In this session, we explored how small and medium-sized businesses can apply AI to their marketing operations through practical, human-in-the-loop workflows and automation playbooks. Participants examined real case studies, including a failed sales agent pilot, to understand the prerequisites for automation success, clean data, documented processes, measurable objectives, and guardrails for agentic workflows.
The discussion also covered quick-win use cases such as content repurposing, email personalization, and CRM automation using tools like Canva, Zapier, Make, and HubSpot. The session featured live examples, interactive dialogue, and the “intern test” readiness framework to evaluate AI maturity. It concluded with an open community discussion on next steps for building playbooks, identifying automation candidates, and safely piloting AI agents