Your Marketing coordinator agent (Mara)

Overview#

Mara covers Marketing and works with TradesForce, which runs your campaigns. Mara reads what campaigns bring in (labelling the ones TradesForce created via TradesForce), sends demand requests to TradesForce when a week is thin or full, recommends budget shifts by capacity, and flags slow lead responses. Mara never runs ads.

Before you start#

• Open it from AI Team (the AI Team link next to Approvals) and click Open on Mara's card, or click Your Marketing coordinator agent at the top of a Marketing page.

• Owners and admins change autonomy and guardrails. People who can approve AI proposals (owners, admins, dispatchers, accounting) can use Do it, Dismiss and Undo.

• TradesForce must be connected (Settings › Lead sources › TradesForce). Without it, Mara's card says "TradesForce isn't connected" with a Connect TradesForce link, and nothing is sent.

• Demand requests come from the Insights forecast.

Steps#

What Mara does on each run#

1. Daily: Campaigns, last 30 days report: leads, booked, revenue, cost and ROAS per campaign; TradesForce's campaigns are marked (via TradesForce).

2. Budget advice: if you're 90%+ booked for the next two weeks, trim the campaign with the highest cost per booked job; under 60%, lean on the cheapest one.

3. Draft demand requests (fill or throttle a week) → Ask TradesForce to fill/throttle …. With approval: waits in Approvals. On its own: sent (and Undo cancels it).

4. Leads that waited more than 15 minutes for a first reply this week are noted.

Set how far Mara may go#

1. On Mara's page, under Autonomy, click a level: Off, Suggest, With approval, On its own.

2. Under Guardrails, set the limits and click Save guardrails.

3. Click Run now to run it immediately instead of waiting for its schedule.

Review what it did#

1. In Activity, each entry says what, why, and the outcome (Suggested, Waiting for approval, Done, Undone).

2. Click Do it on a suggestion to do it with your permissions, or Dismiss.

3. Click Undo within 24 hours to reverse a reversible action.

Settings that change this#

• AI Team › (agent) › Autonomy: Off, Suggest, With approval, On its own.

• AI Team › (agent) › Guardrails: money limit per action, customer contact, quiet hours, actions per day, monthly AI budget.

Tips#

• Cost and ROAS appear once TradesForce reports ad spend.

• The same "via TradesForce" label shows on Reports, job pages and lead pages.

Troubleshooting#

• "TradesForce isn't connected". → No active TradesForce key or connection. → Connect it in Settings › Lead sources.

• No budget advice. → Fewer than two campaigns with cost and booked jobs, or utilization is in the normal range.

FAQ#

Can Mara change my ad budget? No. It recommends; TradesForce changes campaigns, and only with your approval there.

Is everything Mara does recorded? Yes. Each action is in its activity log and in the audit trail, attributed to the agent (or to the person who approved it).

Coming from ServiceTitan#

ServiceTitan Marketing Pro runs campaigns inside ServiceTitan. In TradesWork, TradesForce runs them and Mara coordinates capacity and attribution.