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Marketing · use cases

Everything your marketing team does, in one sentence.

A one-off assistant does a task and forgets it. Hexa learns how your marketing team works, turns it into a workflow, and runs it the same way every time, for everyone. Each of these pulls from the tools where your data lives and does the whole chain.

use cases
Growth "Build me a weekly acquisition digest from our paid and organic channels."

Pulls conversion and spend data from GA4 and Mixpanel, joins it to closed-won deals in Salesforce, and posts a channel-by-channel summary to Slack.

pulls fromGA4MixpanelSalesforceSlack
Growth "Reconcile our ad spend against actual signups from last month."

Reads campaign spend from Google Sheets, matches it to new signups in Amplitude and revenue in Stripe, then writes cost-per-signup by campaign back to the sheet.

pulls fromGoogle SheetsAmplitudeStripe
Growth "Find the trial users who went quiet this week and draft re-engagement emails."

Queries drop-off events in Amplitude, enriches the accounts with Bowtie, and drafts personalized re-engagement emails in Gmail for each user.

pulls fromAmplitudeBowtieGmail
Growth "Prep me for the growth standup with this week's funnel movement."

Compares funnel stage counts in Mixpanel week over week, pulls open experiment tickets from Linear, and writes a standup brief to a Google Doc.

pulls fromMixpanelLinearGoogle Docs
Growth "Route this week's high-intent free users to sales."

Identifies high-usage free accounts in Amplitude, enriches company details with Bowtie, creates leads in Salesforce, and notifies the AE channel in Slack.

pulls fromAmplitudeBowtieSalesforceSlack
Growth "Summarize how our referral program performed last quarter."

Pulls referral events from Mixpanel and payout records from Stripe, joins them in Google Sheets, and writes a quarter summary to a Google Doc.

pulls fromMixpanelStripeGoogle SheetsGoogle Docs
Growth "Draft this week's experiment plan from what's underperforming."

Reads the current funnel metrics from GA4 and Amplitude, identifies the two weakest steps, and drafts three A/B test ideas in a Notion doc.

pulls fromGA4AmplitudeNotion
Growth "Research the accounts driving our organic traffic spike this week."

Pulls top landing pages from GA4, enriches the referring companies with Bowtie, and drafts an account-target list in Notion.

pulls fromGA4BowtieNotion
Growth "Follow up on last week's onboarding experiment results."

Reads variant conversion from Amplitude, pulls the experiment ticket from Linear, and posts a result summary with a recommendation to Slack.

pulls fromAmplitudeLinearSlack
Content "Draft next month's blog calendar from our top-performing pages."

Pulls top pages by engagement from GA4, reads existing topics from Notion, and drafts a proposed content calendar in a Google Doc.

pulls fromGA4NotionGoogle Docs
Content "Turn last week's customer call into a case-study draft."

Pulls the call transcript from Gong, reads the account record in Salesforce, and drafts a case study in Google Docs.

pulls fromGongSalesforceGoogle Docs
Content "Refresh our stale blog posts that lost traffic this quarter."

Identifies pages with declining traffic in GA4, pulls the source drafts from Google Drive, and creates refresh tasks in Asana.

pulls fromGA4Google DriveAsana
Content "Summarize this week's published content for the team newsletter."

Reads newly published pages from Notion, pulls their early performance from GA4, and drafts a newsletter section in Mailchimp.

pulls fromNotionGA4Mailchimp
Content "Repurpose our top webinar into a set of social posts."

Pulls the webinar transcript from Zoom, checks brand guidelines in Confluence, and drafts a batch of social posts in a Google Doc.

pulls fromZoomConfluenceGoogle Docs
Content "Triage the content feedback that came in this week."

Collects content-tagged messages from Slack and support notes from Zendesk, then creates prioritized editing tasks in Asana.

pulls fromSlackZendeskAsana
Content "Build a research brief for our next thought-leadership piece."

Pulls recurring customer questions from Intercom, reads related past drafts in Notion, and writes a research brief to Google Docs.

pulls fromIntercomNotionGoogle Docs
Content "Reconcile our editorial calendar with what actually shipped."

Compares planned entries in Notion against published tasks in Asana and live pages in GA4, then flags the gaps back in Notion.

pulls fromNotionAsanaGA4
Product marketing "Draft the launch brief for the feature shipping next sprint."

Pulls the shipped issues from Linear, reads the design specs from Figma, and drafts a launch brief in Google Docs.

pulls fromLinearFigmaGoogle Docs
Product marketing "Prep me a competitive one-pager before the sales kickoff."

Pulls competitor mentions from Gong calls, enriches the competitor accounts with Bowtie, and drafts a battlecard in Google Docs.

pulls fromGongBowtieGoogle Docs
Product marketing "Summarize what customers say about our newest feature."

Collects feature feedback from Intercom and Gong, pulls adoption numbers from Amplitude, and writes a summary to Confluence.

pulls fromIntercomGongAmplitudeConfluence
Product marketing "Sync our messaging doc with what actually shipped this release."

Compares the release notes in Linear against the positioning doc in Confluence, then drafts the required messaging edits in Google Docs.

pulls fromLinearConfluenceGoogle Docs
Product marketing "Follow up on the win/loss themes from last quarter's deals."

Pulls closed deals from Salesforce, reads the associated call notes in Gong, and writes a win/loss theme summary to Notion.

pulls fromSalesforceGongNotion
Product marketing "Build the enablement checklist for next week's launch."

Reads the launch plan in Confluence, pulls open launch tasks from Jira, and drafts an enablement checklist in a Google Doc for the sales team.

pulls fromConfluenceJiraGoogle Docs
Product marketing "Triage the feature requests our field team logged this month."

Collects field requests from Slack, matches them to accounts in Salesforce, and creates grouped feedback tickets in Linear.

pulls fromSlackSalesforceLinear
Product marketing "Report on adoption of the features we launched this half."

Pulls feature usage from Mixpanel, joins it to account tiers in Salesforce, and writes an adoption report to Confluence.

pulls fromMixpanelSalesforceConfluence
Demand gen "Prep the target list for next month's ABM campaign."

Pulls target accounts from Salesforce, enriches contacts with Bowtie, and builds a segmented list in Marketo.

pulls fromSalesforceBowtieMarketo
Demand gen "Reconcile MQLs claimed by marketing against what sales accepted."

Compares MQL records in Marketo with accepted leads in Salesforce, then writes the discrepancy report to Google Sheets.

pulls fromMarketoSalesforceGoogle Sheets
Demand gen "Follow up with everyone who attended yesterday's webinar."

Pulls the attendee list from Zoom, matches contacts in HubSpot, and drafts a segmented follow-up email in HubSpot.

pulls fromZoomHubSpot
Demand gen "Build me the weekly pipeline-contribution digest."

Pulls campaign-sourced pipeline from Salesforce and email engagement from Marketo, then posts a channel digest to Slack.

pulls fromSalesforceMarketoSlack
Demand gen "Report on last month's campaign ROI for the marketing sync."

Pulls spend from Google Ads and pipeline influenced from HubSpot, calculates cost per opportunity by campaign, and writes the summary to a Google Doc.

pulls fromGoogle AdsHubSpotGoogle Docs
Demand gen "Route the high-scoring leads from this week's campaign to reps."

Pulls lead scores from Marketo, enriches company data with Bowtie, assigns owners in Salesforce, and notifies reps in Slack.

pulls fromMarketoBowtieSalesforceSlack
Demand gen "Summarize how last week's email sends performed."

Pulls open and click metrics from Mailchimp, joins conversions from GA4, and writes a performance summary to a Google Doc.

pulls fromMailchimpGA4Google Docs
Demand gen "Prep the field-event pipeline recap before the QBR."

Pulls event-sourced opportunities from Salesforce, reads spend records from Ramp, and drafts a recap in a Google Doc.

pulls fromSalesforceRampGoogle Docs
Marketing ops "Reconcile our campaign spend against the marketing budget."

Pulls transactions from Brex, matches them to campaign line items in Google Sheets, and flags overspend to the finance channel in Slack.

pulls fromBrexGoogle SheetsSlack
Marketing ops "Sync new HubSpot contacts into our data warehouse."

Reads newly created contacts from HubSpot, deduplicates against existing rows, and loads them into a BigQuery table.

pulls fromHubSpotBigQuery
Marketing ops "Audit our lead-routing rules against where leads actually landed."

Pulls recent lead assignments from Salesforce, compares them to the routing matrix in Google Sheets, and files misrouting tickets in Jira.

pulls fromSalesforceGoogle SheetsJira
Marketing ops "Build me the monthly marketing-attribution report."

Runs the attribution model in dbt against Snowflake, pulls the results into Looker, and posts the summary to Slack.

pulls fromdbtSnowflakeLookerSlack
Marketing ops "Clean up the campaign naming conventions in our CRM."

Pulls campaign names from HubSpot, checks them against the naming standard in Confluence, and updates the non-conforming ones in HubSpot.

pulls fromHubSpotConfluence
Marketing ops "Reconcile our marketing tool spend against the vendor list."

Pulls subscription charges from Ramp, matches them to the approved vendor list in Notion, and writes unmatched charges to Google Sheets.

pulls fromRampNotionGoogle Sheets
Marketing ops "Sync closed-won revenue from finance back into HubSpot."

Reads recognized revenue from NetSuite, matches deals in HubSpot by account, and updates the revenue fields on each record.

pulls fromNetSuiteHubSpot
Marketing ops "Prep the data-quality report before the ops review."

Queries missing-field counts across contacts in Salesforce, joins segment sizes from BigQuery, and writes a quality report to a Google Doc.

pulls fromSalesforceBigQueryGoogle Docs
Marketing ops "Triage the martech access requests that came in this week."

Collects access requests from Slack, checks role policy in Okta, and provisions or files approval tickets in Jira.

pulls fromSlackOktaJira
Social/Comms "Draft this week's social posts from what shipped and what's trending internally."

Pulls shipped features from Linear and top-discussed threads from Slack, then drafts a week of social posts in a Google Doc.

pulls fromLinearSlackGoogle Docs
Social/Comms "Prep the press brief before tomorrow's announcement."

Reads the launch plan in Confluence, pulls supporting metrics from Amplitude, and drafts a press brief in Google Docs.

pulls fromConfluenceAmplitudeGoogle Docs
Social/Comms "Triage brand mentions and route the ones that need a response."

Collects mention alerts from Slack, checks for related tickets in Zendesk, and creates response tasks in Asana.

pulls fromSlackZendeskAsana
Social/Comms "Summarize how our launch-day social push performed."

Pulls referral traffic from GA4, reads engagement notes logged in Notion, and posts a launch recap to Slack.

pulls fromGA4NotionSlack
Social/Comms "Follow up on the community questions from this week's AMA."

Pulls the AMA transcript from Zoom, matches open questions to support articles in Zendesk, and drafts follow-up replies in a Google Doc.

pulls fromZoomZendeskGoogle Docs
Social/Comms "Build the executive-comms digest for internal all-hands."

Collects milestone updates from Slack and shipped items from Linear, then drafts an all-hands comms digest in Google Docs.

pulls fromSlackLinearGoogle Docs
Social/Comms "Reconcile our published social calendar against what actually posted."

Compares the planned schedule in Notion against posted-confirmation messages in Slack, then flags misses back in Notion.

pulls fromNotionSlack
Social/Comms "Research the influencers engaging with our launch content."

Pulls engagement source accounts from GA4, enriches them with Bowtie, and drafts an outreach shortlist in Notion.

pulls fromGA4BowtieNotion
Why not just a general assistant?

Anyone can do a task once. Hexa runs your business's workflows.

A general agent handles a one-off prompt and starts cold next time. Hexa keeps the workflow: it knows your tools, your conventions, and how your team actually works, so the same sentence works next week, for you and the teammate you shared it with, on their own accounts and under your approval policy.

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