AI Mode Active

Marketing Automation and AI Systems for Marketing Teams

type
Service Page
description
CRM syncs, conversion feeds, reporting pipelines and AI agents that take repetitive marketing work off your team, each one checking its own work.
canonical
https://mattkundodigitalmarketing.com/services/automation-workflows/
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> Content

What I build

  • CRM syncs Records from billing or forms that land in HubSpot on a schedule, with every write read back to confirm it landed.
  • Offline conversion feeds Paid deposits or closed deals sent to Google Ads against the click that brought them, deduplicated so nothing counts twice.
  • Connected reporting Your CRM, billing system, ad platforms and analytics joined into one set of numbers on a schedule, so leadership works from current figures instead of reports stitched together by hand.
  • AI agents for repeat work Site audits, report drafts and campaign staging, done by agents that have to show evidence before a task counts as finished.

A sync, end to end

For a Texas electricity retailer, billing records become HubSpot deals inside the client's own Power Automate. It runs in their accounts, so nothing depends on mine.

  1. Billing recordsExported from the billing system
  2. Scheduled flowRuns in the client's own Power Automate
  3. HubSpot dealCreated or updated in the client's CRM
  4. Read backEvery write checked to confirm it landed
The billing-to-CRM sync I built. The read back is what lets a team trust it without checking it by hand.

How an agent finishes a task

I run my own practice on a system of 29 AI agent roles, and the agents that work on client accounts follow the same rules. An agent can't call its own work done.

  1. TaskOne job, written down
  2. WorkThe agent does it and records each step
  3. EvidenceA link, a record or a reading it can point to
  4. DoneThe evidence holds up A person reviewsIt doesn't, or the next step spends money
Rules read the evidence, not the agent's summary. Kill switches fail closed, and any increase in spend waits for a person.

Systems inside a bigger program

Most of what I automate is the plumbing under a client's marketing. If you want one person to own the program and the systems it runs on, see growth marketing management.

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