Marketing Automation
The system that runs marketing on schedule.
Workflow
Step 1Platform Selection
ObjectivePick the automation platform.
InputNeeds, budget
OutputPlatform
Key activities
Choose the automation platform
Decision points
Does it fit?
Tools: EvaluationRoles: Marketing · revops
Success: Platform chosen
Quality gate: Go: fits. Loop back: mismatch.
Why it matters
- Automation turns one-off campaigns into an always-on system. The catch: automating a bad process scales the bad.
Best practices
- Design the process before the automation.
- One source of truth for data (avoid tool sprawl).
- Test triggers and flows on small audiences.
- Keep a human on monitoring — automation needs watching.
Common mistakes
- Automating a broken nurture and scaling the silence.
- Five tools that don't talk to each other.
- No error handling — a silent break kills the flow.
Key questions
- Is the process worth automating yet?
- What happens when it breaks — do we notice?
Agents that drive this
Campaign BuilderListener
Tools we use · alternates in [ ]
n8n[ Zapier, Make, Airflow ]HubSpot[ Salesforce, Pipedrive, Attio ]Make[ Zapier, n8n ]