Does the agent actually execute tasks or just suggest them?

It executes them. You provide a plain English instruction, and the agent performs the work across Salesforce Marketing Cloud and connected tools.

How is this different from native AI like Einstein?

Einstein provides insights and predictions within Salesforce. DoMyWork agents execute cross-app tasks, such as pulling data from your helpdesk, updating Salesforce, and posting summaries to Slack.

Is this just another automation tool like Zapier?

Zapier requires you to build logical flows step by step. DoMyWork agents use natural language to understand your goal and independently execute the multi-step work required to complete it.

Can the agent monitor my Salesforce Marketing Cloud activity?

Yes, you can set up agents on autopilot to watch for specific triggers—like a new bounce or email click—and automatically take action the moment they happen.

Is my marketing data safe?

Yes. We operate with strict data privacy protocols. Your data is used only to execute the tasks you explicitly authorise.

Can the agent connect Salesforce Marketing Cloud to other apps?

Yes. It works with 1,500+ apps, allowing you to sync data between Salesforce Marketing Cloud, your CRM, helpdesk, spreadsheets, and communication tools.

AI Agent for Salesforce Marketing Cloud

Segment audiences, build journeys, and report on campaign performance automatically. DoMyWork AI agents work with Salesforce Marketing Cloud and 1,500+ apps to turn your marketing data into revenue.

Find segments with low engagement and draft a re-engagement email

Summarise last week's email performance and post to Slack

Update contact fields in Salesforce based on survey results

Check for broken links in upcoming email templates

Export campaign metrics to Google Sheets for the team

Clean up duplicate contact records in the database

Agent for

Salesforce Marketing Cloud

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your marketing data into decisions that drive growth

Segment audiences, clean contact lists, draft campaign content, and report results.

12 segments identified, drafts ready

Find the segments that stopped engaging last month

"Look at my last month of email data in Salesforce Marketing Cloud, identify segments with open rates below 10%, and draft a tailored re-engagement journey for each in a Google Doc."

Send Message

Summarise the impact of your latest product launch

"Pull the click-through rates and conversion data for the 'Product Launch' campaign and write a performance summary for the executive team."

Send Message

Identify high-value leads for a new campaign

"Filter contacts who engaged with our last three webinars and create a new target list in Salesforce Marketing Cloud."

Send Message

Draft a series of follow-up emails for new signups

"Draft a four-part nurture sequence based on the 'Welcome' journey theme."

Send Message

Compare campaign performance across different regions

"Extract open rates by region from the last quarter and highlight the top three performers."

Send Message

Got a different task in mind? Describe it

Send Message

Check all templates for broken links before sending

"Scan the 'Upcoming Newsletter' template for broken links and report any issues found."

Send Message

Personalise email content based on user preferences

"Update the dynamic content blocks in the 'Spring Sale' email using the 'Interest' field from our CRM."

Send Message

Review email send times for optimal engagement

"Analyse open rates by hour for the last month to suggest the best send time for our next blast."

Send Message

Clean up old email drafts that are no longer needed

"Find all email drafts older than 90 days and move them to the 'Archive' folder."

Send Message

Validate subject lines against best practices

"Check the subject lines of our top 10 emails for length and impact, then suggest improvements."

Send Message

Got a different task in mind? Describe it

Send Message

Remove duplicate contacts from the master list

"Identify duplicate email addresses in the master subscriber list and merge the records."

Send Message

Update contact attributes from survey responses

"Take the latest survey responses from Typeform and update the corresponding contact fields in Salesforce Marketing Cloud."

Send Message

Fix formatting issues in contact data

"Standardise the phone number format across all contact records in the database."

Send Message

Sync unsubscribes across your marketing tools

"Identify users who unsubscribed in our helpdesk and ensure they are marked as 'Suppressed' in SFMC."

Send Message

Audit data completeness for recent signups

"Check recent signups for missing company information and flag records that need enrichment."

Send Message

Got a different task in mind? Describe it

Send Message

Generate a weekly performance report

"Pull open, click, and bounce rates for all active campaigns and compile them into a weekly summary."

Send Message

Analyse the drop-off points in a customer journey

"Map the click path for the 'Onboarding' journey and identify where users are dropping off."

Send Message

Calculate the ROI of recent social ad campaigns

"Combine spend data from Facebook Ads with conversion data from SFMC to calculate the ROI."

Send Message

Flag campaigns with unusually high bounce rates

"Check all campaigns from last week and alert me if any bounce rate exceeds 5%."

Send Message

Create a visual trend report for engagement

"Plot the engagement trend over the last 6 months and identify the seasonal peaks."

Send Message

Got a different task in mind? Describe it

Send Message

Identify customers at risk of churn

"Find contacts who haven't opened an email in 60 days and flag them as 'At Risk' in the CRM."

Send Message

Prepare a list for customer feedback surveys

"Create a list of customers who completed a purchase in the last 30 days for our satisfaction survey."

Send Message

Draft responses to common customer inquiries

"Create a set of email templates for common support questions to be used in our nurture flows."

Send Message

Update customer profiles with recent activity

"Pull data from our helpdesk and update the 'Last Support Ticket' field for each contact."

Send Message

Notify the account manager of high-engagement users

"Identify users who clicked on our 'Advanced Features' email and send a summary to their account manager."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Salesforce Marketing Cloud AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Salesforce Marketing Cloud AI Agent

🛸 Autopilot

Act on marketing signals the moment they arrive — with agents on autopilot

The agents work across your apps 24/7.

They catch new responses, update records, and flag urgent issues so you never miss a conversion.

Setting up an autopilot is too easy

New email bounce is received

Describe...

1. Flag high-value leads the moment they engage

WhenNew email click is received

Then

Check if the contact is a high-value lead, and if so, send a priority notification to the sales team in Slack.

Put on Autopilot

2. Send a welcome email when a new lead lands

WhenNew entry is received

Then

Trigger a welcome email journey in SFMC immediately.

Put on Autopilot

3. Recap campaign results every Monday morning

WhenEvery Monday at 09:00 AM

Then

Summarise last week's email stats and post to the team channel.

Put on Autopilot

4. Alert on sudden drops in campaign engagement

WhenCampaign performance is updated

Then

Compare current open rates to the 30-day average and alert if they drop by 20%.

Put on Autopilot

5. Route survey feedback to product teams

WhenNew survey response is received

Then

Analyse the sentiment and route to the product team if negative.

Put on Autopilot

1. Clean up bounce lists every day

WhenNew email bounce is received

Then

Identify the bounce type and move the contact to a suppression list if it is a hard bounce.

Put on Autopilot

2. Monitor for spam trigger words in drafts

WhenNew email draft is created

Then

Check the subject line and body for spam-trigger words and suggest edits.

Put on Autopilot

3. Archive old assets to keep folders tidy

WhenEvery Friday at 05:00 PM

Then

Move all assets older than 6 months to the archive folder.

Put on Autopilot

4. Check for broken links in new campaigns

WhenNew email template is saved

Then

Crawl the template for broken links and notify the author if any are found.

Put on Autopilot

5. Sync new templates to the shared drive

WhenNew email template is saved

Then

Save a PDF copy of the template to our shared Google Drive.

Put on Autopilot

1. Sync new contacts to your CRM

WhenNew contact is created

Then

Enrich the contact data and add them to the master CRM list.

Put on Autopilot

2. Standardise data formats for new entries

WhenNew contact is created

Then

Normalise the name and address fields to match our internal format.

Put on Autopilot

3. De-duplicate records as they arrive

WhenNew contact is created

Then

Check if the email already exists and merge if necessary.

Put on Autopilot

4. Flag missing data in new profiles

WhenNew contact is created

Then

Check for required fields and add to a 'Needs Enrichment' list if missing.

Put on Autopilot

5. Update suppression lists from helpdesk

WhenNew ticket is created

Then

If the ticket mentions 'unsubscribe', suppress the contact in SFMC.

Put on Autopilot

1. Track daily conversion metrics

WhenEvery day at 08:00 AM

Then

Pull yesterday's conversion data and log it in our tracking sheet.

Put on Autopilot

2. Alert on high bounce rates

WhenNew email bounce is received

Then

If bounce rate exceeds 5% for a campaign, alert the analyst team.

Put on Autopilot

3. Monitor for journey completion spikes

WhenNew journey completion is recorded

Then

If completions spike, identify the source and report.

Put on Autopilot

4. Report on campaign spend vs clicks

WhenEvery Friday at 04:00 PM

Then

Summarise spend vs performance for the week.

Put on Autopilot

5. Flag inactive journey paths

WhenNew journey completion is recorded

Then

If a path has zero completions in 7 days, flag for review.

Put on Autopilot

1. Alert on churn risk signals

WhenNew email click is received

Then

If a customer clicks on 'Pricing' or 'Cancellation', alert their account manager.

Put on Autopilot

2. Send feedback requests after support tickets

WhenTicket is solved

Then

Trigger a survey email in SFMC.

Put on Autopilot

3. Flag inactive customers for outreach

WhenEvery Monday at 09:00 AM

Then

Find contacts who haven't engaged in 30 days and alert the success team.

Put on Autopilot

4. Notify on feature usage milestones

WhenNew email click is received

Then

If they click on a new feature link, send a congratulatory email.

Put on Autopilot

5. Update success notes from email replies

WhenNew email reply is received

Then

Summarise the reply and add it to the CRM notes.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Salesforce Marketing Cloud

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Campaign Launch Playbook

FormCollect data with form

1. Enter Campaign Details

Enter Campaign Details

Fill fields below 👇

Campaign Name *

Target Segment *

Launch Date *

AI AgentExecute agent from playbook

2. Audit Assets

Agent

Audit links and tags for {{Campaign Name}}. Score subject line and summarise goals.

Complete in a clickSend data to 1500+ apps

3. Schedule in SFMC

Schedule EmailinSalesforce Marketing Cloud

4. Notify Slack

Send MessageinSlack

Campaign Launch Playbook

Run for every new campaign. Verifies assets and schedules launch.

Clone This Playbook

Segment Growth Playbook

Identify and target new segments based on engagement.

Clone This Playbook

Competitor Analysis Playbook

Track competitor email activity.

Clone This Playbook

Content Refresh Playbook

Update old content for new campaigns.

Clone This Playbook

Influencer Outreach Playbook

Manage influencer email outreach.

Clone This Playbook

Template Audit Playbook

Check templates for compliance.

Clone This Playbook

Dynamic Content Playbook

Set up dynamic content blocks.

Clone This Playbook

Image Optimization Playbook

Resize and compress images.

Clone This Playbook

Subject Line Testing Playbook

Generate subject line variations.

Clone This Playbook

Link Verification Playbook

Verify all links in an email.

Clone This Playbook

Data Cleansing Playbook

Standardise contact records.

Clone This Playbook

Unsubscribe Sync Playbook

Sync unsubscribes across platforms.

Clone This Playbook

Attribute Mapping Playbook

Map new attributes to SFMC.

Clone This Playbook

List Enrichment Playbook

Enrich contacts with web data.

Clone This Playbook

Schema Audit Playbook

Audit data usage in SFMC.

Clone This Playbook

Performance Report Playbook

Automate weekly reports.

Clone This Playbook

Journey Drop-off Playbook

Identify journey bottlenecks.

Clone This Playbook

ROI Analysis Playbook

Calculate campaign ROI.

Clone This Playbook

Engagement Trend Playbook

Track engagement trends.

Clone This Playbook

Bounce Rate Analysis Playbook

Analyse bounce reasons.

Clone This Playbook

Churn Risk Playbook

Identify at-risk customers.

Clone This Playbook

Survey Request Playbook

Trigger feedback surveys.

Clone This Playbook

Onboarding Handoff Playbook

Manage onboarding emails.

Clone This Playbook

Feature Adoption Playbook

Drive feature adoption.

Clone This Playbook

Renewal Reminder Playbook

Automate renewal reminders.

Clone This Playbook

1500+ App Integrations

Connect Salesforce Marketing Cloud + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New email bounce is received

Then

Recurring Work on autopilot

Autopilot

Campaign Launch Checklist

Enter campaign details

Verify assets and links

Schedule launch in SFMC

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Salesforce Marketing Cloud

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Salesforce Marketing Cloud AI Agent

It is an autonomous agent that executes tasks directly within Salesforce Marketing Cloud and your other apps. It doesn't just suggest actions; it performs them, such as segmenting lists or building journeys.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Salesforce Marketing Cloud

Turn your marketing data into decisions that drive growth

Find the segments that stopped engaging last month

Summarise the impact of your latest product launch

Identify high-value leads for a new campaign

Draft a series of follow-up emails for new signups

Compare campaign performance across different regions

Got a different task in mind? Describe it

Check all templates for broken links before sending

Personalise email content based on user preferences

Review email send times for optimal engagement

Clean up old email drafts that are no longer needed

Validate subject lines against best practices

Got a different task in mind? Describe it

Remove duplicate contacts from the master list

Update contact attributes from survey responses

Fix formatting issues in contact data

Sync unsubscribes across your marketing tools

Audit data completeness for recent signups

Got a different task in mind? Describe it

Generate a weekly performance report

Analyse the drop-off points in a customer journey

Calculate the ROI of recent social ad campaigns

Flag campaigns with unusually high bounce rates

Create a visual trend report for engagement

Got a different task in mind? Describe it

Identify customers at risk of churn

Prepare a list for customer feedback surveys

Draft responses to common customer inquiries

Update customer profiles with recent activity

Notify the account manager of high-engagement users

Got a different task in mind? Describe it

How Does a Salesforce Marketing Cloud AI Agent Work

Act on marketing signals the moment they arrive — with agents on autopilot

1. Flag high-value leads the moment they engage

2. Send a welcome email when a new lead lands

3. Recap campaign results every Monday morning

4. Alert on sudden drops in campaign engagement

5. Route survey feedback to product teams

1. Clean up bounce lists every day

2. Monitor for spam trigger words in drafts

3. Archive old assets to keep folders tidy

4. Check for broken links in new campaigns

5. Sync new templates to the shared drive

1. Sync new contacts to your CRM

2. Standardise data formats for new entries

3. De-duplicate records as they arrive

4. Flag missing data in new profiles

5. Update suppression lists from helpdesk

1. Track daily conversion metrics

2. Alert on high bounce rates

3. Monitor for journey completion spikes

4. Report on campaign spend vs clicks

5. Flag inactive journey paths

1. Alert on churn risk signals

2. Send feedback requests after support tickets

3. Flag inactive customers for outreach

4. Notify on feature usage milestones

5. Update success notes from email replies

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Campaign Launch Playbook

Segment Growth Playbook

Competitor Analysis Playbook

Content Refresh Playbook

Influencer Outreach Playbook

Template Audit Playbook

Dynamic Content Playbook

Image Optimization Playbook

Subject Line Testing Playbook

Link Verification Playbook

Data Cleansing Playbook

Unsubscribe Sync Playbook

Attribute Mapping Playbook

List Enrichment Playbook

Schema Audit Playbook

Performance Report Playbook

Journey Drop-off Playbook

ROI Analysis Playbook

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Salesforce Marketing Cloud AI Agent