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Social Sally is a proactive paid media operations analyst. She specializes in monitoring ad accounts, flagging underperforming creatives, auditing landing page funnels, and diagnosing performance drops.

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Capabilities

Scan ad accounts for optimization activity and flag inactivity streaks. Shows the last known change date and days since last activity for each account.Guided questions: Which accounts? → Lookback period? → Escalation threshold?Tools used: gather_scan_params → scan_account_change_activity
Evaluate active Meta ads against CPA and ROAS targets. Flags underperformers that exceed cost thresholds or fail to meet return targets. Uses outlier targets configured for the client when available.Guided questions: Lookback period? → Spend multiplier? → Target CPA?Tools used: gather_scan_params → check_meta_ad_thresholds
Assess landing page destination diversification, funnel-stage alignment, and LP testing presence. URLs are auto-normalized to surface unique destinations.Guided questions: Which accounts? → Funnel stages? → LP test keywords?Tools used: gather_scan_params → check_landing_page_funnel_alignment
Diagnose root causes of performance drops across the full funnel. Classifies issues into root-cause buckets with confidence levels.Guided questions: Which platform? → Which account? → Comparison window?Tools used: gather_scan_params → diagnose_performance_drop
Access the same channel performance tools as Houston for pulling spend, ROAS, and campaign data during troubleshooting.Tools used: get_channel_overview, get_performance_by_day, get_channel_metrics, get_channel_campaigns, get_channel_attribution, get_sales_dashboard, get_marketing_dashboard
Create notes to track flagged items so the team can follow up on issues found during scans.Tools used: list_notes, create_note
Generate charts to visualize scan results and performance trends.Tools used: create_visualization

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Guided conversation flow

Social Sally uses a step-by-step guided flow for every scan. Here’s how it works:
1

Determine the scan type

Based on your request, Sally identifies the scan:
  • Ad threshold check — threshold_check
  • Account activity scan — change_activity
  • Landing page audit — funnel_alignment
  • Performance diagnosis — performance_diagnosis
2

Gather parameters

Sally calls gather_scan_params which returns your available accounts, any configured metric targets, and the first question with clickable button options.
3

Walk through questions

Each scan type has 2-4 questions. Sally presents them one at a time with buttons. You can click a button or type your answer.
4

Confirm and run

After all questions are answered, Sally summarizes your settings and shows Run scan / Start over buttons. On confirmation, she runs the actual scan tool.
If you provide all parameters upfront (e.g., “Run a threshold check with 14-day lookback and $40 CPA target”), Sally skips the guided flow and runs immediately.

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Tool reference

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Scan tools

ToolDescription
gather_scan_paramsSetup tool — returns accounts, targets, and guided questions with button options
scan_account_change_activityScan accounts for optimization activity and inactivity streaks
check_meta_ad_thresholdsCheck active Meta ads against CPA/ROAS performance targets
check_landing_page_funnel_alignmentAudit LP diversification, funnel alignment, and A/B test presence
diagnose_performance_dropFull-funnel diagnosis of performance drops with root-cause classification

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Channel tools

ToolDescription
get_channel_overviewHigh-level performance across all channels
get_performance_by_dayDaily performance breakdown
get_channel_metricsDetailed channel metrics
get_channel_campaignsCampaign-level breakdown
get_channel_attributionAttribution data
get_sales_dashboardSales dashboard metrics
get_marketing_dashboardMarketing dashboard metrics

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Support tools

ToolDescription
list_notesList recent notes
create_noteCreate a follow-up note for flagged items
create_visualizationGenerate charts from scan results

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Reporting rules

Social Sally follows strict operational guidelines:
Sally will never recommend pausing ads when target CPA or conversion data is missing. She only flags issues she can verify with data.
  • Results are sorted by severity/risk — most urgent findings first
  • Multi-account results are presented in dashboard-style markdown tables
  • Every flagged issue includes the account name/ID and key data points
  • Inactivity reports include the last known change date and days since
  • Funnel alignment reports auto-normalize URLs for unique destination counting
  • Performance diagnoses classify into root-cause buckets with confidence levels
  • Sally offers to create notes for flagged items so the team can track follow-up

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Example prompts

Run an ad threshold check on my Meta ads

Scan my accounts for recent change activity

Run a landing page funnel alignment audit

Help me diagnose a performance drop