Who should use the Audience Targeting Workflow Blueprint workflow?
Teams or solo builders working on advertising ai tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Advertising AI
Real task-to-tool workflow for "Audience Targeting" built from live mapping data.
Deliverable outcome
A post-campaign insights report that feeds directly into the next audience targeting workflow.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
A post-campaign insights report that feeds directly into the next audience targeting workflow.
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use Notion AI to a signed-off campaign brief with clear objectives and measurable kpis. Then, you pass the output to Ablebits AI Assistant for Excel to a clean, segmented first-party audience list ready for activation and modeling. Then, you pass the output to Lytics to a working deterministic ctv tracking system that ties ad views to user-level actions. Then, you pass the output to Affectiva to a list of ai-validated contextual and sentiment-based targeting parameters to refine audience segments. Then, you pass the output to Criteo Commerce Media Platform to a set of validated lookalike and custom audiences ready for campaign activation. Then, you pass the output to Adverity to a live, cross-channel campaign with real-time optimization and deterministic ctv performance visibility. Finally, Glean AI is used to a post-campaign insights report that feeds directly into the next audience targeting workflow.
Define Campaign Objectives & KPI Framework
A signed-off campaign brief with clear objectives and measurable KPIs.
Gather & Clean First-Party Audience Data
A clean, segmented first-party audience list ready for activation and modeling.
Build Deterministic CTV Performance Tracking Foundation
A working deterministic CTV tracking system that ties ad views to user-level actions.
Enrich Audiences with AI-Driven Context & Sentiment Analysis
A list of AI-validated contextual and sentiment-based targeting parameters to refine audience segments.
Create & Validate Lookalike and Custom Audiences
A set of validated lookalike and custom audiences ready for campaign activation.
Activate & Monitor Cross-Channel Campaign
A live, cross-channel campaign with real-time optimization and deterministic CTV performance visibility.
Analyze Results & Generate Audience Insights
A post-campaign insights report that feeds directly into the next audience targeting workflow.
Start by clarifying the business goal (e.g., brand awareness, conversion, retargeting) and select 3-5 key performance indicators (KPIs) such as reach, frequency, cost per acquisition, or view-through rate. Document these in a shared brief to align all stakeholders. This step ensures every subsequent decision ties back to measurable outcomes.
Why Notion AI: Notion AI combines note-taking, content generation, and search capabilities, making it ideal for collaborative campaign objective definition and KPI framework documentation.
Collect existing customer data from CRM, loyalty programs, website analytics, and past campaign logs. Remove duplicates, standardize formats (e.g., email, device ID), and segment by recency, frequency, and monetary value (RFM). This creates a reliable seed audience for lookalike modeling and deterministic targeting.
Why Ablebits AI Assistant for Excel: Ablebits AI Assistant for Excel provides formula generation and data cleaning, directly addressing the need for cleaning first-party audience data from CRM exports.
Set up a deterministic tracking infrastructure for CTV by integrating identity resolution (e.g., using device IDs or IP-based matching) and implementing server-side tracking pixels or SDKs. This ensures you can measure CTV ad exposure and attribute downstream actions (e.g., website visits, app opens) at the user level.
Why Lytics: Lytics offers identity resolution, predictive scoring, and warehouse syncing, which are essential for building a deterministic CTV performance tracking foundation.
Feed your seed audience segments into an AI tool that analyzes the contextual environment (e.g., website content, video metadata) and sentiment (positive/negative/neutral) of placements where your audience engages. The AI outputs a list of high-context, sentiment-aligned inventory categories and keywords to target or exclude.
Why Affectiva: Affectiva specializes in emotion recognition and facial expression analysis, providing AI-driven sentiment analysis for audience context enrichment.
Use your cleaned first-party data as a seed to generate lookalike audiences in your DSP or data management platform (DMP). Set similarity thresholds (e.g., 1% to 5%) and validate the new segments by comparing overlap with known high-value customers. Also create custom audiences by combining contextual signals from the previous step.
Why Criteo Commerce Media Platform: Criteo Commerce Media Platform offers campaign management, ad optimization, and audience targeting, including lookalike modeling capabilities for custom audience creation.
Launch the campaign across CTV, display, and social channels using the validated audiences and deterministic tracking. Set up real-time dashboards to monitor KPIs and CTV attribution. Pause underperforming segments and shift budget to high-performing ones based on daily data.
Why Adverity: Adverity offers multi-channel data aggregation, automated marketing reporting, and data transformation, enabling cross-channel campaign monitoring and analytics dashboard integration.
After the campaign (or at key milestones), compile a performance report that compares actual KPIs against benchmarks. Use the AI sentiment and context data to identify which audience segments and placements drove the highest ROI. Document insights for future targeting, such as new lookalike seeds or contextual exclusions.
Why Glean AI: Glean AI provides enterprise-wide search, data analysis automation, and report generation, enabling comprehensive audience insights extraction from campaign results.
§ Before you start
Teams or solo builders working on advertising ai tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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