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Marketing · Marketing Automation

When the story changes,
the next step follows.

Build message sequences from templates that react to replies, bookings, and stage changes in your ERP. Each next step follows what the customer actually does.

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  • Trigger
  • Wait
  • Branch
  • Message

New customer welcome

Running
Starts
New contact
Activities
3
Participants
42

Starts

New contact

Each contact created from now on enters the workflow.

Right away

Messages

Send email

Welcome to Northstar Studio

42 done

Email opened Wait 1 day

CRM

Create follow up task

For the record owner

24 done3 waiting

Email not opened Wait 3 days

Messages

Send email

A second look at the studio

8 done7 waiting

Illustrative sample records. Not a live workspace.

Built from what happens.

A little less chasing. More continuity.

  1. Trigger

    Start from real events

    Replies, bookings, and stage changes are business events inside the workspace.

  2. Branch

    Branch with the record

    Sequence paths respond to changes in the customer record and the work around it.

  3. Message

    Keep the customer connected

    Automation uses the same contacts and leads as sales and the other marketing channels.

Choose, shape, follow.

  1. Choose the starting event

    Begin with the customer activity your sequence should respond to.

  2. Shape the next steps

    Set the sequence and the branches that fit the record’s progress.

  3. Follow the customer

    Keep the workflow connected as replies, bookings, and stages change.

Same email, different next step.

After a step, each path listens for something the person did, or did not do. A path that waits for nothing to happen fires only once its wait is over.

Autumn reintroduction

Stopped
Starts
Audience
Activities
4
Participants
18

Messages

Send email

We have missed you at the studio

Replied to email Right away

CRM

Create follow up task

For the record owner

Link clicked Right away

CRM

Update record

Add the tag Interested

No email reply Wait 7 days

LinkedIn

LinkedIn message

Message a connection

Sample sequence. The dashed path waits for nothing to happen.

What a branch can listen for

After an email
  • Email opened
  • Email not opened
  • Link clicked
  • No link clicked
  • Replied to email
  • No email reply
  • Email bounced
After an SMS
  • SMS link clicked
  • Replied to SMS
After a LinkedIn step
  • Replied on LinkedIn
  • No LinkedIn reply
After any step
  • Always

Dashed paths fire only after their wait passes without the event.

Your fields, your sequences.

  1. Enroll from a workflow

    A workflow enrolls a new customer in a welcome sequence.

  2. A "Purpose" field

    Record what each sequence is for, so the list stays understandable.

  3. Enroll from a form

    A form submission can enroll the new contact in the right sequence.

Sequences

Timed email, SMS, social and LinkedIn steps for the people who join.

NameStatusStartsActivitiesParticipantsCreated Purpose Start or stop
New customer welcome Running New contact 3 42 12 Oct 2026 Welcome new customers
Workshop follow up Draft Audience 2 0 20 Oct 2026 Follow up after a workshop
Consultation reminder Test Event registration 2 3 21 Oct 2026 Remind before a consultation
Autumn reintroduction Stopped Audience 4 18 2 Oct 2026 Reintroduce past customers
Purpose is a field added in Studio. The other columns are the list as it ships.

Hook it into how you work.

What you can change, connect and control around marketing automation.

  • Fields and layout in Studio

    Add fields to automation records and relabel the screens to match how your team plans sequences.

    See Studio

  • Workflows and automations

    Start a workflow when a contact is enrolled or reacts to an email. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Decide who can see, create and change marketing automation, down to records and fields, with custom roles.

    Every paid plan See Users and Roles

  • Agaro Agent

    Ask about your marketing automation in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    When marketing automation needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    Scale and up See custom modules

  • App Builder

    Build a website, document, slides or internal app next to your marketing automation, described in plain words.

    Every paid plan See App Builder

  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

The rest of the customer story.

A booking and a pipeline change are already workspace events, giving marketing the same business context as sales.