Does it move money automatically?

Only inside approved policies. Large reallocations stay dual-approved.

Conflict with channel owners?

It proposes with evidence; channel owners still run execution agents under their rules.

Works without revenue data?

Yes, using leading KPIs — confidence and aggressiveness drop accordingly.

How is this different from Roadway-style monitors?

Monitors observe. This agent decides and routes execution through Metaflow agents that act in your tools.

Performance · Optimize

Performance marketing optimization AI agent

Allocate budget and agent attention to the highest marginal return — across channels, not inside silos.

Get a demo Performance marketing

Portfolio optimization for growth

Siloed channel optimizers miss portfolio moves. This agent compares marginal CAC/pipeline across channels and proposes reallocation plus which specialist agent should execute.

Observe → decide → act

What this agent watches, how it decides, and what it executes inside your guardrails.

Watches

Blended and channel CAC / ROAS / pipeline
Saturation and headroom signals by channel
Creative and landing constraints blocking scale
Budget caps and contractual channel minimums

Decides

Budget and attention shifts for the next cycle
Which specialist optimize agents to invoke
When to hold for learning vs move now

Acts

Drafts reallocation plans for approval
Spawns Google/Meta/SEO/outbound tasks
Tracks whether portfolio moves landed

Example actions

Cut 10% from saturated Meta prospecting; fund SEO refresh on BOFU pages
Hold Google brand; scale non-brand after experiment win
Throttle outbound volume while deliverability recovers

Integrations

Ad platforms
Analytics
CRM
Finance budgets
Slack

FAQ

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