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Custom AI Agent Development

Stop drowning in spreadsheets. Automate the analytical work that's eating your team's time—from trade promotion analysis to sales planning and cross-functional reporting.

TL;DR

  • →What: AI agents that automate repetitive analytical work—trade promo analysis, sales planning, reporting
  • →Impact: Turn weeks of manual work into hours; free your team to focus on strategy, not spreadsheets
  • →Timeline: Start with one use case, prove value, then expand—see results in weeks, not quarters

Turn Weeks Into Hours

Your commercial teams spend more time wrangling data than making decisions. Trade promotion analysis that should take hours stretches into weeks. Sales planning requires coordinating feeds from finance, supply chain, and syndicated data sources.

I build AI agents that automate this analytical work—pulling data from your systems, performing the analysis, and surfacing insights so your team can focus on strategy, not spreadsheets.

What You Get

  • Trade promotion ROI analysis in hours, not weeks
  • Automated risk and opportunity identification
  • Cross-functional reporting without manual data pulls
  • Retailer collaboration workflows that actually stick
  • Deployed in your environment or integrated with existing tools

Common Use Cases

Trade Promotion Analysis

Automated post-event ROI calculations that currently take your team 2-3 weeks. Pull data from retailer portals, POS systems, and your TPM tool, calculate true incrementality, and generate reports automatically.

Examples:

  • •Post-promotion ROI analysis
  • •Baseline sales calculation
  • •Retailer-specific performance tracking
  • •Category and SKU-level insights

Sales Planning & Forecasting

Agents that aggregate signals across finance, sales, supply chain, and syndicated data to surface risks and opportunities. Your team spends time on solutions, not building spreadsheets.

Examples:

  • •Weekly/monthly sales variance analysis
  • •Risk identification from multiple data sources
  • •Opportunity sizing and prioritization
  • •Automated forecast updates

Cross-Functional Reporting

Unified views that pull from disparate systems—no more manual data reconciliation. Finance, marketing, sales, and supply chain data in one place, updated automatically.

Examples:

  • •Executive dashboards
  • •Category performance reports
  • •Customer/retailer scorecards
  • •Supply-demand mismatch alerts

Retailer Collaboration

Automated workflows for joint business planning preparation, data request responses, and promotional calendar management. Spend less time on admin, more time on strategy.

Examples:

  • •JBP deck preparation
  • •Retailer-specific data packages
  • •Promotional calendar coordination
  • •Custom analysis for key accounts

How It Works

1

Identify the Use Case

We start with one specific problem—trade promo analysis, sales planning, or reporting. Quick discovery to understand your data sources and current process.

2

Build & Deploy

I build the agent to pull from your systems, perform the analysis, and output results in the format you need. Deployed in your environment or integrated with your existing tools.

3

Iterate & Expand

Start with one agent, prove the value, then expand to other use cases. Build a network of agents that talk to each other and compound in value.

Ready to Stop Wrangling Spreadsheets?

Let's talk about which analytical work is eating your team's time and how to automate it.

Book a 30-Minute Call

Let's Talk About Your Commercial Data Challenges

Book a 30-minute call to discuss how AI can help your CPG team work smarter