Workflow Automation with AI
Photo by UX Indonesia
Let AI Do the Heavy Lifting: Smarter Marketing Through Workflow Automation
By Robin Anderson
Marketing is fast-paced, unpredictable, and often overwhelming. Every marketer seeks ways to work smarter—boosting efficiency while making a greater impact. AI-powered automation is transforming the marketing landscape, allowing teams to streamline processes and focus on creativity and strategy.
One of the most powerful ways AI can enhance marketing is through the automation of workflows.
What are Workflows
“A marketing workflow is a structured, repeatable process that outlines the steps, tasks, and decisions involved in executing a marketing initiative from start to finish.”
Workflows help bring clarity and structure to complex marketing activities, ensuring consistency and efficiency.
Why Workflows Matter
Workflows help marketers define the steps required to complete a task. Once this is identified and refined, it is something that can be used again and again. A workflow is thorough - comprehensive from start to finish. And due to the nature of a workflow, once defined, you will see areas that can be streamlined minimizing redundancy. With automation, workflows become measurable, enabling marketers to track progress, optimize campaigns, and drive better engagement and conversions.
How Workflows Function
Workflows guide customers through their journey, from initial interest to conversion. By outlining each step, marketers can design seamless, data-driven processes that maximize effectiveness.
Workflow Example
Select a topic for new content
Create an outline
Write the content
Edit and refine
Generate social media and promotional content
Publish and distribute
Key Benefits of Automated Workflows
No missed steps: Clearly defined steps means nothing slips through the cracks
Time-saving efficiency: Automating repetitive tasks frees up valuable time
Consistency across teams: Standardized workflows ensure alignment and quality
Timely execution: Automation speeds up task completion.
Data-driven decision-making: Insights help optimize strategies.
80% of marketers who used marketing automation workflows achieved a 451% increase in qualified leads, and generated 77% more conversions.
How AI Enhances Marketing Workflows
For many, using ChatGPT to refine their content has proven to be a beneficial time-saving tool. Using it to outline your topic, edit a blog or create a social media post. However, for many, that is the extent of their use of AI.
64% of marketers use AI in some form at work. Yet, only 21% have integrated AI extensively into their workflows.
One of the most important pieces to using AI is to understand the pain points. Whether it’s data analysis, content creation, or lead nurturing, pinpointing bottlenecks can help prioritize automation efforts.
Before you begin, identify your goals and objectives to understand what success will look like. Start small. Use it to create a workflow with just a few small steps internally to test its effectiveness. Make sure each step relates back to defined goals and objectives.
AI Tools for Workflow Automation
One example of AI in action is HubSpot Breeze AI sales agent, which integrates seamlessly into marketing and sales workflows. Breeze AI handles everything from content creation to sales prospecting. It detects customer intent signals, crafts personalized emails, and engages prospects at the optimal time—all without human intervention.
Marketing is already a whirlwind of moving parts. By implementing AI-driven workflows, you can streamline operations, increase efficiency, and focus on what truly matters—building relationships, crafting compelling content, and driving results. Automation doesn’t just make marketing easier; it makes it more effective.
Need help identifying and building your marketing workflows? Contact Us for a free 30-minute consultation.
FunFact Friday
In 2023, Dominoes launched its’ ‘Emergency Pizza’ campaign. The focus of the campaign - Domino’s coming to rescue customers from dinner emergencies. Customers were required to order a specific dollar amount of pizza through their online order system. Upon doing so, they received a free medium two-topping pizza for use at a later day. This encouraged customers to sign up for their rewards program while publicly promoting Domino’s pizza giveaway as a way to help their loyal base in a pinch.