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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

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

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

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

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

Fivetran Templates Overview

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

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

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

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

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

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

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

OpenAPI ChatGPT Templates Overview

ChatGPT - Generate Response
ChatGPT - Translate a Text File
ChatGPT - Optimize Product Feed
ChatGPT - Response from a File Upload

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

Salesforce Templates Overview

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

Shortcut Templates Overview

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

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

SFTP Template Overview

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

Slack Templates Overview

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

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

Geospatial Templates Overview

Workflows-Helper Templates Overview

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

Zoom Templates Overview

Zoom - Parse Meeting Data
Zoom - Authorization

Generic Rss Templates Overview

Generic RSS - Authorization
Generic RSS - Download Feed to Workflows

Alli Solutions Templates Overview

How to: Campaign Build Automation
Alli Solutions - Campaign Build Automation
Alli Solutions - SQR Automation
How to: SQR Automation

Meta Templates Overview

Meta - Download EMQ Scores

Openai Chatgpt Templates Overview

ChatGPT - Generate Response From File
ChatGPT - Create Data Dictionary
ChatGPT - Create Dummy Data
ChatGPT - Add Comments to Code
OpenAI ChatGPT - Authorization

Chatgpt Templates Overview

ChatGPT - Authorization
ChatGPT - Generate Message (Deprecated)

Sftp Templates Overview

SFTP - Upload Files from Workflows
SFTP - Authorization

Alerts 2.0
Dbt Core - Run Command

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

Data

Datasources

Tutorial: Getting Started With Alli Data Guide
How-To: Create a new datasource
How-To: Manually upload data to an existing datasource
How-To: Backfill a datasource
How-To: Update datasource owner
How-To: View datasource errors and warnings
How-To: Edit a schema after datasource creation
How-To: Name Datasource Columns
Advanced Guide: Using Global User Authenticated Accounts
Advanced Guide: Updating the Advanced Settings for a datasource

Explorer

Tutorial: Getting started with Explorer Reports
How-To: Use Ask Alli
How-To: Create a report with advanced filters
How-To: Create a report with rolling dates
How-To: Create a report that compares two date ranges

Alerts

How to trigger an Alert in Data Explorer from a Marketplace app
Advanced Guide: Enabling Big Query for a Custom Alert
Tutorial: Getting started with Explorer Alerts

Categorizations

Tutorial: Getting Started With Categorizations
How-To: Add a new categorization
How-To: Use categorizations within your custom report

Exporting Data

How to connect data to Google Sheets using Data Explorer
How-to add a new datasource to an existing Data Studio dashboard
How-to Create a Sentiment Dashboard from FB Sentiment
How to Create a Sentiment Data Source and Dashboard

Certified Datasources

Tutorial: Getting started with Certified Datasources

Tutorial: Onboarding a Platform

Onboarding CM360
Onboarding The Trade Desk
Onboarding Bidtellect
Onboarding Vistar DSP
Onboarding InnovidXP to Alli

Tutorial: Backfilling Data for a Platform
Tutorial: Building and Refreshing Certified Datasources
How-To: Identify Which Platforms and Report Types are Enabled for Reporting
How-To: Locate Source Data Used in Reporting
How-To: Add New Accounts for an Existing Platform
How-To: Categorize CM360 Conversions
How-To: Reclassify Media Channel
How-To: Include Custom DSP Cost in Display Reporting
How-To: Integrate Fiscal/Promo Calendars for Reporting
How-To: Enable Hourly Reporting
How-To: Create Dynamic Creative Reports
How-To: Enable Product Feed Reporting
How-To: Enable Device and Demographic Reporting
How To: Debugging Discrepancies in Alli Data Library
Advanced Guide: Adding Additional Metrics to Platform-level Reports
Advanced Guide: Troubleshooting Refresh app errors
Advanced Guide: Understanding Google Ads conversion reports
Advanced Guide: Understanding Creative Performance Data

Certified Datasource References

Report Hierarchy

Report Field Mappings

Data Library Field Mapping - Account Performance
Data Library Field Mapping - Account Settings
Data Library Field Mapping - Ad Hourly Performance
Data Library Field Mapping - Ad Performance
Data Library Field Mapping - Ad Settings
Data Library Field Mapping - AdGroup Hourly Performance
Data Library Field Mapping - AdGroup Performance
Data Library Field Mapping - Adgroup Settings
Data Library Field Mapping - Affiliate Performance
Data Library Field Mapping - Audience Performance
Data Library Field Mapping - Campaign Performance
Data Library Field Mapping - Campaign Settings
Data Library Field Mapping - Creative Performance
Data Library Field Mapping - Demographic Performance
Data Library Field Mapping - Dynamic Creative Performance
Data Library Field Mapping - Geo DMA Performance
Data Library Field Mapping - Geo Region Performance
Data Library Field Mapping - Google Ads Performance Max
Data Library Field Mapping - Inventory Performance
Data Library Field Mapping - Keyword Performance
Data Library Field Mapping - Platform Device Performance
Data Library Field Mapping - Product Feed Performance
Data Library Field Mapping - Searchterm Performance

Report Use Cases

Offline Conversions in Data Library 2.0

Placement ID methodology
Creative ID methodology
Core Categorizations
ADL FAQs
Known Issues

MediaOcean/Prisma Print/OOH Data Definitions
MediaOcean Prisma SPOT Data Definitions
Magnite Data Definitions

Data Technical References

Datasources & run times

Datasources Release Notes

May 2025
April 2025
March 2025
February 2025
January 2025
Google Ads API v19 to v22 Upgrade

Instagram Business

Authenticating Owned Instagram Accounts (for external users)

Alli Data API
Data FAQs

Reporting Troubleshooting

Infrastructure Alerts

Set Datasource Custom Default Run Times
Datasource Source Status Deep Dive

Creative

[Beta] Creative Fatigue

Ad Feed & Details

Tutorial: Understanding your Ad Feed
Tutorial: Walking through the Ad Details Page
Tutorial: Filtering your Creative
How-To: View your creative through its PreviewURL
How-To: Save your filters

Top & Bottom Performers

How-To: Display the Top & Bottom Performing Creatives

Creative Analyzer

Tutorial: Understanding the Frequency vs Performance view

Creative Scorecard

How-To: Update Creative Scorecard Settings
Creative Scorecard feature breakdown

Creative Labs

Creative Insights Technical Reference

How-To: Do Initial Setup for Creative Insights
How does data flow into Creative Insights?
Preview URL Troubleshooting
FAQ
How-To: Backfill YouTube Assets into Creative Insights
How-To: Set up YouTube in Creative Insights
CI - Data Export Technical Reference

How To: Request Asset Renewals

[Alpha] Creative Studio - WIP

Creative Studio End-to-End How-To Guide

Strategy & Planning

Audience Planner

Audience Planner Vision
Audience Planning FAQ
How to: Save Persona as a Draft
How to: Un-publish a Persona in Audience Planner
How to: Publish a Persona in Audience Planner
How to: Archive a Persona in Audience Planner
Interpreting Index and Audience Share
Competitive Analysis for Audience Planner
Audience Planner Playbook

Media Planner

How-To: Create Admin Columns
How-To: Create a Media Plan
How-To: Visualize your Plans
How-To: Leverage Plan Statuses in your workflow
How-To: Create and Manage Plan Versions
How-To: Manage a Media Plan
How-To: Use Record Breakdowns
Advanced Guide: Using formulas in your Media Planner columns
Advanced Guide: Linking Performance Data to Media Plans
Media Planner FAQs

Products

Tutorial: Getting Started with Alli Products
How-To: Add New Filters
How-To: Apply Filters to a Feed
How-To: Deploy a Feed
How-To: Troubleshoot a Feed Deployment
How-To: Schedule a Product Feed Import and/or Deployment
How-To: Check a Feed Import or Deployment Status
How-To: Import a Feed with a Datetime Stamp
How-To: Configure a Datasource

Products Technical References

Filter Overview

Filter Conditions
Filter Actions

Regular Expressions
Bazaarvoice Deployments

How-To: Set-up Price Competitiveness Report

Audiences

Importing Lists

Tutorial: Getting started with Alli Audiences as a new users
How-To: Create an Audience List
How-To: QA an Imported List

How-To: Modify an audience list

Restrictions on audience list modification

How-To: Import to an Existing List
How-To: Remove or Modify an Existing Auto Import
How-To: Set up Alli SFTP for Audiences (Basic & Advanced)
How-To: Use a SFTP Manager to Find File Name and Attributes When Creating a New List
How-To: Authenticate a SFTP for Import or Activation
How-To: Select the correct attribute/column type
How-To: Extract headers from a file in Alli SFTP
How-To: Delete a list
Advanced Guide: The Different Types of Audience Lists
Advanced Guide: What SFTP are my clients using?
Advanced Guide: Audience Import Sources

Manipulating Lists

How-To: Create an Audience Segment (and Filter to a Specific Audience)
How-To: Modify an audience segment
How-To: Duplicate a segment
How-To: Delete a segment
How-to: Get Access to Power Audiences
How-to: Create a power audience in alli audiences

How-to: Write Power Audience SQL

CRM List Reference in alli audiences
Power Audience SQL Requirements in alli audiences
Example Power Audience SQL Query

How-to: Delete a Power Audience
Advanced Guide: Join Two Lists with Power Audiences

Deploying Lists

How-To: Authenticate a Partner Platform to Deploy Audiences
How-To: Activate a Segment to Facebook
How-To: Activate a Segment to Linkedin
How-To: Use an Activated Segment for Targeting in Facebook
How-To: Switch Authenticated Accounts on an Existing Deployment
How-To: Authenticate with LiveRamp
How-To Activate an Audience to an SFTP
How-To: send a deployment to The Trade Desk
How-To: send a deployment to TikTok
How-To: send a deployment to S3
How-To: get started with Disney+ Clean Room
Activation Explainers
How-To: Send Audiences to DV360 via Google Customer Match Uploader (CMU)
Google Ads Deployment
Customer Match Uploader Deployment

Alli Audience Gateway

Alli Audience Gateway Placement Instructions

Audience Technical References

File Delivery

Automatic imports in alli audiences

Delete an auto import in alli audiences

Security and Compliance
Transaction Lists and Aggregations
User Doc: Permissions Needed for API Partners
Alli SFTP vs Regular SFTP for alli audiences
Sharing SFTP Credentials
Audience File Requirements/Schema

Alli Activations

Current Activations

Reference Guide: Deployment Partners in Alli Audiences

Authentication

Google Ads Authentication
Customer Match Uploader Authentication
Facebook Authentication
Twitter Authentication
Amazon S3 Authentication
Snapchat Authentication
Meta for Offline Events Authentication
LinkedIn Authentication
The Trade Desk Authentication
Disney+ Cleanroom Authentication
TikTok Authentication
Pinterest Authentication

How-To Deploy

Twitter Deployment
Snapchat Deployment
Meta for Offline Events Deployment
Meta LTV Deployment
Pinterest Deployment

Deployments in alli audiences

Create a deployment in alli audiences
Modify a deployment in alli audiences
Delete a deployment in alli audiences

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

Archives

How-To: Pull Applovin Platform Data
How-To: Pull inMobi Platform Data
How-to: Pull Liftoff Platform Data
How-To: Pull Moloco Platform Data
How-To: Pull Unity - Aura Platform Data
How-To: Pull Remerge Platform Data
Backfill Data for App Platform Apps

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

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

Central Settings

Alli Single Sign On (SSO) Setup

How to Set up Single Sign On with Okta

How to: add a user to a client?(& change access levels)
How To: Use the "Remember Me" feature on Alli's Login Page
How to find an Alli client's Google Service Account
Working with Alli Client States
How-to Add A New Slack Workspace to send alerts to

Cloud Storage

Cloud Storage How-Tos

How-to set up a new Alli SFTP
How to use Alli Cloud Storage in an Alli Data datasource
How to Encrypt Files to Alli SFTP
Integrating a Client or Vendor with Alli Cloud Storage

Cloud Storage References

Alli SFTP Technical Reference
Cloud Storage Technical Reference

Cloud Storage

Cloud Storage How-Tos

How-to set up a new Alli SFTP
How to use Alli Cloud Storage in an Alli Data datasource
How to Encrypt Files to Alli SFTP
Integrating a Client or Vendor with Alli Cloud Storage

Cloud Storage References

Alli SFTP Technical Reference
Cloud Storage Technical Reference

What's New

Dashboards

Tutorial: Getting started with Alli Dashboards
Tutorial: Embedding new dashboards in Alli
How-To: Reorganize your dashboards
How-To: Create a new Dashboard Section
How-To: Add new dashboards and documents
How-To: Add Tableau Visualizations to Dashboard

Generative Dashboards

How To: Use Gen Dashboards to Create a Dashboard?
How To: Edit a Visualization
How To: Apply Filters Across a Dashboard
How To: Export Your Dashboard Data Table
How To: Save & Share a Dashboard
How To: Work with Code View
How To: Get Help with Gen Dashboards
Generative Dashboards FAQ
Glossary of Terms
How To: Duplicate a Dashboard and create a Saved View

Generative Dashboard Charts & Grids

How to: Create a Creative Grid Table
How to: Create a Calendar Heatmap
How to: Create a Text Box in Gen Dashboards
How to: Create a Dynamic Dual Axis Area Chart
How to: Create a Dynamic Stacked Bar Chart
How to: Create a Dynamic Table with Three Dimensions / Pivot Table
How to: Create a Dynamic Bubble Scatter Chart

How to: Change Data source for a Generative Dashboard
How to: Build a U.S. Choropleth Map (D3)

Getting Support

Getting Alli Access

Forgotten Password

Alli Service Desk

Submitting a support ticket FAQ
Service Desk Status Guide
Alli Severity Priority Policy - Incidents
Alli Priority Policy - Bugs

Support How-tos

How-To: Create a Support Request
How-To: Choose the Appropriate Request Type
How To: Submit a properly detailed request

Submit a Ticket

Main

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

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

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

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

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

Fivetran Templates Overview

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

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

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

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

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

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

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

OpenAPI ChatGPT Templates Overview

ChatGPT - Generate Response
ChatGPT - Translate a Text File
ChatGPT - Optimize Product Feed
ChatGPT - Response from a File Upload

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

Salesforce Templates Overview

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

Shortcut Templates Overview

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

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

SFTP Template Overview

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

Slack Templates Overview

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

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

Geospatial Templates Overview

Workflows-Helper Templates Overview

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

Zoom Templates Overview

Zoom - Parse Meeting Data
Zoom - Authorization

Generic Rss Templates Overview

Generic RSS - Authorization
Generic RSS - Download Feed to Workflows

Alli Solutions Templates Overview

How to: Campaign Build Automation
Alli Solutions - Campaign Build Automation
Alli Solutions - SQR Automation
How to: SQR Automation

Meta Templates Overview

Meta - Download EMQ Scores

Openai Chatgpt Templates Overview

ChatGPT - Generate Response From File
ChatGPT - Create Data Dictionary
ChatGPT - Create Dummy Data
ChatGPT - Add Comments to Code
OpenAI ChatGPT - Authorization

Chatgpt Templates Overview

ChatGPT - Authorization
ChatGPT - Generate Message (Deprecated)

Sftp Templates Overview

SFTP - Upload Files from Workflows
SFTP - Authorization

Alerts 2.0
Dbt Core - Run Command

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

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