AUTMATE
For marketing agency owners seeking efficiency

Bring us one workflow that eats your week. Leave with it automated.

Join our free, hands-on workshop. You’ll team up with our business automation experts to turn one time-sucking part of your day into a working automation.

Free 60–90 minutes Leave with a working automation

Built around the tools your agency already uses

Gmail
Google Sheets
Airtable
HubSpot
Asana
Slack
+38 more

You know how to use ChatGPT. But full-blown automation is a different beast.

You already use AI to write, research, and brainstorm. But you're still sitting there prompting, copying, and pasting. Your agency depends on complex workflows spread across multiple systems, so you’re stuck manually coordinating handoffs between team members and computers.

You’re doing $10 work while the $100 work waits.

What you leave with

A real, functioning automation solving your problem.

  • A working automation custom-built for your problem and wired into your existing tool stack
  • A free month of Automate.ax Pro — a $49 value
  • A repeatable method for turning day-to-day problems into functional systems
  • Tips for editing, expanding, and upgrading your automation as conditions change

How it works

1

Find the robotic work

Which process holds you up or makes you feel like a robot?

For example: “Whenever we make a new creative, I have to sift through Google Drive to find it and email it to three different people for approval before I can upload it to Meta Ads Manager.”

2

Apply to the workshop

Tell us about you, your business, and the challenge. We’ll confirm it’s a good candidate to automate live.
3

Build it with us

Bring ChatGPT or Claude and access to the relevant tools. We’ll build, test, and understand the automation together.

Who should apply

Agency owners and senior operators ready to fix something real.

  • Already use ChatGPT, Claude, or coding agents.
  • Use common business software with accessible integrations.
  • Can bring the context and access needed to test the result.

What’s creating avoidable work?

Client onboardingReportingContent or asset approvalsProject handoffsCRM and pipeline administrationBilling or account administration

But where do I start?

Here are a few ideas for automations you could build.

Closed-won to kickoff

When a deal closes in HubSpot or Close, create the client folder in Google Drive, start the project in Asana or Trello, add the onboarding record to Airtable, and notify the team in Slack.

Reporting without the scramble

Pull weekly campaign numbers from Google Sheets and Airtable, flag anything off pace, draft the client update in Google Docs, and send it through Gmail for approval.

Feedback to the right owner

When feedback arrives through Gmail or Google Forms, file it with the correct asset in Google Drive, update the Asana or Trello task, and alert the next owner in Slack.

Meeting notes that do the work

Turn meeting notes in Google Docs into assigned Asana or Trello tasks, update the account in HubSpot or Close, and send the client recap through Gmail.

Frequently asked questions

Apply for free

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