Marketing Ops OS Case Study | Marketing Automation
Back to Case StudiesMarketing Ops OS (Campaign Planning → Execution → Reporting)
Unified system to plan campaigns, coordinate assets, brief agencies, sync with sales, and measure ROI.
This Marketing AI automation case study explores Marketing Ops OS (Campaign Planning → Execution → Reporting). Tags: Marketing, Workflow Automation, Integration, Reporting, Make.com, Airtable, HubSpot, AI Automation.
-40%
Campaign Delays
Dramatically Improved
Cross-Team Communication
Standardized Org-Wide
Reporting
Overview
A global marketing team needed a unified system to plan campaigns, coordinate assets, brief agencies, sync with sales, and measure ROI. Global campaign delays were reduced by 40% with standardized reporting org-wide.
Challenges
Planning in spreadsheets
Agencies working in silos
Campaign timelines easily slipping
Content & assets scattered
Reporting inconsistent across regions
What We Delivered
Campaign planning engine with multi-team briefing workflows
Timeline generation with auto-SLA checks
Asset approval routes with file storage connectors
Unified reporting dataset with conversion mapping
Sales & marketing alignment with lead handoff logic
AI-generated alignment summaries and accountability tracking
Tech Stack
Multi-team briefing workflows, Timeline generation, Asset approval routes, Unified reporting dataset, CRM integration
Tags
Results
-40%
Campaign Delays
Dramatically Improved
Cross-Team Communication
Standardized Org-Wide
Reporting
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