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Agent WorkflowsAgencyClaude CodeMulti-Account

Triage Multiple Client Ad Accounts With Soku CLI

Use a shell-based AI agent to scan agency client workspaces one at a time, identify accounts needing attention, and produce a prioritized triage queue without mixing client data or changing campaigns.

Best for

Agencies that manage many brands and need a repeatable first-pass review before media buyers spend time opening every advertising dashboard.

Access mode

Read-only analysis

No connected account changes.

The prompt

Read https://soku.ai/cli/skill.md and connect to Soku. Triage the approved client brands one workspace at a time for CPA spikes, pacing risk, tracking failures, and creative fatigue over the agreed window. Confirm the active workspace before every client, keep artifacts separated by brand, cite account IDs and dates, and produce one prioritized agency queue. Safety boundary: do not change connected accounts or publish content. Use read commands only, and return proposed actions for a human to review separately.

Paste this into Claude Code, Codex, Cursor, or another shell-based agent. It will pause when browser approval or a human review is required.

What you will get

The agent returns an agency-wide triage queue with evidence per client while maintaining explicit workspace boundaries and leaving all connected accounts unchanged.

  • A separate evidence-backed triage summary for every approved client brand
  • An agency-wide priority queue with severity, owner, account, and date window

Before you start

  • Each client represented by the correct Soku org and brand workspace
  • A documented triage window and thresholds for CPA, pacing, tracking, and fatigue

Works with

Google AdsMeta AdsGA4

Run it with Soku CLI

  1. 1

    Select and verify each client workspace

    Before every client, repeat the resolve → user-confirm → use-brand → status sequence, and only then read that client account data.

    soku workspace resolve <brand> && soku workspace use-brand <confirmed-brand> && soku workspace status
  2. 2

    Run the same triage checks

    Apply the identical read-only thresholds and date window to each client's available accounts.

    soku skill install ads-report audit-tracking audit-creative --global
  3. 3

    Persist client-isolated evidence

    Save each client's findings under a separate path with workspace and account identifiers.

  4. 4

    Assemble the agency queue

    Rank issues by severity and urgency only after every approved workspace has been completed.

    soku ads --help

Safety boundary

Read only

The agent must confirm workspace status before every client, keep artifacts and identifiers isolated, skip ambiguous brands, and perform no campaign mutations during triage.

Related Soku skills: soku-ads-report, soku-audit-tracking, soku-audit-creative

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