Automation from what happened.

A first purchase, a paid invoice, a closed ticket, a quiet quarter. The trigger is the record, the message drafted in your voice, the rule approved once by a person.

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Fires from your store, CRM, help desk and books.

Every trigger is a real event

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

The follow-up that knew you had paid

Marketing automation for a small business usually means a welcome series and a birthday email, because those are the only triggers the tool can see. Daciel sees the business: the invoice paid, the ticket closed well, the customer who has not bought in ninety days, the quote that was never accepted. Each is a trigger; each message is drafted from the record in your voice; each rule is approved once and runs.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two things it does on day one

Triggers from the ledger

Purchase, payment, ticket closed, deal won, ninety days quiet. Events the rest of the business already records.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Rules approved once

A named person signs the rule and the template voice. Each message is drafted fresh from the record and sent, or held if the rule says so.

See AI email marketing

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is small business marketing automation?

Marketing automation sends messages on triggers: a signup starts a welcome series, a cart abandonment sends a nudge. HubSpot, Mailchimp, ActiveCampaign and GoHighLevel hold the search, and Zapier ranks for gluing them to everything else. For a small business the limit is the triggers the marketing tool can see, which are the ones in the marketing tool.

How the automation runs

Pick the event

From the ledger: purchase, payment, ticket, deal, silence, quote.

Set the conditions

Customer type, value, consent, no open dispute.

Describe the message

Purpose and voice. The agent drafts each one fresh from the record.

Approve the rule

A named person signs it once; it shows on every message it produces.

Runs and files

Each send on the customer's record; replies land in the inbox the agent works.

Small business marketing automation, compared

Marketing suites, an agency-oriented all-in-one, and Daciel's automation from the business record. Compared on what can trigger a message, who approves, and the price.

	Best for	Channels	How a person stays in control	Published pricing
HubSpot Marketing Hub	Teams that want email, forms, ads and automation on the HubSpot CRM	Email, forms, landing pages, ads management, workflows	Workflow conditions; optional approval on emails in higher tiers	Free tools, then monthly by tier and marketing contacts, published
Mailchimp	Small businesses sending newsletters and simple automations	Email, landing pages, basic SMS, audiences	None; the sender sends	Free tier, then monthly by contact count and tier, published
GoHighLevel	Marketing agencies reselling a white-label CRM and funnel suite	SMS, email, calling, funnels, calendars	Workflow conditions; no approval queue	$97 / $297 / $497 a month, published on their site
Dacielthis site	Businesses of 5 to 200 that want campaigns drafted from their own records and sent only after a named person approves	Email campaigns from your sending domain, audience from the customer ledger, content on file; ad copy drafted, ads not bought	Every campaign, segment and creative held for a named approver; the send is a run on the record	Contact Daciel for business plan availability and pricing.