AI Marketing Copilot: 60% Less Analyst Dependency
MarTech

We built a conversational AI agent for a mid-sized SaaS company that gave marketers instant access to campaign insights, reduced ad-hoc requests to the data team by 60%, and cut reporting turnaround from days to near real time.

Background

A mid-sized SaaS company with an in-house marketing team covering the full funnel, managing multiple acquisition channels across paid and organic.

Their ecosystem generates large volumes of campaign and customer data daily and includes digital analytics and performance marketing platforms, CRM data, and internal reporting systems.

While the company had strong data foundations, turning that data into timely decisions remained a bottleneck.

Project Recap

  • Marketing data was available across multiple platforms, but the volume made it difficult to extract timely insights. Getting answers required analyst support, slowing down decisions by days.

  • A conversational AI agent that lets marketers ask questions in plain English and get instant, data-backed answers from their existing marketing and analytics platforms.

  • Faster decision-making (from days to near real time), 60% fewer ad-hoc requests to data teams, and more time spent on optimization instead of reporting.

Challenge

The client had access to all the right data, but not at the speed marketing campaigns require. Every time marketers needed insights into Google Ads spend, Meta campaigns, GA4 events, or CRM conversions, they had to approach the data team.

This created several challenges:

  • 2–5 day delays for answering routine marketing questions
  • High dependency on analysts for ad-hoc queries
  • Slower campaign optimization and missed opportunities
  • Data teams overloaded with repetitive requests

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Solution: AI Agent Grounded in Data

We developed a conversational AI agent that allows marketing teams to get immediate, data-backed answers for their routine requests.

  • Grounding the LLM in Company Data

    The system is powered by a RAG (Retrieval-Augmented Generation) approach, meaning it doesn’t “guess” answers. Instead, it pulls only the relevant data and generates clear explanations based on that data — grounding responses in actual campaign performance and the company’s attribution context rather than general knowledge.

  • Connected to existing marketing systems

    The AI agent integrates with existing data sources such as GA4, CRM, and ad platforms, organizing information into business-friendly structures like campaigns, conversions, and customer journeys.

  • Security by Design

    The solution ensures that only authorized users can get answers available to them, reducing the risk of exposing a broader data set through prompts.
    Built on top of the client’s existing governed data environment, the solution supports internal security and privacy requirements, including GDPR-aligned access and data handling practices.

This solution removed a major bottleneck for our team. What used to take days now takes minutes, and our marketers don’t have to ping analysts every time. It’s made a huge difference in how we run campaigns.

Head of Marketing,
IT Product Company

Results

A conversational AI interface on top of existing data infrastructure transformed the client’s marketing decision process.

  • “Instead of optimizing data for traditional BI, we designed it specifically for LLMs as the end-user. That change unlocked a totally new level of how the system handles queries and delivers results.”

    – Denys Pluhatar, AI Lead at Beetroot

  • 60% reduction in ad-hoc requests

    Marketers can independently explore performance insights without involving data analysts for every routine question.

  • More focus on strategy

    Analysts shifted from answering repetitive questions to preparing reusable data models and improving data quality.

  • From 2 days to ~1 hour

    The client’s marketing team moved from waiting for reports to getting instant answers to their requests. Decision making became significantly faster.

  • More confident decisions

    The client’s marketing team no longer relies on fragmented dashboards or assumptions. Each answer is grounded in up-to-date data.

  • Faster campaign optimization cycles

    Immediate access to performance insights enables the marketing team to react to changes significantly faster. They can adjust budgets, channels, and messaging before performance drops escalate.

Turn your marketing data into real-time decisions

Give your team direct access to insights without waiting on reports. Share your current challenges via the form and one of our experts will reach out to you shortly.