Part of our Marketing agents
AI agents for marketing teams in IT services
Actionist is an AI automation tool whose agents operate the apps your MSP marketing team already uses, from writing case studies by hand and rebuilding the bulletin monthly to drafts that arrive ready to approve.
MSP marketing teams get back the hours lost to bulletin rebuilds, webinar follow-up and review replies.
AI Employees for IT Services Marketing in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Proof from real projectsEvery finished migration becomes a draft case study, so sales stops pitching without a story from your own clients.
- A security bulletin that ships monthlyThe Patch Tuesday recap and advisory summary are drafted before the send date, not scrambled for on it.
- Vertical campaigns you can traceEach LinkedIn and Google campaign carries clean UTMs, so you see which vertical produced meetings.
- Webinar leads worked the same weekAttendees and no-shows are tagged in the CRM with a follow-up drafted for each, while the topic is still fresh.
- Reviews answered, not stacking upNew Google and Trustpilot reviews get a drafted reply, and happy clients get a review request after a high CSAT score.
- Built around your marketing stackThese are examples of what an MSP marketing agent can do. Build a custom agent for any job your team repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your IT Services Marketing team's day.
Where the hours go
The strongest sales asset an MSP owns is a finished migration, but turning one into a case study means digging through closed tickets, asking the client for numbers, and writing from a blank page, so the story waits months while sales pitches without it.
An agent watches closed projects and QBR notes, drafts the case study with the before and after figures from your PSA, and queues the client's wording for approval, so a finished project becomes usable proof within days.
The monthly security bulletin gets rebuilt from Patch Tuesday notes and vendor advisories every cycle, so it ships late, skips a month, or goes to a list nobody has segmented since it was imported.
An agent drafts the recap and the advisory summary in your Mailchimp template on the second Tuesday, segments the list by contract tier, and leaves you to choose the angle and approve the send.
A lunch-and-learn needs a registration page, reminders, an attendee export and a follow-up, and the note to the no-shows is the first thing dropped, so people who registered are never worked.
An agent builds the Livestorm or Zoom registration, tags attendees and no-shows in HubSpot after the session, and drafts both follow-ups for approval while the topic is still fresh.
Google and Trustpilot reviews sit unanswered for weeks, a critical one gets a rushed reply, and the clients who gave top CSAT scores are never asked to leave a review at all.
An agent checks both profiles on a schedule, drafts a reply in your voice for each review, and writes review requests for high-CSAT tickets, with every reply waiting for your approval.
Actionist Will Automate
What one automation looks like
A week with your IT Services Marketing agents
Some of the apps for your IT Services Marketing team
Some of the marketing apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a migration or rollout ticket closes in HaloPSA with a top CSAT rating, the agent notices within about a minute, pulls the scope, timeline and ticket history, and posts a short outline to the marketing channel. The client is not contacted: the outline and any request for approval wait for you.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Marketing120 min / weekTurning a project into a case study
Someone digs through the closed project's tickets, asks the account manager for the downtime figures, and writes a draft from nothing, a job that slips behind every campaign.
Marketing Agent0 minAgent drafts it from the PSA recordAn agent pulls the scope, timeline and results from HaloPSA into a one-page draft in Google Docs, with the client's wording and numbers marked for approval.
- Marketing55 min / weekRebuilding the monthly bulletin
Every month someone reads Microsoft's update notes and vendor advisories, rewrites them for non-technical readers, and pastes it into the Mailchimp template the night before it is due.
Marketing Agent0 minAgent drafts the recap on Patch TuesdayAn agent drafts the plain-English recap and the advisory summary into your template, segmented by contract tier, so you edit rather than write.
- Marketing70 min / weekFollowing up after a webinar
Someone exports the attendance list, matches names to HubSpot by hand, and writes follow-ups only when time allows, so the no-shows hear nothing at all.
Marketing Agent0 minAgent tags and drafts the follow-upsAn agent tags attendees and no-shows in HubSpot after the session and drafts two follow-ups in Gmail, ready for your approval within the hour.
- Marketing60 min / weekKeeping up with reviews
Reviews on Google and Trustpilot are checked when someone remembers, and replies are written in a hurry after a prospect has already read the complaint.
Marketing Agent0 minAgent checks and drafts repliesAn agent checks both profiles each morning, drafts a reply in your voice for each review, and posts critical ones to Slack first for your decision.
- Marketing45 min / weekProving which campaign produced meetings
At month-end someone matches ad leads to HubSpot deals by name in a spreadsheet, so the owner learns which vertical worked weeks after the budget was spent.
Marketing Agent0 minAgent keeps sources tagged all monthAn agent tags every lead with its campaign on arrival and posts a weekly note on which verticals produced booked conversations.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent that touches your brand, your client names and your review profiles is only useful if you stay in control. Actionist is built so you see everything it drafted, approve anything public or client-facing, and keep a record of every change.
Case studies, bulletin sends, review replies, LinkedIn posts and webinar follow-ups are drafted and held for your approval. You can widen that later through Approval Modes.
A case study never names a client or quotes a number until you have approval from that client. The agent marks each one in the draft as pending.
Each edit to a campaign sheet, CRM tag or listing is logged with a timestamp, so you can see exactly what the agent did and when.
Contact lists, ticket history and campaign data are encrypted and never used to train any model. Self-host on a VPS if everything must stay on your own infrastructure.
More IT Services & MSPs teams
More use cases for IT Services Marketing teams
Frequently asked questions
Does my MSP marketing team need to be technical to use Actionist?
How do I get started with a marketing agent for my IT services firm?
How do I make a customised AI agent for how my MSP markets itself?
How quickly can I set up a marketing agent for an IT services firm?
Where do our client names, contact lists and ticket data live?
How does an agent work with tools that have no API, like an older PSA or a vendor partner portal?
Will the agent publish or send anything without me seeing it first?
Could a case study name a client who has not agreed to it?
Can it keep the bulletin accurate when a vendor advisory changes mid-month?
See an agent draft your next security bulletin and case study
Book a free demo and watch an Actionist agent pull your ticket themes, draft the bulletin, and turn a closed project into a case study, end to end.