The BEST AI Automation Use Cases For Businesses: STEAL THESE

Liam Evans
14 Feb 202414:50

TLDRThe video discusses the ease of building an AI automation agency in 2024, highlighting case studies from Salesforce that demonstrate how AI has benefited large businesses. It emphasizes the importance of understanding the real-world applications of AI, such as automating workflows, personalizing customer experiences, and enhancing marketing campaigns. The speaker encourages viewers to draw inspiration from these examples and apply similar AI solutions to smaller businesses or different industries, ultimately aiming to grow their AI automation agency.


  • ๐Ÿš€ AI automation is becoming increasingly accessible, offering new opportunities for businesses of all sizes.
  • ๐Ÿ“ˆ Salesforce has released 83 case studies showcasing how AI benefits various businesses, from small to large scale.
  • ๐Ÿค– Salesforce's Einstein is a comprehensive platform integrating data, AI, CRM, development, and security to facilitate app development and automation.
  • ๐ŸŒ AI solutions can help businesses personalize customer experiences, as seen with General Mills providing tailored recipe recommendations.
  • ๐Ÿ›๏ธ Gucci improved customer experience by using AI to train conversational bots that reflect the brand's voice and enhance human touch.
  • ๐Ÿ“ฉ Automation of manual tasks, such as sending thank you messages by Make-A-Wish foundation, can save time and improve donor relations.
  • ๐Ÿ“Š Data analysis and AI can significantly boost marketing efforts, as seen with Rossignol tripling their weekly campaigns and increasing ROI.
  • ๐ŸŽต Spotify's use of AI in advertising increased their marketing campaigns fivefold by automating customer journeys and personalizing user experiences.
  • ๐Ÿ” Case studies provide insights into common pain points businesses face and how AI can offer solutions, which is valuable for AI automation agencies.
  • ๐Ÿ’ก AI automation agencies can learn from these case studies to identify trends and tailor their services to meet the needs of potential clients.
  • ๐Ÿ”— Building an AI automation agency involves understanding the real-world applications of AI and leveraging that knowledge to offer tailored solutions to clients.

Q & A

  • What is the main focus of the video?

    -The main focus of the video is to discuss case studies of large businesses using AI and how the insights from these case studies can be applied to smaller businesses or AI automation agencies.

  • How does the speaker suggest using the case studies presented in the video?

    -The speaker suggests using the case studies to identify patterns in AI solutions, understand how they address specific pain points, and then adapting these solutions for smaller businesses or within one's own agency.

  • What is Salesforce's role in the case studies mentioned?

    -Salesforce has released over 83 case studies featuring different clients and how their AI solutions, including their own products like Slack, Einstein AI, and CRM, have helped these businesses improve various aspects of their operations.

  • How does the speaker view the potential of AI automation agencies?

    -The speaker believes that AI automation agencies have great potential, but they must look beyond simple automations and chatbots to achieve significant growth and truly help their clients.

  • What was Vonage's main challenge that Salesforce helped address?

    -Vonage was struggling with automated workflows, and Salesforce stepped in to help them improve this aspect, which also supported their international expansion efforts.

  • How does General Mills use AI, data, and CRM to assist their customers?

    -General Mills combines AI, data, and CRM to provide personalized recipe recommendations to busy parents, helping them solve the 'what's for dinner' dilemma.

  • What AI solution did Gucci implement to improve customer experience?

    -Gucci implemented a conversational bot trained on their product catalog that could be used on WhatsApp and in-store, allowing their client advisors to communicate with a clear brand voice while amplifying the human touch.

  • How did Make-A-Wish benefit from automating their thank you messages?

    -Make-A-Wish transitioned from manually sending thank you messages to donors to an automated system, saving time and labor and allowing staff to focus on more efficient coordination of visits for children.

  • What was the main outcome Rossignol achieved with Salesforce's help?

    -Rossignol increased the volume of weekly marketing campaigns by 300%, improved CRM contribution to e-commerce revenue by two times, and experienced a 28% growth for the group from 2022 to 2023.

  • How does Spotify use AI to enhance their advertising customer journey?

    -Spotify increased the number of marketing campaigns by fivefold by automating customer journeys like registration. They also use AI for personalization, centralizing the workforce within Slack, and implementing opportunity scoring to prioritize leads.

  • What advice does the speaker give for finding pain points and offering AI solutions?

    -The speaker advises looking for keywords, phrases, and messaging in the case studies that indicate pain points and then packaging AI solutions in a way that makes sense to potential clients, using these insights as 'rocket fuel' for one's agency.



๐Ÿค– Building AI Automation Agencies - Case Studies Overview

This paragraph introduces the concept of building an AI automation agency in 2024, emphasizing the ease of doing so with the help of case studies from large businesses that have successfully implemented AI. The speaker encourages viewers to analyze these case studies not just as standalone examples, but to understand their core principles and apply them to smaller businesses or different industries. The case studies are from Salesforce, showcasing how their tools, including CRM, AI solutions, and analytics, have helped various clients. The speaker highlights the importance of recognizing patterns in AI automation and the potential to scale these solutions for different clients.


๐Ÿ“ˆ Salesforce Case Studies and Real-World Applications

In this paragraph, the speaker delves into the specifics of Salesforce's case studies, noting that there are over 83 of them. These studies provide insights into how AI is aiding businesses, with a focus on Salesforce's comprehensive suite of products. The speaker mentions the use of Einstein, Salesforce's AI platform, and how it integrates with other Salesforce tools to streamline workflows and enhance customer experiences. The case of Vonage is discussed, illustrating how Salesforce helped automate workflows and support international expansion. The speaker suggests that by understanding the initial pain points of clients and the AI solutions applied, one can reverse-engineer strategies for different industries or smaller clients.


๐Ÿ›๏ธ Gucci and Personalized Customer Experiences with AI

This paragraph focuses on Gucci's use of AI to enhance customer experience. Gucci has implemented a conversational bot trained on their product catalog, which can be used across various platforms like WhatsApp and in-store. The bot communicates in a brand-consistent manner, assisting customers while maintaining a human touch. The speaker suggests that this approach can be adapted by other e-commerce stores or retail businesses, using their product data and customer orders to provide personalized customer support. The example of Gucci demonstrates how AI can be used to supercharge a business by integrating with CRM data and providing a more engaging customer journey.

๐ŸŽ Make-A-Wish: Automating Personalized Donor Engagement

The speaker discusses the Make-A-Wish foundation's transition from manual thank you messages to donors to an automated, personalized system. This change has significantly improved efficiency and donor engagement. The case study illustrates the potential for other businesses, such as service providers like plumbers or electricians, to use AI and automation to better manage and prioritize their jobs. The speaker encourages viewers to consider how AI can be applied in their own industries to streamline processes and improve customer interactions.

โ›ท๏ธ Rossignol's Marketing Success with AI-Powered Campaigns

The paragraph discusses how Rossignol, a major ski brand, has leveraged Salesforce's AI and automation tools to enhance their marketing efforts. The company's marketing team can now generate three times more campaigns per week, with AI dynamically translating content into different languages and timing emails for maximum impact. The speaker emphasizes the importance of data analysis in making informed decisions and how AI can supercharge this process, leading to significant increases in marketing campaign volumes, CRM contribution to e-commerce revenue, and overall business growth.

๐ŸŽต Spotify's AI-Driven Advertising and User Journey

This paragraph explores how Spotify has utilized AI to automate customer journeys, particularly in their advertising division. By automating processes like registration, Spotify has increased the number of marketing campaigns it runs each year fivefold. The speaker points out that Spotify's use of personalization, centralizing workflows within Slack, and AI-driven lead scoring are strategies that can be applied across various industries. The example serves to illustrate the broad applicability of AI and automation in enhancing business operations and customer experiences.

๐Ÿš€ Scaling Your AI Automation Agency with Real-World Insights

The speaker concludes by encouraging viewers to explore the Salesforce case studies in depth, highlighting that each one contains valuable insights that can build confidence and understanding of business needs. The speaker suggests using these case studies to identify pain points and strategize how AI and automation can address them. The paragraph ends with a call to action, inviting viewers to join a private community for AI automation agency owners, where they can access resources, masterclasses, and templates to help build and scale their agencies.



๐Ÿ’กAI automation agency

An AI automation agency is a business entity that specializes in implementing artificial intelligence and automation technologies to streamline processes for clients. In the context of the video, the agency helps businesses enhance their operations by leveraging AI solutions such as chatbots, CRM integration, and workflow automation. The video emphasizes the potential of these agencies to transform businesses by improving customer experience and operational efficiency.

๐Ÿ’กCase studies

Case studies are detailed reports or analyses of specific instances, often used to illustrate the application or effectiveness of a particular strategy, tool, or concept. In the video, case studies refer to real-world examples of businesses that have successfully integrated AI and automation to solve problems and improve their operations. These studies serve as evidence of the potential impact of AI solutions and provide insights that can be applied to other businesses.


Salesforce is a global cloud computing company that specializes in customer relationship management (CRM) services and provides a suite of business applications. In the video, Salesforce is highlighted as a provider of AI and automation tools that enable businesses to manage their customer interactions, workflows, and data more effectively. The company's products, such as Einstein AI and its CRM solutions, are used as examples of how AI can be integrated into business processes.

๐Ÿ’กEinstein AI

Einstein AI is Salesforce's own artificial intelligence platform designed to integrate with their suite of products, including CRM and other services. It enables businesses to leverage AI for tasks such as data analysis, automation, and predictive insights. In the context of the video, Einstein AI is used to demonstrate how AI can be used to unify data, development, and security, thereby facilitating the creation of AI-driven applications and workflows.


Personalization refers to the customization of products, services, or content to meet the specific needs or preferences of an individual user. In the context of the video, personalization is a key benefit of AI and automation technologies, as it allows businesses to deliver tailored experiences to their customers, enhancing satisfaction and engagement. This can range from personalized marketing campaigns to customized customer support.

๐Ÿ’กCRM integration

CRM integration involves the process of connecting a customer relationship management system with other business tools and technologies to streamline operations and improve data management. In the video, CRM integration is a crucial aspect of how AI and automation solutions are implemented, as it allows businesses to leverage their customer data more effectively, leading to better decision-making and customer service.

๐Ÿ’กWorkflow automation

Workflow automation is the process of using software and technology to automate repetitive tasks within a business, reducing the need for manual intervention and increasing efficiency. In the video, workflow automation is a key theme, demonstrating how AI solutions can help businesses automate tasks such as sending personalized messages, scheduling, and data analysis, leading to time savings and improved productivity.

๐Ÿ’กConversational AI

Conversational AI refers to artificial intelligence systems that are designed to interact with humans in a conversational manner, often through natural language processing and understanding. These systems can simulate human-like conversations, providing customer support, answering queries, or offering recommendations. In the video, conversational AI is used as an example of how businesses can enhance customer service and engagement by creating AI-powered chatbots and virtual assistants.

๐Ÿ’กCustomer experience

Customer experience refers to the overall impression and satisfaction a customer has when interacting with a brand or company. It encompasses all touchpoints, from initial awareness to post-purchase support. In the video, improving customer experience is a primary goal of AI and automation implementations, with businesses using these technologies to provide more personalized, efficient, and satisfying interactions with their customers.

๐Ÿ’กData analysis

Data analysis involves examining, cleaning, and modeling data to extract useful insights and draw conclusions. In the context of the video, data analysis is crucial for businesses to make informed decisions and optimize their strategies. AI and automation tools can enhance data analysis by processing large datasets more quickly and accurately, allowing for better understanding of customer behavior and market trends.

๐Ÿ’กAI-driven applications

AI-driven applications are software programs or tools that utilize artificial intelligence to perform tasks, make decisions, or enhance user experiences. These applications can range from chatbots and virtual assistants to predictive analytics and automated workflow management. In the video, AI-driven applications are highlighted as a key way in which businesses can leverage AI to improve operations, customer service, and decision-making processes.


Building an AI automation agency has become easier in 2024, with numerous case studies available for inspiration.

The video discusses how big businesses are using AI to improve their operations and offers insights for smaller businesses to apply similar strategies.

Salesforce has released over 83 case studies showcasing how their AI solutions benefit different types of clients.

Vonage utilized Salesforce's AI solutions to automate workflows, enhance team collaboration, and support international expansion.

General Mills uses a combination of AI, data, and CRM to provide personalized recipe recommendations to busy parents.

Gucci improved customer experience by using AI to train conversational bots on their product catalog, enabling personalized customer interactions.

Make-A-Wish transitioned from manual thank you messages to donors to an automated, personalized messaging system.

Rossignol, a ski brand, increased their marketing campaign output by 300% through automated journeys and AI, leading to a 28% growth in group revenue.

Spotify advertising increased their marketing campaigns fivefold by automating customer journeys and utilizing AI for campaign personalization and lead scoring.

AI and automation trends can be identified by examining the pain points and solutions presented in these case studies.

The case studies demonstrate the potential for AI to enhance various aspects of business operations, from customer service to marketing and data analysis.

Smaller businesses can benefit from AI and automation by identifying their unique pain points and applying tailored solutions.

The speaker encourages viewers to explore the case studies to gain a deeper understanding of AI's potential in business and to apply this knowledge to their own agency.

AI automation agencies can provide valuable services by leveraging the insights from these case studies to create customized solutions for clients.

The network, a private community for AI automation agency owners, offers resources and masterclasses to help individuals build and scale their agencies.

By examining the language and messaging in the case studies, agencies can craft their offerings to resonate with potential clients.