If you work in marketing, you know the grind: copy-pasting the same info, chasing down approvals, switching between a dozen apps just to get a campaign out the door. If you’re tired of wasting hours on repetitive work, you’re not alone—and there are tools that can actually help. This guide walks through real, practical workflow automation for marketing teams using Getmagical. No fluff, no silver bullets—just steps you can actually follow.
Who’s this for? Anyone on a marketing team who wants to save time, cut down on errors, and stop doing the robot’s job themselves. Doesn’t matter if you’re a one-person show or part of a big team.
Why Automate Your Marketing Workflow?
Let’s be real—marketing is full of repetitive work:
- Manually following up with leads
- Copying campaign info across spreadsheets, email, and chat
- Updating status reports (again and again)
- Sending the same responses to customer questions
If you’re doing the same thing more than twice a week, it’s a good candidate for automation.
But: Not everything is worth automating. If it only takes 30 seconds and happens once a month, skip it. Start with the bottlenecks that waste the most time or cause the most mistakes.
Step 1: Map Out Your Pain Points
Before you jump into Getmagical, slow down. You can’t automate what you don’t understand.
Write down: - What tasks do you (or your team) repeat every day or week? - Where do things get stuck, delayed, or dropped? - What info do you find yourself copy-pasting over and over?
Pro tip: Spend 3 days jotting down everything you do. The boring stuff is where automation shines.
What to ignore: Don’t automate rare or one-off tasks. Focus on high-volume, high-friction stuff first.
Step 2: Get Set Up with Getmagical
Assuming you’ve picked out some repetitive headaches, it’s time to get rolling with Getmagical.
- Install the Tool: Getmagical is a browser extension that works in Chrome (and, as of this writing, also in Edge). Install it from their official site.
- Sign Up: Use your Google account or work email. No, you don’t need to rope in IT or fill out a 50-question onboarding survey.
- Set Up Your Workspace: If your team’s using it, create a shared workspace. This keeps your “magicals” (their term for automations and text snippets) organized and available for everyone.
Heads up: Getmagical works best if your daily work lives in web-based tools. If you’re using old-school desktop software, you’ll hit limits.
Step 3: Create Text Snippets for Fast Responses
Let’s start small, with something you’ll use right away: text snippets.
What They Are
Reusable chunks of text you can insert anywhere with a shortcut. Great for: - Email responses (“Thanks for your interest…”) - Standard campaign updates - Social media replies
How To Set Them Up
- Click the Getmagical icon in your browser.
- Select “New Snippet” (sometimes called a “magical”).
- Enter your text. Use placeholders like
{First Name}or{Company}where you want to personalize. - Assign a shortcut (like
;thanks). - Save it.
Example:
Hi {First Name},
Thanks for reaching out about {Topic}. Here’s what you need to know: {Details}
Best, {Your Name}
Now, whenever you type ;thanks in Gmail, LinkedIn, or wherever, Getmagical will pop in your text.
What works: This is a lifesaver for routine replies. You’ll wonder how you lived without it.
What doesn’t: Don’t try to use snippets for complex logic or multi-step tasks (like sending reports or updating CRMs). That’s not what they’re for.
Step 4: Automate Data Entry Between Apps
Here’s where the magic (okay, pun intended) starts to feel real.
The Problem
Let’s say you get inbound leads via email or a form. You’re copying their info into a CRM, a spreadsheet, a project tracker, and maybe even a Slack channel. It’s the same fields, over and over.
How Getmagical Helps
Getmagical can “extract” info from a page and let you paste it into whatever tool you want—with one shortcut.
Setting Up a Data Extraction Template
- Go to a page with the info you want to capture (like a lead’s email, name, company).
- Click the Getmagical icon and select “Create Template.”
- Highlight the fields (name, email, etc.). Assign labels.
- Save your template.
Using It
When you’re on a similar page (another email, another lead form), activate your template. Getmagical grabs the data, and you can paste it as a nicely formatted line into a spreadsheet, CRM, or even Slack.
Example:
{First Name} {Last Name} | {Email} | {Company} | {Source}
What works: Great for high-volume, low-complexity data (leads, feedback, event signups).
What doesn’t: If every page looks wildly different, you’ll need to fix templates a lot. It’s not magic—just pattern matching.
Step 5: Share Automations with Your Team
Nobody wants to reinvent the wheel. Once you’ve built some useful snippets or extraction templates, make them available to everyone.
- Use Getmagical’s workspace sharing to let teammates grab the same shortcuts.
- Set naming conventions (like
;leadreply,;eventcopy) so everyone knows what’s what. - Encourage teammates to add and improve snippets—don’t be a bottleneck.
What to skip: Don’t micromanage the library. If it gets too big and messy, do a monthly clean-up.
Step 6: Combine Getmagical with Other Tools
Getmagical isn’t Zapier. It won’t move files or trigger automated emails on its own. But it’s a great “glue” for repetitive browser-based work.
Some combos that work: - Gmail + Sheets: Use Getmagical to pull info from emails and dump it into a Google Sheet for reporting. - LinkedIn + CRM: Extract contact info from LinkedIn profiles and paste it into your CRM. - Forms + Project Management: Capture client intake form responses and paste key details into Asana, Trello, or Jira cards.
Pro tip: For true hands-off automation (like “when this happens, do that”), pair Getmagical with automation tools like Zapier or Make. But don’t overengineer—simple often wins.
Step 7: Review, Refine, and Keep It Simple
Automation is never “set and forget.” Check in every couple of weeks:
- Are your snippets still accurate?
- Are templates capturing the right data?
- Is anything being misused or ignored?
What to ignore: Don’t automate just to say you did. If a workflow is faster by hand, leave it alone.
Honest Pros and Cons
Where Getmagical shines: - Fast, reliable text automation for browser-based work - Data capture between web apps without needing custom integrations - Super easy for non-technical users
Where it falls short: - No deep integrations (can’t trigger actions in other apps) - Not great for complex, branching workflows - Desktop apps and unusual web layouts can break automations
Bottom line: If your marketing workflow is web-based and repetitive, Getmagical’s a solid time saver. If you want full “lights-out” automation, you’ll need more specialized tools.
Summary: Start Small, Iterate Often
Workflow automation isn’t about finding a magic button. It’s about shaving off the mindless stuff, so you can focus on work that actually matters. With Getmagical, you can automate the boring parts of your marketing workflow—just remember to start with what annoys you most, keep it simple, and don’t be afraid to tweak as you go.
Don’t try to automate everything at once. Set up one snippet or template, see how it works, and build from there. The best workflow is the one you’ll actually use.