Ad Ops Workflow Automation

Transform Ad Ops with Intelligent Workflow Automation

Eliminate manual bottlenecks and accelerate campaign delivery with connected, governable processes.

The Strategic Challenge

Ad operations sits at the center of revenue delivery, yet too often runs on email, spreadsheets, and heroics. Orders convert to line items, creatives need validation, targeting and brand-safety rules must be confirmed, and change requests arrive late. When these steps live in disconnected tools with informal SLAs, small issues ripple into missed launches, makegoods, and margin erosion.

As channels multiply and timelines compress, manual orchestration simply doesn’t scale. Leaders need a dependable operating model that makes handoffs unambiguous, surfaces risk early, and gives every team a single source of truth from IO to go-live.

Our Point of View

Automation is not about removing people; it’s about removing ambiguity. High-performing organizations treat Ad Ops as a cross-functional discipline with clear decision rights, governed approvals, and exception-first workflows. The aim is a predictable cadence where routine steps are automated, exceptions are guided, and status is visible without a meeting.

V2 brings a consulting mindset to make that operating model real. Guided by our D(3P) framework: Data, People, Process, Platform, we align teams on how work should flow, then implement only the technology required to make it durable at scale. The outcome is fewer makegoods, faster activations, and renewal conversations grounded in trust rather than recovery.

How V2 Helps

We start by mapping the true intake-to-activation journey: what’s sold, what must be approved, who decides, and where status lives. From there we redesign the “critical path to launch,” codify SLAs, and embed automation so routine work moves without friction while exceptions are handled consistently. Our teams include former publisher, streaming, and retail-media operators alongside Salesforce architects—so the process you agree to is the process your systems enforce.

In practice, our programs:

• • Standardize order and line-item structures, approvals, and change-order flows so trafficking is deterministic—not interpretive.
  • Automate creative/spec checks, eligibility and suppression rules, and asset readiness with proactive alerts and guided next steps.
  • Connect CRM, OMS, and ad servers so reservations, status, and delivery readiness stay in lockstep, reducing swivel-chair work.
  • Provide real-time visibility to SLA adherence, blockers, and risk, enabling managers to intervene before issues become makegoods.
  • Establish a light governance cadence so improvements stick and capacity planning becomes intentional.

Integrated Salesforce Solutions

We use Salesforce as the backbone so automation and governance hold as scale increases.

Mulesoft: Synchronizes Salesforce with OMS, ad servers, and creative repositories—eliminating manual transfers and keeping reservations, status, and change history aligned across systems.

Sales Cloud: The system of record for orders and line items with package-aware templates, governed approvals, and SLA checkpoints. Every detail travels cleanly downstream so Ad Ops works from the same truth as Sales.

Agentforce: Lightweight assistants that flag risks (missing assets, stalled approvals, eligibility conflicts), route issues to owners, and suggest next best actions, reinforcing process without adding meetings.

CRM Analytics (CRMA): Operational visibility for leaders and Ad Ops: launch readiness, workload distribution, error rates, and makegood drivers. Turns status into signals so teams can manage by exception.

Recent Customer Success: From Manual Chaos to Automated Efficiency

The Business Challenge

A national publisher operating across digital and print struggled to keep pace with activations and change requests. Approvals lived in email, line items were re-keyed into multiple systems, and simple creative or flighting updates created a cascade of follow-ups across Ad Ops, trafficking, and finance. Launches slipped, makegoods rose, and advertiser confidence eroded as teams worked heroically to recover.

Our Approach & Solution

Using our D(3P) lens, V2 mapped the end-to-end workflow, clarified decision rights, and defined a practical “critical path to launch.” We standardized order and line-item structures in Sales Cloud and implemented governed approval and change-order flows with clear SLAs. MuleSoft integrated Salesforce with the OMS and ad server so reservations, assets, and status moved automatically. We introduced Agentforce alerts for missing creative, eligibility conflicts, and stalled approvals, and stood up CRMA dashboards for launch readiness, workload balance, and exception trends.

Outcomes (representative; replace with approved figures): faster time-to-launch, a meaningful reduction in makegoods, lower re-keying errors, and a calmer operating rhythm that allowed Ad Ops to focus on optimization and client value rather than firefighting.

We’d Be Glad To Help

If activation feels harder than it should, or if makegoods and late changes are consuming margin, we can help. V2 brings the combination of management-consulting discipline and Salesforce execution to turn Ad Ops into a scalable, data-driven engine for revenue delivery.

Reach out below, and we’ll schedule time with your team.

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