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This article will give you an in-depth overview and instructions to set up all the automation you can utilize in Optmyzr.

You can find the details of past and scheduled automation in the Automation Schedules and Automation History pages under the 'Utility Tools' tab in your Optmyzr account.

Optmyzr offers the ability to set up unlimited automation for all of our current plans. You have the option to automate as many accounts as you wish for any set of tools and features.

Optmyzr provides a wide range of automated tools and features. You can automate custom strategies and tools to optimize your campaigns effortlessly. Schedule reports, alerts, and audits to stay informed about changes happening to important metrics, an account, or even a set of accounts.

Following is a list of all automation options that are available to you on Optmyzr. In addition to setting up automations, you can also manage and control existing automations to best suit your needs.

The All Accounts Dashboard allows you to schedule a report of all the ad accounts linked to your Optmyzr account. Regardless of the number of accounts connected to Optmyzr, this report provides essential information on KPIs and metrics, aiding you to effectively manage your accounts and achieve desired goals.

You can choose to email the report as a CSV to multiple people on your team by clicking on the download icon on the dashboard and selecting 'Schedule and Export CSV.'

Read more about it here.

The PPC Account Audit provides a convenient solution for auditing your accounts by allowing you to define specific parameters and receive an overall detailed performance grade. It offers a user-friendly interface to view detailed information, create personalized audits, and download the results in Excel, PDF, or .txt formats.

Once your Audit is created and ready to go, you can schedule it to run automatically at regular intervals. This sends out an email with the link to the recently run audit. You'll find this option in the top right, next to Save and Run Now. When scheduling the audit, you'll be able to send the results to your team members, clients, etc.

Read more about setting up the audits here.

The URL Checker tool tool allows you to automate regular checks for broken URLs and landing pages with 404 errors, or any piece of text that indicates a product is out of stock.

You can get started by navigating to the tool and clicking on the '+ Add Setting' button. Go ahead and configure the settings according to your preference, and the last step will be to set up a schedule in order to run the tool automatically.

Set your preferred date and time and specify your notification preferences. By default, the tool will generate a new spreadsheet for every run but you have the option to specify a Spreadsheet URL if you want the tool to populate an existing sheet.

You can more about it in detail here.

The Import Customer Lists tool allows you to create, update, and edit Google's customer match list using a spreadsheet. You can automate the tool to update your customer lists on a schedule.

Read more about the tool here.

The Shopping Campaign Management tool can be automated to periodically update your Shopping Product Groups to make sure that your Shopping ads accurately reflect your product feed.

The 'Automatic Sync Schedule' column allows you to keep your Product groups up to date automatically with the Merchant/Product Feed.

Simply click the button under the 'Automatic Sync Schedule' column for your desired Campaign to access configuration settings. From there, you can set the frequency of automation and enable options such as adding or removing Product Groups.

Read more

The Report Scheduler allows you to automate the process of delivering up-to-date Google, Microsoft, Facebook, and Amazon Ads reports to multiple stakeholders and clients.

You can schedule a custom or a pre-made report template to receive periodic reports on specific emails.

To get started, navigate to the Preview mode of a report template and click on the 'Schedule Report' button under the 'Report Action' menu on the top right. A new window that pops up will require you to specify the date, frequency, format of the report and recipient details. Click on 'Save Schedule' and you are done!

You can read more about it here.

Rule Engine is Optmyzr’s custom rule builder and uses if-then logic to let you build custom strategies. Choose a trigger event, then select an action for Optmyzr to take when that condition is met.

Rule Engine allows you to configure scheduled runs for your saved strategies, in turn helping you optimize and manage various aspects of your PPC account. Click on the button present on the 'Create and View Strategy' page under the 'Automation Status' column of the strategy you would like to automate.

Input the frequency, time, and emails in the menu that pops out to allow the strategy to run automatically during the specified date and time frame and receive notifications for the same.

You can read more about it here.

The Campaign Automator is a standalone product from Optmyzr that lets you build and maintain campaigns based on a feed.

With Campaign Automator, you can automate the creation of as many inventory-based campaigns as possible. Additionally, it automatically updates campaigns based on the data source and can pause or enable ads based on inventory or criteria such as the level of discount.

Read more about it here.

This section covers how to manage automation schedules and delivery settings across Optmyzr. These controls let you decide when automations run, how frequently they execute, and which accounts or tools they apply to, helping you keep automation predictable and easy to maintain over time.

Automation Schedules provide a centralized view of most automated activity in Optmyzr, including both active and disabled schedules for tools like Rule Engine, Campaign Automator, PPC Policy and Audits, URL Checker, and more.

From the Automation Schedules page, you can:

This page is useful for auditing automation behavior and avoiding unintended overlaps between multiple automated processes.

Report Schedules control when and how automated reports are delivered.

From the Report Schedules page, you can:

Visit the Report Scheduler user guide to read more about setting up and managing report automation.

Enhanced Scripts allow you to run prebuilt Google Ads Scripts without writing or editing code. These scripts are commonly used for monitoring budgets, detecting anomalies, and flagging account issues.

From the Enhanced Scripts settings page, you can:

Visit the Enhanced Scripts collection to read more about available scripts and use cases.

From the Alert Settings page, you can manage alerts related to KPIs, budget pacing and tracking, and performance changes.

Visit the alerts setup guide to read more about configuring alerts.

Keeping automation settings organized and up to date helps ensure automation remains reliable, transparent, and aligned with how you manage your accounts.