Event Personalisation Agent
Builds a personal agenda for each event attendee, suggests people to meet and follows up afterwards.
The challenge
Staff copy information from documents into systems by hand. It is slow, and mistakes are found late.
How it works
- 1A document or file arrives.
- 2The agent reads it and picks out the details.
- 3It checks those details against your data and your rules.
- 4Items that pass are entered into your system.
- 5It confirms each entry was recorded correctly.
- 6Items that do not match go to your team, with the difference explained.
Your people stay in control
The checks follow fixed rules that you set. Your team sees every item that does not match, and nothing unusual is entered without them.
Systems we work with in Marketing & Sales
- CRM such as Salesforce, HubSpot and Dynamics
- Marketing automation
- Ad platforms
- Web analytics and CMS
- Sales engagement and call recording
- CPQ
How we measure success
- How many items go through without manual work
- How accurate the captured details are
- Cost per item processed
Kind of work
Document and data processing. The agent reads documents, checks the details and enters them into your systems.
More in Marketing & Sales
Outbound Prospecting AgentIdentifies likely customers, researches each one and writes a personal first message.Competitive Intelligence AgentWatches your competitors and sends your product, sales and marketing teams short briefings on what has changed.Content Engine AgentRuns content marketing from topic research to drafting, publishing and keeping articles up to date.Ad Creative & Iteration AgentCreates versions of adverts for each audience, tests them and moves budget to the ones that work.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.