--- title: "AI Automation Agency | AI Agents, CRM & Marketing Automation" description: "AI automation service for businesses: AI agents, chatbots, workflow automation, CRM setup and marketing automation, tested and reviewed by people." url: https://mandato.agency/ai-automation-agency/ last_updated: 2026-10-18 language: en --- AI automation # AI Automation Agency for Marketing, Sales and Operations We are an AI automation agency that builds AI agents, chatbots and automated workflows for marketing, sales and operations. We also set up the CRM and marketing automation platforms they run on. Every build is tested with real examples and reviewed by a person before it goes live. [Get a free proposal](https://mandato.agency/contact/) Read the FAQ Price In your free proposal Based on your goals and scope Services 8 services 9 industry programs Proposal Free Plan and price in writing ## What our business process automation services include We automate repetitive, rule-based work, such as routing leads, copying data between apps and sending follow-ups. We use tools your team can see and change. AI handles steps that need reading or writing, like sorting emails, summarizing calls and pulling fields from documents. Our AI integration services connect models from OpenAI, Anthropic or Google to your CRM and other tools. This AI workflow automation suits high-volume tasks with output that is easy to check. AI models can still misread inputs or state wrong facts with confidence. So we add human review for customer-facing or high-stakes steps, log every run and set alerts for failures. ## Our AI, CRM and automation services Start with one AI automation service or hand us the whole stack. Already on HubSpot? Our HubSpot team handles setup and automation inside it. - **[AI agents and chatbots](https://mandato.agency/ai-automation-agency/ai-agents/)** – Chatbots and agents that answer from your approved content and hand off to a person when unsure. - **[AI marketing agency](https://mandato.agency/ai-automation-agency/ai-marketing/)** – AI-assisted content, ad variations and reporting, reviewed by people before anything publishes. - **Zapier, [Make and n8n automation](https://mandato.agency/ai-automation-agency/workflow-automation/)** – Zapier, Make or n8n workflows that move data between your apps, with AI steps where useful. - **[CRM implementation](https://mandato.agency/ai-automation-agency/crm-implementation/)** – Setup and migration for CRMs like Salesforce, Zoho and Pipedrive, plus user training. - **[GoHighLevel setup](https://mandato.agency/ai-automation-agency/gohighlevel/)** – GoHighLevel funnels, calendars, pipelines and automations, including white-label setups. - **[Marketing automation](https://mandato.agency/ai-automation-agency/marketing-automation/)** – Lead scoring, nurture sequences and lifecycle campaigns on the platform you already use. - **[Salesforce Marketing Cloud](https://mandato.agency/ai-automation-agency/salesforce-marketing-cloud/)** – Journeys, audience data and email templates in Salesforce Marketing Cloud, synced with your CRM. - **[Marketo](https://mandato.agency/ai-automation-agency/marketo/)** – Adobe Marketo Engage programs, lead scoring and Salesforce sync for B2B marketing teams. ## Automation for your industry Each page covers common workflows and data rules in that field. - **[SaaS / software](https://mandato.agency/industries/saas-marketing-automation/)** – Trial, onboarding and upgrade journeys triggered by product usage data. - **[B2B](https://mandato.agency/industries/b2b-marketing-automation/)** – Lead scoring, routing and nurture for long sales cycles with several buyers. - **[Healthcare / medical](https://mandato.agency/industries/healthcare-marketing-automation/)** – Intake and reminder workflows using tools covered by a HIPAA business associate agreement. - **[Real estate](https://mandato.agency/industries/real-estate-marketing-automation/)** – Lead follow-up and nurture for agents, with texts sent only to contacts who opted in. - **[Financial services](https://mandato.agency/industries/financial-services-marketing-automation/)** – Onboarding and cross-sell journeys built for compliance review. - **[Financial advisor](https://mandato.agency/industries/financial-advisor-marketing-automation/)** – Onboarding and follow-up workflows with messages archived for compliance. - **[Retail](https://mandato.agency/industries/retail-marketing-automation/)** – Cart, browse and loyalty automations tied to store and point-of-sale data. - **[Staffing / recruitment](https://mandato.agency/industries/staffing-marketing-automation/)** – Candidate follow-up, interview reminders and job alerts from your applicant tracking system. - **[Tech](https://mandato.agency/industries/tech-marketing-automation/)** – Launch, partner and demand generation workflows for technology companies. ## How our automation process works Step 1: We map how the work happens today and rank tasks by volume and risk. You get a written plan before we build. Step 2: We pick the tool, such as Zapier, n8n, your CRM or custom code, and define the AI steps and human checkpoints. Step 3: We build in a test environment and run real past examples through it to check accuracy. Step 4: We launch in stages, monitor for failures, document each workflow, train your team and review results monthly. ## AI automation pricing and packages Cost depends on the number of workflows and connected systems, data cleanup and ongoing support. You get a clear price in your free proposal, after we look at your goals. Software and AI usage fees are billed to you by each provider. AI automation for small business often starts with one or two workflows, such as lead follow-up or appointment reminders. We measure results before adding more. ## Why choose our AI automation company An AI automation consultant scopes each project, and an AI automation specialist builds and tests it. We do not promise time or cost savings, because they depend on your processes. We measure before and after so you can judge the results. We check each AI vendor's data terms and favor plans that do not train on your data by default. You own the accounts, workflows and documentation. Last updated: 18 October 2026 Get a free proposal Tell us about your goals. We'll reply with a plan and a price. [Get my free proposal](https://mandato.agency/contact/) Services ## Our AI Automation Services [### AI Agent Setup & Chatbot Services AI chatbot services and AI agent development for businesses: chat, voice and workflow agents that answer from approved…](https://mandato.agency/ai-automation-agency/ai-agents/) [### AI Marketing Agency AI marketing agency for businesses: AI-assisted content, ad variations, research and reporting, with people reviewing…](https://mandato.agency/ai-automation-agency/ai-marketing/) [### n8n Marketing Agency n8n marketing agency for Zapier, Make and n8n builds: lead routing, data sync, reporting and AI steps, with error…](https://mandato.agency/ai-automation-agency/workflow-automation/) [### CRM Agency CRM agency for setup, migration and training on Salesforce, Zoho and Pipedrive, with clean data, working integrations…](https://mandato.agency/ai-automation-agency/crm-implementation/) [### Go High Level Agency Go High Level agency for GoHighLevel setup: funnels, calendars, pipelines, workflows, texting registration and…](https://mandato.agency/ai-automation-agency/gohighlevel/) [### Marketing Automation Agency Marketing automation agency for lead scoring, nurture sequences, lifecycle campaigns and CRM sync, built on the…](https://mandato.agency/ai-automation-agency/marketing-automation/) [### Marketing Automation for Salesforce Services Marketing automation for Salesforce: Marketing Cloud journeys, data extensions, email templates and CRM sync, plus…](https://mandato.agency/ai-automation-agency/salesforce-marketing-cloud/) [### Marketo Consultant Marketo consultant for Adobe Marketo Engage: instance audits, program templates, lead scoring, Salesforce sync and…](https://mandato.agency/ai-automation-agency/marketo/) ## Industries we serve[### SaaS Marketing Automation SaaS marketing automation built on product usage data: trial, onboarding, upgrade and churn-risk journeys, plus sales…](https://mandato.agency/industries/saas-marketing-automation/) [### B2B Marketing Automation B2B marketing automation for long sales cycles: lead and account scoring, routing, nurture by role and stage, and clean…](https://mandato.agency/industries/b2b-marketing-automation/) [### Healthcare Marketing Automation Healthcare marketing automation for practices and health systems: reminders, intake and follow-up on tools that sign a…](https://mandato.agency/industries/healthcare-marketing-automation/) [### Real Estate Marketing Automation Real estate marketing automation for agents and teams: lead follow-up, long-term nurture, past client touches and AI…](https://mandato.agency/industries/real-estate-marketing-automation/) [### Financial Services Marketing Automation Financial services marketing automation for banks, credit unions, lenders and fintechs: onboarding and cross-sell…](https://mandato.agency/industries/financial-services-marketing-automation/) [### Financial Advisor Marketing Automation Financial advisor marketing automation for RIAs and reps: onboarding, review reminders and prospect nurture, with…](https://mandato.agency/industries/financial-advisor-marketing-automation/) [### Retail Marketing Automation Retail marketing automation for stores and ecommerce: cart, browse, back-in-stock, loyalty and in-store purchase…](https://mandato.agency/industries/retail-marketing-automation/) [### Marketing Automation Recruitment Marketing automation, recruitment nurture and job alerts for staffing firms, built on Bullhorn or your ATS, with texts…](https://mandato.agency/industries/staffing-marketing-automation/) [### Marketing Automation Technology Marketing automation technology for IT services, hardware, security and developer tool companies: launch, partner…](https://mandato.agency/industries/tech-marketing-automation/) FAQ ## AI Automation Services: questions ### What does an AI automation agency do? It finds repetitive work in your business and automates it with software and AI models. That includes chatbots, AI agents, app integrations and CRM workflows, plus testing and monitoring. ### HubSpot vs Salesforce: which CRM is better? HubSpot is generally easier to set up, with marketing, sales and service tools on one platform. Salesforce is highly customizable and common in larger sales teams, but often needs an admin. The right choice depends on team size, processes and budget. ### Why choose HubSpot? Teams often pick HubSpot for its ease of use, free starter CRM tools and large app marketplace. It suits companies that want marketing and sales on one platform without a full-time admin. ### How much does AI automation cost? It depends mostly on scope, and software and AI usage fees are separate. An AI automation expert on our team scopes your first workflow, then we quote in writing. ### Should I hire an AI consultant or an automation team? An AI consultant helps you pick use cases, tools and policies, but may stop at a plan. An AI implementation consultant also builds and launches the work. Our AI consulting services cover both. --- Mandato Agency · https://mandato.agency/ai-automation-agency/ · hello@mandato.agency