How to build a better invite list with AI, starting from last year's export
The best predictor of who belongs in your next room is who showed up to the last one, and AI earns its place only after you have done the CRM join yourself.
Series
Playbooks
Step by step guides to applying AI to one specific task, with example prompts and what to check.
Using AI to brief yourself on every guest before the dinner
AI can turn a guest list into a stack of one-page briefs in an afternoon, provided you feed it sources, keep it away from people's private lives, and never trust it with a job title.
Post-event follow-up that doesn't read like it was written by a machine
AI can get event follow-up out in hours instead of days, but only if the specifics come from people who were in the room and the prompts refuse to write without them.
Matching the attendee list to the CRM: where AI helps and where it quietly breaks things
AI is good at proposing which attendee is which CRM contact and bad at knowing when it is wrong, so the workflow that holds up has the model suggest and a person approve every match.
Writing the event recap leadership will actually read, in an hour
A useful recap answers three questions on one page, and AI can draft it quickly, provided it only ever writes from numbers a human has already checked.
Picking which accounts get a seat: account-based events with AI
A small hosted event is an ABM program with a seat limit, and AI can do the ranking if you give it four clean inputs and leave the relationship calls to people.
Predicting no-shows before the night of the dinner
You cannot know who will skip your event, but a simple score built from your own attendance history, plus AI-drafted reminders and a few phone calls, turns no-shows from a surprise into a managed risk.
A 90-day plan for putting AI to work in your field marketing program
Only about one marketing team in seven is scaling AI, and a field marketing team can get past the pilot stage in one quarter by spending the first month on data, the second on two workflows and the third on proof.