Campaign sourcing and costing
Costed client presentation. Keep the source details and outstanding dependencies together.
BRIEF / SOURCE / IN HANDS
AI agent for promotional merchandise distributors
The brief is branded. Your AI agent is all business.
Take the campaign from brief to supplier-ready orders.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
The campaign roomCOLLECTION / 041
YOUR SPECIALISED AI AGENT
One place for campaign sourcing and costing, supplier order reconciliation, in-hands delivery coordination.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Use my records to prepare costed client presentation. Reconcile the details, save the working files and show me what needs following up.”
- Costed client presentation
- Reconciled supplier orders
- Campaign delivery file
A useful first result
Costed client presentation, with supporting references and outstanding details kept together.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Take the campaign from brief to supplier-ready orders.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your client brief, supplier access, margin rules, artwork, email and order system.
- Costed client presentation
- Reconciled supplier orders
- Campaign delivery file
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Merchandise distributor
Run this 800-delegate campaign. Find three suitable product combinations, check stock and lead times, price them with our usual margin and send the presentation. Once the client chooses, carry the orders through.
- Your AI agent · AI Agent Store
I’m comparing complete kit costs, including decoration and freight. Two attractive products miss the venue deadline, so I’m replacing them before sending the options.
Work in progress - Merchandise distributor
Prioritise products people will use after the event. Keep the venue’s delivery slot on every order.
- Your AI agent · AI Agent Store
The client selected option two. I placed the orders, reconciled the supplier acknowledgements and sent the correct artwork packs. The delivery file tracks all three suppliers, the venue slot and one proof still due; its follow-up is scheduled.
Later · delivery and saved results
BRIEF / SOURCE / IN HANDS
A working brief for your AI agent.
Bring the campaign and in-hands date into one working record. Your specialist uses your specifications and follows changes through production tracked and delivered.
AI
Your AI agentPrepared for promotional merchandise distributors
Campaign collection / 03EXAMPLE, NOT LIVE ACTIVITY
An example record for campaign, in-hands date, supplier status, merchandise units.
01800 delegates023 product lines03One in-hands date
The useful next step
Campaign sourcing and costing
Prepare costed client presentation from the available records. Save the supporting references and mark any missing details so the next step stays clear.
The details your specialist follows
One kit. Three suppliers. No disconnected promises.
Follow each campaign through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: review supplier acknowledgements, proof decisions and approaching in-hands dates; resolve discrepancies and maintain campaign records.
Illustrative working document · your records start empty
| Product | Dependency | Next action |
|---|---|---|
| Notebook | Proof version B | Chase production confirmation |
| Bottle | Freight omitted | Reconcile landed cost |
| Tote | Venue slot supplied | Attach delivery reference |
Active campaign delivery ledger3
Merchandise units2400 units
Production tracked2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
Built around the details that matter
Campaign sourcing and costing. With the right questions already in mind.
Every product choice carries a price, a proof and a delivery promise. Compare complete landed costs and move the chosen collection through supplier acknowledgements.
Supplier order reconciliation
Reconciled supplier orders. Track changes against the same job reference.
In-hands delivery coordination
Campaign delivery file. Save the outcome and carry the next steps into your working records.
A small tool for a real job
Merchandise units. Before the back-and-forth.
Review supplier acknowledgements, proof decisions and approaching in-hands dates; resolve discrepancies and maintain campaign records.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Campaign
- In-hands date
- Supplier status
- Merchandise units
Try your own numbers
Merchandise units
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
From enquiry to a useful next step
Campaign delivery ledger. Your way of working.
01
Brief received
Add a job reference and the details you already know.
02
Options costed
Campaign and In-hands date, ready to check.
03
Order confirmed
Give your specialist the outcome and let it carry the work forward.
04
Production tracked
Keep working records in Files and Tasks.
05
Delivered
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your merchandise office.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · campaigns
Campaigns delivered
What this measures
One campaign with all agreed shipments confirmed received; a placed order or carrier dispatch is not delivery.
Recorded total · units
Merchandise units delivered
What this measures
Actual units on confirmed receipt records, once per shipment line; exclude proposed quantities and cancelled lines.
Average · hours
Brief-to-presentation time
What this measures
Elapsed hours from complete campaign brief to first issued costed presentation, once per campaign.
Recorded cases · discrepancies
Supplier discrepancies resolved
What this measures
Distinct price, quantity, artwork or date discrepancies with recorded resolution, once per discrepancy reference.
Observed rate · %
Quote win rate · decided quotes
What this measures
Accepted quotes divided by accepted plus declined quotes. One final observed decision per enquiry; pending, withdrawn and unknown decisions are excluded.
Observed rate · %
In-hands commitments met
What this measures
Campaigns fully received by the agreed in-hands date divided by completed campaigns with known receipt and deadline; exclude unknown outcomes.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match promotional merchandise distributors. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Build a sector-specific pitch, refresh a client merchandise portal or investigate which suppliers cause the most delivery exceptions. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for promotional merchandise distributors.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
Before the next campaign.
We already use a merchandise ordering system. Why add this?
Your agent can work across the brief, supplier replies, spreadsheets and connected ordering tools. It follows the outstanding work between systems and keeps your existing order records useful.
Is this only for the three tasks shown?
No. This is an AI agent specialised for promotional merchandise distributors, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for promotional merchandise distributors, its workflows and your campaign delivery ledger dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
Compare the working records and business types each specialist is prepared for.
Explore AI agents for trade distribution and brokerage →