The AI Marketing Automation Playbook
Find the work worth automating, keep a person in charge, and measure the hours you really keep.
A practical system for small teams, freelancers and founders who want AI and automation to take real work off their plate, without sending the wrong thing to a customer. It helps you choose what to automate, build it with human checks, and work out what you actually keep after checking, fixing and upkeep.
One-time payment. Instant access, and future editions included.
- Also in The Complete Library: 10 books for ₹4,999
- Also in The AI Marketing Bundle: 2 books for ₹1,499
You don't need more AI tools. You need to know which work to hand over.
Every tool page promises hours saved. Then a workflow breaks quietly, a draft promises something nobody approved, or a WhatsApp rule you never heard of catches you out. This guide starts with a stopwatch, not a subscription. You find the tasks worth automating, build them so that a person stays in charge, and count what you really keep. Sometimes the honest answer is to leave a task alone, and you'll know why.
What you'll be able to do
- Score your own tasks for size, fit and risk, and pick one worth starting with
- Get usable work from AI, with a seven-part brief and real examples
- Build a brand voice guide that AI can really follow
- Read three different pricing meters, and estimate your month before you pay
- Follow up leads on WhatsApp within Meta's current rules, using the rates that took effect in October 2026
- Set AI accounts so that client data doesn't train a model by default
- Protect workflows from text that tries to steer your AI
- Work out net hours and payback from your own measured numbers
Who it's for
- Small marketing teams. You repeat the same work every week, and want it to run without anyone worrying about what goes out.
- Freelancers and consultants. You want to deliver more without adding risk to your clients' data or brand.
- Founders. You're tired of hype, and want to know what's worth automating in your own business.
Who it's not for
- Readers who want click-by-click tutorials for one tool. The vendors' free courses do that well, and we point you to them.
- Developers building custom AI applications. This is a no-code guide.
Why it's worth paying for
WhatsApp and consent rules for India
What you may send, when, in which category and at what rate, checked on Meta's pages, with DPDP points flagged for your lawyer.
Hours you measure, not hours we claim
We print no hours-saved figure, because we found no reliable one for marketers. You get a baseline method, a net-hours calculator and a stress test.
Blueprints that aren't tied to one tool
Ten workflows, with the same ideas in Zapier, Make and n8n words, and a usage estimator for all three. They are designs for you to test, not finished builds.
A check before anything goes live
A 30-point checklist with a clear go or no-go, a test set and a review log, with a written rule for when checks can reduce.
What's included
| Item | What it does | Format |
|---|---|---|
| The guide | 68 pages, A4 PDF, with clickable contents and links | |
| Automation Opportunity Scorer | Time log, scoring, verdicts and an automatic shortlist | XLSX, CSV, PDF page |
| 10 Workflow Blueprints | Flow, check, stop rule and measure for each, plus a usage estimator | PDF pages, XLSX |
| Brand Voice Template | Fill it in once, and it builds a paste-ready voice prompt | XLSX, PDF page |
| ROI Calculator | Baseline, net hours, payback, stress test and cash curve | XLSX, PDF page |
| AI Quality Checklist | 30 checks, go or no-go, a test set and a review log | XLSX, CSV, PDF page |
| 30-Day Plan | One task a day, with dates that fill in | XLSX, CSV, PDF page |
| AI Prompt Pack | 25 prompts, placed where you'd use them | PDF, TXT |
See inside
Real pages from the guide.
The same request, written as a brief
A workflow blueprint with its check and prompt
WhatsApp windows and India rates
From gross hours to the hours you keep
Curriculum
68 pages, 8 chapters
1Where AI Helps, and Where It HurtsWhat the research shows, and how to sort your own work.
- What studies do and don't show
- The automation ladder
- Scoring size, fit and risk
2Prompting That Gets Usable WorkBrief AI the way you'd brief a sharp intern.
- The seven-part brief
- Examples that work
- Letting it say "I don't know"
3Research and Strategy WorkflowsSort what real customers said, and keep it traceable.
- A two-hour research sprint
- Mining reviews and chats
- Using AI to attack your plan
4Content Production with Brand VoiceDrafts that sound like you, with facts in human hands.
- Voice dials and rules
- One source, five drafts
- The rules for AI content
5No-Code Automation with Zapier, Make and n8nWhat a workflow really is, and what it really costs.
- Six parts of a safe workflow
- Tasks, credits and executions
- Five content and reporting blueprints
6Lead Follow-Up, CRM and WhatsAppReach leads quickly, on the channel they agreed to.
- Consent saved with the lead
- WhatsApp windows, categories and rates
- Five lead blueprints
7Data, Privacy and Quality ChecksWho sees what you paste, and how to check output.
- Training settings by vendor
- DPDP pointers for your lawyer
- Prompt injection and review rules
8Rollout, ROI and Your 30-Day PlanOne workflow, measured properly.
- Gross hours and net hours
- Payback and a stress test
- A monthly upkeep check
How you get it
- Create an account, and pay securely.
- Your product appears in your library straight away.
- Download the files, and return any time for updated editions.
Edition and updates
Edition 1.0, November 2026, released 7 Nov 2026.
Platform details verified on 1 Nov 2026. The guide lists its sources, and what we couldn't verify.
Questions
How many hours will this save me?
That depends on your work and how much checking it needs. The guide has you time each task first, so you can measure the hours you really keep after checking and fixing.
Do I need to know how to code?
No. The guide uses no-code tools. Some setups, such as self-hosting n8n, need more technical comfort, and the guide says where.
Which tools do I need to pay for?
To start, none beyond an AI account. The first parts work with free plans and a spreadsheet. Live workflows usually need a paid plan, and the usage estimator shows which one before you buy. Most automation tools bill in US dollars or euros.
Do the blueprints work straight away?
They are designs written from vendors' documentation, and we haven't run them in live accounts. Test each one with dummy data, as the guide shows, before any customer sees it.
Is the WhatsApp section legal advice?
No. It explains Meta's published rules and flags points for your lawyer. India's data protection rules are still being phased in, so confirm anything that matters with a qualified adviser.
Is this up to date?
Tool plans, prices and rules were checked on vendors' own pages on 31 October and 1 November 2026. The sources chapter lists them, along with what we couldn't verify. These change often, so trust the live page if it differs. Corrections and new editions appear in your library.
Do the spreadsheets work in Google Sheets?
Yes. All formulas use functions available in both Excel and Google Sheets.
Are the examples realistic?
Yes. They follow a studio, a D2C brand and a creator as they time their own tasks, automate the ones worth it, and keep a person checking before anything reaches a customer. Studio Aangan, Lohar Kitchen and Riya are illustrative, and so are their numbers, so use your own figures, not theirs. Figures quoted from studies are real, and are labelled with their limits.
How will I get it?
After payment, the product appears in your library. Download the guide and tools at any time, and return for updated editions.
AI Marketing Automation
₹999, one-time payment.
You might also want
Template Bundle
The Complete Library
All ten playbooks, with every spreadsheet and prompt pack.
Crossed-out price ₹9,990 Price now ₹4,999
PDF Playbook
The Marketing Dashboards Playbook
A 69-page guide and a working dashboard workbook, for reports that say what happened in rupees and what to do next.
₹999
PDF Playbook
The AI Agents for Marketers Playbook
A 69-page guide, seven blueprints with full instructions, and working spreadsheets for deciding, designing, testing and costing agents without code.
₹999