AI Solutions for Marketing Teams
Automate content productions, campaign reporting, lead scoring, and competitive monitoring so your marketing team focuses on strategy not execution.
No technical team neededCRM and marketing platform integrationsLive in weeks
Book a Free AI Workflow Audit
Marketing AI Capabilities
Six workflows your team stops doing manually
Each agent connects to your CRM, marketing automation platform and analytics stack. No manual data exports, no weekly reports built by hand.
Lead Scoring Agent
- Analyzes behavioral and firmographic signals per contact
- Generates a continuously updated score for every CRM record
- Recalculates scores as new activity data arrives
- Updates lead status based on your defined conversion thresholds
- Sales teams receive a live, prioritized prospect list
Campaign Reporting Agent
- Connects to every paid and organic channel automatically
- Generates unified reports with attribution analysis
- Includes channel contribution and variance commentary
- Delivered on your defined cadence without manual work
- CMOs receive one view across all channels
Customer Segmentation Agent
- Builds dynamic segments from live CRM and behavioral data
- Updates lists automatically as contact activity changes
- Applies your defined segmentation rules consistently
- Triggers downstream sequences as contacts move between segments
- Eliminates manual list pulls and static CSV exports
Content Planning Agent
- Analyzes keyword targets and audience personas automatically
- Generates detailed content briefs without manual research
- Produces a prioritized editorial calendar
- Updates briefs as search trends and topics shift
- Your team focuses on writing, not brief building
SEO and Keyword Agent
- Identifies keyword opportunities across your topic clusters
- Analyzes content gaps against competitor pages continuously
- Generates SEO-optimized content briefs automatically
- Tracks ranking changes weekly and flags declining pages
- Keeps your content calendar aligned to live search demand
Marketing Ops Agent
- Automates list hygiene and duplicate contact removal
- Schedules email sequences based on behavioral triggers
- Maintains CRM data quality without manual cleanup cycles
- Routes contacts through nurture tracks without manual setup
- Runs continuously without batch processing delays
Our Process
How we deploy your marketing AI agent
Five structured steps. No disruption to active campaigns or live nurture sequences.
01
Discovery & Stack Audit
We map your marketing tech stack (CRM, MAP, analytics, ad platforms) and identify where automation eliminates the most manual work.
02
Agent Design & Scoping
We define the agent’s inputs, output formats, brand guardrails, and review workflows aligned to your marketing team’s standards.
03
Build & Integration
We connect to your existing platforms, build the agent logic, and validate outputs against your brand guidelines and campaign history.
04
Pilot & Validation
A 2-week pilot on a specific channel or campaign type so your team can review outputs and calibrate quality before full rollout.
05
Go-Live & Handoff
Agent goes live with full documentation, approval workflows, and a 30-day hypercare period.
01
Discovery & Stack Audit
We map your marketing tech stack (CRM, MAP, analytics, ad platforms) and identify where automation eliminates the most manual work.
Workflow map with effort quantified per step
Automation opportunity scorecard
Recommended agent architecture
Built Around Your Workflow
Your agent connects to every tool you run
WorkAgentic builds each marketing AI agent around how your team actually works. Your CRM setup, your campaign structure and your reporting cadence. We connect it to every platform you already use.
Zero new software for your marketing team to learn. The agent runs inside your existing platforms. Your team sees the output, not the engine.
100+
platforms we connect to
Any API
if it exports data, we connect
Salesforce
CRM
HubSpot
CRM
Marketo
Automation
Google Ads
Paid
Meta Ads
Paid
LinkedIn
Paid
ActiveCampaign
Email
100+
more systems
Pardot, Google Analytics, LinkedIn Campaign Manager and any platform with a structured data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
Read case study
CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
Your marketing data flows. Your team acts.
Every reporting, scoring and segmentation task your team runs manually operates continuously inside the agent, from data ingestion to delivered output across your marketing stack.
80%
average time saved per workflow
98.7%
lead scoring accuracy rate
HOURS PER WEEK: BEFORE VS AFTER AI AGENT
Campaign Reporting
Lead Scoring
Customer Segmentation
Content Brief Generation
CRM Data Hygiene
Before
After
01
CRM and Platform
Data Ingestion
02
Data
Validation
03
Scoring and
Segmentation Logic
04
Exception and
Alert Routing
05
Report and
Output Generation
06
Delivery to
Marketing Team
All AI Solutions
AI agents for every business department
WorkAgentic builds purpose-built agents for six departments. Each one connects to your existing systems and goes live in weeks.
Solution
Finance Teams
Reporting, variance analysis, forecasting and board packs, automated inside your ERP.
FP&ACFOBoard Reporting
Solution
Accounting Teams
AP, AR, reconciliation and month-end close running without manual input.
AP / ARReconciliationClose
Solution
Supply Chain Teams
Demand forecasting, inventory optimization and procurement automation.
ForecastingInventoryProcurement
Current Page
Marketing Teams
Lead scoring, campaign reporting and customer segmentation inside your CRM.
Lead ScoringCRMPipeline
Solution
IT Teams
Helpdesk triage, infrastructure monitoring and patch management automated.
HelpdeskMonitoringITSM
FAQ
Questions about AI agents for marketing teams
Everything your CMO, marketing manager or demand generation lead needs to know before booking a call.
Book a free AI workflow auditWe integrate with HubSpot, Marketo, Salesforce Marketing Cloud, Mailchimp, Google Ads, Meta Ads, LinkedIn Ads, GA4, and most major marketing platforms via API.
We train the agent on your existing content, brand guidelines, and tone-of-voice documents. All content goes through a human review step before publishing so you retain full editorial control.
Most marketing agents are live within 2–4 weeks. Multi-channel deployments with custom brand training may extend to 6–8 weeks.
Yes. Lead scores are written back to your CRM (Salesforce, HubSpot, or custom) in real time and can trigger automated nurture sequences or sales alerts based on score thresholds.
Get Started
Ready to automate your marketing workflows?
Book a free 30-minute discovery call. No commitment required.