Marketing / Operations

Use Operations

Operations is the Marketing home and the main place to run marketing work for the active workspace — from the workspace scoreboard at the top, through a single conversation that can generate images and videos, research and plan, then create and manage multi-channel campaigns.

When to use Operations

Use Operations as your default workflow for Marketing, not only for occasional “help.” Open Operations in the Marketing sidebar (first item). Whatever you can do in the Marketing UI, Operations can work on your behalf in conversation — including creative generation, planning, and campaign creation end to end.

Typical flows include:

generating ad images and short videos
researching markets, products, and competitors
building or refining marketing plans
creating and managing campaigns across providers
improving performance and diagnosing account health

Campaigns Operations can create

Operations creates campaigns from the conversation. For Google, that currently includes:

It can also run the supported Meta and TikTok campaign paths. See Create campaigns with Operations for the full list of provider paths.

Keep the work in one Operations session so context, attachments, and @ mentions stay together as you move from creative to campaign — for example, generate creatives, attach a brief from the Bucket, mention products with @, then ask Operations to create a Shopping or Performance Max campaign.

Workspace scoreboard

On a new Operations session, the top of the page shows a workspace scoreboard (labeled Workspace scoreboard):

date range (Today, 7 days, or 30 days)
health chips (for example Healthy or risk counts)
freshness and Sync
spend, conversions, efficiency, impressions, clicks, and conversion rate
campaign counts by provider and recommendations when they are available

Use Reports in the sidebar when you need a fuller performance view. The Diagnose action buttons that mention “dashboard” refer to this Operations scoreboard and its health signals.

Start a session

Open Operations in the Marketing sidebar.
On a new session, you see the scoreboard above What do you want to achieve? with a message composer and action buttons below it.
Either type your goal in the composer, or click an action button to pick a guided starting point.
Attach files with the paperclip, and mention workspace resources with @, whenever you want precise context.
Press Send (or Enter) to start the conversation.

You can also use voice input, or hover over an action option to preview its prompt before selecting it. A short tip under the action buttons explains the paperclip and @ controls.

Attach files and mention resources

Attachments and @ mentions make Operations more precise than text alone. Prefer them whenever you have a brief, brand PDF, product list, existing creative, or a specific campaign in mind.

Attach a file (paperclip)

1. Click the paperclip in the composer. 2. Choose a source: - Bucket — files from the Console storage bucket (mostly PDFs and images such as briefs, brand guidelines, or reference docs). - Creative — images from Creative Center. 3. Select a file and choose Use selected.

Attached files appear as chips above your message. Operations can read attachment content (for example PDF text and image context) and use it in the conversation.

Mention workspace resources (@)

Click @ in the composer.
Pick a category in the left sidebar: Videos, Products, Plans, or Campaigns.
Select one or more items, then choose Add to chat.

Mentions appear as chips above your message. If you select many items, the composer shows the first few chips and an and N more label. All selected items are still included when you send.

Use @ to point Operations at exact workspace items — for example, products for a Shopping campaign, a video creative to reuse, a plan to build from, or a campaign to improve — instead of describing them in free text.

Action buttons

Action buttons group common goals into five areas. Click a top-level button to open its options, then choose the one that matches your goal. The selected prompt fills the composer so you can review or edit it before sending.

Grow my business

Get me more customers
Increase sales from my website
Find the best advertising opportunity
Recommend a campaign strategy for my goals
Build a research-backed growth plan

Create campaigns & ads

Create a campaign
Launch a campaign for best-selling products
Create a campaign for a new product launch
Create a seasonal promotion campaign
Create ads and creative for a campaign

Research & analysis

Analyze my website and find opportunities
Research my market and competitors
Find high-demand products or services to promote
Analyze my ad accounts and suggest improvements
Check trends and search demand in my market

Improve performance

Improve my existing campaigns
Find problems with my ads
Reduce wasted ad spend
Tell me why campaigns are underperforming
Recommend what to pause, activate, or archive

Diagnose

Give me a snapshot of how my ads are performing
Check my workspace health
Explain my dashboard warning flags
How are my campaigns doing overall?
Show me a quick advertising dashboard summary

During an active session, use the action-button toggle in the composer to reopen the same panels without starting a new session.

Sessions

The sidebar lists recent Operations sessions for the active workspace.

New session — start a fresh conversation.
Search — find a session by name.
Pin, rename, archive — manage sessions from the session menu.
Active / Archived — switch the list between current and archived sessions.

During a conversation

Operations may return:

Plans — structured marketing plans with objectives, channels, budget, and timeline.
Campaign review — the campaign Operations built, paused. Edit it, then choose Publish to go live.
Creative generation — image or video variations you can preview and select.
Confirmations — when Operations needs your approval before running a tool (for example, research). Choose Confirm or Skip.
Warnings — missing setup, limits, or other issues that need attention.

You can stop a running request, attach more files, mention more resources with @, or continue the thread in the composer at the bottom of the page.

Make results better

Complete the Workspace Profile so Operations already knows your business, audience, and brand tone. Connect ad accounts and keep catalog data current for Shopping and product-led work. For the most precise results, attach briefs or reference files from the Bucket or Creative Center, and mention the exact products, videos, plans, or campaigns with @.

Common problems

Generic or shallow answers — finish workspace setup, connect providers, and complete the workspace profile. Attach relevant files and mention the exact items with @ instead of describing them only in text.
Cannot send while previewing — you are hovering an action option; click it to select, or move away to clear the preview.
Trial session limit — upgrade your plan from Console billing if you hit the Operations session cap.

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