AI agents & automation
24 agents we can build for your team.
Examples across marketing operations, analytics, content, sales and support. Each one shows what starts it, what it connects to, what a person approves and how it’s measured.
Examples, not case studies. These describe agents we design and build. Every real build is scoped to your workflows, systems and rules.
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Marketing operations
Campaign QA agent
Checks every email and landing page before launch: links, UTM tags, tracking, images, legal footer and brand rules. Posts a pass or fail report with fixes.
- Starts when
- A campaign is marked ready for review
- Works with
- HubSpot or Salesforce Marketing Cloud, GA4, Slack
- You approve
- The campaign owner approves the send
- Measured by
- Errors caught before launch; QA hours saved
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Marketing operations
UTM and naming governor
Validates campaign names and UTM parameters against your naming rules, corrects obvious mistakes and flags the rest, so reports group correctly.
- Starts when
- A new link, ad or campaign is created
- Works with
- Ad platforms, Google Sheets, GA4
- You approve
- Marketing ops reviews flagged items
- Measured by
- Share of traffic with valid tags
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Marketing operations
Tracking health monitor
Tests key pages and conversions every day and alerts you when a tag, event or form stops firing, with the likely cause.
- Starts when
- Daily, and after each site release
- Works with
- Google Tag Manager, GA4, BigQuery
- You approve
- An analyst confirms and fixes
- Measured by
- Time to detect broken tracking
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Marketing operations
Brief-to-draft builder
Turns an approved campaign brief into first drafts of the email, landing page copy and ad variants, in your brand voice and within character limits.
- Starts when
- A brief is approved
- Works with
- Your CMS, Marketing automation platform, Brand guide
- You approve
- An editor rewrites and approves every draft
- Measured by
- Time from brief to launch
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Analytics & reporting
Weekly performance narrator
Pulls the week's numbers from analytics, ad platforms and the CRM, explains what moved and why, and drafts the leadership summary.
- Starts when
- Every Monday morning
- Works with
- GA4, Ad platforms, CRM, Looker Studio
- You approve
- An analyst checks the story before it's sent
- Measured by
- Reporting hours saved; questions answered in the report
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Analytics & reporting
Anomaly investigator
When a metric leaves its normal range, checks the usual suspects (tracking changes, campaign edits, site releases, seasonality) and posts a short diagnosis.
- Starts when
- A KPI crosses its alert threshold
- Works with
- GA4, BigQuery, Slack
- You approve
- The analyst decides what to do
- Measured by
- Time from anomaly to explanation
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Analytics & reporting
Ask-your-data assistant
Answers plain-English questions from approved datasets, shows the query it ran, and says when a question can't be answered reliably.
- Starts when
- A team member asks a question in chat
- Works with
- BigQuery, Looker, Slack or Teams
- You approve
- Answers cite their source; analysts own the data definitions
- Measured by
- Ad-hoc report requests avoided
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Analytics & reporting
Lead reconciliation agent
Compares leads and conversions across ad platforms, GA4 and the CRM each week and explains where the numbers disagree.
- Starts when
- Weekly, or before a board report
- Works with
- Ad platforms, GA4, HubSpot or Salesforce
- You approve
- Marketing ops resolves the gaps
- Measured by
- Size of the gap between systems over time
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Content, SEO & AI search
Content refresh agent
Finds pages losing search traffic, works out why, and drafts updates: new sections, fresher facts, better titles and internal links.
- Starts when
- Monthly Search Console review
- Works with
- Google Search Console, Your CMS
- You approve
- An editor approves changes before publishing
- Measured by
- Traffic recovered on refreshed pages
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Content, SEO & AI search
AI answer visibility tracker
Asks a fixed set of buyer questions in AI assistants on a schedule, records whether and how your brand is mentioned, and reports changes.
- Starts when
- Weekly
- Works with
- AI assistant APIs, Google Sheets or BigQuery
- You approve
- The content lead decides what to fix
- Measured by
- Share of questions where you're cited
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Content, SEO & AI search
Brand and claims editor
Reviews drafts against your style guide, claims policy and accessibility rules, and suggests specific edits with reasons.
- Starts when
- A draft is submitted for review
- Works with
- Google Docs or your CMS, Style guide
- You approve
- The writer accepts or rejects each edit
- Measured by
- Review rounds per piece
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Content, SEO & AI search
Metadata and schema assistant
Drafts page titles, descriptions and structured data for new pages and flags duplicates, missing canonicals and broken markup.
- Starts when
- A page is created or updated
- Works with
- Your CMS, Google Search Console
- You approve
- The SEO lead approves before publishing
- Measured by
- Pages published with complete metadata
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Content, SEO & AI search
Review response drafter
Drafts replies to new Google and industry reviews in your voice, escalating complaints that need a personal response.
- Starts when
- A new review is posted
- Works with
- Google Business Profile, Review platforms, Slack
- You approve
- You approve every reply
- Measured by
- Response time and response rate
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Sales & CRM
Inbound lead qualifier
Reads each form submission, adds public company details, scores fit against your ideal customer, and routes it to the right person with a summary.
- Starts when
- A new form submission or demo request
- Works with
- HubSpot or Salesforce, Your website forms, Slack
- You approve
- Sales confirms fit before outreach
- Measured by
- Speed to first response; qualified-lead rate
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Sales & CRM
CRM hygiene agent
Finds duplicates, missing fields and stale lifecycle stages, and proposes merges and updates in batches.
- Starts when
- Nightly
- Works with
- HubSpot or Salesforce
- You approve
- An admin approves each batch
- Measured by
- Duplicate and incomplete record counts
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Sales & CRM
Meeting prep brief
Before a sales call, compiles the account's history, recent website activity, open deals and public news into one page.
- Starts when
- One hour before a scheduled meeting
- Works with
- Google or Outlook calendar, CRM, Web search
- You approve
- The rep reads it; nothing is sent
- Measured by
- Prep time per meeting
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Sales & CRM
Follow-up drafter
Turns call notes or a transcript into a follow-up email and the CRM updates: next steps, stage, notes and tasks.
- Starts when
- A call ends
- Works with
- Meeting transcripts, CRM, Email
- You approve
- The rep edits and sends
- Measured by
- Follow-ups sent within 24 hours
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Customer experience
Website concierge
Answers visitor questions from your approved content, books next steps, and hands off to a person with the full context when it can't help.
- Starts when
- A visitor opens chat
- Works with
- Your website, Knowledge base, CRM
- You approve
- Your team picks up every hand-off
- Measured by
- Questions resolved; qualified hand-offs
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Customer experience
Support triage agent
Classifies incoming emails and tickets, drafts replies from the knowledge base, and escalates urgent or sensitive issues right away.
- Starts when
- A new ticket or email arrives
- Works with
- Help desk, Knowledge base, Email
- You approve
- An agent reviews drafts before they're sent
- Measured by
- First-response time; correct routing
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Customer experience
Onboarding guide
Sends each new customer the next step for their plan, checks whether it's done, and nudges or alerts your team when someone stalls.
- Starts when
- A new customer signs up
- Works with
- CRM, Marketing automation platform, Product data
- You approve
- Customer success owns escalations
- Measured by
- Time to first value; early churn
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Operations & knowledge
Internal knowledge assistant
Answers team questions from your playbooks, policies and past campaigns, with links to the source documents.
- Starts when
- A question in Slack or Teams
- Works with
- Google Drive or SharePoint, Slack or Teams
- You approve
- Document owners keep sources current
- Measured by
- Repeat questions to senior staff
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Operations & knowledge
MarTech spend monitor
Tracks licenses, seats and usage across your marketing tools and flags unused seats and overlapping tools before renewal dates.
- Starts when
- Monthly, and 60 days before each renewal
- Works with
- Vendor admin consoles, Finance exports
- You approve
- The budget owner decides
- Measured by
- Spend removed at renewal
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Operations & knowledge
Competitor and market watch
Monitors competitor websites, pricing pages, launches and job posts, and sends a short weekly digest of what changed.
- Starts when
- Weekly
- Works with
- Public websites, News sources, Email or Slack
- You approve
- Marketing leadership reads and acts
- Measured by
- Changes spotted before sales hears about them
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Operations & knowledge
Consent and privacy checker
Scans your site for tags that fire before consent, new cookies and forms collecting data your privacy policy doesn't mention.
- Starts when
- Weekly, and after each site release
- Works with
- Your website, Google Tag Manager
- You approve
- Privacy or legal reviews findings
- Measured by
- Issues found and fixed
Don’t see yours?
Most agents are a mix of these.
Bring us the workflow that eats the most time. The Agent Opportunity Workshop scores it against the others and specifies the first build.
- Marketing operationsLaunches, QA and the busywork around campaigns
- Analytics & reportingNumbers checked, explained and delivered
- Content, SEO & AI searchContent kept accurate, findable and on-brand
- Sales & CRMLeads routed fast and records kept clean
- Customer experienceFaster answers with a person in the loop
- Operations & knowledgeInternal questions, spend and market signals
Next step
Tell us which workflow slows your team down.
We’ll tell you whether an agent, a simple automation or neither is the right fix, and what it would take to build.
Prefer email? contact@atlmartech.com