Marketing Automation

Marketing teams use Chase Agents to scale content distribution, automate campaign reporting, and ensure no lead signal goes unnoticed. These automations free marketers from manual data assembly and cross-posting so they can focus on strategy and creative work.

Content Repurposing Pipeline

When a new blog post is published in your CMS, trigger an automation that uses a run_sandboxed_code step with the ai.generateText function to rewrite the post as a LinkedIn update, a tweet thread, and a newsletter paragraph. A seek_human_approval_for_next_step step presents all three variants to the content lead for review. Once approved, subsequent steps post each variant to the appropriate channel via the relevant connections.

Campaign Performance Reports

Schedule a weekly automation that fetches ad performance data from your advertising platforms, pulls email campaign metrics from your email service provider, calculates click-through rates, cost per lead, and conversion rates in a run_sandboxed_code step, and generates a formatted report using generate_pdf. The report is then automatically emailed to the marketing team and posted to the marketing Slack channel.

Event-Triggered Nurture

When a prospect downloads a content asset or attends a webinar, trigger an automation that adds them to the appropriate nurture sequence in your email platform. Use an if step to check whether they are already a known CRM contact and branch accordingly: existing contacts get a different message from net-new leads. The trigger can be a webhook from your landing page platform or a scheduled check against your CRM for newly tagged contacts.

SEO Monitoring

Build an automation that runs daily to check your top-ranking keyword positions via a search analytics connection, flag any keywords that dropped more than five positions since yesterday, and post an alert to the SEO Slack channel with the affected pages and their current versus previous rank. This provides instant visibility into ranking changes without anyone needing to manually check the dashboard.

Audience Segmentation Updates

Schedule a nightly automation to pull your customer list from your database, segment it by purchase frequency, last purchase date, and total spend using a run_sandboxed_code step, and push the updated segments back to your email service provider. This keeps your audience segments fresh without requiring a data analyst to manually export and re-import lists.

Review and Social Listening

An automation can poll a review platform or social listening API on a daily schedule, identify new reviews or mentions that are negative or contain specific keywords, and post them to a customer-feedback Slack channel with the full text and a link. Use a loop step to process multiple reviews in a single run rather than triggering a separate automation for each one.

AI-Assisted Content Research

Use a Chase Agents AI Agent with a documentation search connection and web search tools to have a research assistant you can query conversationally. Ask it to find recent statistics on a topic for an upcoming post, compare competitor messaging, or identify the questions your target audience is asking most frequently in forums and communities. The agent can synthesize findings from multiple sources into a structured brief.