AI Workflow Automation for Marketing Operations

Marketing operations teams spend more time on admin than on the work that moves the business forward. Campaign QA, audience exports, brief routing, report assembly, lead handoff, calendar coordination, attribution reconciliation. Routine work that needs a brain attached, but not the senior team's brain. Most of it should be automated. Most of it is not.

We design and ship custom AI workflows that take the routine work off your team and put it on Claude powered automations. The marketing operations layer becomes the leverage point it should be. Senior people focus on strategy and judgement. The team gets evenings back.

What you get:

  • A documented map of the manual marketing operations work consuming team time today
  • Custom Claude powered workflows that automate the routine work without losing the human judgement layer
  • Integration with your existing stack: CRM, marketing automation, analytics, ad platforms, project management
  • Audit trail and human checkpoint design so accountability stays clear
  • Compliant deployment on Claude through AWS Bedrock UK South with documented governance

Why marketing operations gets stuck on admin

Most marketing automation platforms are good at sequencing emails and routing leads. They are not good at the contextual judgement work modern marketing operations requires. So the team manually QA campaigns, manually reconciles attribution, manually formats reports, manually routes briefs and manually chases the handoffs between functions. The senior team burns hours every week on work that should not need them.

What a Claude powered workflow does

It reads the context. It reasons about the right next step. It executes the routine work. It routes the judgement calls to a human reviewer with the context already structured. The operating model lifts because the routine work runs in the background and the human time goes to what actually needs it.

What we automate

Campaign briefing and routing. Asset QA and brand consistency checks. Audience segmentation and export. Lead enrichment, scoring handoff and routing. Attribution reconciliation across platforms. Report assembly and commentary drafting. Calendar coordination across teams. Vendor and partner communication. Anywhere your team is doing structured work with a Claude shaped hole in it.

Why Claude rather than a no code automation tool

No code tools handle straight line workflows. Claude handles the workflows that need reasoning: interpreting a brief, summarising a discussion, drafting a follow up, deciding whether something needs senior eyes. That is where the real time is lost in marketing operations and where the real value is unlocked.

Built around your stack

We connect Claude to the systems your team already uses. HubSpot, Salesforce, Marketo, Pardot for CRM and marketing automation. Asana, Monday, ClickUp, Linear for project management. Slack, Microsoft Teams for collaboration. Google Workspace, Microsoft 365 for documents. The workflows sit on top of your stack rather than replacing it.

Built around your operating model

Every business has its own marketing operations cadence. Weekly stand ups, monthly campaign reviews, quarterly planning, board reporting. The workflows are designed around that cadence rather than imposing a generic template. Your team uses what we build because it fits the way they already work.

Human checkpoint design

Not every step is automated. Where a human judgement call matters, the workflow surfaces it with full context for a quick decision. The senior team stays in control of the decisions that matter without being dragged into the routine work that does not.

Audit trail by default

Every decision the workflow makes is logged. Every human checkpoint is captured. The audit trail satisfies your governance, compliance and accountability needs. The workflow gets faster with use, and the team can always reconstruct why anything happened.

For campaign operations

Brief intake, QA, asset routing, approval tracking, launch coordination. The workflows shorten the path from brief to launch and remove the manual chase work that slows everything down. Campaign throughput lifts.

For data and attribution

Source reconciliation across paid platforms, CRM and analytics. Attribution adjustments, conversion tracking validation, weekly performance commentary drafting. The data team focuses on insight rather than wrangling.

For lifecycle and CRM

List preparation, segmentation, send coordination, deliverability QA, performance commentary. The lifecycle team ships more programmes with cleaner execution and faster iteration.

For lead operations

Enrichment, scoring handoff to sales, routing, follow-up sequencing, recycled lead recapture. The lead ops layer becomes a working asset rather than a bottleneck. Sales gets cleaner leads, faster.

For agency and partner coordination

Brief distribution, asset feedback compilation, status reporting, invoice reconciliation. The team running external partners gets back hours every week that used to go to chasing.

For internal reporting

Weekly performance summaries, monthly board commentary, quarterly business reviews. The workflow pulls the data, drafts the commentary and surfaces the calls for senior eyes. Reports go out earlier and read sharper.

What changes for the marketing operations lead

You stop drowning in admin. The routine work runs in the background. The team's time shifts from chasing to delivering. The operations layer becomes the leverage point it should be rather than the bottleneck it used to be.

What changes for the team

The team gets evenings back. The interesting work consumes the day rather than the admin. Retention lifts because the work is finally as ambitious as the people doing it.

Compliant and governed

The deployment runs on Claude through AWS Bedrock UK South with data inside UK jurisdiction. Permission inheritance is documented. Audit trail is clean. The governance pack covers EU AI Act categorisation, ICO AI Code of Practice alignment and acceptable use.

Safe automation, not autonomous chaos

The workflows have human checkpoints at the points that matter. Nothing sensitive ships without sign off. Nothing customer facing goes out without review. The automation removes the grind, not the accountability.

Why Teylu, and not a no code platform

No code platforms automate straight line work. The real time loss in marketing operations is in the work that needs interpretation, judgement and context. That needs Claude, configured to your operating model. We build it.

Why Teylu, and not a marketing operations consultancy

Consultancies write process documents. We ship working automations. You get a documented operating model and the workflows that make it real, not a PowerPoint deck and a kick off plan.

Typical timeline

Four to eight weeks from discovery to live workflows. Phase one maps the manual work and identifies the priority workflows. Phase two builds the first wave of automations with human checkpoints designed in. Phase three rolls them out, embeds them with the team and tunes against early use.

Engagement model

Fixed scope build, then ongoing retainer for workflow expansion, system integration and operating model evolution. Most clients move to retainer because the workflow library compounds in value the more it covers.

See workflows shipped

See the workflows Teylu has built for marketing operations teams across the UK, and the hours they have given back to the people doing the strategic work.

Brief Us
Brief Us

This is built for marketing operations teams where admin has consumed the calendar and the leverage is being lost in the routine. That usually means:

Marketing operations leads in scaling businesses where the manual work has scaled faster than the team.

Performance and lifecycle teams spending more time on QA and reconciliation than on strategy and iteration.

Lead operations teams wanting to ship cleaner handoffs to sales without losing the judgement layer.

Marketing directors wanting to lift the operations function from cost centre to leverage point.

Step 1: Operations and time audit

Week 1

We sit with your marketing operations team and document where time goes today. We identify the workflows where Claude can take the routine work and surface the judgement calls.

Outcome

A documented map of marketing operations work, the priority workflows for automation and the projected time give-back. You leave with a clear case for the first wave of automations.

Step 2: Workflow design and integration

Week 1 to 4

We design the priority workflows, integrate with your CRM, project management and analytics stack and configure the Claude reasoning layer with the right human checkpoints.

Outcome

Working workflows tested against your real operating model. Audit trail clean. Human checkpoints designed in. Ready for team rollout.

Step 3: Rollout, training and embed

Week 4 to 6

We train the team, embed the workflows into the operating cadence, configure the audit and reporting layer and tune against early use.

Outcome

Live workflows the team uses every day. Time give-back visible by week six. Senior team focused on strategy and judgement. Audit trail clean.

Step 4: Extend and evolve

Week 6 onwards

We extend the workflow library as new work surfaces, evolve the integrations as your stack changes and tune the reasoning layer as operating patterns mature.

Outcome

A growing workflow library, a leaner operations layer and a team operating at the strategic level rather than the admin level.

Book a discovery call

Tell us where your operations team is spending time and where the leverage is. We will tell you whether workflow automation is the right next move.

Brief Us
Brief Us

Three tiers, sized to where your marketing operations function is today.

Operations Audit (entry tier)
A two week audit of your marketing operations work, with a written automation roadmap.

Implementation (core tier)
Four to eight week build of the first wave of workflows, the integrations, the human checkpoint design and the team rollout.

Embedded AI Labs (ongoing tier)
Monthly retainer to extend the workflow library and evolve the operating model.

Pricing is transparent, sized to the breadth of automation scope. Enterprise grade thinking without enterprise overhead.

Proof in operating outcomes

Teylu has built marketing operations workflows that contributed to the 3,000 sales opportunities in 90 days for HMS Networks, the 73% cost per lead reduction across regional B2B accounts and the multi region account based scoring for Arrow ECS. The workflows are not theoretical. They run in production every day for clients across the UK.

Talk to the AI Labs team

If your marketing operations team is drowning in admin and your senior people are stuck on routine, this is built for you.

Talk to the AI Labs team

Speak to a senior member of the team. We will scope a discovery in the call and give you a clear next step.

Brief Us
Brief Us

Is this just Zapier with a Claude bolt on?

No. Zapier handles straight line workflows. Claude handles the workflows that need reasoning: interpreting a brief, summarising a discussion, drafting a follow up, deciding whether something needs senior eyes. That is where the real time is lost in marketing operations and where the real value is unlocked.

What if something goes wrong with an automated workflow?

Workflows have human checkpoints at the points that matter, fail safely by design and log every decision. If something looks wrong, the audit trail tells you why. Senior team time goes to the calls that matter rather than chasing the routine.

What systems can we integrate?

HubSpot, Salesforce, Marketo, Pardot for CRM. Asana, Monday, ClickUp, Linear for project management. Slack, Teams for collaboration. Google Workspace, Microsoft 365 for documents. The workflows sit on top of your stack rather than replacing it.

How much time does this typically give back?

Most marketing operations teams see a measurable reduction in admin time inside the first two months. By month three, the senior team's calendar opens up for strategy work the operations layer was previously blocking.

How is this priced?

Transparent, sized to the breadth of automation scope. Two week audit, four to eight week implementation and an optional monthly retainer to extend the workflow library. We will give you a clear written price in the discovery.

Speak to the team

Have a question we have not answered? Tell us. We will give you a straight answer, not a pitch.

Brief Us
Brief Us

Reach out and let’s do something remarkable together.

Contact Us
Contact Us