Enterprise marketing AI / Use case 04
Automate report preparation, document checks, approval routing and other recurring marketing tasks. Measure the time saved and running costs to see whether the automation is worth keeping or expanding.
Where requests spend time
Illustrative interface · Sample data, not client results
What we do
We measure the time and cost of a recurring task, then identify which steps can be automated. Software moves data between tools; AI helps read documents, classify requests and prepare drafts. People handle exceptions and approvals. We track staff time saved separately from actual reductions in spending.
Marketing operations and shared service teams spending substantial time on repetitive tasks and coordination.
Automated workflows, an exception queue, and reporting that separates staff time saved from actual spending reductions.
How it works
Measure time and cost for recurring marketing tasks
Automate report preparation, document checks and task routing
Send incomplete requests and errors to a person
Track time saved and running costs after launch
Implementation scope
We agree the required components after reviewing your current software, data and team. A project can include the following.
Observe the current process and measure work volume, staff effort, waiting time and repeated errors.
Define the steps that software or AI will perform and those that a person will review. Agree what happens when information is missing.
Connect the tools involved in the task, automate the agreed steps and record progress for each request.
Track task completion, errors, staff effort and system costs after launch. Compare the results with the original process.
Potential data sources
We connect only sources your organisation has permission to use. Source rights, retention and the permitted purpose are recorded before integration.
Enterprise applications
These sample use cases describe possible deployments, including inputs, review steps and decisions. They are not accounts of client results.
GLOBAL ENTERPRISE
Briefs, assets, approvals, launch checklists and reports move through email and disconnected project boards.
Receive structured request
Check that the brief and required files are complete
Create the production tasks and assign owners
Route approvals
Monitor exceptions
Which requests are blocked, and who can resolve them?
HEALTHCARE
Every claim requires evidence, review and a traceable history, creating long queues and repeated manual checks.
Extract proposed claims
Retrieve approved evidence
Classify risk
Route specialist review
Archive decision
Which items can proceed and which require specialist judgment?
MULTI-BRAND
Central teams cannot see demand, capacity, duplication or the cost of repeated work across brands.
Standardise intake
Sort requests by task type and priority
Reuse existing assets
Assign each step to software or a team member
Record completion time, cost and rework
What should be produced, reused, deferred or declined?
Sample interface
A work queue shows stage-level waiting time and the exceptions that still need a person. It helps the team decide which delay to address next.
Content approvals · Weekly operations review
Includes manual exceptions
Submission to final approval
Assigned to workflow owners
Illustrative median hours per stage. Waiting and review time are included; these are not savings claims.
Content owner must attach evidence
Rights owner assigned
Linked to the existing job
Prioritise the reviewer queue before automating another preparation step.
Evaluation
Record the current process first. Review the same measures after rollout, including manual exceptions, model costs and time spent checking outputs. The comparisons below describe evaluation areas; they are not before-and-after results.
Controls for this use case
Assign source access and review responsibilities before launch. Define which failures pause the workflow, which can be retried and who receives the exception.
Read the governance detailsQuestions before scoping
No. The unit of analysis is the workflow and its economics. Tool selection follows the work, risk, architecture and ownership model.
We record current effort and expenditure, then account for software, model use, support and manual review after rollout. Released capacity and cash savings are reported separately and reviewed with finance.
We define retry limits, a manual fallback and an exception owner for each automated task. Failed runs are logged and routed for review; affected outputs are held where the failure could change a decision.