I built this AI-powered workflow to turn marketing performance data into actionable insights. It calculates key metrics, identifies funnel bottlenecks, flags performance anomalies, and recommends prioritized growth experiments.
The goal was to explore how AI and automation can help marketing teams move beyond reporting what happened to understanding what changed, investigating why, and determining what to test next.
Data ingestion, CSV validation, and performance diagnostics
Explore an example of the executive dashboard generated by the workflow using synthetic marketing performance data. The dashboard includes calculated KPIs, performance diagnostics, AI-generated hypotheses, and prioritized growth experiments.
This workflow combines rule-based performance analysis with AI-powered interpretation to help marketing teams identify problems, investigate potential causes, and prioritize their next actions.
1. Data ingestion and validation
Accepts campaign performance data through a CSV upload, validates data quality, and flags unreliable metrics before analysis.
2. Performance and funnel diagnostics
Calculates period-over-period marketing KPIs, evaluates funnel conversion rates, and identifies performance anomalies using predefined rules.
3. AI-powered analysis
Uses verified performance findings to develop hypotheses, recommend investigations, and distinguish calculated observations from potential explanations.
4. Growth experiment design
Develops prioritized experiments with hypotheses, test designs, success metrics, measurement requirements, and decision criteria.
5. Executive reporting
Generates a self-contained HTML dashboard combining performance metrics, data-quality warnings, diagnostic findings, and recommended next actions.
Demonstration uses synthetic campaign data. AI-generated hypotheses and recommendations are illustrative and require validation before implementation.
I'd be happy to walk through the workflow, the underlying analysis, and how this approach could be applied to a real demand generation program.
© 2026 Joe Clyburn. All rights reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.