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AI agent for demand generation managers

Webinar Follow-up Segmentation Agent

Relevant, consent-respecting follow-ups for every attendee.

CommunicationMarketing
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Webinar Follow-up Segmentation Agent: what goes in, what the agent does and what you get

What it does

Webinar follow-ups often ignore what attendees said they cared about, and some break their consent choices. After a webinar ends, this agent reads each attendee's declared interests and matches them to approved resources, such as the recording, slides or a related guide. For each record it checks which kinds of messages the person agreed to receive. A person who allowed resource delivery but not promotion gets only the resource. Unclear consent goes to review. It drafts the follow-ups and a summary of who gets what. Marketing approves sending, and the agent never changes consent records. Edge case: an attendee allowed resource delivery but not promotional email, so they receive the recording link only.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Webinar ends 2 USES A TOOL Read attendee list and declared interests 3 USES A TOOL Match interests to approved resources 4 CHECKS THE RESULT Does consent cover this message type? If not: limit to permitted content or send to review.Back to step 3. 5 USES A TOOL Draft the follow-up messages 6 CHECKS THE RESULT Does each draft match its consent scope andinterests? If not: redraft that message. Back to step 5. 7 YOU APPROVE Marketing approves sending 8 RESULT Follow-up pack
Read the steps as a list
  1. Webinar ends
  2. Read attendee list and declared interests
  3. Match interests to approved resources
  4. Does consent cover this message type?If not: limit to permitted content or send to review. Back to step 3.
  5. Draft the follow-up messages
  6. Does each draft match its consent scope and interests?If not: redraft that message. Back to step 5.
  7. Marketing approves sendingThe agent waits here for your OK.
  8. Follow-up pack

How it decides

It uses declared interests only and checks consent scope per message type.

  • Use declared interests only, never inferred ones.
  • Check consent scope for each message type.
  • No consent data means review, not sending.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Approved resources per webinar topic
  • Consent categories used in the CRM
  • Send timing after the webinar (default next business day)
  • Who reviews records with unclear consent

What keeps you in control

It always asks you first

  • Sending messages
  • Consent changes

Hard limits

  • No inferred sensitive traits.

It stops when

  • Done: drafts ready.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe 21 May payroll webinar has 310 attendees. The agent matches interests to 5 approved resources. The consent check fails for 47 records that allow resources but not promotions, so their drafts are limited to the recording link. Nine records have no consent data and go to review. It drafts 254 full follow-ups and 47 resource-only ones. Marketing approves sending.

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