MarketStarter / Systems / 02 · AI Automation We run on it
The back office that runs itself.
AI agents and automated workflows living inside the tools you already use. Leads routed the second they arrive, data entered once instead of three times, quotes and reports generated on the spot, every app finally talking to the others — the repetitive work runs on its own, and your team gets its hours back.
- RUNS — 24/7
- YOUR TOOLS — UNCHANGED
- EVERY RUN — MONITORED
Watch it run — the system at work
Your best people are doing robot work.
Eleven hours a week, from one flow in a five-person team.
Lead follow-up, data entry, quotes, weekly reports, inbox triage — the work that eats your week isn’t hard, it’s repetitive. We connect the tools you already use and add AI in the middle: a new lead becomes a CRM record, a quote, and a notification before anyone touches a keyboard. The flow below is a pattern we install often, with illustrative numbers — watch it wire itself.
- TRIGGERNew lead email arrives
- AI STEPReads it — extracts name, need, budget
- CRMContact + deal created
- DOCSQuote PDF generated, ready to send
- NOTIFYOwner reads the summary and approves
- n8n / Make
- AI extraction
- Lead routing
- CRM sync
- Docs & quotes
- Inbox triage
What the system does
No new software to learn. Your existing tools,
finally connected.
We build on top of what you already use — nothing changes inside your apps. The workflows run in the background with error handling and monitoring; your team just notices the work is already done.
- Leads
Routes every lead
Form or email → CRM record → assigned to the right rep → rep notified. Seconds after it arrives, not the next morning.
- Docs
Generates quotes & contracts
A filled form becomes a ready quote, proposal, or contract PDF — branded, numbered, and ready to send.
- Data
Enters data once
Invoices, receipts, and documents get read by AI and land in your accounting system as structured entries — no retyping.
- Reports
Compiles your reports
The daily or weekly report pulls its own numbers, builds itself, and emails itself. Every time, on time.
- Inbox
Triages the inbox
Incoming mail gets categorized and answered with an AI-drafted reply waiting for your approval.
- Sync
Keeps systems in sync
E-shop ↔ CRM ↔ accounting or ERP — a change in one place updates everywhere, automatically.
Who it’s for
Where back-office hours eat the margin.
Built for teams of 5–200 with real back-office load — anywhere the same information gets typed twice and the week ends in a spreadsheet.
- Accounting
Accounting firms
Client documents become entries without typing — intake that files itself.
- Logistics
Logistics & 3PL
Orders, tracking updates, and notifications flow between systems on their own.
- Agencies
Marketing agencies
White-label automations delivered to your clients under your brand.
- Commerce
Wholesale & e-shops
Stock and orders synced across e-shop, CRM, and accounting — no double entry.
- SaaS
SaaS teams
Onboarding, billing, and ops workflows without the manual steps in between.
- Industrial
Manufacturing & property
Production reports, approval chains, and owner statements on autopilot.
- HubSpot / Salesforce
- Gmail / Outlook
- Sheets & Docs
- Accounting / ERP
- E-shop platforms
- Webhooks & APIs
Fixed scope
Five things shape your setup. Nothing else moves the price.
- 01WorkflowsHow many flows we build — starting with the one that pays for itself first.
- 02AppsWhich tools we connect and how many integrations each flow touches.
- 03DataThe volume and messiness of what moves through the flows.
- 04AI stepsExtraction, classification, drafting — how much thinking each flow does.
- 05CareMonitoring level — from launch-and-hand-over to fully managed.
On the call we walk through the five, then you get a one-page scope: fixed deliverables, fixed price — no tier maze, no surprises.
What it costs, and why →Behind System 02: MarketStarter runs its own marketing on these exact workflows — and has built CRM and marketing systems for 40+ B2B and e-commerce brands as an official partner of both platforms.
Straight answers
The questions every owner asks — answered.
Will this break our existing setup?
No — we build on top of your tools, and nothing changes inside your apps. Every workflow is tested in a staging environment first, and you approve it before it touches live data.
We tried DIY automations once and they kept breaking. How is this different?
Every flow we ship has error handling, retries, and monitoring built in — and under the care plan we watch and maintain it for you. When something upstream changes, we fix the flow before it becomes your problem.
Do we have to switch tools?
No. You keep your CRM, your inbox, your accounting software — the workflows run between them. If a tool has an API or even just an export, it can join the flow.
What should we automate first?
The workflow with the highest return. On the call we map the repetitive work in your week and pick the one that saves the most hours per month. We start with that one, prove the hours saved, then expand.
What does the AI actually do in these workflows?
The judgment steps that used to need a human: it reads documents and emails, extracts the structured data, classifies what kind of request it is, and drafts the reply or the document — then the workflow moves it where it belongs.
How much does it cost?
It depends on the five scope drivers above — workflows, apps, data, AI steps, care level — so we don’t publish a one-size price. After a 20-minute call you get a one-page scope with a fixed price on it. Third-party tool subscriptions stay yours and are itemized in the scope. No obligation.
How it starts
- 01
Book a 20-minute call
Bring the most repetitive job in your week — we’ll map one or two workflows and count the hours they’re costing you.
- 02
Get a one-page scope
Fixed deliverables, fixed price, no maze. You know exactly what you’re buying.
- 03
Go live in days
We build on your tools, test in staging, you approve — then it runs on its own, monitored.
Get your hours back.
20 minutes. One clear scope. No obligation.