Trade Promotion Planning Agent
Plans promotions and predicts volume lift and profit/ROI before commit.
removesTrade spend planned on spreadsheets and instinct.
All workflows
Trade, pricing & category
Trade investment, run as a managed workflow.
Trade spend is usually the largest cost line after COGS, and most of it runs on spreadsheets and instinct. The agentic promotion workflow plans, predicts profit before commitment, routes the spend decision to a person, tracks execution to the store, reconciles every claim, and learns fast enough to change the next cycle.
Agentic Promotion Workflow
- AgentPlanMechanic, SKUs, budget drafted
- AgentPredictLift, cannibalization, margin
- Human approvalApproveNamed approver commits the spend
- AgentExecuteCompliance tracked to the store
- AgentReconcileClaims matched to terms
- AgentLearnVerdict feeds the next mechanic
One run, end to end
Trade promotion, planned to proven
Trade marketing decides where the biggest money goes, often with the least data. Watch one promotion move from plan to a verdict you can act on.
Trade promotion, planned to proven
A promotion moves from plan to predicted profit, tracked execution, reconciled claims, and a post-event verdict you can act on.
Manual
95 min
Agentic
6 min
16xfaster
Trade Promotion Planning Agentstep 1/5
Mechanic, SKUs, outlets, and budget drafted for review.
Inside the workflow
The agents are components. The workflow is the unit.
These are the agents that typically operate inside this workflow. Yours will differ in detail; each one exists to serve the workflow's outcome, not to be a product of its own.
Promotion Execution Agent
Tracks execution down to distributor and store level.
removesPromos that do not run as planned, money spent with no proof.
Claims and Deduction Agent
Reconciles distributor claims and deductions against agreed terms.
removesClaims paid that should have been rejected.
Post-Promo Analysis Agent
Runs post-event analysis fast enough to act on the next cycle.
removesPost-mortems that land after the next promo already launched.
Price and Competitor Monitor Agent
Watches competitor pricing, promotions, and new launches across channels.
removesCompetitor pricing and launches noticed weeks late.
Shopper Content Agent
Produces channel-native shopper and category content for modern and traditional trade.
removesIn-store and digital content bottlenecks.
Category Insight Agent
Turns sell-out and panel data into assortment and category recommendations.
removesCategory reviews built by hand once a quarter.
Systems
Where execution happens.
The workflow connects to the systems you already run. Yours not listed? It almost certainly connects.
SAPNielsenCircana (IRI)Power BITableauDMSExcelRetail media
Measurement
What this workflow is accountable for.
Outcome categories, measured against your own baseline. Never a promised number.
- Trade-spend effectiveness
- Execution compliance
- Planning time
- Claim accuracy
- Speed of learning
trade spend run as a managed profit lever, with every promotion predicted before commit and every claim reconciled against agreed terms.
Is this the workflow worth transforming first?
The Workflow Audit answers that with your own economics: what the workflow costs today, what an agentic version could be worth, and what production requires.
journey.loglive