Automation & Tasks · AI Revenue OS
Your Marketing Execution Hub
The operations layer that ties the pillars together. Automate approvals and hand-offs. Assign tasks. Run recurring work on autopilot. Your team ships faster — nothing slips.
Running on autopilot
When This Happens, Do That
Build rules that move work forward on their own. Pick a trigger, add a condition, choose the actions — routine hand-offs happen without anyone chasing them.
The Hand-Offs That Run Themselves
Triggers fire on real events across social, CRM, funnels, email, and ads. Start from a recipe or build your own.
Everyone Sees What They Own
Assign work, set due dates, and route approvals to clients or managers — all tied to the content and campaigns they relate to. No parallel project tool, no lost Slack threads.
Schedule The Repeat Work Once
Monthly reports, weekly content batches, client check-ins — set the cadence and let it run. Your team spends time on what needs a human.
Scale The Roster, Not The Chaos
Per-client workflows and approvals keep hand-offs consistent across every account — so nothing drops as you grow.
Per-client workspaces
Separate workflows, tasks, and approvals for every account — no cross-wires.
Client-facing approvals
Route sign-off to the client directly; nothing publishes until they say yes.
Consistent hand-offs
The same playbook runs on every account — quality holds as the roster grows.
Ship Faster, Drop Nothing
Automation takes the chasing and the busywork off your team — so the work moves on its own.
this month
running now
nothing slips
per team member
Sample data · typical team after 30 days
No Bolt-On Connectors, No Second App
Connector and project tools work — bolted on, in another tab. Here, automation and tasks live where the marketing already happens, tied to the campaigns they move.
Comparison reflects core plan capabilities; competitor names are trademarks of their owners.
Automation, Answered
Whether it’s a separate PM tool, what you can automate, and how it scales for agencies.
For anything specific to your team, talk to us →
It Automates Every Pillar
The execution hub is most powerful because it triggers on — and acts across — everything else you run here.
Let The Routine Work Run Itself
Automate approvals and hand-offs, assign tasks, and schedule recurring work — all tied to your campaigns. Start free in under five minutes — no card, no separate PM tool.
Free forever · No credit card · 30-day Pro trial