Marketing Automation

Automate your marketing workflows with AI

Overview

Draft & Goal helps marketing teams automate lead enrichment, email campaigns, CRM updates, and more. Connect your marketing stack and let workflows handle the repetitive tasks.

Common marketing workflows

Lead enrichment

Automatically enrich new leads:

• Capture lead from form or CRM
• Scrape company website for context
• Use AI to generate personalized insights
• Update CRM with enriched data

Nodes used: HubSpot, Web Scraper, LLM, HubSpot Update

Email personalization

Send personalized emails at scale:

• Fetch contacts from CRM
• Generate personalized content with AI
• Send via Email Sender
• Track opens and clicks

Nodes used: HubSpot, LLM, Email Sender

Content distribution

Automate content publishing:

• Create content with AI
• Publish to WordPress
• Share on social media
• Update tracking spreadsheet

Nodes used: LLM, WordPress, Google Sheets

Competitor monitoring

Track competitor activities:

• Scrape competitor websites
• Monitor pricing changes
• Get AI analysis
• Alert team of changes

Nodes used: Web Scraper, LLM, Email Sender

Available marketing nodes

CRM integrations

Node	Description
HubSpot List Companies	Fetch companies from HubSpot
HubSpot Get Company	Get company details
HubSpot Update Company	Update company records

Communication

Node	Description
Email Sender	Send emails
WordPress Post	Create blog posts

Data sources

Node	Description
Web Scraper	Extract company information
Google Sheets	Marketing spreadsheets

Example: Lead scoring workflow

Automatically score and route leads:

graph LR
    A[New Lead] --> B[Enrich Data]
    B --> C[AI Scoring]
    C --> D{Score > 70?}
    D -->|Yes| E[Route to Sales]
    D -->|No| F[Add to Nurture]

Workflow steps

1. Capture new lead from form or CRM webhook
2. Enrich with company data via web scraping
3. Score using AI based on ideal customer profile
4. Route high-score leads to sales, others to nurture

AI scoring prompt

Score this lead from 0-100 based on our ideal customer profile:

Company: {{company.name}}
Industry: {{company.industry}}
Size: {{company.employees}}
Website: {{company.website}}
Content: {{WebScraper_0.content}}

Ideal Customer Profile:
- B2B SaaS companies
- 50-500 employees
- Growth stage
- Marketing or sales focused

Provide:
- Score (0-100)
- Reasoning
- Recommended next action

Getting started

Next steps