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.
Automation / Checklist
AI Marketing Automation Playbook
Find useful automation opportunities and design reliable handoffs.
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.