AI-Agents for Marketing Operations Coordinators working with Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Log Lead Ad Submissions

Clean lead ad contact details and log each inquiry once.

Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.

Works with19 tools
Send Mail Merge

Catch missing merge details and report the contacts skipped during sends.

Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.

Works with41 tools
Send Mail Merge Emails

Check merge fields and send approved campaign emails.

Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.

Works with21 tools
Attach Campaign Drafts

File emailed drafts on review tasks and mark the current version.

Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.

Works with12 tools
Published by Campaigns Essentials
Prepare Campaign Approvals

Turn launch emails into review tasks with the creative attached.

Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.

Works with12 tools
Published by Campaigns Essentials
Post Asset Review Digest

Post a daily digest of campaign review tasks and owners.

Your launch team sees reviews due soon, what is blocked, and who needs to act next, together in chat before the launch window.

Works with12 tools
Published by Campaigns Essentials
Send Asset Review Requests

Send each ready campaign asset and question to its named reviewer.

Your named reviewer gets the asset and question in chat when your campaign task is ready for review.

Works with13 tools
Published by Campaigns Essentials
Send Card Review Requests

Route ready campaign cards to the assigned reviewer with the current file.

Your reviewer gets a clear request in chat when a campaign card reaches Review. Your lead can stop chasing the next handoff.

Works with15 tools
Published by Campaigns Essentials
Create Tracking Links

Apply consistent campaign tags and flag links that lose them.

Your media buyer gets campaign links ready for placement, with tagging and destination problems called out before they reach an ad.

Works with16 tools
Escalate Overdue Campaign Reviews

Mark overdue approvals and alert the marketing lead.

Your marketing lead sees the overdue campaign review in team chat and can open the original task before launch.

Works with19 tools
Published by Approvals Essentials
Flag Review Deadline Risks

Flag review deadlines that move past the campaign handoff.

See launch risks on your review cards when a changed deadline falls after the handoff on your calendar.

Works with10 tools
Add Approved Assets to Launch

Route approved campaign files into the launch folder.

Your campaign team can find the file in the launch folder once a reviewer signs off, without chasing the handoff.

Works with8 tools
Published by Campaigns Essentials
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