AI automation for B2B marketing teams

Clean CRM data and accurate content

Duplicates get merged by rules you approve, lifecycle stages move on agreed triggers, and drafts are checked against sources before anyone publishes. AI agents do each task inside your HubSpot portal, starting with one task and a test your team signs off.

Plan your first task30-minute call

Example merge reviewSample data

Agent: Duplicate clean-up
Pairs found: 236
Merged after approval: 221
Sent to a person: 15
Merges logged: 221 of 221
Decision: Keep running

HubSpot marketing automation

CRM clean-up

Contacts and companies merged by rules you approve.

2 contacts, one email: merge approved, logged

Sample dataCheck: every merge logged

Content checks

Claims without a source are flagged before anyone publishes.

Draft says “cuts onboarding time in half”: no source, sent to an editor

Sample dataCheck: each claim has a source

Also in scope

Lifecycle stages

Stages move on triggers sales and marketing agree on.

Segments from closed deals

Won and lost deals show which segments to target.

Where do you start?

Know the task?

Pilot ticketStart here

Start with one task

One small HubSpot or Clay automation in five working days.

Not sure yet?

AI automation diagnostic

Pick the right task

Up to 10 tasks rated, the first build quoted.

All services

What does a build include?

Test set and scorecard

Real cases from your CRM before go-live.

How we build

Approval steps and runbook

Your team approves each change until the agent passes.

HubSpot marketing FAQ

Can you clean HubSpot data without breaking reports?

Yes. We test merge rules on a sample export and you approve them. Unclear pairs go to a person, and every live change is logged.

Will AI write our content?

It can draft. Your team owns the voice and approves every piece.

Which access do you need?

Usually HubSpot, with the least access the task needs. The scope names each tool, its access level and each AI model the agent calls.

What will this cost?

One fixed price per step, agreed before we start. The pilot ticket is the smallest step. Model usage and tool credits run on your own accounts, and the scope estimates them.

What should we automate first?

Bring one task your team repeats. The founder will tell you if an agent can do it and how we’d test it.

Plan your first task30-minute callEmail one task

Prefer writing? Email us. We reply within two working days.

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