Case Study

Automated Marketing Intelligence

A marketing team was losing hours to manual reporting while cost spikes and strategy failures went unnoticed. We automated the workflow and added intelligence that catches problems the week they happen.

The Questions

Every marketing team asks these. We automated the answers.

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Where is spare capacity that marketing should fill?
Capacity flagged by severity
This week: 4 categories below target pacing. Top priority at 62% with declining demand over 3 weeks.
Flagged automatically, ranked weekly
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Where is spend being wasted?
Waste surfaced automatically
One category: 40% of spend reaching non-target locations. Another: cost per acquisition 1.8x higher on one channel vs another.
Tracked per category, per channel, weekly
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Did that strategy change actually work?
Pre/post comparison, automated
Bidding strategy switch reduced cost per acquisition by 18% across the first 3 categories. Transition period excluded.
Runs automatically as data arrives
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What should we discuss this week?
Callouts with driver attribution
Revenue -8% vs target, driven by cost per acquisition spike on paid search. The pipeline writes the narrative.
Auto-generated, with root cause
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Are we going to hit this month's target?
Month-to-date forecast
Revenue pacing -13% vs target with 10 days remaining. Progress tracked against target and prior year.
Updated every run
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Which channels are overpaying for the same result?
Cross-channel comparison
Flags when one channel's cost per acquisition significantly exceeds another for the same category.
Per category, flagged weekly
Hover each card to see the automated answer
How It Works

End-to-end, from raw data to delivered insight.

01

Connect

  • Live trading data from reporting platform
  • Supply capacity and pacing metrics
  • Performance targets and historical baselines
  • No migration — connects to existing tools
Tableau CSV Excel
02

Process

  • Automated fetch with deduplication
  • Derived metrics and variance analysis
  • Anomaly detection across all categories
  • Narrative generation with driver attribution
Python AI-assisted
03

Deliver

  • Presentation deck with auto-generated callouts
  • Per-channel team briefings pre-meeting
  • Performance workbook with anomaly flags
  • Safe to re-run — no duplicates, no data loss
PowerPoint Slack Excel
Output & Intelligence

What you get — and what it catches.

Spend up +24%, but conversions flat
Budget increasing with no demand lift. Investigate channel allocation or targeting.
Cost per acquisition spiked +32%
Significant jump in one week. Flagged for review before more budget is spent.
Strategy change reduced cost by 18%
Pre/post comparison shows consistent improvement. Validated automatically.
40% of spend reaching wrong locations
Geo campaign leaking budget to non-target areas. Tighten targeting this week.
Sample marketing performance dashboard
The Workflow

What the team's morning looks like now.

Pipeline runs
Data fetched, metrics computed, anomalies flagged, outputs assembled.
→
Briefings arrive
Each team gets their numbers with flagged issues highlighted.
→
Meeting opens on actions
No time spent orienting on data. Straight to the problems that need decisions.
→
Actions agreed
Owners assigned, deadlines set. Decisions, not data review.
"The team discusses what to do about a cost spike — not whether one exists."
Impact

From reporting burden to decision engine.

Before

  • Hours of manual prep each week
  • Problems spotted late or not at all
  • Strategy changes evaluated by intuition
  • Teams arrived at meetings unprepared
  • Meetings spent orienting on the data

After

  • Minutes, fully automated
  • Anomalies flagged the week they happen
  • Pre/post measurement, automated
  • Briefings delivered before the meeting
  • Meetings spent on decisions and actions
What This Means For You

Stop reporting. Start deciding.

We connect your data sources, build the intelligence layer, and deliver stakeholder-ready outputs that run unattended at whatever cadence you need.

Built to adapt as your needs grow.
Multiple data sources
Any business model
Any reporting cadence

Delivered and running in production across multiple teams.