technology infrastructure
Marketing Automation and AI
n8n workflows and AI-assisted systems that remove repetitive marketing work, connect your tools and keep humans in control of what ships.
01 / Friction
The problem this solves
Hours of skilled time lost every week to copy-paste work between tools that should be talking to each other.
Typical warning signs
- Leads are exported from one tool and imported into another by hand.
- Reports are assembled manually every week or month.
- Content operations depend on one person remembering every step.
- Data in the CRM, the ad platforms and the spreadsheets never quite matches.
- AI tools are used ad hoc with no governance or quality control.
02 / Change
Outcomes it is designed to create
- Repetitive workflows automated end to end with error handling and alerts.
- Systems synchronised so data is entered once and flows everywhere it is needed.
- AI drafting and enrichment embedded with human review steps, not instead of them.
- Every workflow documented so the team is never hostage to the builder.
Automation that removes work without removing control
I have automated around 80% of the repetitive marketing tasks in my own roles, from lead scraping pipelines to regionalised content generation for account-based marketing. The pattern is always the same: the valuable work is judgement, and judgement is buried under mechanical work that software should be doing.
The workflows I build are boring in the best way: documented, monitored, with error handling and a human approval step wherever content or customers are touched.
What the engagement covers
Automation audit. A short mapping exercise that finds the work worth automating first.
- Inventory every recurring manual task and where it lives.
- Quantify the hours each one costs per week.
- Rank by value against build effort, so the first builds fund the rest.
Workflow builds. The repetitive operations, rebuilt as reliable pipelines.
- Built primarily in n8n, each workflow owning its own error path and alert so failures surface instead of vanishing.
- Covers lead capture and routing, enrichment, scoring handoffs, campaign operations, content pipelines and reporting.
- Every step is logged and observable, not a black box.
AI-assisted steps. Summarisation, drafting, classification and enrichment, embedded inside the workflows.
- Structured outputs validated before anything moves downstream.
- Approval gates wherever judgement matters.
- AI does the first 80%; your team does the part that requires a human.
Data synchronisation. One source of truth per field, kept honest automatically.
- One authoritative source per field, decided deliberately.
- Sync flows that keep CRM, sheets and platforms consistent.
- Drift detection so records cannot quietly diverge.
Documentation. Every workflow ships with a plain-language runbook.
- What it does and when it runs.
- What to check when it fails.
- Written so you are never hostage to the person who built it.
Deliverables
What you receive, concretely.
- Automation audit and opportunity map
- n8n workflow design and build
- Lead routing and enrichment flows
- Content operations automation
- Data synchronisation between CRM, sheets and platforms
- Reporting automation
- AI-assisted workflow steps with approval gates
- Error handling, retries and alerting
- Workflow documentation and handover
How the engagement runs
Map
Identify the repetitive work, its triggers, its systems and its failure modes.
Design
Workflow architecture with explicit data contracts, approval points and error paths.
Build
Implement in n8n or the right tool, test against real data, add monitoring.
Hand over
Documentation, runbooks and training so the team owns the system.
Technology used
- n8n
- Zapier
- Make
- OpenAI API
- Google Sheets
- HubSpot
Relevant work
Demand generationLendTech scale-up (anonymised) / FinTech
Regionalised ABM strategy for a LendTech firm
Account-based campaigns with automated regionalised content lifted click-through rates by around 70% and automated most of the manual campaign operations behind them.
click-through rate uplift from account-based campaigns
- LinkedIn Ads
- Google Ads
- n8n
- HubSpot
CRM and websiteZ Nation Transport LLC / Logistics
HubSpot CRM implementation for a logistics company
A ground-up HubSpot implementation and Drupal website for a US logistics company, automating lead management across a database that grew past 42,000 contacts.
contacts managed and automated in the HubSpot implementation
- HubSpot
- Drupal
- Zapier
- Google Ads
Relevant articles
automation
Account-based marketing with a prospecting agent: personalising at the contact level
How to combine account-based marketing with an automated prospecting agent, so outreach is grouped by account, sequenced by role, and personalised from one contact to the next without ever sounding templated.
Read insightcrm
Automating HubSpot with Python: deduplication and data cleaning
A practical guide to keeping a HubSpot CRM clean with the v3 API and Python, covering batch reads, duplicate detection, safe merges, property normalisation, a data-quality score and a repeatable maintenance job.
Read insightautomation
Building an RFP/RFI tender tracker with clustered search
How to build a tender-intelligence system that turns clustered search queries into a deduplicated, scored pipeline of live RFPs and RFIs, with Python patterns for querying, parsing, ranking and scheduling.
Read insightFrequently asked questions
Why n8n rather than Zapier or Make?
n8n self-hosts economically, handles complex branching and code steps well, and keeps per-execution costs near zero at volume. I still use Zapier or Make where a team already runs on them or where a simple two-step zap is genuinely all that is needed.
Will AI write our content automatically?
AI drafts, humans approve. Every content workflow I build ends in a draft state with a review step. Automation removes the mechanical work; judgement stays with your team.
Related services
Most engagements combine two or three of these. The project brief helps you choose.
AI Systems and Apps
A governed AI system that can understand context, use approved tools, complete multi-step work and return a traceable result.
Purpose-built AI applications that connect Claude and other models to approved business tools, data and workflows through MCP and secure APIs.
- Claude
- Model Context Protocol
- Anthropic API
- OpenAI API
CRM implementation
A CRM the team actually uses, with clean data, clear lifecycle stages and reporting leadership believes.
HubSpot and CRM implementations designed around your sales process, adopted by your team, and connected to marketing and reporting from day one.
- HubSpot
- Salesforce
- Brevo
- Zoho
Tracking and analytics
Trustworthy measurement from first click to revenue, visible in dashboards the team actually uses.
Conversion tracking, GA4, Tag Manager and dashboards implemented properly, so every marketing decision is made on data you can trust.
- Google Tag Manager
- GA4
- Looker Studio
- Microsoft Clarity
Next move
Ready to fix automation and ai?
Describe your situation in the project brief and get an honest assessment of what I would build and why.

