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Section 14 · Marketing Automation

Workflows, Triggers, CRM, Reporting

Zapier, Make, n8n — connect the dots so you stop doing them manually.

Time
Revenue

Why it works

Every repetitive marketing task you do by hand is time you could spend on strategy. Automate it.

Connects to

Time
Revenue

When AI helps

Lead routing, email triggers, CRM updates, internal alerts, reporting, data sync.

When AI hurts

When the underlying process is broken — automation amplifies bad processes too.

How to use it

  1. List every manual task you repeat weekly.
  2. Map trigger → action for each one.
  3. Build in Zapier / Make / n8n.
  4. Add error handling — silent failures are worse than no automation.

Human review required

Audit automations monthly — broken ones lose leads silently.

Examples

Lead routing

Form submit → enrich → score → assign to rep → Slack alert.

Reporting

Pull GA4 + Ads + CRM → AI summary → emailed every Monday 9 AM.