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Marketing Operations specialists are drowning in repetitive tasks.
Managing lead databases and setting up campaigns takes countless hours of manual work – not to mention the constant stream of requests from stakeholders.
And while these tasks are critical, they take away from strategic initiatives that can transform their organization’s marketing performance.
This is where AI Agents are changing the game.
Unlike traditional automation, AI Agents can understand context, make their own decisions, and execute complex, multi-step tasks that are normally reserved for humans.
At Revenue Pulse, we’ve built “Otto”: your AI teammate for Marketing Operations.
Otto seamlessly integrates with your Marketo instance, and lives in the apps you already use; you can chat with it in Slack and even tag it in Asana (or other ticketing systems), just like you would with any other teammate.
Otto is constantly learning new skills too. And while it would be impossible to go through every single thing Otto can do right now, we’re excited to showcase 5 tasks that most MOPs pros would be more than happy to delegate.
Let’s jump right in!
1. Merge duplicates in Marketo
In Slack, ask Otto to find a specific lead. Otto will search your Marketo instance for that lead and display any duplicates. Tell Otto to merge the records, and it will perform the merge for you automatically. You can then switch to Marketo to confirm there is now a single record for that lead. If needed, you can repeat the same steps for other leads without leaving Slack.
2. Create webinar programs in Marketo (from Asana)
In Asana, simply comment “Otto, work on this” on a webinar creation ticket. Otto will then create a webinar program in Marketo from your template. It’ll place the program in the correct folder, leave Smart Campaigns deactivated, and fill the required tokens. You can see the program start to appear in Marketo as the build completes. Otto then posts a brief summary of what it created, so you know exactly what changed!
3. Send test emails
Once your webinar program is created, you can also ask Otto to send a sample of the follow-up email so you can review the exact content and formatting. After you confirm it looks right, tell Otto to activate the Smart Campaigns for attendees and no-shows. Otto turns those campaigns on and lets you know when everything is ready.
4. Create Salesforce campaigns that sync with Marketo programs
This time, let’s head back to Slack. When you ask Otto to create a program, it’ll build it in Marketo and update tokens. But it doesn’t end there. Otto will also create a matching Salesforce campaign with the required campaign member statuses. The statuses in Salesforce match the ones in Marketo, so both systems are aligned.
5. Import lists to Marketo
Send Otto a lead file (such as a CSV) and tell it which static list to import to. Otto will find the list, run the import, and report back with the results—including how many leads were processed and any failures that occurred. Just refresh your Marketo list to see the leads appear!
These are just a few examples of the time-consuming and repetitive MOPs tasks that Otto can take off your plate! And we’re developing new features and capabilities for Otto every day. Follow us here to be the first to know when new skills become available.
If you want to learn more about how Otto can help your team, book a personalized walk-through here.