What you are probably dealing with
Every campaign is rebuilt from scratch
Sign-up form in Google Forms, list in Excel, confirmation emails sent by hand, reminders sent by hand again. Then two days of wrap-up reporting — and the next campaign starts the whole cycle over.
Results are scattered across five dashboards
Facebook, Instagram, the mailer, website analytics. When the boss asks for quarterly ROI, someone opens five tabs and transcribes numbers, hoping they got them right.
Lists sit there doing nothing
Three hundred cards from a trade show, two hundred event registrations — into a spreadsheet and then silence. No segmentation, no triggered follow-up. The money was spent but the list was never worked.
Subscriptions stack up
Mailchimp, Hootsuite, a form tool, a reporting tool — separate invoices, none of them sharing data, and integrating them means finding someone to write it.
Before and after
Before
- 1A new sign-up form and list built for every campaign
- 2Confirmation and reminder emails sent manually
- 3Social posts published from memory at the right time
- 4Numbers transcribed from each platform’s dashboard
- 5Wrap-up report assembled by hand over two days
With AI GO
- 1Campaigns cloned from a template, form ready immediately
- 2Confirmations and reminders triggered by registration state
- 3Post scheduling centralised, assets shared
- 4Cross-channel figures land in one dashboard
- 5Wrap-up report generated from the fields already captured
Modules involved
From campaigns and lists through to sending and cross-channel results — adopt one stage, or wire them into a single marketing pipeline.
活動與行銷管理
活動與行銷一站式管理：活動報名與報到、預算與收支損益、抽獎小工具、內容提案簽核與製作工作項、社群貼文排程與發布。
Productivity自動發信 CRM
Gmail OAuth 整合的 CRM 自動發信系統。包含商機/客戶管理、群發信件、信件範本、發送紀錄追蹤與 Webhook 串接等完整功能。
CRM多渠道智能客服
全渠道客服整合模板。統一管理 LINE OA、Instagram、Facebook 粉專等多來源訊息，搭配 AI 智能客服自動回覆。AI 使用租戶自備的 OpenAI 金鑰（不消耗平台 AI 額度），知識庫存放於租戶自己的 OpenAI 帳號。
Messaging筆記與思考研究助手
AI 驅動的多來源研究助手。支援網頁/文字來源萃取、RAG 問答、摘要報告、心智圖與 Deep Dive 對話生成。
ProductivityAIGO 通用管理中樞
可跨產業複用的管理功能母版，涵蓋公司導入、發布閘門、簽核、例外、行動追蹤、資料品質、AI 影子覆核、稽核證據與維運健康。
OperationsPlatform capabilities
Built around your campaign process
Your registration fields, approval gates and segmentation rules are your own. Rather than bending them to a packaged form tool, describe what you need and the app is generated to match.
Scheduling and triggers
Confirmation on sign-up, a reminder three days before, a survey afterwards — configure the sequence once and every campaign after that runs it automatically.
Captured leads are immediately usable
Gmail OAuth sending, webhooks from your website forms, leads written straight into the CRM. No more data sitting in a spreadsheet waiting for someone to move it.
Results in one place
Registrations, open rates, attendance and downstream revenue read off the same dataset — instead of five dashboards stitched together by hand.
Labour cost you can recover
For a four-person marketing team at an average loaded rate of NT$320/hour, here is the monthly labour cost you can recover:
Building and sending EDMs
About three per month at 8 hours each
- Hours / month
- 24 hrs
- Hourly rate
- NT$ 320
- Recovered / month
- NT$ 7,680
Event registration handling and notifications
- Hours / month
- 20 hrs
- Hourly rate
- NT$ 320
- Recovered / month
- NT$ 6,400
Social scheduling and asset wrangling
- Hours / month
- 18 hrs
- Hourly rate
- NT$ 300
- Recovered / month
- NT$ 5,400
Transcribing cross-platform results into reports
Done by a manager, so a higher rate
- Hours / month
- 16 hrs
- Hourly rate
- NT$ 380
- Recovered / month
- NT$ 6,080
List segmentation and follow-up
- Hours / month
- 12 hrs
- Hourly rate
- NT$ 320
- Recovered / month
- NT$ 3,840
| Work replaced | Hours / month | Hourly rate | Recovered / month |
|---|---|---|---|
| Building and sending EDMsAbout three per month at 8 hours each | 24 hrs | NT$ 320 | NT$ 7,680 |
| Event registration handling and notifications | 20 hrs | NT$ 320 | NT$ 6,400 |
| Social scheduling and asset wrangling | 18 hrs | NT$ 300 | NT$ 5,400 |
| Transcribing cross-platform results into reportsDone by a manager, so a higher rate | 16 hrs | NT$ 380 | NT$ 6,080 |
| List segmentation and follow-up | 12 hrs | NT$ 320 | NT$ 3,840 |
| Total | NT$ 29,400 | ||
These figures assume a typical staffing profile. Real numbers depend on your team size and process — we rerun the model with your own data during a consult.
FAQ
We use Mailchimp. Do we have to switch?
How do performance figures get into the system?
Our marketers are not technical. Can they change things themselves?
How is list compliance handled?
Further reading
AI 報價單自動化：讓業務告別手動填表，報價速度快 10 倍
台灣中小企業業務每天花 2～3 小時手動填寫報價單，AI 報價單自動化可將這個流程縮短到 5 分鐘內完成。本文說明實作方式、常見工具比較與真實案例。
流程自動化企業流程自動化完全指南：AI 如何幫你省下 50% 的行政時間
從請假審核、報表匯整到客戶跟進，AI 流程自動化能幫企業節省大量重複性工作。本文整理 6 大常見自動化場景與實作建議。
流程自動化AI 客服導入完全指南：讓機器人接單、人工處理例外
許多企業客服團隊每天重複回答同樣問題。AI 客服能接手 80% 的標準問題，讓人工專注高價值互動。本文教你如何選擇、設置與評估 AI 客服系統。
Other solutions
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