Deliver more accounts with the team you have.
Budget pacing, search term reviews and creative rotation, run the same way for every account. Your team keeps the calls on what gets applied. Your agents do the sorting, flagging and first passes.
An example of how a paid media team could set this up. Nothing here is a built-in template.
Your team
Sets up the review
Your agent
Sorts and flags, outside ORCA
Media lead
Decides what to apply
Your client
Approves the changes
Finding. About a fifth of search spend went to queries that cannot convert.
Recommendation. Add the negatives this week and split out the 'near me' terms.
Every account runs the same review. Every account keeps its own context.
Define the weekly search term review once: who exports, who sorts, who decides, what the client approves. Each account runs it with its own terms, negatives and targets.
Nothing here is built in. Click an owner to change it, click a step to rename it, add one.
Delegate the sorting. Keep the call on what gets applied.
Hand the sorting and flagging to an agent that already has your search terms export. Scope it to one campaign. Your media lead decides what gets applied and what the client is asked to approve.
- Agents run on your setup. ORCA holds the task and the context.
- A role, a permission list and a campaign boundary. The server checks every request against them.
- Review points live in the workflow. Approval is a workflow step owned by the reviewer. Approve campaign output is off for the agent.
- 34 new negatives: competitor and job-seeker queries
- 'Near me' terms belong in their own ad group
- 12 converting terms missing as exact match
Illustrative. Your agent runs on your own setup. Sharing stays off until the reviewer approves.
Clients approve the changes. They never see the raw terms.
The client gets the review, the proposed changes and one decision to make. The raw export, who sorted it, and your media lead's edits stay on your side. Try the switches in the workspace.
Never shown to the client: workflow controls, owner assignment, agent permissions and scope. Hidden until you switch them on: who prepared the work, internal review notes.
Common questions.
Short answers about how a paid media team would run work in ORCA.
Does ORCA apply negatives or change the account?
No. Your team applies changes in the ad platform with the tools you already use. ORCA holds the task, the export, the review and the approval step, and shows the client what you choose to share.
We are an in-house team. Who is the client?
Whoever approves the work: a brand team, a marketing director or a regional lead. They see the review and the decision. Your team keeps the working view.
Can the same workflow cover pacing checks and creative rotation?
Each service gets its own workflow. A budget pacing check might have a planner pulling spend, an agent flagging accounts off pace, and the media lead deciding what to shift. You define the steps, owners and review points per service.
Same product. Same review step. A different service each time.
Pick the one closest to yours and see the workflow, the assignment and the client view shaped for that kind of work.
Start with one account. Build from there.
Run the search term review for one account with your team, refine it, then hand the sorting to an agent when you are ready.