Case Study Hero
n8nAgentic AIHubspotMicrosoft 365

Streamlining Martech with N8N AI Agentic Automation

Client

Martech (Business)

The Challenge

A leading martech company in Australia, managing high-value monthly retainer contracts for major clients, faced significant operational inefficiencies.

Their daily tasks involved navigating multiple software solutions (internal and SaaS) for campaign management, client communication, and billing. This resulted in:

  • Excessive time spent on routine tasks (2-3 hours per day).
  • Increased risk of errors and delays affecting critical marketing and advertising campaigns.
  • Fragmented client communication and difficulty maintaining a comprehensive event history.
  • Challenges in real-time monitoring of tasks and billing actions.
  • Previous failed attempt at automation by another agency, leading to wasted time and resources.

The Solution

The Solution. Tedix implemented Tilly (AI Agent), a comprehensive AI Agentic Automation solution, integrating n8n with Microsoft Teams, Outlook (email and calendar), and HubSpot (CRM, tickets, and invoices). This unified platform allowed the martech company to:

  • Centralise all daily tasks within Microsoft Teams.
  • Trigger automated actions directly from their business messaging platform.
  • Monitor tasks and billing in real-time.
  • Manage client emails and meetings from a single interface.
  • Maintain a complete history of client events for faster responses and problem resolution.

The Results

star

Efficiency

Reduced daily task time by 2-3 hours.

star

Weekly Performance

Saved a minimum of 10 hours per week in operational tasks.

star

Operations

Saved a minimum of 10 hours per week in operational tasks.

star

Real-Time

Enabled real-time monitoring of campaigns and billing.

star

Customer Satisfaction

Improved client communication and response times.

star

Fewer Errors

Enhanced operational efficiency and reduced risk of errors.

star

Revenue Stream

Increased monthly billing from performance based retainers, due to faster service delivery.

star

Organisation Tools

A complete client history log within teams.

The Impact

Tedix’s Tilly AI Agentic Automation transformed the martech company’s operations, significantly reducing manual effort, improving efficiency, and enhancing client service. By integrating disparate systems into a unified platform within Microsoft Teams, the company gained real-time visibility and control over critical tasks, leading to faster responses, improved billing, and ultimately, a stronger competitive advantage. The solution overcame the challenges of previous automation failures, delivering a reliable and scalable system that empowered the company to focus on strategic growth.

Martech Team

Strategic Technology Partner

Let's start a conversation.

We're there to help you make confident technical decisions.

Let's Chat

FAQ's

Traditional automation (like Zapier) follows a rigid "If This, Then That" logic. Agentic Orchestration with n8n and Langflow involves AI "agents" that can make decisions. In this case study, the agents don't just move data; they analyse the sentiment of a lead, research the company's background, and then decide which personalised response to draft.

TEDIX Logo

We combine innovative strategies, cutting-edge technology, and creative expertise to drive measurable results.

Contact
  • hello@tedix.ai
  • Sydney | Dublin | San Francisco

© 2024 TEDIX CONSULTANCY. ALL RIGHTS RESERVED.

Privacy Policy Terms of Service