Retail media deals, summarized in minutes, not hours
A rapid-delivery grocery and retail logistics company runs its retail media business in Airtable: deal intake across 61 placement types, AI-generated deal summaries pushed to Slack, campaign planning and supplier briefing, and invoicing tied to financial reconciliation. Commercial and marketing teams work from one centralized source of truth instead of scattered spreadsheets and inbox threads.
The problem
Retail media deals moved through manual data entry with little visibility into deal terms once a supplier signed on. With 61 placement types and roughly 250 deals in flight, commercial teams could not quickly answer questions about ad slot availability by week or market without digging through spreadsheets.
Summarizing a signed deal for the team took real time: someone had to read the terms, distill them, and post them somewhere the rest of commercial could see. At volume, that manual step alone consumed hundreds of hours a year.
What they built
Marketing and commercial teams built a shared base that handles deal intake and tracking, campaign planning and supplier briefing, and invoicing with financial reconciliation. AI field agents auto-generate chat-ready deal summaries and push them straight to Slack the moment a deal closes.
The base integrates with a commerce CMS platform for placement data and with Looker for reporting, so the same records that drive deal summaries also feed dashboards commercial and finance both rely on.
The outcome
AI-generated deal summaries save an estimated 208 hours a year across roughly 250 deals, five minutes of manual write-up eliminated per deal. Commercial teams get chat-ready summaries instead of writing their own.
Deal terms, briefing, and invoicing now live in one centralized system spanning 61 placement types, replacing the manual administrative work and latency that came with juggling large datasets across separate tools.
Inside the solution
Campaign Management & Marketing Workflows
Marketing & Communications
- Deal intake and tracking
- AI-generated deal summaries pushed to Slack
- Campaign planning and supplier briefing
- Invoicing and financial reconciliation
- Manual data entry friction
- Lack of visibility into deal terms
- Latency with large datasets
- 5 minutes saved per deal, roughly 200-plus hours annually
- Reduced manual administrative work
- Centralized source of truth for 61-plus placement types
- Marketing
- CRM
- Retail media
- Slack
- a commerce CMS platform
- Looker
Campaign Management & Marketing Workflows
Run your entire retail media business, from deal intake across every placement type to campaign planning and supplier briefing to invoicing tied to financial reconciliation, all from one shared base instead of scattered spreadsheets. The moment a deal closes, Airtable AI writes a chat-ready deal summary and automations push it to your team, spin up the invoice draft and campaign shell, and send a weekly digest of briefs still to go out.
From manual deal summaries to AI-generated, chat-ready terms
Copy the templates
Add AI deal summarization
Push and reconcile
FAQ
Frequently asked questions
Once a deal record is marked closed, an AI field agent reads the terms and generates a chat-ready summary that posts directly to Slack, replacing a manual write-up step.
The base tracks 61 distinct placement types across deal intake, briefing, and invoicing, all in one centralized system rather than separate spreadsheets per type.
Placement and slot data syncs with a commerce CMS platform so the deal and campaign records in Airtable stay aligned with what is actually live in the retail media environment.
Closed deals feed into invoicing and financial reconciliation records in the same base, so commercial and finance both work from the same underlying deal terms.
Yes, for deal summary generation. Deal intake, briefing, and invoicing run on standard Airtable views, linked records, and automations.