Social Media Sam | Reference Doc | Workforce | Ops Agent
This is currently just an research doc to use internally for building Social Media Sam
Promt
Hi I am interested in learning how I can create an automation with Zapier that uses out integrations to Hubspot and social channels like Facebook & instagram. in the first stage I am interested in building a Research AI agent with these tools that analyses our Facebook adverts and their performance, compares it with other ad campaigns out there and reports on how these ads can be improved.
Reply
That sounds like an excellent and ambitious project! Here’s how you can build an **AI-powered Research Agent** using **Zapier, HubSpot, and social media platforms (Facebook & Instagram Ads Manager)** to **analyze and optimize ad performance.**
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### **🛠️ Project Breakdown: AI-Powered Ad Research Agent**
**🚀 Goal:**
Build an AI agent that:
1. Collects ad performance data from **Facebook & Instagram Ads Manager**.
2. Compares it with **industry benchmarks** or similar campaigns.
3. Uses **AI (ChatGPT)** to generate insights and recommendations.
4. **Reports** on areas of improvement and sends updates via HubSpot or Slack.
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### **1️⃣ Tools & Integrations Needed**
✔ **Zapier** – Connects everything
✔ **Facebook & Instagram Ads Manager** – Data source for ad performance
✔ **HubSpot** – CRM & reporting system
✔ **Google Sheets** – For storing performance comparisons (optional)
✔ **ChatGPT API (or OpenAI in Zapier)** – AI-generated insights
✔ **Slack / Email / HubSpot Notes** – For reporting
---
### **2️⃣ Workflow: How Your AI Ad Research Agent Works**
**🔗 Step 1: Connect Facebook Ads to Zapier**
- Create a Zap that **pulls ad performance data** from **Facebook Ads Manager** every day/week.
- Include metrics like:
- **CTR (Click-Through Rate)**
- **CPC (Cost Per Click)**
- **Conversion Rate**
- **Engagement**
- **ROAS (Return on Ad Spend)**
**📊 Step 2: Store Data in Google Sheets or HubSpot**
- Log each ad’s performance in **Google Sheets** (or in HubSpot Custom Properties).
- Each row = 1 ad campaign, with columns for performance metrics.
**🕵 Step 3: Fetch Competitor or Industry Benchmark Data**
- Scrape public competitor ad data (if available) using tools like **Meta Ad Library API**.
- Alternatively, compare performance against industry benchmarks (e.g., **Facebook Ads cost benchmarks**).
**🤖 Step 4: Use ChatGPT for AI Insights**
- Set up a Zapier action to send ad performance data to **ChatGPT API (OpenAI Zapier App)**.
- Prompt example:
_"Analyze this Facebook ad campaign’s performance. Compare the CTR, CPC, and conversion rates with standard benchmarks. Provide recommendations for improvement."_
- The AI will return **actionable insights**, like:
- “Your CTR is below industry average. Try adjusting your headline.”
- “Your CPC is high. Experiment with different audience targeting.”
**📢 Step 5: Deliver AI Report via HubSpot, Slack, or Email**
- Store AI-generated insights in HubSpot as a **Note** under the relevant marketing campaign.
- Send a **summary email** to the marketing team.
- Post key insights in a **Slack channel** for quick review.
---
### **3️⃣ How to Build This in Zapier (Step-by-Step)**
1️⃣ **Trigger**:
- Facebook Ads Manager → “New Ad Performance Data” (triggered weekly/daily)
2️⃣ **Action**:
- Store data in Google Sheets OR HubSpot Custom Object.
3️⃣ **Action**:
- Fetch benchmark data from another source (optional).
4️⃣ **Action**:
- Send data to OpenAI (ChatGPT API) for analysis.
5️⃣ **Action**:
- Receive AI-generated insights & recommendations.
6️⃣ **Action**:
- Post insights to HubSpot (as a Note), Slack, or Email.
---
### **🚀 Next Steps**
✅ Start by **connecting Facebook Ads Manager to Zapier** and **storing performance data**.
✅ Set up **ChatGPT API** in Zapier to analyze the results.
✅ Optimize the **reporting structure** in HubSpot, Slack, or Google Sheets.
✅ Later, automate **ad adjustments** based on AI feedback.
Would you like help with **Zap setup details** or **prompt engineering for better AI insights?** 😊
Promt
That is great. IN the second step I would like to see if we can automate the AI agent or a seperate agent to them come up with new highly competitive ad ideas including discriptions (ad content) and Call to actions that are displayed on the artwork. Give the agent access to our google drive and ask it to create the very competitive advert with the call to actions on the artwork and the content, titles and so on for the new Facebook ad
Reply
That’s a fantastic next step! Your **AI Ad Optimization Agent** will not only analyze ad performance but also **generate highly competitive new ad creatives** based on data insights, industry trends, and your existing content. 🚀
---
## **🛠️ Step 2: AI-Powered Ad Generation & Creative Automation**
**🚀 Goal:**
- Use AI to generate **new high-performance ad ideas** (text, images, CTAs).
- Pull relevant images/assets from **Google Drive**.
- Format them into **Facebook ad-ready creatives** with **descriptions & CTAs**.
- Store **ready-to-use ad drafts** in HubSpot, Google Drive, or a shared doc.
---
### **1️⃣ Tools & Integrations Needed**
✔ **Zapier** – Automates workflow
✔ **Facebook & Instagram Ads Manager** – Runs the final ads
✔ **Google Drive** – Stores creative assets
✔ **ChatGPT API (OpenAI via Zapier)** – Generates ad ideas
✔ **Canva API or Image Editor** (optional) – Designs ad images
✔ **Google Docs/HubSpot** – Stores finalized ads for review
---
### **2️⃣ Workflow: AI Ad Generation Agent**
#### **🔗 Step 1: Trigger – AI Detects Underperforming Ads**
- If an ad **underperforms** (low CTR, high CPC, low ROAS), Zapier triggers a new workflow.
- AI can also **generate fresh ads regularly** (weekly/monthly) for testing.
#### **📝 Step 2: AI Brainstorming & Ad Concept Creation**
- ChatGPT is **fed ad performance insights** and asked to **create new ad variations.**
- AI generates:
- **New ad headlines**
- **Ad descriptions**
- **Compelling CTAs (Call-to-Action)**
- **Ad themes based on past top performers**
- Example prompt for ChatGPT:
_"Based on the following ad performance insights, create 3 new high-performing Facebook ad variations, including titles, descriptions, and CTAs. The goal is to improve CTR and conversion rates. Use a compelling, persuasive tone."_
#### **📷 Step 3: AI Selects Images from Google Drive**
- Zapier searches Google Drive folders for **relevant ad assets** (photos, artwork, graphics).
- AI **matches ad text with the most suitable image/video assets**.
#### **🎨 Step 4: AI-Designed Ad Creatives (Optional)**
- Use **Canva API or image editing tools** to **overlay CTA text onto images**.
- Automate **ad designs with templates** to ensure brand consistency.
#### **📁 Step 5: Store New Ad Ideas for Review**
- New ads (text + images) are stored in **Google Docs, HubSpot, or a shared folder**.
- Team members can review and approve them before launching.
#### **🚀 Step 6: Automate Facebook Ad Uploads (Optional)**
- Use **Meta Ads Manager API** to **automatically draft** new ads in Facebook Ads Manager.
- The marketing team can **review and launch** ads directly.
---
### **3️⃣ How to Build This in Zapier (Step-by-Step)**
1️⃣ **Trigger**
- Facebook Ads Manager → “Ad Performance Drops Below X” OR “Recurring Weekly”
2️⃣ **Action**
- Zapier fetches Google Drive ad assets based on keywords or categories
3️⃣ **Action**
- OpenAI (ChatGPT) generates **ad content, CTA, and titles**
4️⃣ **Action**
- Canva API (Optional) **creates images with overlayed CTA text**
5️⃣ **Action**
- Store ad drafts in **Google Docs, HubSpot, or Google Drive**
6️⃣ **Action (Optional)**
- **Draft new ads in Facebook Ads Manager** automatically
---
## **🚀 Next Steps**
✅ Connect **Google Drive to Zapier** to access ad assets
✅ Set up **ChatGPT AI prompts for ad generation**
✅ Automate **Canva API for image editing (if needed)**
✅ Store new ads in **HubSpot or Google Drive for review**
✅ Automate **Facebook Ad uploads** (optional)
Would you like **help setting up Zapier triggers and AI prompts** for ad creation? 😊