Case study · Business operations and marketing
Using an AI Agent to Coordinate Marketing Work Without Losing Control
Marketing work was spread across campaigns, programs, content, tasks and approvals. We organised the underlying information and rules first, then introduced an AI agent to coordinate defined work without giving it authority to publish, send, spend or change strategy.
Project view
The challenge
The marketing workload was spread across connected but separate activities. Adding an AI agent on top of that without clear context, responsibilities and limits would have created more confusion rather than less.
What we did
Structured the campaigns, briefs, tactics, content, programs, tasks and approval rules the agent needed to understand. Then introduced a Campaign Director Agent with a defined job and explicit limits around strategy, publishing, sending and spending.
The shift
Campaign Director Agent active, security-approved and QA-passed
The situation
The challenge
The marketing workload was spread across connected but separate activities. Adding an AI agent on top of that without clear context, responsibilities and limits would have created more confusion rather than less.
The response
What we did
Structured the campaigns, briefs, tactics, content, programs, tasks and approval rules the agent needed to understand. Then introduced a Campaign Director Agent with a defined job and explicit limits around strategy, publishing, sending and spending.
The Campaign Director reads governed campaign, strategy, brief, tactic, task, program and event context. It can coordinate proposed work, while consequential changes and external actions remain behind human approval.
The shift
What changed or became possible
- 01
Campaign Director Agent active, security-approved and QA-passed
- 02
Agent work is grounded in structured campaign and business context
- 03
Strategy, audience changes, publishing, sending and spending remain human-controlled
- 04
Specialist agents can be introduced only when their data, workflow and authority are ready
Work included
- AI agents
- Marketing systems
- Workflow and information design
- Governance
Connected offer
The offer connected to this case study
AI Implementation
Start with one business problem, workflow or agent. We work out the right approach, structure the information and controls it needs, use your existing systems where practical, bring in specialist partners if needed, and guide the work through setup, testing and handover.
A practical solution that works in the real business, connects to the right systems, has been properly tested and can be confidently owned by the team.
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