Automate Your Agency: How to Use Node-Based Tools to Eliminate Repetitive Work and Scale Without Hiring

Join AZIMA on April 16 for a virtual event exploring the topic of automating agency workflows. Most marketing agencies are leaving serious time and money on the table because their tools don’t talk to each other. This session breaks down how to use n8n and node-based automation to connect your existing stack, including your CRM, project management, reporting, and invoicing, into workflows that run themselves. Attendees will walk away knowing exactly how to map a workflow, build their first automation without writing code, and identify the highest-ROI processes to automate first. This is hands-on, practical content built for agency staff and mid-level marketing professionals who are ready to stop doing the same manual tasks every week.

What You’ll Learn

• How to map any repetitive agency process as an automation workflow, from client onboarding to reporting delivery, before writing a single line of logic.
• A practical introduction to n8n and node-based automation: what it is, how it differs from tools like Zapier, and why it gives agencies more control and flexibility at lower cost.
• How to connect two or more tools in their existing stack (CRM, project management, Google Workspace, etc.) into a single automated workflow that eliminates manual handoffs.
• A framework for prioritizing which workflows to automate first based on time cost, error rate, and client impact, so attendees leave with a clear action plan, not just inspiration.
• How to use AI nodes inside automation workflows to add intelligence to routine tasks, such as drafting client summaries, categorizing leads, or generating status updates, without building a custom AI product.

About the Speaker

Brennan Gerle is the founder of POLR AI, an AI business consulting agency helping small and mid-sized businesses move from AI curiosity to real implementation. Before launching POLR AI, Brennan spent 7 years in a senior leadership role at a nationally recognized marketing agency, where he worked alongside companies ranging from $2M to over $1B in revenue. That experience gave him a front-row seat to how traditional businesses struggle to operationalize new technology and a clear picture of what actually works.

At POLR AI, Brennan focuses on building practical automation systems using node-based tools like n8n, connecting the platforms businesses already use into workflows that actually run without babysitting. He works with marketing agencies and SMBs to automate everything from client reporting to project setup and invoicing, saving teams hours of manual work every week. His approach is direct and implementation-focused: no fluff, no expensive custom builds, just systems that work.

All event attendees will receive a $25 Grubhub gift card to enjoy lunch during the event!