AI Marketing Automation Playbook

Find useful automation opportunities and design reliable handoffs.

Select the work

List recurring reporting, lead routing, CRM updates, content and follow-up tasks.

Measure frequency, minutes, error rate and ownership.

Prefer repeatable tasks with clear inputs and reviewable outputs.

Design the workflow

Define trigger, data schema, transformation, destination and owner.

Add deduplication, retry limits and exception handling.

Keep a human approval step for uncertain claims or external communications.

Operate & improve

Test with synthetic records, then a limited supervised release.

Monitor failed runs, stale data and output quality.

Compare measured time and reliability with the original baseline.

Anika Mehendiratta · Original resource