Folio3 AI builds custom marketing agents that run campaigns, qualify leads, personalize outreach, schedule content, and optimize performance across your marketing stack.
Enterprise GTM teams need agents that understand pipeline context, write back to the CRM, and adapt mid-campaign. Platform-native bots handle none of that.
Platform bots query their own data. They cannot read your CRM pipeline, deal stage history, or ICP segment definitions. Every recommendation they make is disconnected from your actual revenue data.
Generic AI tools write in a default voice. They have no retention of your messaging guidelines, approved positioning, or the specific language your enterprise buyers respond to across channels.
Workflow automation breaks when a lead takes an unexpected path. Rule-based systems have no fallback reasoning. Agents built with LLMs handle exceptions without human intervention.
Most platform bots can pull data from your CRM or MAP. They cannot write back to it. Updating lead scores, logging activity, or triggering sequences requires a human in the loop.
Manages campaign scheduling, asset sequencing, and cross-channel coordination. Triggers campaign steps based on live pipeline data and audience behavior, not fixed dates.
Scores inbound leads against your ICP in real time. Queries enrichment APIs, cross-references your CRM history, and routes qualified leads to the right rep within minutes.
Produces personalized emails, landing page variants, and ad copy grounded in your brand knowledge base. Adapts tone and message by segment, stage, and channel.
Audits and refreshes existing content for keyword coverage and answer-engine relevance. Identifies topical gaps and drafts net-new pages aligned to search intent signals.
Monitors campaign performance against target CPL and ROAS. Flags underperforming ad sets and recommends bid adjustments before the budget runs out.
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Runs account-level research, personalizes outreach by account, and coordinates messaging across sales and marketing for target accounts in your pipeline.
Manages nurture sequences for leads that are not sales-ready. Adjusts cadence, content, and send timing based on engagement signals from your MAP.
Monitors competitor positioning, pricing changes, and new content across public sources. Delivers structured summaries to the team on a set schedule.
Pulls data from GA4, CRM, and your ad platforms to produce unified performance reports. Flags anomalies and surfaces insight instead of just raw numbers.
Agents handle lead research, MQL scoring, outbound sequencing, and pipeline attribution. Demand gen teams spend time on strategy, not on data pulls and status updates.
From brief to published draft, agents manage the content production pipeline. This includes topic research, outline creation, first draft, internal link mapping, and meta generation.
Agents personalize account-level outreach, coordinate event follow-up, and build account dossiers for field sales, without requiring a dedicated ABM operations headcount.
Agents monitor budget pacing, CPL trends, and audience saturation. They recommend creative rotations and bid changes based on live data, not weekly review meetings.
Agents identify churn signals in product usage data, trigger re-engagement sequences, and escalate high-risk accounts to customer success before the renewal conversation is too late.
Agents draft product release content, track competitive launches, and coordinate co-marketing deliverables with partner teams, keeping alignment without constant meetings.
A single agent handles a single function well. When your GTM motion spans demand gen, ABM, paid, and content simultaneously, you need agents that coordinate with each other.
Get a QuoteWe build a top-level orchestrator agent that breaks down marketing goals into sub-tasks and delegates to specialist agents. Each specialist reports back; the orchestrator synthesizes and acts.
A shared knowledge base, built from your brand guidelines, past campaign data, and approved messaging, feeds every content-generating agent. Tone and voice stay consistent across all outputs.
Our agents connect to HubSpot, Salesforce, and Marketo with read and write permissions. They update records, trigger sequences, and log activity without requiring a human to copy-paste anything.
High-stakes actions, like publishing, sending, or committing budget, go through a defined approval workflow before execution. You control where automation stops and human judgment starts.
Agents share context across email, paid, social, and SDR outreach. If a prospect opens an email and visits the pricing page, the paid retargeting agent knows before the next ad impression.
Full bidirectional integration: ticket creation, status updates, CMDB writes, approval workflows, and SLA field population, all from within the agent's action layer.
Agents create, transition, comment on, and close Jira and Freshservice tickets. Custom workflows and issue types are mapped during implementation, not assumed.
For organizations running mid-market ITSM platforms, we build the same action-capable integrations, not read-only queries that still require a human to do the work.
Password resets, group membership changes, account enable/disable, MFA enrollment, and conditional access policy enforcement, all executed by the agent with full logging.
Agents check device compliance status, push configurations, trigger remote wipe, and enroll devices. Both Windows and macOS device management in the same orchestration layer.
Agents meet employees where they already work. Ticket creation, status updates, and approvals happen inside the tools your employees have open all day.
Outcomes:
We follow a structured eight-phase process. Every engagement starts with how your team actually works and ends with an agent running in production under continuous monitoring.
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We document your current marketing workflows, identify where manual steps create bottlenecks, and map the data flows between your CRM, MAP, and ad platforms before writing a line of code.
We assess your existing stack for API access, data quality, and integration feasibility. This determines which platforms the agent can connect to and what data it will have at runtime.
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We review customer data, consent rules, attribution logic, and governance requirements to ensure the agent operates safely across campaigns, audiences, and reporting workflows.
We select the orchestration pattern, choose the appropriate LLM for each function, and design the decision logic before moving into build.
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We ingest your brand guidelines, messaging frameworks, and approved content into a RAG pipeline. Every content-generating agent draws from this at inference time.
We run the agent against real historical data, measure output accuracy, and benchmark against manual baselines. Failure modes are documented and resolved before launch.
The initial launch keeps a human review step on all consequential outputs. This gives your team visibility into agent behavior and builds the confidence needed to remove the review step over time.
After the pilot, we move to full production deployment with monitoring active. We retrain the agent on new data quarterly or when performance benchmarks drop below agreed thresholds.
We do not take pre-built templates, apply a thin configuration layer, and call it custom development. Every agent we deliver is built from the architecture up for your specific workflows and data environment.
We have production integration experience across HubSpot, Salesforce, Marketo, Google Ads, Meta, GA4, and Segment. Not sandbox familiarity, with actual read-write API connections running in enterprise environments.
We build for production from day one. That means error handling, retry logic, rate limit management, and monitoring infrastructure are included in the initial build, not added after the first outage.
The code, the agent architecture, the RAG pipeline, and every integration we build for your project belong to you. There are no licensing fees, no platform lock-in, and no dependency on Folio3 to run it.
We cover discovery, architecture, build, testing, pilot, deployment, and post-launch monitoring under one engagement. You deal with one team from the initial scoping call to the retraining cycle.
Every marketing agent project is staffed with engineers who work exclusively on agentic AI, not engineers who pivot between mobile apps and machine learning projects based on whoever needs them this sprint.
Tell us where your biggest manual bottleneck sits, and we will show you what an agent built for that specific problem looks like in production.
Fill the form below or Contact us at +1 408 365-4638 / email us via contact@folio3.ai
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+1 408 365-4638
contact@folio3.ai
6701 Koll Center Parkway, #250 Pleasanton, CA 94566
