Agent Studio · Daily Audit

Your daily marketing-ops health check, without the spreadsheet.

Daily Audit brings together the day's key metrics, compares them with your instance's normal, and shows what needs attention, so your team can review the day without rebuilding the report by hand.

Agents do the work. You approve every move.

Live on: Oracle Eloqua Adobe Marketo
Daily Audit Agent showing today's audit for a Marketo instance, reviewed against a 30-day baseline

The problem

The morning report catches problems only if someone catches them

The daily check is only useful when someone has time to build it, remember what normal looks like, and notice when something changes. When that routine slips, problems can sit unnoticed until they become harder to explain.

Every morning, by hand

The same numbers, re-keyed.

Sends48,210
Bounces3.9%
Unsubscribes214
Form submissions1,024
Net-new leads312

Slow, repetitive, and easy to interrupt. Miss a morning and the daily record has a hole in it.

What slips through

"Normal" lives in one person's head.

A bounce spike that looks close enough to yesterday An unsubscribe jump nobody was tracking A CRM sync failure that surfaces a week later

The real gap is not the spreadsheet. It is the missing record of what normal looks like for your instance.

The better way

A daily health check built around your normal

The platform keeps a running record of how your instance behaves, and Daily Audit checks each day against it, so the health check happens whether or not anyone remembers to run it.

01
Behind the scenes

Build the day's record

The day's available metrics are assembled from the data already ingested for your instance.

02
The agent

Check against your normal

Daily Audit compares the record with your instance's history and applies hard checks to known problem conditions.

03
The agent

Find what contributed

When an important metric is flagged, Daily Audit traces it back to the activity or source that contributed to the result.

04
You

Review and confirm

You review the findings, fill in any fields the available data cannot supply, and confirm the completed record. The audit is saved only after that confirmation.

What Daily Audit does

Build the day's record. Find what's off. Know why.

Daily record

Start with the numbers, not the spreadsheet.

Daily Audit assembles the day's available marketing-ops metrics from data already ingested for your instance. When a number cannot be supplied automatically, it guides you through the missing field and carries forward yesterday's value where appropriate.

  • See where each number came from.
  • Keep unavailable data visible instead of silently treating it as zero.
  • Complete the few fields that still need human input.
Daily record of email metrics pulled automatically from Oracle Eloqua or Adobe Marketo

Anomaly detection

Know when a number is actually unusual.

Daily Audit builds a baseline from your instance's recent history and flags results that fall outside it. Hard rules catch known problem conditions, while statistical checks surface unusual changes without relying on a generic benchmark.

When you confirm or dismiss a flag, the agent can learn that a particular metric is noisy for your instance. That learning can reduce false alarms, but it never weakens the built-in safety rules.

  • Fixed safety rules plus checks against your own history.
  • Important findings appear first.
  • Feedback reduces repeated noise over time.

Daily anomaly email

Missed the audit? Get yesterday's flagged anomalies in your inbox at the time you choose, in your timezone, for up to 20 recipients. If nothing was flagged, no email is sent. Send a test for yesterday to check the setup before it goes live.

Anomaly flags with daily email alert scheduling, time zone and recipients

Root-cause attribution

Know what drove the number, not just that it moved.

When a metric is flagged, Daily Audit traces the result back to the activity or entity that contributed to the change. A hard-bounce spike, for example, can point you toward the send responsible for most of the day's increase.

  • Start with the source instead of checking every send.
  • See which activity contributed most to the change.
  • Turn a flag into a concrete place to investigate.
Metric change traced to the campaigns and assets that caused it

Audit settings and custom metrics

Audit what matters. Skip what doesn't.

Choose which areas appear on the audit: email, forms, landing pages, and contacts. Turn an area off and it drops out of the daily record. Settings are saved per connection, so each instance can be audited its own way.

On Marketo, add your own metrics from smart lists you already maintain. Name the metric, pick the smart list, and Daily Audit counts it every day alongside the built-in numbers. No more running the list and copying the count into a spreadsheet each morning.

  • Toggle audit areas on or off per connection.
  • Track bot activity, unsubscribes, or any count your smart lists define.
  • A green check confirms each metric is ready. Refresh its rules when the smart list changes.
  • Custom metrics stay on the audit even when an area is turned off.
Audit settings with per-connection toggles and Marketo or Eloqua custom metrics built from smart lists

Record and history

Every audit day, saved as its own record.

Each confirmed day is stored exactly as it was reviewed: the headline numbers, every metric with its source, and the flags you confirmed or dismissed. Open History to go back to any audited day and see what the team saw, without digging through old spreadsheets or inboxes.

  • Sends, delivered %, net-new, and anomalies at a glance for the day.
  • Every metric labelled Auto, Calculated, or Keyed in.
  • Re-run today or yesterday if something changed. Saved days stay as they were.

Ask the agent

Chat and record sit side by side. Ask about a day and the agent sums it up: how many metrics were collected, how many were flagged, and what still needs a manual value. The full breakdown opens in the record panel next to the chat, and the agent can take you straight to the next step.

"How did yesterday's sends do?" Triage the anomaly Check pending manual fields
Single-day audit summary with metrics, flags and pending manual fields in a side panel

Safety model

Daily Audit is built to read, explain, and wait.

It reads and advises. You review and confirm the record. Daily Audit works from already-ingested data, shows where each number came from, and does not change your campaigns or contacts.

Read-only by design

No campaign or contact changes

Daily Audit does not fix, edit, pause, or modify anything in your Eloqua or Marketo instance.

Data boundary

The audit reads an ingested ledger

Performance data is collected separately. Daily Audit reads that stored data rather than repeatedly querying your live marketing platform.

Source visibility

Missing data stays visible

Every metric carries its source. If data is unavailable, the audit shows it as unavailable with a reason instead of quietly treating the gap as zero.

Learning with fixed rails

Feedback can quiet noise, not weaken checks

The agent can learn that a metric is noisy for your instance, but learned behavior cannot create new flags or loosen the hard safety rules.

Why it matters

A missed day is cheap. A missed problem is not

A daily health check is valuable because small changes are easier to understand when you catch them early. When the check depends on a person remembering to build it, review it, and interpret it every morning, consistency becomes the weak point.

Problems compound while unseen

A bounce spike or a broken sync costs little on the day it starts. Left unnoticed, it erodes deliverability and pipeline data quietly, and the cleanup grows with every day it runs.

The numbers stop being trusted

When the daily record is inconsistent or has gaps, reporting built on it inherits the doubt. Teams end up second-guessing the data instead of acting on it.

The catch depends on one person

When normal lives in one person's head, coverage drops the moment they are out, busy, or gone. The health check is only as reliable as who is watching it.

63%

of marketers' data-related time, on average, is spent on tasks that could be partially or fully automated. A daily reporting routine is one example of the repetitive data work that can consume marketing time.

Source: MarketingProfs, "How Marketers Spend Their Data-Related Time" (2023 survey of 713 marketers). marketingprofs.com

Catching a problem earlier and more consistently is where the value is. A standing daily record turns the health check from a task someone might skip into something your team can rely on being there.

Trust and governance

Clear boundaries. Your team stays in control.

  • SOC 2 Type II. Independently audited controls for security and availability.
  • No PII stored. Daily Audit does not retain contact-level data used to produce daily counts.
  • Built for Eloqua and Marketo. The agent works across the two marketing platforms your team already runs.
  • Established platform expertise. PortQii is an Oracle, Adobe, and HubSpot partner.

What protects the environment while Daily Audit works

Daily Audit does not need to operate directly on your live campaigns or contacts. Performance data is read from a separate ingested ledger, keeping the audit process separate from live campaign activity.

Contact and lead data used to calculate counts is read transiently and discarded. The agent does not retain per-contact data.

The only record Daily Audit saves is the completed audit itself, and that save requires your confirmation.

SOC 2 compliant Oracle Eloqua technology partner Adobe solutions partner HubSpot solutions partner

Frequently Asked Questions

What buyers ask about Daily Audit

What happens if one of the numbers is missing?

The audit shows that metric as Unavailable with a reason instead of writing it as zero, so a missing feed never reads as a clean result. For fields that need human input, Daily Audit guides you through entering the value and carries forward yesterday's figure where it makes sense.

How does Daily Audit know when something is unusual?

It builds a baseline from your instance's recent history. Hard rules catch known problem conditions, and statistical checks flag results that fall outside your normal range, so you are measured against your own instance rather than a generic benchmark.

Can I see why a metric was flagged?

Yes. When a metric is flagged, the audit traces it back to the activity or source that contributed most to the change, so a hard-bounce spike points you toward the specific send behind it instead of leaving you to search.

What happens when I rerun an audit?

A rerun re-reads the data already ingested for your instance and refreshes the automatically collected metrics, while keeping any values you entered by hand. It does not query your live marketing platform again.

Does Daily Audit change anything in my marketing platform?

No. Daily Audit reads and advises. It does not fix, edit, pause, or modify your campaigns or contacts. The only thing it saves is the completed audit record, and that happens only after you confirm it.

How much of the daily audit is automated?

Most of the daily record is assembled for you from the data already ingested for your instance, and the findings are prepared automatically. A few fields still need human input, such as ones with no direct API source, and Daily Audit guides you through those and carries forward yesterday's value where it makes sense. You review and confirm the completed record before it is saved.

See what Daily Audit would find in your instance.

Bring your Oracle Eloqua or Adobe Marketo instance to the demo. We'll walk through the daily record, what stands out against your history, where the important changes came from, and what you review before the record is saved.