10 AI and automation marketing workflows worth stealing
· Ian Bensley
Copy-ready marketing workflows that combine automation and AI - from instant lead response to re-engagement - with the trigger and exit that keep each one safe.
The blank canvas is the hardest part of any automation. Here are ten marketing workflows that earn their keep, each with the trigger and the exit that keep it from annoying your best customers.
Acquisition
- Instant lead response. Trigger: form submitted. Reply in seconds.
- Lead magnet delivery. Deliver the asset, then nurture.
- AI-personalised outreach. Draft tailored messages at scale; a human approves before send.
- Lead scoring. Score behaviour, notify sales past a threshold.
Conversion
- Abandoned enquiry. Started but didn't finish - one gentle nudge.
- Meeting no-show. Re-offer a time automatically.
- Proposal follow-up. Chase quietly so you don't have to.
Retention
- Onboarding. Walk new customers to first value.
- Re-engagement. Win back quiet contacts before they lapse.
- Review request. Ask happy customers at the right moment.
The rule that keeps them safe
Every workflow needs a goal that exits people the moment they convert. Automation without an exit is just a way to irritate the people you most want to keep. I build these as part of sales and marketing automation - and wire them into a site built to capture leads.
Ready to stop doing this by hand? Tell me what's slowing your business down and I'll give you an honest read on whether AI and automation are worth it for you - no pitch, no jargon.