Marketing · workflows we automate

Repetitive marketing work,
automated.

Spion records the repetitive marketing rituals done by hand — weekly performance reports, monthly SEO reports, MQL handoff, webinar follow-up — and turns each into a ready-to-run automation across Claude, Workato, Make, Zapier or n8n. Here are the marketing workflows we automate most.

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By The Spion teamLast updated June 14, 2026Recorded by you, not imposed on you
Case 05~30 min/wk → 0

Weekly campaign performance reportGA4 + Google Ads + HubSpot → Sheets → Slack

Three logins, one summary, zero Mondays.

View workflow →
What Spion observed
  1. Log into GA4, export sessions + conversions.
  2. Google Ads — spend + CPC.
  3. HubSpot — new MQLs.
  4. Paste all into "Weekly Marketing".
  5. Write a summary.
  6. Post to #marketing.
6 steps · ~30 min · Mondays
What Spion runs
  1. Pull GA4, Ads, HubSpot.
  2. Write to the sheet.
  3. Summarize anything that moved >10% with Claude.
  4. Post to #marketing.
4 steps · unattended
The Make scenarioGet ↓
Trigger · Schedule, every Monday 08:00.

1. Google Analytics 4 · Run a report: sessions, conversions, conversion rate (last 7 days vs prior 7).
2. Google Ads · Get metrics: spend, clicks, CPC by campaign.
3. HubSpot · Search new MQLs created last week.
4. Google Sheets · Add a row to "Weekly Marketing" with every metric.
5. Router + Filter · keep only metrics that moved more than 10% week over week.
6. Slack · Post the movers to #marketing, each with its delta and direction.
Best exportMake or Zapier; Claude for the "what moved" summary.
Case 06~20 min/mo → 0

Build the monthly SEO reportSearch Console + GA4 → Google Sheets

Rankings, clicks and movers, assembled overnight.

View workflow →
What Spion observed
  1. Search Console — clicks, impressions, top queries.
  2. GA4 — organic sessions.
  3. Paste into the SEO sheet.
  4. Compare month-over-month by hand.
4 steps · ~20 min · monthly
What Spion runs
  1. Pull GSC + GA4 organic.
  2. Write to the SEO sheet.
  3. Compute MoM deltas.
  4. Highlight the biggest movers up and down.
4 steps · unattended
The Make scenarioGet ↓
Trigger · Schedule, 1st of the month 06:00.

1. Search Console · Get search analytics: clicks, impressions, average position, top 20 queries (last month).
2. Google Analytics 4 · Run a report: organic sessions and conversions.
3. Google Sheets · Add rows to "SEO Monthly".
4. Array aggregator · compute month-over-month delta per metric and per top query.
5. Sort + slice · the five biggest gains and the five biggest drops.
6. Google Sheets · write a "Movers" block at the top of the sheet.
Best exportMake or Zapier.
Case 07~5 min/lead → 0

Hand off MQLs to salesHubSpot → Salesforce → Slack

They route the moment they qualify.

View workflow →
What Spion observed
  1. Filter HubSpot contacts above the score threshold.
  2. Check fit.
  3. Create/update the Salesforce lead.
  4. Assign.
  5. Ping the AE.
5 steps · ~5 min · per lead
What Spion runs
  1. On crossing the MQL threshold, sync to Salesforce.
  2. Route by territory.
  3. Notify the owner in Slack.
3 steps · unattended
The Workato recipeGet ↓
Trigger · HubSpot, a contact's score crosses the MQL threshold.

1. Salesforce · Upsert Lead (match on email); write the latest contact, company, and score.
2. Lookup · resolve the territory owner from the routing table; fall back to round-robin.
3. Salesforce · set Lead Owner and create a "Work this MQL today" task.
4. Slack · DM the assigned AE: lead name, score, source, HubSpot link.
5. On no match · route to #unassigned-leads so nothing goes silent (added by Spion).
Best exportWorkato or Zapier.
Case 08~25 min/event → 0

Run webinar follow-upZoom → HubSpot → email sequence

Attendees and no-shows, sorted and sequenced.

View workflow →
What Spion observed
  1. Download the Zoom attendee + no-show report.
  2. Dedupe.
  3. Import to HubSpot.
  4. Tag attended vs no-show.
  5. Enroll each in the right sequence.
5 steps · ~25 min · per webinar
What Spion runs
  1. Pull the Zoom report.
  2. Tag attended vs no-show.
  3. Enroll each group in the matching sequence.
3 steps · unattended
The Make scenarioGet ↓
Trigger · Zoom, webinar ended.

1. Zoom · Get the webinar participants and registrants.
2. HubSpot · Search or create a contact for each registrant.
3. Router · tag each contact Attended or No-show from the report.
4. HubSpot · Enroll Attended in "post-webinar nurture"; enroll No-show in "watch the recording".
5. Google Sheets · log the attendance rate and enrollments for the campaign record.
Best exportMake or Zapier.
More by team
SalesPipeline · quota · lead routing ITOnboarding · tickets · licenses OperationsSyncs · reporting · reconciliation FinanceClose · AR · budgets · invoicing All use casesEvery workflow, by team

Questions

Most people we record have five or six rituals like the ones above.

Repetitive browser work: CRM and data entry, recurring reports, onboarding and offboarding, reconciliation, lead routing, and ticket triage. If you do it the same way in your browser more than once a week, Spion can usually record it.

No. You record the task once; Spion writes the automation for you to drop into Claude, Workato, Make, Zapier, or n8n — or gives you a step-by-step PDF guide instead.

Spion records whatever you do in the browser, so any web app works — Salesforce, HubSpot, Google Sheets, Slack, Jira, Zendesk, QuickBooks, NetSuite and the rest. The export targets your automation platform of choice.

Your recordings and saved workflows live in your browser. Captured steps are sent only to generate your suggestion and aren't stored on Spion's servers afterward. Full details in our Privacy Policy.

Most people we record have five or six repeating rituals like the ones on this page.

Free for 5 recordings a month, with every export format and full AI analysis included. Pro is $9/mo (20 recordings) and Ultra is $19/mo (50). Paid plans add volume, not features. See pricing.

Record one ritual.
Retire it for good.

Pick the workflow you do most. Record it once, and Spion exports the automation — recorded by you, not imposed on you.

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