Workbench
Find inactive Eloqua campaigns and emails, search and export instance data, and create folders in bulk, free to use without AI credits.
Supported MAPEloqua
Open Workbench from Home or go to /agents/workbench. You work in a chat + panel workspace: ask about inactive assets or folder uploads in chat, and the panel gives you the Dashboard (asset inventory and inactivity reports) and Tools (queries, audits, data dictionary, and bulk folder creation).
Workbench reads from your Eloqua connection. It is included on every plan, including Free, and has no settings page.
Free to use manually. Reports, queries, exports, and folder creation do not use AI credits. Only chat does. If your credits run out, or your role does not include AI chat, the chat is locked but the Dashboard and Tools tabs keep working.
/images/agent-studio/workbench/workspace-overview.pngWorkbench at /agents/workbench with the panel on the Dashboard tab showing the Asset inventory counts and the Inactivity reports cards. Use a demo instance.
Guided video needed: Workbench walkthrough.
Add the Supademo link for this agent (see ASSET-CHECKLIST.md in the docs repo).
Add the Supademo link for this agent (see ASSET-CHECKLIST.md in the docs repo).
Before you start
- An active Eloqua connection
- A role that can run agents. Viewing reports needs read access; scans, exports, and folder creation need run access
Review inactive assets
Open Workbench
From Home, choose Workbench, or open
/agents/workbench. The panel opens on Dashboard.Check the asset inventory
Asset inventory shows a live count of emails, forms, landing pages, campaigns, programs, and contact segments in your instance.
Run a scan
Under Inactivity reports, click Refresh on Inactive campaigns or Inactive emails. Each scan looks at up to 2,000 assets and marks one inactive when no contact has entered it in 3 months. Completed campaigns are left out. Scans only read from Eloqua.
Review the results
The card shows inactive versus in use, how many were analyzed, and when the scan ran. When the scan finishes, the full report is emailed to your login address.
Export or act
Click Export to download the latest report as Excel at any time. To remove assets you no longer need, use Instance Cleaner, which previews and confirms before deleting.
/images/agent-studio/workbench/inactivity-report-results.pngWorkbench Dashboard after a completed Inactive campaigns scan, showing the inactive versus in use result and the export option. Use a demo instance.
Panel tabs and tools
| Tab | Use it to | Writes to Eloqua |
|---|---|---|
| Dashboard | See the asset inventory, scan for inactive campaigns and emails, and export the reports. | No |
| Tools > Eloqua Queries | Pick an object under Data or MetaData (contacts, accounts, emails, forms, and more), build a search with Select, Where, Order by, and Limit, then Run query. You can also edit or copy the generated SQL. Download the results, or have large result sets emailed with Export all (email). | No |
| Tools > System audit | Choose an asset type and a created or updated date range (last 3 or 6 months, or custom), then Export asset details to Excel. | No |
| Tools > Data dictionary | Export account fields, contact fields, and selected custom object fields to Excel. | No |
| Tools > Create folders | Upload an Excel sheet to build folder trees for one asset type, such as emails, forms, or campaigns. Up to 1,000 rows per file. | Yes, creates folders |
/images/agent-studio/workbench/eloqua-queries-tool.pngWorkbench Tools, Eloqua Queries, with an object selected, Select and Where filled in, and results shown after Run query. Use a demo instance.
Create folders in bulk
Get the template
Open Tools, then Create folders, and click Download template. Column A is the root folder, column B its first child, and so on.
Upload your sheet
Drag in your .xlsx file or click to browse. Use Replace file or Remove to change it.
Choose where
Pick the asset type under Where do you want to create the folders? Turn on Create new base folder to nest everything under a fresh top-level folder instead of reusing existing ones.
Create
Click Create folders. Folders that already exist are reused and counted as skipped, not duplicated. Recent uploads lists each file with created and skipped counts.
/images/agent-studio/workbench/create-folders-tool.pngWorkbench Tools, Create folders, with an xlsx sheet uploaded, an asset type chosen, and the Recent uploads list visible below. Use a demo instance.
Create folders writes to Eloqua. It is the only Workbench tool that changes your instance, and clicking Create folders is your confirmation. Check the asset type and sheet first. Everything else in Workbench only reads or exports.
Chat uses saved data. Ask things like “How many campaigns are inactive?” or “Recent folder uploads.” Answers come from your latest saved scans and folder upload history, not live queries, so run a fresh scan first if you need current numbers. Chat never changes Eloqua.
Related
Instance Cleaner
Connections
Agents