The commercial setting.
Recurring marketing and commercial reporting within a multi-disciplinary growth function.
Marketing automation and commercial reporting
06 / AI + CRM automation · Professional project
Replacing recurring manual reporting with AI-assisted marketing operations.
Connecting recurring data preparation, reporting and review into a repeatable workflow.
WORKFLOW ARCHITECTURE
Lead
Website / Ads / WhatsApp
CRM
Qualification
Assignment
Follow-up
Quotation
Won
Revenue
Management reporting
Illustrative system architectureStrategy → Execution
The business problem.
Repeated manual preparation consumed time and made consistent reporting dependent on individual effort.
Where the opportunity sat.
Manual handoffs and fragmented information create repeat work. The design maps inputs, review points, ownership and outputs before choosing automation steps.
Build around the connection.
Map the data sources, standardise metric definitions and automate recurring preparation while retaining human review for commercial interpretation.
From strategy to execution.
- 01
Built AI-enabled marketing automation and reporting workflows.
- 02
Connected recurring inputs with structured reporting outputs.
- 03
Used defined review stages to separate data preparation from commercial decisions.
- 04
Developed workflow architecture that makes ownership, uncertain inputs and exception handling explicit.
The delivery stack.
The outcome, in context.
The CV documents workflows that replaced recurring manual commercial reporting.
The practical outcome is a repeatable reporting process with clearer inputs and review stages.
Source & attribution
CV, page 1 · Durrani Group automation experience; page 2 · Technical skills
Tool familiarity is supported by the CV. No time-saving percentage, response-time improvement or revenue attribution is claimed.
Lessons & next opportunity.
Automate stable, repeatable preparation first; preserve a review step for ambiguous data and commercial decisions.
Next opportunity: log completion time and exception frequency to quantify the operational change.
Next studyInteractive web experience