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What is AI marketing automation? How to streamline marketing workflows (Including examples and tools)
AI marketing automation uses AI to personalize campaigns, improve efficiency, and boost ROI. Learn how it works.
By Atlassian
By Atlassian
Get started with the free campaign management template
Manage your marketing campaigns from start to finish. Track tasks and deadlines for successful campaign launches and execution.
Marketing teams are overwhelmed with tasks. They're juggling email campaigns, social media posts, landing page creation, and analytics reports — all while trying to personalize experiences for increasingly demanding customers.
AI marketing automation is designed to handle these repetitive tasks. With a little help from an AI tool, marketing teams can focus on creating compelling campaigns that connect with real people. So, what is marketing automation, and how does it streamline campaigns? Continue reading to discover how these innovative tools can enhance your marketing workflow and deliver improved results with less effort.Â
What is AI marketing automation?
AI marketing automation integrates advanced artificial intelligence capabilities with traditional marketing automation tools to streamline workflows, analyze customer data, and execute marketing activities with minimal human intervention.Â
Unlike standard automation that follows predefined rules, AI-powered systems continuously learn from data patterns and adapt to changing conditions. By freeing you from mindless tasks and providing deeper insights, AI agentic workflows allow creative professionals to focus on strategy and messaging.
This allows the technology to handle the execution and optimization phases behind the scenes.
How marketing automation uses machine learning and predictive analytics to optimize campaigns
AI marketing automation relies on technologies like machine learning and predictive analytics to ingest customer data, from website interactions to purchase history, identifying patterns that humans might not be able to.
The technology continuously analyzes this data to make predictions about customer behavior, segment audiences, and automate decisions about content delivery. For example, an AI system might notice that a segment responds better to emails sent on Tuesday mornings.

Or it could discover certain visual elements that drive higher conversion rates. It can also give insights into documented learnings from previous or current marketing campaigns. This reduces context switching and makes it easier to find the exact information, analytics, or assets for your marketing automation needs.
The benefits of using AI in marketing automation for increased efficiency
The integration of AI for marketing automation yields substantial benefits in terms of both efficiency and effectiveness. Marketing teams using AI-powered tools will see significant time savings, reducing the time needed for tedious manual tasks.
Beyond time savings, AI marketing automation tools dramatically improve campaign performance through more precise targeting and real-time optimization, converting potential insights into tangible results by continuously refining campaigns based on actual performance data.Â
Advanced segmentation to create targeted audience groups: AI marketing automation analyzes hundreds of variables to uncover patterns and create micro-segments based on behavior, preferences, and predicted needs. This enables highly targeted messaging that boosts engagement while reducing audience fatigue.
Personalized content delivery to send tailored messages: AI-driven personalization lets marketing teams automatically tailor content and experiences for each recipient by analyzing behaviors and engagement patterns. This creates custom-feeling experiences, such as dynamic product recommendations or optimized email timing, that significantly boost conversions.
Predictive campaign optimization to forecast results: AI marketing automation predicts campaign outcomes by analyzing past performance, market conditions, and campaign elements. It enables virtual testing of strategies and provides real-time adjustments to optimize results and budget allocation.
Automated workflows to save time on repetitive tasks: Workflow automation streamlines tasks from content scheduling to multi-channel campaigns and reporting, saving time and reducing errors. AI systems also learn from past patterns to suggest workflow improvements and optimize marketing operations.
AI marketing automation examples and common use cases
Most teams find success by identifying specific use cases where AI delivers immediate value. Here are impactful applications showing how Rovo and other tools transform marketing operations:
Chatbots and virtual assistants for instant customer support and guidance
AI-powered chatbots engage website visitors 24/7, answering questions, recommending products, and capturing lead information without human intervention.

Rovo agents function as AI-powered marketing assistants that integrate with existing workflows. These agents handle everything from answering team questions about campaign performance to generating content briefs based on audience insights.
By letting AI handle routine tasks, marketing teams focus on high-value creative work while maintaining consistent customer engagement.
Customer journey mapping to identify patterns and optimize key touchpointsÂ
AI marketing automation tracks individual interactions across channels and devices, creating comprehensive journey maps that reveal actual paths to purchase without extensive manual analysis.
These AI-generated maps highlight critical moments where customers make decisions or experience friction. The technology identifies patterns across successful conversions and automatically optimizes touchpoints, helping marketing teams deliver the right message at precisely the right moment.
Social media management to handle content scheduling and maximize engagement
AI automation streamlines social media management by handling content scheduling, monitoring engagement, and generating response recommendations for comments. Advanced tools analyze sentiment across thousands of interactions, alerting teams to emerging issues that require human attention.

The technology identifies optimal posting times based on audience behavior and automatically adjusts publishing schedules to maximize engagement, helping teams maintain an active social presence without sacrificing other priorities.
Lead scoring and nurturing to prioritize prospects and deliver tailored content
AI marketing automation continuously analyzes hundreds of variables to identify genuine purchase intent signals and automatically rank leads based on conversion likelihood.
Once scored, these systems implement nurturing workflows tailored to each lead's interests and position in the buying journey. This intelligence helps teams using Jira for marketing align better with sales, ensuring that hot leads receive immediate attention while others continue to receive relevant nurturing content.
Email marketing optimization for personalized, high-performing email campaigns
AI dramatically enhances email marketing by predicting optimal send times, subject lines, and content types for higher engagement. It dynamically adjusts and personalized email content based on individual recipient behavior, ensuring each person receives messaging aligned with their specific interests.
The technology identifies signs of list fatigue and automatically adjusts frequency to re-engage at-risk subscribers, helping teams maintain healthy email lists while maximizing campaign performance.
How to implement AI marketing automation across your team
Getting started with AI marketing automation doesn't have to be overwhelming. The following roadmap provides a practical approach to adoption that minimizes disruption while maximizing the potential benefits of AI-powered marketing.
1. Define measurable goals and KPIs to track metrics
Identify specific, quantifiable objectives that your AI marketing automation will target, such as increasing conversion rates by 15% or reducing campaign creation time by 30%. Establishing clear baseline measurements for these KPIs before implementation is crucial. Without them, you'll have no way to determine if your AI investments are actually delivering results.Â
Choose metrics that directly impact business outcomes rather than vanity metrics. Measuring how AI-optimized emails affect actual sales will tell you far more than simply tracking open rates.
2. Choose features that make AI adoption effortless for your team
Focus on AI features that align with your team’s workflow, integrate smoothly with existing tools, and support overall business goals. Look for solutions that offer transparent decision-making, so your team can see how recommendations are generated and refine them as needed.Â
Features that reduce repetitive work, automate routine tasks, or surface relevant information can significantly improve day-to-day productivity.
For example, specialized AI tools like the Jira Smart Summaries, which generate concise summaries in seconds, or AI Work Breakdown, which breaks down large projects into manageable tasks, can make AI adoption seamless for your team.
3. Create and train AI-driven campaigns
Begin with focused pilot campaigns that target clearly defined use cases where AI can make an immediate impact, such as email subject line optimization or basic audience segmentation.Â
Monitor initial campaigns closely to understand AI decision-making and identify where human oversight is needed. Consistently feed performance data back into the system.Â
And remember, AI marketing automation systems improve as they gather more data about your audience and business patterns. Patience during this learning phase will lead to better performance.
4. Test, monitor, and optimize to improve performance over time
Implement a systematic approach to testing AI-driven campaigns against your traditional methods to quantify the actual impact on your KPIs. Schedule regular review sessions to evaluate performance and identify opportunities for further optimization or expansion to additional use cases.Â
The most successful implementations maintain a thoughtful balance between embracing AI-driven efficiency and preserving the human creativity that powers truly exceptional marketing. Use the insights from your monitoring to continuously refine your approach.
Then you can gradually expand AI capabilities across more channels and campaigns as your team builds confidence.
3 powerful marketing automation tools
1. Jira

Jira helps marketing teams plan, track, and manage campaigns with precision. Jira’s AI features, like AI Work Create, streamline marketing project management by simplifying the process of creating tasks so you can get more done in less time.Â
By integrating Jira with your existing platforms, you can maintain visibility across campaigns and ensure work moves forward without bottlenecks.
Popular Jira automation features
Marketing campaign issue organizer: Find and update issues and move them into sprints, assign issues to epics, or delete them after specific time periods to keep backlogs clean.
Create troubleshooting docs for marketing tasks: Instantly create troubleshooting documents for marketing campaigns or processes to prevent other team members from falling into the same endless search.
Comms drafter: Create detailed and specific communication documents that match your brand voice.
2. Trello

Trello offers a visual, board-based approach to organizing marketing workflows. Automation features, such as Butler, let teams automatically move cards, assign tasks, and set deadlines, saving time on repetitive processes.Â
Trello’s flexibility makes it easy to adapt boards for content calendars, campaign planning, and cross-team collaboration, keeping everyone aligned and on schedule.
Popular Trello automation features
Custom card and board buttons for marketing tasks: Create automations to move cards to specific statuses, assign due dates, create story points, and more.
Find and resolve repetitive actions: Trello finds your most repetitive tasks and provides suggested automations to enable in one click.
Set automation rules on boards: Select rules based on team needs or functions to quickly automate marketing workflows to prevent tasks from being derailed.
3. Loom

Loom enables marketing teams to communicate quickly and clearly with video messaging. By recording product demos, campaign updates, or team instructions,Â
Loom reduces the back-and-forth of email threads and meetings. Integrating Loom into your workflow enables teams to share context-rich updates, capture ideas in real-time, and accelerate project execution.
Popular Loom automation features
Transform videos into docs: Easily automate video conversations into well-thought out documents, whether you need quick summaries or clarity into processes.
Remove filler words and video silence: Automatically remove common filler words and awkward silence in videos to keep viewers engaged.
Instant video summaries: Give context to your videos when you share them, so viewers get the necessary context.
Use Jira to streamline your AI marketing automation success
Jira workflows provide the ideal foundation for managing complex AI marketing initiatives, bringing structure and visibility to implementation. Marketing teams can create custom workflows that define clear handoffs between AI-automated tasks and human-driven creative work, ensuring nothing falls through the cracks during campaign execution.
Beyond basic project management, Rovo's AI capabilities are already included in your Jira subscription. Rovo use cases for marketing teams include AI-powered search to quickly find information across all your marketing tools.
Its intelligent chat interface answers campaign questions and automated agents can help you generate content ideas or handle repetitive planning tasks without manual intervention.Â
This powerful combination of structured workflows and intelligent assistance helps marketing teams maximize their efficiency while maintaining consistent quality across all customer touchpoints.
- The Agile Coach
- Agile Manifesto
Scrum
Kanban
Agile project management
Product Management
- Value Stream Management
The agile advantage
Agile at scale
Software development
Design
Agile marketing
- DevOps
Agile Teams
Agile tutorials
Agile conversations
About the Agile Coach
- All articles
What is AI marketing automation? How to streamline marketing workflows (Including examples and tools)
AI marketing automation uses AI to personalize campaigns, improve efficiency, and boost ROI. Learn how it works.
By Atlassian
By Atlassian
Get started with the free campaign management template
Manage your marketing campaigns from start to finish. Track tasks and deadlines for successful campaign launches and execution.
Marketing teams are overwhelmed with tasks. They're juggling email campaigns, social media posts, landing page creation, and analytics reports — all while trying to personalize experiences for increasingly demanding customers.
AI marketing automation is designed to handle these repetitive tasks. With a little help from an AI tool, marketing teams can focus on creating compelling campaigns that connect with real people. So, what is marketing automation, and how does it streamline campaigns? Continue reading to discover how these innovative tools can enhance your marketing workflow and deliver improved results with less effort.Â
What is AI marketing automation?
AI marketing automation integrates advanced artificial intelligence capabilities with traditional marketing automation tools to streamline workflows, analyze customer data, and execute marketing activities with minimal human intervention.Â
Unlike standard automation that follows predefined rules, AI-powered systems continuously learn from data patterns and adapt to changing conditions. By freeing you from mindless tasks and providing deeper insights, AI agentic workflows allow creative professionals to focus on strategy and messaging.
This allows the technology to handle the execution and optimization phases behind the scenes.
How marketing automation uses machine learning and predictive analytics to optimize campaigns
AI marketing automation relies on technologies like machine learning and predictive analytics to ingest customer data, from website interactions to purchase history, identifying patterns that humans might not be able to.
The technology continuously analyzes this data to make predictions about customer behavior, segment audiences, and automate decisions about content delivery. For example, an AI system might notice that a segment responds better to emails sent on Tuesday mornings.

Or it could discover certain visual elements that drive higher conversion rates. It can also give insights into documented learnings from previous or current marketing campaigns. This reduces context switching and makes it easier to find the exact information, analytics, or assets for your marketing automation needs.
The benefits of using AI in marketing automation for increased efficiency
The integration of AI for marketing automation yields substantial benefits in terms of both efficiency and effectiveness. Marketing teams using AI-powered tools will see significant time savings, reducing the time needed for tedious manual tasks.
Beyond time savings, AI marketing automation tools dramatically improve campaign performance through more precise targeting and real-time optimization, converting potential insights into tangible results by continuously refining campaigns based on actual performance data.Â
Advanced segmentation to create targeted audience groups: AI marketing automation analyzes hundreds of variables to uncover patterns and create micro-segments based on behavior, preferences, and predicted needs. This enables highly targeted messaging that boosts engagement while reducing audience fatigue.
Personalized content delivery to send tailored messages: AI-driven personalization lets marketing teams automatically tailor content and experiences for each recipient by analyzing behaviors and engagement patterns. This creates custom-feeling experiences, such as dynamic product recommendations or optimized email timing, that significantly boost conversions.
Predictive campaign optimization to forecast results: AI marketing automation predicts campaign outcomes by analyzing past performance, market conditions, and campaign elements. It enables virtual testing of strategies and provides real-time adjustments to optimize results and budget allocation.
Automated workflows to save time on repetitive tasks: Workflow automation streamlines tasks from content scheduling to multi-channel campaigns and reporting, saving time and reducing errors. AI systems also learn from past patterns to suggest workflow improvements and optimize marketing operations.
AI marketing automation examples and common use cases
Most teams find success by identifying specific use cases where AI delivers immediate value. Here are impactful applications showing how Rovo and other tools transform marketing operations:
Chatbots and virtual assistants for instant customer support and guidance
AI-powered chatbots engage website visitors 24/7, answering questions, recommending products, and capturing lead information without human intervention.

Rovo agents function as AI-powered marketing assistants that integrate with existing workflows. These agents handle everything from answering team questions about campaign performance to generating content briefs based on audience insights.
By letting AI handle routine tasks, marketing teams focus on high-value creative work while maintaining consistent customer engagement.
Customer journey mapping to identify patterns and optimize key touchpointsÂ
AI marketing automation tracks individual interactions across channels and devices, creating comprehensive journey maps that reveal actual paths to purchase without extensive manual analysis.
These AI-generated maps highlight critical moments where customers make decisions or experience friction. The technology identifies patterns across successful conversions and automatically optimizes touchpoints, helping marketing teams deliver the right message at precisely the right moment.
Social media management to handle content scheduling and maximize engagement
AI automation streamlines social media management by handling content scheduling, monitoring engagement, and generating response recommendations for comments. Advanced tools analyze sentiment across thousands of interactions, alerting teams to emerging issues that require human attention.

The technology identifies optimal posting times based on audience behavior and automatically adjusts publishing schedules to maximize engagement, helping teams maintain an active social presence without sacrificing other priorities.
Lead scoring and nurturing to prioritize prospects and deliver tailored content
AI marketing automation continuously analyzes hundreds of variables to identify genuine purchase intent signals and automatically rank leads based on conversion likelihood.
Once scored, these systems implement nurturing workflows tailored to each lead's interests and position in the buying journey. This intelligence helps teams using Jira for marketing align better with sales, ensuring that hot leads receive immediate attention while others continue to receive relevant nurturing content.
Email marketing optimization for personalized, high-performing email campaigns
AI dramatically enhances email marketing by predicting optimal send times, subject lines, and content types for higher engagement. It dynamically adjusts and personalized email content based on individual recipient behavior, ensuring each person receives messaging aligned with their specific interests.
The technology identifies signs of list fatigue and automatically adjusts frequency to re-engage at-risk subscribers, helping teams maintain healthy email lists while maximizing campaign performance.
How to implement AI marketing automation across your team
Getting started with AI marketing automation doesn't have to be overwhelming. The following roadmap provides a practical approach to adoption that minimizes disruption while maximizing the potential benefits of AI-powered marketing.
1. Define measurable goals and KPIs to track metrics
Identify specific, quantifiable objectives that your AI marketing automation will target, such as increasing conversion rates by 15% or reducing campaign creation time by 30%. Establishing clear baseline measurements for these KPIs before implementation is crucial. Without them, you'll have no way to determine if your AI investments are actually delivering results.Â
Choose metrics that directly impact business outcomes rather than vanity metrics. Measuring how AI-optimized emails affect actual sales will tell you far more than simply tracking open rates.
2. Choose features that make AI adoption effortless for your team
Focus on AI features that align with your team’s workflow, integrate smoothly with existing tools, and support overall business goals. Look for solutions that offer transparent decision-making, so your team can see how recommendations are generated and refine them as needed.Â
Features that reduce repetitive work, automate routine tasks, or surface relevant information can significantly improve day-to-day productivity.
For example, specialized AI tools like the Jira Smart Summaries, which generate concise summaries in seconds, or AI Work Breakdown, which breaks down large projects into manageable tasks, can make AI adoption seamless for your team.
3. Create and train AI-driven campaigns
Begin with focused pilot campaigns that target clearly defined use cases where AI can make an immediate impact, such as email subject line optimization or basic audience segmentation.Â
Monitor initial campaigns closely to understand AI decision-making and identify where human oversight is needed. Consistently feed performance data back into the system.Â
And remember, AI marketing automation systems improve as they gather more data about your audience and business patterns. Patience during this learning phase will lead to better performance.
4. Test, monitor, and optimize to improve performance over time
Implement a systematic approach to testing AI-driven campaigns against your traditional methods to quantify the actual impact on your KPIs. Schedule regular review sessions to evaluate performance and identify opportunities for further optimization or expansion to additional use cases.Â
The most successful implementations maintain a thoughtful balance between embracing AI-driven efficiency and preserving the human creativity that powers truly exceptional marketing. Use the insights from your monitoring to continuously refine your approach.
Then you can gradually expand AI capabilities across more channels and campaigns as your team builds confidence.
3 powerful marketing automation tools
1. Jira

Jira helps marketing teams plan, track, and manage campaigns with precision. Jira’s AI features, like AI Work Create, streamline marketing project management by simplifying the process of creating tasks so you can get more done in less time.Â
By integrating Jira with your existing platforms, you can maintain visibility across campaigns and ensure work moves forward without bottlenecks.
Popular Jira automation features
Marketing campaign issue organizer: Find and update issues and move them into sprints, assign issues to epics, or delete them after specific time periods to keep backlogs clean.
Create troubleshooting docs for marketing tasks: Instantly create troubleshooting documents for marketing campaigns or processes to prevent other team members from falling into the same endless search.
Comms drafter: Create detailed and specific communication documents that match your brand voice.
2. Trello

Trello offers a visual, board-based approach to organizing marketing workflows. Automation features, such as Butler, let teams automatically move cards, assign tasks, and set deadlines, saving time on repetitive processes.Â
Trello’s flexibility makes it easy to adapt boards for content calendars, campaign planning, and cross-team collaboration, keeping everyone aligned and on schedule.
Popular Trello automation features
Custom card and board buttons for marketing tasks: Create automations to move cards to specific statuses, assign due dates, create story points, and more.
Find and resolve repetitive actions: Trello finds your most repetitive tasks and provides suggested automations to enable in one click.
Set automation rules on boards: Select rules based on team needs or functions to quickly automate marketing workflows to prevent tasks from being derailed.
3. Loom

Loom enables marketing teams to communicate quickly and clearly with video messaging. By recording product demos, campaign updates, or team instructions,Â
Loom reduces the back-and-forth of email threads and meetings. Integrating Loom into your workflow enables teams to share context-rich updates, capture ideas in real-time, and accelerate project execution.
Popular Loom automation features
Transform videos into docs: Easily automate video conversations into well-thought out documents, whether you need quick summaries or clarity into processes.
Remove filler words and video silence: Automatically remove common filler words and awkward silence in videos to keep viewers engaged.
Instant video summaries: Give context to your videos when you share them, so viewers get the necessary context.
Use Jira to streamline your AI marketing automation success
Jira workflows provide the ideal foundation for managing complex AI marketing initiatives, bringing structure and visibility to implementation. Marketing teams can create custom workflows that define clear handoffs between AI-automated tasks and human-driven creative work, ensuring nothing falls through the cracks during campaign execution.
Beyond basic project management, Rovo's AI capabilities are already included in your Jira subscription. Rovo use cases for marketing teams include AI-powered search to quickly find information across all your marketing tools.
Its intelligent chat interface answers campaign questions and automated agents can help you generate content ideas or handle repetitive planning tasks without manual intervention.Â
This powerful combination of structured workflows and intelligent assistance helps marketing teams maximize their efficiency while maintaining consistent quality across all customer touchpoints.
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