Using AdPlexity as a Team: Agency Workflow Guide

Account Sharing: What You Need to Know

AdPlexity accounts are priced per login. Most plans allow a single user login at a time. If you have a team of 3 media buyers all trying to use the same account simultaneously, you'll run into session conflicts.

Options for teams:

• Dedicated research role: One person does daily AdPlexity research and packages findings for the team. This is the most efficient model for 2-4 buyer teams.
• Scheduled time slots: Each buyer has a designated research window (e.g., buyer 1 has 9-10am, buyer 2 has 10-11am). Simple but creates bottlenecks.
• Multiple accounts: For agencies with 4+ buyers, buying a plan per buyer may actually be worth it - $149/month per buyer if each buyer generates significantly more than that in revenue from good research.

Contact AdPlexity's sales team about multi-seat pricing if you need multiple simultaneous users. They may have enterprise/agency options not listed on their public pricing page.

Organizing Research Folders

Without a system, AdPlexity research becomes a graveyard of bookmarks and screenshots that no one ever revisits. The most useful structure I've seen in agency settings:

Shared Research Drive Structure

Use Google Drive, Notion, or Confluence. The folder structure:

Daily Briefing Format

If one person owns AdPlexity research for the team, they need a consistent format to share findings. Here's the daily briefing template I've seen work well:

Buyer-to-Creative-Team Handoff

The most friction-heavy part of the research process is translating AdPlexity intelligence into actual creative briefs that designers and copywriters can execute.

The creative brief needs to be specific enough that a designer can produce something without a back-and-forth. Include:

• Reference images (3-5 saved from AdPlexity research) - labeled with what you like about each
• Headline examples (verbatim from winning campaigns) - labeled with the angle they use
• Angle statement - 1-2 sentences describing the emotional direction: "We're leading with fear of [problem] + natural solution. Target audience is women 45-65 with [issue]."
• Do not copy - explicitly note what NOT to replicate verbatim (avoid plagiarism)
• Format requirements - exact dimensions for the ad network (e.g., 600x500 for Taboola)
• Number of variants needed - minimum 3 for a proper test

Weekly Campaign Review Process

Once a week, cross-reference your running campaigns against fresh AdPlexity research:

1. Are competitors who were running your same angle still active? (If they paused, the angle may be saturating)
2. Did any new strong entrants appear with a different angle? (Potential to pivot or counter-position)
3. Have run durations on known winners increased? (Increasing duration = still scaling = confirmed profitable)
4. Any offers that disappeared? (Could signal CPA network pulled the offer or it stopped converting)

Team Size Guidelines