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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 Storage Templates Overview

Alli Cloud Storage - Upload Files from Workflows
Alli Cloud Storage - Move or Rename Files
Alli Cloud Storage - Download Files to Workflows

Alli Data Templates Overview

Alli Data - Download Query Results to Workflows
Alli Data - Bulk Force Sync

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

Audience Planner - Get Persona Details From URL
Audience Planner - Get Persona Details From CSV

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

Google Ads Templates Overview

Google Ads - Alli Search Automation Sitelinks
Google Ads - Search Query Reporting
Google Ads - Upload Offline Conversions
Google Ads - Search Automation RSAs

Microsoft Ads Templates Overview

Microsoft Ads - Alli Search Automation Sitelinks
Microsoft Ads - Upload Offline Conversions
Microsoft Ads - Search Automation RSAs

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

SensorTower App Performance Export

Pathmatics Report Exports

Appsflyer SSOT Reporting (for AAP-enabled clients)
API Wizard for Analysts GPT (work in progress)

How-To: Setup Social Ad Bloat
How-To: Setup Weather Budget Adjuster
How-To: Use/Install A Template
Microsoft URL Negation V2

Popular App: Social Budget Consolidation

How-To: Onboarding Alli Social Budget Consolidation
Tutorial: Social Consolidation Platform Error-Handling Cheat Sheet
Tutorial: User Guide - Social Budget Consolidation

Popular App: Social Bid Modifier

Popular App: Data Augmented Bidding

Multipliers Feature (DAB)
Matching Logic (DAB)

Popular Apps: Search Automation

Search Automation: Sitelinks App

Search Automation: RSAs App (Responsive Search Ads)

How-To: Set Up Alli RSA 2.0
RSA 2.0 User Reference Document
RSA Tool User Guide: Best Practices & Common Issues

Search Automation: SQR App (Search Query Report)

How-To: Set Up Alli SQR Automation

Matching Logic - Alli Search Automation
User Doc - Search Automation Google Sheet Overview
How-To: URL and App Placement Negation (self-onboarding)

Marketplace Technical Reference

App Templates Overview

How-To: Creating and Editing a Template
How-To: Publishing a Template
How-To: Deleting a Template

App Process & Development Deep Dive

Bash App
Node App
Python App

How to Connect to Alli Data's Redshift Cluster
How to Read and Write Files to a Client's S3 Bucket
How to Unload To and Copy From Client S3 Buckets
How to Connect to Other Alli APIs from Within an App Execution
How to Use Alli Client Credentials to Connect to Google Cloud (BigQuery)
How to Use Client Credentials to Connect to Google Sheets

How to break marketplace execution logs

How to Automate Repo Upload to S3

Marketplace Variables

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Microsoft Ads Templates Overview

Alli Workflows' low-code Microsoft Ads templates allow users to connect their data in Microsoft Ads to the rest of their modern data stack.

Available Templates

Alli Search Automation Sitelinks
Upload Offline Conversions
Search Automation RSAs

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