What it does
An AI Employee reviews the customer and lead data you make available, groups common traits, and writes an audience note your team can use to choose offers and channels.
AI Workforce / Marketing
Marketing
Audience Research
WHEN YOU ARE CHOOSING WHO TO TALK TO
The problem
Campaigns target a generic homeowner. Your best customers have patterns sitting in the CRM that nobody has time to read.
Trigger
Starts when you are choosing who to talk to.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- CRM
- Google Sheets
- Excel
- Slack
What it reads
- CRM records, notes, and fields you map
- Rows and columns you map in Google Sheets
- Rows and columns you map in Excel
- Internal alerts and threads you route to Slack
Actions it can take
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- Personally identifiable details can be aggregated or excluded.
- You decide which records are in the sample.
- The output is a brief, not an automated ad buy.
Workflow steps
- 1You point the AI Employee at the CRM views or sheets that are allowed.
- 2It looks for repeating traits, jobs, locations, and timing.
- 3It writes audience snapshots with evidence, not slogans.
- 4Gaps in the data are called out.
- 5Your team picks the audience for the next campaign.
Example use case
A snapshot shows that a large share of booked estimates come from owner-occupied homes in three ZIPs, mostly after a no-cool call. Next month's offer is written for that pattern instead of a generic seasonal blast.
Often handled by your AI Marketing Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Review Requests
Asks completed customers for genuine feedback and a review, on a cadence you set, without filtering who is allowed to speak.
Review Response Drafting
Drafts a thoughtful reply to a new review for your approval. Nothing posts until you say so.
Reputation Monitoring
Watches for new reviews and public mentions, summarizes what changed, and flags anything that needs a person today.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.