What happens between the tools.
I’m Anna. I work in marketing operations: HubSpot, Clay, workflows, and automation. I’m interested in how data moves, where bots help, and what people need to make the next decision.
Read the field notesEssays / 01–03
Field Notes.
Short essays on marketing systems and the people using them. Each follows one idea, with examples and a point of view.
3 notes
A workflow should carry context.
A good handoff explains where the record came from and what happens next.
Where the bot should stop.
A useful bot has a clear task, a checked output, and a stopping point.
Enrichment is a starting point.
More fields do not always mean better data.
Working notes. Specific questions. Room to revise.
The toolkit
What I
work with.
My working setup: the tools I use and the practical jobs each one does.
01HubSpot & CRM
The home for customer records and the next step. I use it to organize the information a team needs, route incoming leads, and make follow-up visible.
- New inquiryEmail + source
- Match & routeRecord + owner
- Follow upTask + context
If the record or owner is unclear, hold the inquiry for review.
02Clay & enrichment
The research desk. I use it to bring company and contact information together, match it to the right records, and prepare useful data for the CRM.
- Match domainFind the CRM record
- EnrichKeep source + date
- Update CRMMap checked fields
No clear match? Review first. Update the intended CRM record by its ID.
03Automation & bots
The repeatable work between steps. I use automation for predictable updates and notifications, and small AI assistants for research or drafting that someone can review.
For exampleAn account brief drafted from source links and handed to a person for approval.
04APIs & MCP
The connections between tools. I use APIs to move information between systems, and MCP to make selected capabilities available to an AI assistant.
- AssistantRequests a lookup
- MCP serverRuns the tool
- CRM APIReads the record
The record returns to the assistant through the tool.
The assistant can then propose a change. A person reviews it before any write.
Behind the notebook
Systems, Tools, & Ideas
Hello, I’m Anna.
I pay attention to the parts of a marketing system that are easy to skip: what a property means, which record an update belongs to, and whether a handoff gives someone enough context to act.
AnnaInMarketing is where I write through those questions. It’s a place for practical notes on CRM, data, and automation, and for thinking about what should happen before the next step runs.
Say hello