AI Assistant for Marketing & Sales Support Automation
Highlights
The Client
A B2B marketing and sales team managing dozens of Teams meetings, emails, shared documents, and chat threads every week. The team needed a structured AI-powered system to capture decisions, assign follow-ups, and create reliable visibility into sales and marketing activity.
Product/Service
The AI Marketing & Sales Assistant is an automation system designed to turn meetings, emails, and documents into structured actions, reports, and pipeline insights.
The platform helps teams:
The solution was built to reduce missed follow-ups, improve pipeline visibility, and give teams a single source of truth for ongoing marketing and sales activity.
Goals & Objectives
The client needed to replace scattered manual tracking with a centralized automation workflow that could capture decisions, organize action items, and keep stakeholders aligned. The main goal was to reduce operational noise, improve follow-up discipline, and create structured reporting without forcing the team to change its existing Microsoft 365 workflow.
Project Challenges
▪ Meeting decisions and action items were not captured automatically, which caused follow-ups to be missed or delayed.
▪ Sales pipeline visibility depended on individual memory, manual updates, and information scattered across several tools.
▪ Reporting on marketing activity and sales progress required too much manual effort and lacked a consistent structure.
Solution
AltheraCode designed a modular AI automation system connected to the client’s Microsoft 365 environment. The system collected data from Teams meetings, Office 365 emails, chat threads, Word/PDF documents, and other shared sources, then transformed unstructured information into organized action records.
The workflow used N8N automation, Microsoft Graph API, OpenAI-powered extraction, and a Notion workspace as the central command center. Meeting summaries, decisions, owners, deadlines, pipeline updates, and alerts were automatically structured and routed to the right stakeholders.
Our Results
The implementation improved meeting accountability, follow-up speed, and sales pipeline visibility across the team. Key outcomes included:
A fragmented marketing and sales workflow was transformed into a centralized AI-assisted operating system that improved execution, reduced missed actions, and gave leadership clearer visibility into pipeline activity.
Drop Us a Line
Tallinn, Estonia
linnaosa, Vesivärava tn 51-202, 10152