Tangensys • Plan, deliver, measure
AI marketing automation
Choose a specific journey that is currently slow or inconsistent. AI can assist with content selection or summaries while business rules control when messages are sent.
The work to plan together
A scope shaped around this requirement.
- Journey designScope
- Automation buildReview
- AI-assisted personalisationCheck
- Approved informationWhat the tool is allowed to use
- Routine stepHandled automatically
- Human hand-overYour team takes over when needed
- Regular reviewOutputs checked and corrected
In short
What does AI marketing automation involve?
AI marketing automation uses AI to personalise and run campaigns and nurture sequences across email, WhatsApp and ads.
When AI marketing automation is a useful fit
Ecommerce stores
Connect permissioned customer actions to relevant messages and test suppression rules.
B2B nurturing
Define stages and handovers so nurturing complements the sales team’s actual process.
Lead-heavy businesses
Check acknowledgements, duplicate contacts and reminders before expanding campaign activity.
Problems worth addressing first
Use these situations to identify the work that deserves attention before expanding the scope.
- Follow-up is manual
- Messages are generic
A practical example
A prospect requesting a guide can receive the guide and an approved follow-up, with later messages paused when a person replies or unsubscribes.
This is an illustrative scenario to explain the approach, not a claimed client project.
The work we can include
The final quote identifies the deliverables, quantities, approvals and exclusions. Select the work that serves your goal rather than assuming every item is required.
- Journey design
- Automation build
- AI-assisted personalisation
- Testing and reporting
Where we usually begin
Audience permissions, approved claims and platform costs are agreed. Campaign strategy and message approval remain accountable to people.
Practical detail
Use rules for certainty and AI for a small, clearly defined task
An illustrative enquiry journey uses ordinary rules to assign an owner and an AI step to summarise an approved message. The summary must not decide unsupported facts about the prospect.
| Part of the work | Example output | How to review it |
|---|---|---|
| Trigger | A new accepted request | Invalid or duplicate events do not start another journey. |
| AI task | Summarise the request into a fixed clear format | The summary stays within the supplied information. |
| Approval/action | Route to staff or draft a permitted response | Public claims and commercial commitments use the agreed approval boundary. |
| Stop/failure | Reply, opt-out, missing data or unavailable tool | The workflow pauses or alerts its owner instead of continuing blindly. |
The process map should show which steps are deterministic and which can be uncertain. Monitor failed steps and review the value of the automation before expanding it.
Join marketing tools around a clear customer event
Marketing automation should connect a real event with a relevant next action. Examples include an accepted request needing assignment or a customer asking for information. A tool stack without shared definitions can create duplicate messages and inconsistent reports.
Define what the AI element adds. Drafting a suggested reply is different from sending it automatically, and each needs appropriate review. The client approves source facts, communication rules and the boundaries for using contact data.
Test stops, retries and staff overrides. Record delivery activity separately from responses and commercial outcomes. An automation proposal should identify the systems, recurring costs and operator responsibilities rather than promise a self-running sales process.
Free AI project review
Start with a clear scope and a practical next step.
Tell us what you want to improve and share the relevant website or project details. We will review the starting point, recommend a suitable scope and provide a custom quote.
The initial review is free. Delivery, third-party charges and ongoing support are quoted separately.
Process
How the work is delivered
Review the starting point
Review the current setup, examples of the problem and the information needed to agree the work.
Agree scope and sign-off
We start with real examples of the task and approved information. A small, clearly defined pilot tests usefulness, failure cases and the level of human oversight before wider rollout.
Deliver and review
Evaluation includes inaccurate answers, unavailable tools and uncertain requests. Provider charges, monitoring and updates are defined separately; the business keeps an accountable human owner.
Hand over the next steps
Review the agreed outputs together. Confirm what your team maintains and what needs a separate ongoing arrangement.
What progress should mean
Measures that match the work
Check successful journey completion, reply handling and conversion quality. Compare the automated journey with its baseline rather than attributing every subsequent sale to AI.
A record of delivery
See what was completed, reviewed and still dependent on access or approvals. Project delivery and business results are reported separately.
Clear limits in the data
We explain what can be verified and where a result is only an estimate. Contact clicks, conversations and sales are different actions.
Scope and responsibilities
You keep ownership of your business accounts and approved deliverables under the agreed contract. Any third-party licences, subscriptions or usage fees are identified before you commit.
Can AI draft messages while a person approves them?
Yes, that can be an appropriate initial workflow. Agree the information supplied, the review owner and where the draft appears. It lets the team evaluate accuracy and tone before considering any supported automatic sending.
Does every marketing workflow need AI?
No. Fixed routing, reminders and field updates are often better handled by straightforward rules.
Can an automated journey be paused by staff?
That should be part of the operating design. Agree the pause, resume and takeover behaviour for the specific workflow.
Which tools do you use?
We work with your existing tools where possible.
How is AI marketing automation priced?
We quote against your goals, current setup and agreed scope. The quote separates delivery from third-party costs and ongoing support. You receive a custom quote within 2 working days.
How long does the work take?
The timeline follows the size of the agreed scope, access, content and approvals. We confirm milestones in the quote; a simple change and a full implementation need different schedules.
How will we communicate?
Your point of contact agrees a review rhythm with you. We use email, WhatsApp and scheduled calls, with decisions and scope changes recorded clearly.
What do you need to get started?
Share your current website or system, your main goal and examples of what is not working. We then agree the access and information needed for discovery.
Is everything included in the free review?
No. The free initial review helps define the next step. Detailed research, design, implementation and ongoing support are included only when stated in your quote.
Explore the related services
Let’s agree the right next step.
Tell us your goals and current setup. We’ll recommend a practical starting point and provide a custom quote.
Custom quote within 2 working days