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AI or automation? Why you need both (and where people fit in)

It’s fairly common to hear the words ‘automation’ and ‘AI’ being used interchangeably, but they’re not the same. Understanding the difference will help you spot which tasks in your business are best handled by automation and where AI can help you make smarter decisions.

What’s the difference between automation and AI?

Automation follows clear rules and instructions. It’s brilliant for repetitive, predictable tasks; things like sending a confirmation email when someone fills out a form or generating an invoice when a sale is made.

AI, on the other hand, learns from data. It can recognise patterns, make informed judgements, and improve over time without being told exactly what to do in every situation.

In short: automation gets things done, AI helps decide what’s worth doing.

 

Marketing automation in action

Imagine you run an online shop. An automated system can instantly send every customer a standard “Thank you for your order” email. It’s reliable and time-saving. You might also use automation to generate invoices as soon as a job is completed or to send appointment reminders without anyone needing to check the calendar. It keeps things consistent and reduces manual admin.

A good example of automation in action is our work with Lowe Maintenance. The main goal was to see where technology could support some of the everyday tasks that were taking up too much time. Together, we identified the right tools and set up new workflows that would handle routine jobs automatically.

Automation can also transform how you manage lead generation. Once a campaign is set up, automated workflows can keep leads warm by sending timely, relevant messages that guide them through a predetermined journey. For example, someone downloading a brochure might automatically receive a follow-up email, then a reminder a few days later, and finally an invitation to book a call. The sequence can be as simple or as complex as you need it to be, moving leads through stages based on their engagement. All of this happens without you having to do anything after the initial setup.

This is what effective automation looks like. It reduces repetitive work, saves time, and improves customer experience, while people stay firmly in control of the process.

Add AI into the mix and it could go even further, helping analyse data or personalise communications to each customer. But the principle stays the same: humans lead the process. The technology simply supports them to do more with the time they have.

 

How AI can support smarter automation

So, where does AI fit into all this?

Remember that “Thank you for your order” email example earlier? With basic automation, everyone receives the same message at the same time. It’s quick and consistent, but not personal.

Automation can go a step further by inserting details such as a product name in the subject line or scheduling the message a set number of hours after purchase. That is still rule-based and follows clear instructions.

AI takes the same process and makes it smarter. It learns from data and adapts over time. For example, it might analyse previous campaigns to find which subject lines generate the highest open rates for different customer groups, or predict when each person is most likely to open their email and send it at that time. It can even tailor the tone or content slightly for each customer, creating small but meaningful differences that would be impossible to manage manually.

The process is still automated, but AI adds an extra layer of intelligence by analysing patterns and making adjustments that would take much longer to do manually.

Used together, automation and AI can create smoother workflows and more effective communication. Automation keeps things running reliably in the background, handling the structured, repeatable tasks, while AI helps make every interaction a little more thoughtful and relevant.

 

Why it matters

For small and medium-sized businesses, the real opportunity isn’t in choosing between AI and automation. It’s in combining them thoughtfully, where automation and AI handle the routine work and people focus on making the important decisions.

Automation can free up hours every week. AI can help you use those hours more wisely by helping you decide what’s worth your attention, what’s resonating with your customers, and where to improve next.

 

Ready to explore what this could look like for your business?

If you’d like to see how AI and automation could support your marketing, get in touch with And Marketing. We’ll help you find practical, manageable ways to make your marketing work harder for you.