFS to Workflows
Databricks - Move or Rename Files on DBFS
Databricks - Delete Files from DBFS
Databricks - Upload Files to DBFS from Workflows
Databricks - Authorization

Databricks Sql Warehouse Templates Overview

Databricks SQL Warehouse - Upload File to Table
Databricks SQL Warehouse - Download Query Results to Workflows
Databricks SQL Warehouse - Execute Query
Databricks SQL Warehouse - Authorization

Dbt Cloud Templates Overview

dbt Cloud - Download Logs and Artifacts to Workflows
dbt Cloud - Trigger Job and Download Results to Workflows
dbt Cloud - Trigger Job
dbt Cloud - Check Run Status (Deprecated)
dbt Cloud - Authorization
dbt Cloud - Refresh Alli Redshift Credentials

Dbt Core - Run Command

Domo Templates Overview

Domo - Authorization
Domo - Check Refresh Status (Deprecated)
Domo - Upload File as Dataset from Workflows
Domo - Download Card to Workflows
Domo - Download Dataset to Workflows
Domo - Trigger Dataset Refresh

Dropbox Templates Overview

Dropbox - Authorization
Dropbox - Download Files to Workflows
Dropbox - Upload Files from Workflows

Email Templates Overview

Email - Authorization
Email - Send Message
Email - Send Message Conditionally
Email - Send Message with File
Email - Send Mass Message

File Manipulation Templates Overview

File Manipulation - Convert CSV
File Manipulation - Decompress Files
File Manipulation - Compress Files
File Manipulation - Convert JSON to CSV
File Manipulation - Filter CSV
File Manipulation - Upload Manual File
Data Manipulation - Map Column Names

Fivetran Templates Overview

Fivetran - Check Sync Status (Deprecated)
Fivetran - Trigger Sync
Fivetran - Trigger Sync and Check Status (Deprecated)
Fivetran - Update Connector
Fivetran - Authorization

Ftp Templates Overview

FTP - Download Files to Workflows
FTP - Move or Rename Files
FTP - Upload Files from Workflows
FTP - Delete Files
FTP - Authorization

Generic Rss Templates Overview

Generic RSS - Authorization
Generic RSS - Download Feed to Workflows

Geospatial Templates Overview

Google Bigquery Templates Overview

Google Bigquery Authorization
Google BigQuery - Execute Query
Google BigQuery - Download Query Results to Workflows
Google BigQuery - Download Query Results to Google Cloud Storage
Google BigQuery - Upload File to Table from Workflows
Google BigQuery - Authorization

Google Drive Templates Overview

Google Drive - Download Files to Workflows
Google Drive - Upload Files from Workflows
Google Drive - Authorization
Google Drive - Upload Files from Shipyard

Google Docs Templates Overview

Google Docs - Authorization
Google Docs - Download Document to Workflows
Google Docs - Clear Document Content
Google Docs - Upload Content to Document

Google Product Studio Templates Overview

Google Product Studio - Generate Background
Google Product Studio - Remove Background
Google Product Studio Overview

Google Sheets Templates Overview

Google Sheets - Authorization
Google Sheets - Clear Data from Sheet
Google Sheets - Download Sheet to Workflows
Google Sheets - Upload File to Sheet from Workflows

Hex Templates Overview

Hex - Trigger Project
Hex - Check Run Status (Deprecated)
Hex - Authorization

Hightouch Templates Overview

Hightouch - Trigger Sync
Hightouch - Check Sync Status (Deprecated)
Hightouch - Authorization

Http Templates Overview

HTTP - Requests
HTTP - Download File from URL to Workflows

Hubspot Templates Overview

Hubspot - CSV Header Validator
Hubspot - Download List Data to Workflows
Hubspot - Upload Data
Hubspot - Authorization

Jira Templates Overview

Jira - Authorization
Jira - Add Comment To Ticket
Jira - Create Ticket
Jira - Edit Ticket

Looker Templates Overview

Looker - Download Look as File to Workflows
Looker - Download SQL Query as File to Workflows
Looker - Create SQL Runner Query
Looker - Download Dashboard as File to Workflows
Looker - Authorization

Magnite Templates Overview

Magnite Authorization
Magnite - Update Budget Fields
Magnite - Authorization

Meta Templates Overview

Meta - Download EMQ Scores

Microsoft 365 Excel Templates Overview

Microsoft 365 Excel - Download Data from Workbook to Workflows
Microsoft 365 Excel - Upload Data to Workbook from Workflows
Microsoft 365 Excel - Authorization

Microsoft 365 Sharepoint Templates Overview

Microsoft 365 Sharepoint Authorization
Microsoft 365 SharePoint - Download Files from SharePoint to Platform
Microsoft 365 SharePoint - Upload Files from Workflows to SharePoint
Microsoft 365 SharePoint - Move or Rename Files in SharePoint
Microsoft 365 SharePoint - Remove files from SharePoint
Microsoft 365 SharePoint - Download Files from SharePoint to Workflows

Microsoft Power Bi Templates Overview

Microsoft Power BI - Trigger Refresh
Microsoft Power BI - Authorization

Microsoft Sql Server Templates Overview

Microsoft SQL Server - Execute Query
Microsoft SQL Server - Upload File to Table from Workflows
Microsoft SQL Server - Download Query Results to Workflows
Microsoft SQL Server - Authorization

Microsoft Teams Templates Overview

Microsoft Teams - Post Message
Microsoft Teams - Authorization

Mode Templates Overview

Mode - Authorization
Mode - Check Run Status (Deprecated)
Mode - Download Report as File to Workflows
Mode - Trigger Report Refresh

Motherduck Templates Overview

MotherDuck - Upload File to Table
MotherDuck - Execute Query
MotherDuck - Download Query Results to Workflows
MotherDuck - Authorization

Mysql Templates Overview

MySQL - Execute Queries
MySQL - Download Query Results to Workflows
MySQL - Upload File to Table from Workflows
MySQL - Authorization

Notion Templates Overview

Notion - Download Database to Workflows
Notion - Upload File from Workflows to Notion Database
Notion - Authorization

Onedrive Templates Overview

OneDrive Authorization
Microsoft OneDrive - Download Files to Platform
OneDrive - Move or Rename Files
Microsoft OneDrive - Upload Files from Platform to OneDrive
Microsoft OneDrive - Move or Rename Files
Microsoft OneDrive - Remove Files
Microsoft OneDrive - Download Files to Workflows
Microsoft OneDrive - Upload Files from Workflows to OneDrive
OneDrive - Authorization

OpenAI Whisper Templates Overview

Whisper - Transcribe Audio with API
Whisper - Transcribe Audio
Whisper - Translate Audio to English with API

Portable Templates Overview

Portable - Trigger Flow
Portable - Authorization

Postgresql Templates Overview

PostgreSQL - Execute Query
PostgreSQL - Download Query Results to Workflows
PostgreSQL - Upload File to Table from Workflows
PostgreSQL - Authorization

Rudderstack Templates Overview

RudderStack - Trigger Sync
RudderStack - Check Sync Status (Deprecated)
Rudderstack - Authorization

Salesforce Templates Overview

Salesforce - Authorization
Salesforce - Download Data to Workflows
Salesforce - CSV Header Validator
Salesforce - Upload Data

SFTP Template Overview

SFTP Authorization
SFTP - Delete Files
SFTP - Download Files to Workflows
SFTP - Move or Rename Files
SFTP - Upload Files from Platform

Sftp Templates Overview

SFTP - Upload Files from Workflows
SFTP - Authorization

Shortcut Templates Overview

Shortcut - Create Story
Shortcut - Edit Story
Shortcut - Add Comment to Story
Shortcut - Authorization

Slack Templates Overview

Slack - Authorization
Slack - Send Message with File
Slack - Send Message
Slack - Send Message Conditionally

Smartsheet Templates Overview

Smartsheet - Download Sheet to Workflows
Smartsheet - Upload File from Workflows to Smartsheet
Smartsheet - Authorization

Snowflake Templates Overview

Snowflake - Execute Query
Snowflake - Download Query Results to Workflows
Snowflake - Upload File to Table from Workflows
Snowflake - Authorization

Tableau Templates Overview

Tableau Authorization
Tableau - Download View to Workflows
Tableau - Trigger Datasource Refresh
Tableau - Trigger Workbook Refresh
Tableau - Check Refresh Status (Deprecated)
Tableau - Authorization

Thoughtspot Templates Overview

Thoughtspot Authorization
Thoughtspot - Authorization
Thoughtspot - Download Search Results to Platform
Thoughtspot - Export Answer Report
Thoughtspot - Export Liveboard Report
Thoughtspot - Export Metadata
Thoughtspot - Download Search Results to Workflows

Trello Templates Overview

Trello Authorization
Trello - Add Comment to Card
Trello - Create Card
Trello - Edit Card
Trello - Authorization

Youtube Templates Overview

Youtube - Download Video to Platform
Youtube - Create Video Ads Bulk Sheet
How-To: YouTube Ad Automation Bulk Sheet
Youtube - Download Video to Workflows
YouTube - Authorization

Workflows Helper Templates Overview

Workflows Helper - Browse CSV
Workflows Helper - Filter CSV
Workflows Helper - List All Files in A Folder
Workflows Helper - Check If File Exists

Zoom Templates Overview

Zoom - Parse Meeting Data
Zoom - Authorization

Workflow Technical Reference

How-To: Creating A New Template

How-To: Understanding and Utilizing Arguments

How-To: Referencing Credentials

How-To: Understand and Create Environment Variables

How to Access Environment Variables with Code
How-To: Access Environment Variables in the UI

Workflow's Environment Variables

How-To: Reference Workflows Environment Variables in File Names

How-To: Kick Off a Workflow to Run in the Middle
How-To: Version Control
How-To: Delete a Template
How-To: Duplicate A Template
How-To: Understand and Create Template Variables
How-To: Reference User Input from a Template Variable
How to Reorder Template Variables
How-To Insert a Date into any Field
Template Visibility
Understanding Match Types
How-To: Upload a Local File
How-To: Use Private AgencyPMG GitHub packages in Workflows
How-To: Instrument Python Tasks with OTEL
How-To: Install Packages
How-To: Kick Off a Workflow to Run From the Middle

Marketplace

Marketplace Platform

Tutorial: Getting started with Alli Marketplace
How-To: QA your app
How-To: Set Up a New Workflow
How-To: Schedule an App to Run
How-To: Disable or Remove an Installed App
How-To: Understanding Executions & Execution Logs
How-To: Browse & Explore Available Solutions

Explore Existing Marketplace Apps & Solutions

How-To: Create BigQuery View
Tutorial: How to Automatically Delete and Backfill a Datasource on Schedule
Tutorial: How to Implement a Social Bid Modifier 2.0
Tutorial: TheTradeDesk - Brand Safety Alerts
How-To: Set Up Brand Media Pacing Datastudio Dashboard
How-To: Brand Media Screenshot Calendar Tool
How-To: Pull AppsFlyer Reports to Upload into Alli Data
How-To: Pull Data for TikTok Trends
Tutorial: Creative Banner Wrap Generator
How-To: Weather API App
How-To: Use Weather API Connector within Alli

Pagescraper App

Pagescraper configuration file
FAQ: Pagescraper

Tutorial: AWIN Report Builder
Tutorial: LiftLab Data Delivery - SQL to SFTP Marketplace App Setup

Mobile App Platform Data How-Tos

How-To: Pull App Platform Data

App Platform Templates & Metrics Reference
Backfill Data for App Platforms