Personalized

flexible

sustainable

Marketing & Ops Automation

We help lean teams scale smarter with operations & marketing automation services that connect your existing tools, reduce manual work, and help you scale 2x faster.

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What is Marketing Automation?

Marketing automation is more than scheduling posts or sending emails. It’s the practice of connecting your existing tool stack — CRM, internal ops, ads, content, and reporting, into one automated system that saves your team time and scales effortlessly.

At Lumina, we bring automation in marketing and ops using no-code platforms and AI. That means no extra tools, no steep learning curve — just streamlined workflows built around your strategy that reduce your manual processes.

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No Extra Tools Needed

No Extra
Tools Needed

We work with your existing stack, regardless of your digital work environment

Higher Quality & Consistency

With automation, your team works like a single body & data tells you what works.

Time & Cost Savings

Reduce hours of work on manual tasks & lower operational costs

Scalability & Sustainability

Scalability & Sustainability

Your marketing & ops grow with your business, without adding manual work or extra headcount.

Use cases

Automation in Marketing & Ops: How & When

Workflows that adapt to how you work, and the tools you work with.

Use cases

Automation in Marketing & Ops: How & When

Workflows that adapt to how you work, and the tools you work with.

Content Creation

Automate blogs SEO, AEO & GEO-ready, social media content & repurposing

Internal Operations

Automate task routing, approvals & briefing, data syncronization & more

Lead Gen & Qualification

Lead Scoring

Lead Gen & Qualification

Automate identifying, qualifying & scoring the right leads in your CRM.

Market Intelligence

Market Intelligence

Automate industry updates & get target-account info & needs.

Comparison

Lumina Vs Traditional Agencies

We're not your traditional marketing agency. We're your end-to-end solution to make your business faster, smarter & x2 more scalable.

Traditional Approach

Focus on high-level strategy pitch, with little hands-on experience with automation in marketing.

Sell you extra tools, SaaS licenses, or “all-in-one platforms” you don’t really need.

Work in silos, forcing you into their process. Collaboration is slow, and your team ends up chasing them for updates.

Generalists & Juniors who dabble in automation but lack deep expertise.

Long onboarding, pricey retainers, and timelines stretched across months.

Strategy & direct execution on your marketing automation needs

No extra products: marketing automation service built on your stack & current workflow

Team augmentation options & seamless plug-and-play collaboration with your in-house talent

Fast delivery: we deliver in 2-4 weeks

Lumina's Approach

Comparison

Lumina Vs Traditional Agencies

We're not your traditional marketing agency. We're your end-to-end solution to make your business faster, smarter & x2 more scalable.

Traditional Approach

Focus on high-level strategy pitch, with little hands-on experience with automation in marketing.

Sell you extra tools, SaaS licenses, or “all-in-one platforms” you don’t really need.

Work in silos, forcing you into their process. Collaboration is slow, and your team ends up chasing them for updates.

Generalists & Juniors who dabble in automation but lack deep expertise.

Long onboarding, pricey retainers, and timelines stretched across months.

Strategy & direct execution on your marketing automation needs

No extra products: marketing automation service built on your stack & current workflow

Team augmentation options & seamless plug-and-play collaboration with your in-house talent

Fast delivery: we deliver in 2-4 weeks

Lumina's Approach

Service Details

Our Approach to Marketing Automation

We help lean teams reduce repetitive marketing and ops tasks with no-code connectors like Make.com. No tech overhaul: we work with your existing tools, with workflows that you own.

Discovery & Audit

We kick off with a free intro call to unpack your tools, workflows, and time drains. Together, we identify where automation in marketing and ops can help you scale faster.

Custom Automation Plan

Built in Your Stack

Test & Refine

Launch & Document

Ongoing Support

Service Details

Our Approach to Marketing Automation

We help lean teams reduce repetitive marketing and ops tasks with no-code connectors like Make.com. No tech overhaul: we work with your existing tools, with workflows that you own.

Discovery & Audit

Custom Automation Plan

Built in Your Stack

Test & Refine

Launch & Document

Ongoing Support

Discovery & Audit

We kick off with a free intro call to unpack your tools, workflows, and time drains. Together, we identify where automation in marketing and ops can help you scale faster.

Custom Automation Plan

Within a week, you’ll receive a tailored roadmap with clear workflows, timelines, and setup recommendations. We start with the tasks costing you the most time or money.

Built in Your Stack

Our team designs and implements the workflows. We connect your existing tools (CRM, email, spreadsheets, project management), no new platforms needed.

Test & Refine

Every flow is tested in a real scenario. We implement error handling, clean the data, and fine-tune until it works seamlessly in your environment. You only pay when it performs.

Launch & Document

We go live with full SOPs, video walkthroughs, and access controls. Your team knows exactly how the system works, and can use it confidently from day one.

Ongoing Support

We offer continuous monitoring, bug fixes, and workflow expansions. As your needs evolve, we keep your workflows sharp, scalable, and future-proof.

Service Details

Our Approach to Marketing Automation

We help lean teams reduce repetitive marketing and ops tasks with no-code connectors like Make.com. No tech overhaul: we work with your existing tools, with workflows that you own.

Discovery & Audit

Custom Automation Plan

Built in Your Stack

Test & Refine

Launch & Document

Ongoing Support

Discovery & Audit

We kick off with a free intro call to unpack your tools, workflows, and time drains. Together, we identify where automation in marketing and ops can help you scale faster.

Custom Automation Plan

Within a week, you’ll receive a tailored roadmap with clear workflows, timelines, and setup recommendations. We start with the tasks costing you the most time or money.

Built in Your Stack

Our team designs and implements the workflows. We connect your existing tools (CRM, email, spreadsheets, project management), no new platforms needed.

Test & Refine

Every flow is tested in a real scenario. We implement error handling, clean the data, and fine-tune until it works seamlessly in your environment. You only pay when it performs.

Launch & Document

We go live with full SOPs, video walkthroughs, and access controls. Your team knows exactly how the system works, and can use it confidently from day one.

Ongoing Support

We offer continuous monitoring, bug fixes, and workflow expansions. As your needs evolve, we keep your workflows sharp, scalable, and future-proof.

More About Marketing Automation

Integrations & Use Cases

Check out the tools we can connect and learn more about specific use cases.

Integrations

Being tool-agnostic, we can connect almost any tool you work with - from Hubspot, to Monday.com or Slack. Explore our library or get in touch to learn more.

Explore Library

Integrations

Being tool-agnostic, we can connect almost any tool you work with - from Hubspot, to Monday.com or Slack. Explore our library or get in touch to learn more.

Explore Library

Use Cases

Curious to see how you can apply automation in marketing & ops tasks? Here’ s some use cases to get inspiration from.

Check Use Cases

Use Cases

Curious to see how you can apply automation in marketing & ops tasks? Here’ s some use cases to get inspiration from.

Check Use Cases

Use Cases

Curious to see how you can apply automation in marketing & ops tasks? Here’ s some use cases to get inspiration from.

Check Use Cases

Case Studies

See our Marketing Automation case studies

Real projects, measurable impact—see how automated workflows cut busywork and accelerate lead handoffs.

See here

Featured

Jan 15, 2026

AI Agents

AI Agent for Business Data: How a Hospitality Group United Marketing and Sales Under One Source of Truth

An hotel room

Featured

Jan 15, 2026

AI Agents

AI Agent for Business Data: How a Hospitality Group United Marketing and Sales Under One Source of Truth

An hotel room

Featured

Oct 13, 2025

AI Marketing

Automate to Elevate: How Marketing Automation Transformed a Fintech Brand

a calculator on a table, next to a tablet with graphs on it and a keyboard

Featured

Oct 13, 2025

AI Marketing

Automate to Elevate: How Marketing Automation Transformed a Fintech Brand

a calculator on a table, next to a tablet with graphs on it and a keyboard

Oct 13, 2025

Reporting & Dashboarding

How a SaaS Startup Cut Reporting Time by 75% with Automated Dashboards

Several graphs and reports in format 3d

Oct 13, 2025

Reporting & Dashboarding

How a SaaS Startup Cut Reporting Time by 75% with Automated Dashboards

Several graphs and reports in format 3d

Frequently Asked Questions

Marketing Automation Service FAQs

What kinds of tasks can be automated in marketing and ops?

How do you ensure the automations don’t break?

How do you measure the ROI of marketing automation?

What happens if we outgrow the initial automations?

How secure is automation in marketing and ops?

What’s the difference between Lumina and SaaS automation platforms?

Can I try before committing?

See the Impact of AI Agents

Tell us about your business bottlenecks and get tailored solutions that help you save 1000+ hours per year.

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See the Impact of AI Agents

Tell us about your business bottlenecks and get tailored solutions that help you save 1000+ hours per year.

Talk to us

Automate Growth in 14 Days

Tell us about your business bottlenecks and get tailored solutions that help you save 1000+ hours per year.

Talk to us