Tag Archives: automation

162: Rich Waldron: How to build and manage AI agents from a single, composable platform without coding

Marketing ops folks stand at a crossroads where iPaaS platforms and AI agents are colliding in crazy ways. Rich pulls back the curtain on what happens when workflows become agent “skills”: Imagine your carefully built automations transformed into autonomous assistants that diagnose tech issues, provision applications, and manage complex Salesforce campaigns without manual intervention. More

158: Jeff Lee: How Calm’s Billion customer message machine unites martech and engineering

Jeff built a billion-message marketing machine at Calm with three people. But it was a journey. Push notifications sparked a three-year battle until a new CPO, unburdened by notification trauma, green-lit the project in six weeks. It was a four-year battle for ML recommendations but the data tells an unexpected story. Jeff also shares tactics for winning over the most skeptical product and engineering teams. It starts with operational empathy by taking a stab at a working prototype of your idea but also recognizing that product and martech decisions often stem from personal bias that requires champions who have experienced positive outcomes.More

136: Benoit Leggieri: Livestorm’s Head of Growth on crafting revenue driving workflows with Customer.io

Benoit offers a behind-the-scenes look at how Livestorm’s martech stack drives growth and personalization. At its heart is Customer.io, seamlessly integrated with tools like Amplitude, Segment, and Mutiny, creating a powerful system that delivers tailored experiences while scaling effortlessly. By leveraging data-driven workflows to address user needs with precision and automating processes like product certification, Livestorm not only boosts conversions but also deepens customer relationships. More

118: Mandy Thompson: Intent data pitfalls, diagram-first automation, and agency-style team management

Mandy shares powerful mindsets and practical frameworks for marketers aiming to future-proof their careers in the complex galaxy of martech mixed up with AI, data privacy, and genuine customer engagement. We cover the art of documentation to avoid feeling like you’re in an Indiana Jones adventure sifting through digital cobwebs from ghosts of marketers past when you dive into a company’s martech setup. More

117: Julz James: Automation inception, teaching martech and unraveling intent data

Automation Inception. Layered dreams of efficiency. Meet Dr. Julz James. She’s using martech to automate the process of automation itself at 6sense. She’s creating a system that can independently initiate and manage its own set of tasks without human intervention. She’s a MOps leader at 6sense, a part time Marketing Professor, and she’s also a tattoo and piercing studio owner.More

106: Crissy Saunders: Funnel reporting, composable automation and the future of outbound

Crissy takes us through the evolution from tactical management to strategic leadership, and the adaptation to changing marketing strategies. We discuss the significance of specialized platforms in marketing automation, the critical role of the sales funnel in revenue growth, the shift in email marketing towards ‘inbox influence’, and revitalizing outbound marketing strategies. More