Marketing automation use cases
Market research is the job you skip first. Tracking what competitors launch, charge and announce takes days each month, so it happens once before a pitch and then stops. The marketing workflows here turn that research into a scheduled run with a fixed output, such as a monthly briefing deck built from public sources.
AI reads and sorts the research and drafts the slides. Fixed rules cap the batch, wait for each file to finish and return one link. What usually breaks is trust in the numbers: a chart that sounds right but is not in the source. That is why each page says which numbers are checked in code, which checks are still open, and that nothing goes out until you have read it.
Who does the work
- Use cases
- 1
- Rule steps
- 2
- AI steps
- 3
- Person steps
- 0
- Stress tested
- 0 of 1
Counted across the use case below. AI reads, judges or drafts. Fixed rules check, decide and route. A person approves anything that goes out.
01Use cases
What you can automate in Marketing
One workflow so far. Tell us the task you want to automate and it may be next.
- Routes
Each workflow’s steps, in the order they run.
- Trigger
- Rule step
- AI step
- Person step
- Output
- Checks
- Every workflow faces the same 8 checks. A check counts only when its test run is recorded; checks that do not apply are left out of the count. What we test
Get a competitor briefing deck every month without the research hours
Starts on a schedule with your competitor list. Ends with a link to a briefing deck: news, funding, hires and pricing, sorted into four categories.
Uses AI7 steps, 3 AI steps
- AI steps
- 3
- Stress test
- Not yet
- 0 of 7 checks recorded
02Can I automate it?
Asking about one task?
This question has a page of its own, with a straight answer and what stays with a person.
Can you automate social media publishing?
Yes, partly. Drafting and scheduling can be automated; we keep a person approving each post.
03Other departments
The rest of the line
Not on the list
Your task is not on the list?
Describe the one job you repeat every week. We tell you if it is worth automating, and how to start.
Ask a question about a workflow, or send one you want to build. We reply within 5 working days with a straight answer: yes, partly, or not worth automating, and how to build it. If you would rather we build it, say so in the form.