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Agent · Marketing

Tom

Marketing Operations Agent

Tom runs the operational side of marketing: webinar funnels, lead intake and CRM upkeep, email, and paid-ad reporting and audits across Meta, LinkedIn and Google. He also routes marketing work to the right agent.

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Marketing · department
TomMarketing Operations AgentLive

Handles

  • Webinar registrants in the CRM the same day
  • Leads enriched, tiered and de-duplicated on a schedule
  • Meta, LinkedIn and Google Ads audited and reported
  • No change to a live campaign without your approval

Where it breaks

Marketing ops is a hundred small jobs, and they all slip.

Webinar registrants never make it into the CRM, leads sit unqualified, email lists drift out of sync, and nobody has looked inside the ad accounts for weeks.

The fix

Tom runs those jobs on a schedule - hourly, daily, weekly - and reports what changed. Anything that touches a live campaign waits for a person to approve it.

Tom · Before / after4 changes
  1. Registrants copied into the CRM by handRegistrants in the CRM the same day
  2. Duplicate and stale CRM records pile upWeekly duplicate and staleness checks
  3. Ad accounts checked when someone remembersScheduled audits with the fixes listed
  4. Campaign changes made ad hocEvery live change approved first

What we build

An agent is a stack.

Tom is 6 capabilities working as one, each built around how your team already works.

Tom · capabilities6 parts
Webinar funnelsFrom the event page to the follow-up report.
  • Event setup with tracking links and promo copy
  • Registrants added to the CRM automatically
  • Daily registration and attendance sweeps
  • A report after every webinar
Lead intake and CRM upkeepEvery lead in one CRM, clean and qualified.
  • Leads from forms, calendars and events in one place
  • Enrichment and tiering of every new lead
  • Weekly duplicate and staleness checks
  • Quarterly field audits
EmailYour email platform kept in step with the CRM.
  • CRM contacts synced to your email platform every day
  • Campaigns, transactional email and automations
  • Newsletter drafts for a person to review
Paid ads on Meta, LinkedIn and GoogleReporting, audits and creatives across your ad accounts.
  • Spend, cost per lead and ad-set performance in one report
  • Account audits: 50 checks on Meta, 27 on LinkedIn, 80 on Google
  • On-brand ad creatives for webinars and events
  • No change to a live campaign without explicit approval
ReportsThe numbers marketing and leadership ask for, on a schedule.
  • Weekly lead flow
  • Monthly pipeline
  • A weekly check-in for the CEO
One entry point for marketing workTom routes each marketing task to the agent best suited to it.
  • Routes work to the best-fit agent
  • Keeps the other marketing agents coordinated

How it works

From day one to running.

  1. Step 01Sources feed inEvents, forms, calendars and ad accounts.
  2. Step 02Tom cleans and qualifiesLeads enriched, tiered and de-duplicated in the CRM.
  3. Step 03Tom runs the jobsEmail syncs, webinar sweeps, ad reporting and audits, on schedule.
  4. Step 04You reviewReports land on schedule; live campaign changes wait for your approval.

Use cases

Where teams put it to work.

  1. Marketing leadWebinar programEvery event promoted, every registrant in the CRM, a report after each session
  2. Growth marketerPaid ads hygieneScheduled audits across Meta, LinkedIn and Google with the fixes listed
  3. Revenue operationsCRM clean-upEnriched, tiered and de-duplicated leads without a quarterly fire drill

Under the hood

Plugs into your stack.

Tom works inside the tools your team already uses, on infrastructure you own.

Tom · Integrations7 connected
  • Webinars (Zoom or your platform)
  • Paid ads (Meta, LinkedIn, Google)
  • Analytics (GA4, Google Tag Manager)
  • CRM (Fibery, HubSpot, or your system)
  • Email (Brevo or your ESP)
  • Enrichment (Apollo or your provider)
  • Runtime & Orchestration (Trinity by Ability AI)

Questions

Before you ask.

Can Tom change our ad campaigns?

Not on his own. Tom reports, audits and prepares changes; anything that touches a live campaign waits for explicit approval from a person.

Which ad platforms does he cover?

Meta (Facebook and Instagram), LinkedIn and Google Ads: performance reporting, account audits and creatives for events.

How does Tom work with other agents?

He is the entry point for marketing work. Reporting goes to Mira, brand visuals and ad creatives to Ruby, and each task goes to the agent best suited to it, all inside Trinity.

Is Tom a real agent?

Yes. Tom runs our marketing operations at Ability AI today, on Trinity, alongside the rest of our agents. We build the same agent for your company, on your stack and your infrastructure.

Next step

Put Tom to work.

Start hereBring one workflowA 30-minute working call. We’ll map your workflow to Tom and tell you honestly whether it’s worth building.
Book a call to implementProvide it to my clients
In productionSee agents at work in real companiesWhat we built inside our clients’ operations, and what changed for them.

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