Role-Based Programme
RB1189

AI for Marketing Operations & Automation

Smarter Workflows, Campaign Efficiency & Performance Insights

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Marketing Operations across campaign workflows, data management, automation, reporting, and cross-functional coordination.
  • Apply AI to streamline repetitive marketing activities, improve campaign planning, and identify workflow inefficiencies.
  • Use AI to support lead-management processes, campaign operations, reporting, documentation, and marketing-performance analysis.
  • Develop practical skills for workflow mapping, automation opportunity identification, process optimisation, and operational reporting.
  • Understand responsible AI use, customer-data privacy, data accuracy, governance, system controls, and human oversight in marketing operations.

Tools covered

Generative AI AssistantsMarketing Automation ConceptsCampaign Workflow DesignLead ManagementCRM & Marketing Data AnalysisProcess AutomationReporting & Dashboard InsightsContent Workflow SupportPerformance Analysis

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of marketing, campaigns, CRM, or marketing operations
  • Familiarity with lead flows, campaign processes, marketing databases, or reporting is helpful
  • Basic spreadsheet and digital-tool skills
  • No programming or technical AI knowledge required
  • Prior AI-tool experience is helpful but not mandatory

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Marketing Operations
  • Understanding how AI can support campaign coordination, process efficiency, data analysis, and reporting
  • Distinguishing AI assistance from marketing automation platforms, CRM systems, and workflow tools
  • Understanding AI limitations, hallucinations, data-quality risks, and process-control requirements
Practical activities
  • Identifying recurring Marketing Operations activities suitable for AI assistance
  • Comparing traditional and AI-assisted marketing workflows
  • Mapping AI opportunities across the campaign-operations lifecycle

Scenarios

Campaign Brief to Automated Marketing Workflow

Campaign Brief → Workflow Mapping → Audience & Lead Rules → Content & Channel Tasks → Approvals → Automation Triggers → Launch → Performance Tracking

Participants use AI to convert a sample marketing campaign into a structured operational workflow with clear rules, responsibilities, automation opportunities, and control points.

Marketing Operations Data to Process Improvement Plan

Campaign & CRM Data → Data Quality Review → Workflow Analysis → Bottlenecks → Automation Opportunities → Priority Actions → Owners → Management Summary

Participants use AI to analyse sample campaign and CRM information, identify operational inefficiencies and automation opportunities, and prepare a structured improvement plan for marketing management.

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