Workflow design
Map triggers, conditions, actions and exit rules. Identify what happens when data is missing, duplicated or no longer relevant. Establish the source of truth so connected systems do not give conflicting instructions.
SHARED INFRASTRUCTURE
Automation + AI.
Marketing automation connects triggers, business rules and follow-up actions. Dappr designs workflows around a defined customer journey, with AI used where it serves a clear operational purpose.
Discuss Automation + AI ↗01 / THE BUSINESS NEED
Make routine follow-up consistent without losing human judgment.
Automation helps when repeated handoffs or follow-up actions have a clear rule. AI agents can support defined tasks when inputs, permissions and review boundaries are understood. Neither should be added simply because a tool makes it possible.
We start with the normal process and its exceptions. What starts the workflow, what information does it need and when should a person take over? Useful automation improves the routine path while keeping failures and important decisions visible.
A USEFUL STARTING QUESTION
What should a customer understand or be able to do after this work is delivered?
The detail behind
automation + ai.
Agent boundaries and implementation
Configure the agreed task with appropriate permissions and review. Signal includes 1 AI agent, Momentum 2, Command 3 and Fractional CMO 10. Each agent still needs a defined purpose, scope and acceptable-output criteria.
Testing and exceptions
Test representative normal and failure scenarios. Check routing, timing, duplicates and human escalation. Documentation should explain what the workflow does, how to recognize a problem and who owns the next step.
THE DELIVERY PATHClear steps.
Clear steps.
Visible progress.
Follow automation + ai from the first decision to the next improvement. Select a stage to see the work, your part and the handoff.
DAPPR PREPARES
Workflow and agent brief
YOUR PART
Agree the task, inputs and boundaries.
WHAT MOVES FORWARD
A testable process
DAPPR PREPARES
Configured workflow
YOUR PART
Review actions, permissions and handoffs.
WHAT MOVES FORWARD
A working draft
DAPPR PREPARES
Scenario checks
YOUR PART
Confirm acceptable outputs and failure behavior.
WHAT MOVES FORWARD
A controlled release
DAPPR PREPARES
Workflow review
YOUR PART
Assign ownership for errors and changes.
WHAT MOVES FORWARD
Reliable ongoing operation
Milestones and delivery dates are agreed after scope, access, content and review requirements are clear.
03 / MEASURING PROGRESSMake the next
Make the next
decision clearer.
Completion, errors, exceptions, follow-up consistency and reviewed output quality help assess reliability. Time-saving claims should use the actual process and a reasonable baseline rather than an assumed multiplier.
What a useful review covers
Start with the objective and the work completed. Then look at the available evidence, the limitations of that evidence and the decision it supports. An update should make it clear what will continue, what needs to change and who owns the next action.
The review cadence follows your plan or project agreement. A change in priorities should also identify its effect on the existing scope. That keeps the conversation grounded in the work your team can actually put into practice.
A good brief
makes better work.
What we need from you
System access, sample inputs, process rules, approved messages and an exception owner. Identify sensitive information and approval requirements before enabling external actions.
What belongs in the scope
Agent counts are total allowances, not unlimited tasks or development. Complex custom AI and integrations may require separate projects. Human review is important where mistakes could materially affect customers.
How decisions stay clear
Name one person who can consolidate feedback and confirm approvals. Share business changes early, especially changes to the offer, audience or systems. When a new request changes the agreed work, we clarify priorities and scope before adding it to production.
How it fits
the bigger picture.
More consistent follow-up and less repetitive handling, with appropriate human review and error monitoring.
One system. Shared context.
This capability supports shared infrastructure. Signal, Momentum and Command provide one, two and three active engine slots respectively. Fractional CMO includes all five engines. Infrastructure and support depth increase with the plan.
About this service.
What does automation + ai include?
Workflow mapping; Lead nurture and lifecycle automation; Routing and notifications; Integration design; AI workflows and agents where applicable. The exact platforms, deliverables and production volume are defined in your scope.
How does this service fit into a Dappr plan?
This capability supports the shared infrastructure behind your marketing. The level of setup and ongoing support varies by plan. Compare the plan table for exact inclusions.
What happens before work begins?
We review your goals, current setup and priorities, then agree on scope, responsibilities and reporting. Advertising spend, major third-party software and large projects are separate.