Automation · Operations and reporting
Ask on WhatsApp which ad channel had the best ROAS with Windsor.ai
Ask on WhatsApp which ad channel performed best: an AI agent queries Meta Ads, Google Ads and TikTok Ads in Windsor.ai and replies.
How do I know which ad channel had the best ROAS last week without opening each platform?
You write to your Met "which channel had the best ROAS last week?". The Met checks in Windsor.ai which ad sources and accounts you have connected, such as Meta Ads, Google Ads or TikTok Ads, looks up the fields and date column each one has, reads what each spend and ROAS field means and looks for a formula your team already saved, such as a CPA. Then it runs the query and replies with each channel's spend and ROAS, in each account's currency. It does not change anything in your campaigns.
What starts it
When someone asks for it
It starts when someone on the team asks the Met about ad performance for a period. Each query runs on request; this procedure does not leave a scheduled report.
A manual task: someone on the team runs it with a button, or asks the Met for it in chat.
Who runs it
Ads analytics Met with Windsor.ai
Social team
This is not a named, seeded Met. It is an internal Met with Windsor.ai connected: its work ends when it delivers the figures your accounts returned, or when it tells you which channel is not connected in Windsor.ai.
Channels: WhatsApp
What you need connected
- Windsor.ai Research and analyze
5 steps · 5 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the sources and accounts
The Met lists the Windsor.ai connectors that have connected accounts, such as Meta Ads, Google Ads and TikTok Ads. If a channel you ask about does not show up, it tells you it is not connected.
- 2
Check fields and dates
For each connector and its accounts, the Met checks the available fields and the date column used to filter, so "last week" is applied the same way across all channels.
- 3
Understand what each field measures
The Met reads the description and type of the spend, revenue and ROAS fields, so it does not confuse one platform metric with another that sounds similar.
- 4
Use the team's formula
If your team already saved a formula field in Windsor.ai, such as a CPA or spend adjusted by a margin, the Met finds it and includes it in the query like any other field.
- 5
Query and reply
The Met runs the query with each channel's date range and accounts. If it is long, it comes back as a pending job and the Met waits for the result. Then it replies with each channel's spend and ROAS.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
A Windsor.ai account
Windsor.ai states that its MCP is on all its paid plans. The account is created at onboard.windsor.ai.
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Your ad accounts connected in Windsor.ai
The Meta Ads, Google Ads, TikTok Ads or other platform accounts you want to compare, connected in Windsor.ai.
-
Windsor.ai connected in Met
In Met, open Connections → Windsor.ai → Connect and sign in with your Windsor.ai account. The Met that queries is internal, and your team writes to it on WhatsApp.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not change your campaigns. This procedure only reads; pausing a campaign or moving budget would be the execute action, which starts off until the admin turns it on in Connections.
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It does not add up different currencies. If your accounts bill in different currencies, the Met delivers each total separately.
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It does not bring sources you did not connect in Windsor.ai. A missing channel is connected in Windsor.ai first.
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It does not calculate your business return. ROAS and revenue are the ones each platform reports, not the sales your till recorded.
FAQ
Questions about this automation
Yes, if you have them connected in Windsor.ai. The Met finds them with the same connector list and queries them the same way.
If that formula is saved in Windsor.ai as a custom field, the Met uses it as is. If it does not exist, it can be created with the formula field tool, which this procedure does not use.
This procedure runs on request. A scheduled delivery would be a different automation, with its own trigger.
Because each platform attributes sales with its own model. The Met reports those figures as they come and does not call them sales.
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.