Role-Based Programme
RB1188

AI for Marketing Operations & Automation

Smarter Workflows, Campaign Execution & Marketing Performance

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Marketing Operations across campaign execution, workflow management, data coordination, reporting, and automation.
  • Explore practical AI applications for improving marketing processes, managing campaign tasks, organising leads, and reducing repetitive operational work.
  • Apply structured prompting techniques to create workflows, campaign checklists, process documentation, reporting summaries, and operational recommendations.
  • Use AI to improve productivity across campaign coordination, data reviews, lead management, reporting, and cross-functional communication.
  • Recognise data quality, customer privacy, automation risk, governance, and human-review requirements when using AI in Marketing Operations.

Tools covered

Generative AI AssistantsMarketing Workflow AutomationCampaign OperationsCRM & Marketing DataLead ManagementReporting & AnalyticsProcess DocumentationAI-Powered Communication & Productivity Tools

Who should attend

  • Marketing Operations Executives
  • Marketing Operations Managers
  • Marketing Automation Professionals
  • Marketing Technology Professionals
  • Campaign Operations Professionals
  • CRM Marketing Professionals
  • Marketing Analysts
  • Lead Management Professionals
  • Demand Generation Operations Professionals
  • Marketing Coordinators
  • Revenue Operations Professionals
  • Marketing Data Professionals
  • Digital Marketing Operations Professionals
  • Marketing Project Managers
  • Marketing Operations Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of marketing campaigns, CRM, or marketing operations
  • Familiarity with campaign workflows, customer data, lead management, or reporting is helpful
  • Basic analytical and process-management skills
  • No programming or technical AI knowledge required
  • No previous AI-tool experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Marketing Operations
  • Exploring AI applications across campaign coordination, workflows, data, reporting, and automation
  • Understanding the difference between AI assistance, workflow automation, marketing platforms, and operational judgement
  • Recognising AI limitations, hallucinations, workflow errors, and inaccurate data interpretations
Practical activities
  • Identifying high-value AI applications across a typical Marketing Operations workflow
  • Comparing a traditional campaign-operations task with an AI-assisted approach

Scenarios

Campaign Brief to Automated Marketing Workflow

Campaign Brief → Process Mapping → Tasks & Dependencies → AI-Assisted Workflow Design → Automation Opportunities → Approvals → Campaign Execution Plan

Participants use AI to transform a sample campaign brief into a structured marketing-operations workflow, identify automation opportunities, and define key tasks, dependencies, and approvals.

Marketing Data to Operational Improvement Plan

Campaign & Lead Data → AI-Assisted Analysis → Data Gaps → Funnel Bottlenecks → Workflow Issues → Priority Actions → Operations Summary

Participants use AI to analyse sample marketing and lead information, identify operational inefficiencies, and prepare a structured improvement plan for marketing-team review.

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