May 23, 2026

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AI in B2B CRM Automation

AI Workflow Automation: How Top Teams Use AI in Marketing

AI Workflow Automation: How Top Teams Use AI in Marketing

What is AI workflow automation?

AI workflow automation involves using artificial intelligence tools and resources to make work processes easier and more efficient by handling repetitive tasks, informing decisions, and letting teams focus on higher-impact tasks.

Something to consider in workflow automation is what types of AI can work within your pipeline. Most of the online chatter has focused on generative AI (tools like ChatGPT or Claude).

We’re now seeing agentic AI emerge as a discussion point in company boardrooms. Instead of creating something as generative AI does, agentic AI accomplishes specific tasks autonomously.

You’ll see these subtypes as you explore workflow automation. Each has its uses, and they typically work together to automate workflows. But know that they are designed for slightly different use cases and be aware of it in your planning.

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