AI & marketing notes.
Practical guides to choosing AI tasks, connecting marketing tools and checking the results. Alongside them, notes from our own projects.
How to automate lead routing from your forms to the CRM
A step-by-step look at lead routing automation: what happens between a form submission and the right person in the CRM, which steps follow rules and where AI can help.
An AI policy for a marketing team: a short template
A short, practical AI policy template for marketing teams and agencies: which tools are approved, what may be shared, what needs review before use and who decides.
Where should a marketing team start with AI?
A practical way to choose your first AI workflow: look at recurring tasks, available information and the effort it takes to check the result.
Does this marketing task need AI or simple automation?
Use lead handling, campaign publishing and reporting to separate fixed rules from work that needs interpretation—and decide where AI belongs.
How to check AI work before your marketing team relies on it
Build a practical review process for AI drafts, summaries and lead handoffs, using real examples, clear criteria and checks against the original source.
Second Brain: an AI assistant for notes and ongoing work
Own project in personal use. A knowledge and task system connecting notes, project context and daily summaries, with lessons for marketing knowledge tools.
Financial tracking with an AI adviser
Own project within Second Brain. Expense tracking, balances and reports provide the context for discussing spending and budgets with an AI assistant.
Automated trading tools: a research project
Research and testing, including practice accounts. Trading tools explore defined rules, risk controls, decision records and AI-assisted supervision.