Marketing Automation
Marketing Automation for Swiss SMEs
We first understand the process, remove unnecessary steps and automate only what is stable and useful. Rule-based or AI-supported, clearly documented and with defined human oversight.
30 minutes, free and without obligation. We’ll get back to you within 24 hours.
Recurring work consumes time and attention
Enquiries are routed manually, data is transferred more than once, and approvals are coordinated across different channels. This creates waiting time, broken handovers and avoidable errors.
Automating an unclear process only makes the confusion move faster. Marketing automation therefore starts with the workflow, responsibilities and exceptions, not with a tool.
Which marketing processes can be automated?
Suitable processes are recurring workflows with clear inputs, decisions and outcomes. These may include routing enquiries, passing data from forms to a CRM, approval processes, appointment notifications or publishing approved content.
These are possibilities, not predefined packages. Whether a workflow should be automated depends on frequency, stability, consequences of errors, data access and the actual value for your team.
An understandable process that provides reliable support
You receive a clearly described workflow with defined triggers, rules, exceptions, approvals and responsibilities.
The technical solution remains reviewable. Your team knows what happens automatically, where a person decides, and how to respond to errors or changes.
When does automation need artificial intelligence?
Clear decisions and structured data can usually be handled with rules. AI can be useful when unstructured content needs to be classified, summarised or prepared as a draft.
AI remains one component within the process. Critical approvals, sensitive communication and expert decisions receive controlled review steps. If AI adds no practical value, we do not use it.
How is maintainable process automation built?
We use available interfaces and select tools that fit the existing system landscape. Platforms such as n8n may be suitable, but they are not an end in themselves or a fixed product package.
Clean handovers, understandable documentation, limited access rights, error handling and an accountable person within the company are decisive. This keeps the workflow manageable when tools or processes change.
What you get
Your services at a glance
Process analysis
We map the current workflow, participants, systems, data, exceptions and manual handovers before assessing automation potential.
Workflow design
We simplify the process and define triggers, rules, approvals, error cases and responsibilities in a clear concept.
Systems and integrations
We connect suitable existing systems through available interfaces without creating unnecessary parallel structures.
AI automation where it adds value
AI can support steps involving unstructured content. Expert decisions and critical approvals remain controlled.
Testing, data protection and control
We test standard workflows and exceptions, limit access and document where data is processed and decisions are made.
Handover and development
Your team receives documentation and a clear handover. Maintenance and adjustments are available on request, but are not a requirement.
How we work
From an understood workflow to maintainable automation
Understand
We clarify the goal, participants, triggers, systems, data and real-world exceptions in the current process.
Analyse
We review broken handovers, unnecessary steps, risks and technical requirements and separate rules from possible AI tasks.
Prioritise
We select a workflow with a sensible balance of value, effort, stability and consequences of errors.
Implement
We build and test the workflow with clear approvals, logging, error handling and the minimum necessary access rights.
Develop
After handover, we review real cases and adjust rules or integrations in a controlled way where needed.
A 30-minute introduction, not a quick audit. The free initial consultation clarifies your situation and goals. A thorough process analysis and automation design begin only with a defined engagement.
Frequently asked questions
Questions about Marketing Automation
Suitable candidates are recurring, sufficiently stable processes with clear inputs and outcomes. An analysis of the actual workflow determines whether enquiries, data transfers, approvals or publishing steps should be prioritised.
Rule-based automation follows defined conditions and suits structured, predictable workflows. AI automation can process unstructured content, but produces probabilistic results and needs appropriate review and approval steps.
No. Many reliable automations work entirely without artificial intelligence. AI is used only when it provides a clear additional benefit for a specific step.
Tool selection depends on existing systems, interfaces, requirements and internal capabilities. n8n may be a suitable platform, but we do not choose a tool before understanding the process.
Control comes from defined approvals, limited access rights, logging, error paths and clear responsibilities. Critical communication or expert decisions are not delegated to a system without oversight.
Cost depends on the process, number of systems, interfaces, exceptions, data requirements and desired support. After an initial assessment, we define scope and price transparently. The initial consultation is not a free process analysis.
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