Agentic Marketing Operations
Reimagining Trade-Show Marketing

From Fragmented Data to AI-Powered Marketing Operations

L.M. Marketing & Sales | AI Transformation · Workflow Redesign · Agentic AI

Turning disconnected business data into an intelligent, human-supervised marketing workflow.

The Challenge

Forty-eight hours before a trade show, the promotional email still isn't finished.

For L.M. Marketing & Sales, preparing campaigns meant navigating 19 disconnected spreadsheets, scattered brand assets, customer records, and trade-show schedules.

The process was manual, repetitive, and heavily dependent on the business owner's knowledge.

The problem wasn't writing the email. It was coordinating everything required to produce it.
The Transformation

Rather than simply using AI to generate marketing copy, I redesigned the workflow around structured data, intelligent automation, and human oversight.

The goal was to shift campaign preparation from a series of disconnected tasks into a repeatable process that could:

Consolidate retailer, brand, and trade-show information.

Retrieve approved product assets from Dropbox.

Recommend audiences and generate targeted campaign content.

Validate data, messaging, and brand requirements.

Present campaigns for human approval before execution.

The principle was simple: AI prepares the work. People make the decisions.

The Solution

Using the A.G.E.N.T. and B.U.I.L.D. frameworks, I translated the business problem into a practical architecture and working prototype.

The solution connects:

Excel + Dropbox → Airtable → n8n → OpenAI → Human Approval → Constant Contact

The prototype demonstrates a structured Airtable data model, AI-assisted audience and campaign preparation, governance checkpoints, and HTML email previews incorporating approved brand assets.

The architecture was designed to preserve traceability, support human review, and provide a foundation for expanded automation.

Proof of Build

A controlled pilot focused on MIX Chicago, the iReversables brand, and a defined retailer audience.

The prototype demonstrated:

Consolidated, structured customer and campaign data.

AI-generated audience recommendations and campaign content.

Approved Dropbox asset integration and HTML email rendering.

Validation, exception handling, and human-approval checkpoints.

The next phase involves production integration, expanding to additional brands and trade shows, and measuring campaign preparation time, engagement, and follow-up effectiveness.

My Role

AI Transformation Lead · Workflow Designer · Prototype Builder

I led the workflow assessment, transformation strategy, solution architecture, data-model design, AI orchestration approach, governance design, and prototyping.

Technology: Airtable · Dropbox · n8n · OpenAI · Constant Contact

The Impact

The project demonstrated how fragmented business information could be transformed into a structured, AI-assisted campaign workflow.

It established a foundation for reducing manual preparation, improving campaign consistency, and giving the business more capacity to focus on customers and sales opportunities.

The real transformation wasn't teaching AI to write an email. It was redesigning the work surrounding it so people could spend less time assembling campaigns and more time building relationships.