Vignesh | Product Designer

A workspace designed to eliminate tool-switching and manual planning, and enable AI-driven campaign execution, helping marketing teams move from brief to launch in minutes, not weeks.

Industry

Marketing Technology

My Role

Product Designer

Team

Vigneshwar

Garima Srivastava

Timeline

Jan 2026 – Apr 2026

Overview

Modern marketing teams operate across fragmented tools for planning, reporting, optimisation, analytics, and governance. As campaigns scale across channels, operational complexity increases faster than teams can manage manually.

Climaty AI Agentic was designed to automate repetitive marketing operations through specialised AI agents capable of handling campaign workflows end-to-end.

The Problem

Marketing teams spend too much time managing disconnected workflows instead of focusing on strategy and performance. Critical tasks like reporting, optimisation, audience analysis, and governance still require heavy manual effort across multiple tools and teams.

Without operational automation, campaign execution becomes slower, more expensive, and difficult to scale.

Tool Fragmentation

Teams relied on disconnected tools for planning, reporting, and optimisation.

Manual workflows

Repetitive operational tasks consumed large amounts of execution time.

Delayed decisions

Campaign optimisation often happened too late because insights arrived slowly.

Scaling challenges

Growing campaign complexity increased operational overhead across teams.

“What if marketing workflows could run autonomously?”

The core product question behind the platform.

Quick Product Walkthrough

Note: this is just a figma prototype

Research & Insights

Interviews with media buyers, strategists, campaign managers, and performance teams revealed that most operational effort came from coordination instead of strategy.

Teams didn’t want generic AI assistants. They wanted specialised systems capable of handling specific operational responsibilities reliably inside existing workflows.

The research highlighted four major expectations: workflow automation, operational visibility, platform connectivity, and trustworthy AI outputs.

Research Themes - Interview Synthesis

Speed

“Weeks wasted on setup.”

“Need to move faster.”

“First to launch wins.”

Fragmentation

“5+ tabs always open.”

“Data everywhere = nowhere.”

“Manual reporting kills time.”

AI Trust

“Why did it suggest that?”

“Show me the reasoning.”

“I need to stay in control.”

Visibility

“Can’t see ROI clearly.”

“Optimize too late.”

“No unified dashboard.”

Key Findings

Specialists over generalists

Users trusted AI systems more when responsibilities were clearly defined.

https://framer.link/isaacdsign

Workflow integration matters

Teams wanted AI integrated directly into existing marketing operations.

https://framer.link/isaacdsign

Visibility builds trust

Users needed transparency into how AI recommendations were generated.

https://framer.link/isaacdsign

Speed creates value

Faster optimisation workflows had direct impact on campaign efficiency.

https://framer.link/isaacdsign

Solution

Climaty AI Agentic was designed as an AI-native operational system powered by specialised marketing agents connected into one workflow.

Each agent handles a focused operational responsibility while sharing intelligence across the broader campaign ecosystem.

The goal was to reduce operational overhead while improving campaign speed, optimisation, and scalability.

Step 1

Understand

Convert campaign briefs into structured operational workflows.

Step 2

Plan

Generate audience insights, media plans, and campaign structures automatically.

Generate audience insights, media plans, and campaigns.

Step 3

Optimise

Provide continuous performance insights and recommendations.

Step 4

Governance

Maintain reporting, approvals, and workflow visibility.

Features

Every feature was designed around one principle, reduce operational complexity without removing human control.

The platform needed to feel intelligent, trustworthy, and operationally reliable across large-scale campaign environments.

Feature 01

Smooth Enterprise Onboarding

A guided onboarding system designed to simplify enterprise setup, workspace creation, and platform integration.

Screen Intent

This onboarding workflow helps agencies and advertisers configure their operational environments efficiently while reducing setup friction.

Primary User Goals

• Configure advertiser or agency workspaces • Connect ad platforms through SSO • Activate campaign environments quickly

Key Design Decisions

1. Progressive onboarding flow

The onboarding experience is broken into structured setup stages instead of one large configuration process.

Why:

Users felt overwhelmed by enterprise onboarding complexity.

2. Platform-first setup

SSO and ad platform integrations are prioritised early in onboarding.

Why:

Campaign intelligence depended on connected operational data.

Feature 01

Smooth Enterprise Onboarding

A guided onboarding system designed to simplify enterprise setup, workspace creation, and platform integration.

Screen Intent

This onboarding workflow helps agencies and advertisers configure their operational environments efficiently while reducing setup friction.

Primary User Goals

• Configure advertiser or agency workspaces • Connect ad platforms through SSO • Activate campaign environments quickly

Key Design Decisions

1. Progressive onboarding flow

The onboarding experience is broken into structured setup stages instead of one large configuration process.

Why:

Users felt overwhelmed by enterprise onboarding complexity.

2. Platform-first setup

SSO and ad platform integrations are prioritised early in onboarding.

Why:

Campaign intelligence depended on connected operational data.

Feature 01

Smooth Enterprise Onboarding

A guided onboarding system designed to simplify enterprise setup, workspace creation, and platform integration.

Screen Intent

This onboarding workflow helps agencies and advertisers configure their operational environments efficiently while reducing setup friction.

Primary User Goals

• Configure advertiser or agency workspaces • Connect ad platforms through SSO • Activate campaign environments quickly

Key Design Decisions

1. Progressive onboarding flow

The onboarding experience is broken into structured setup stages instead of one large configuration process.

Why:

Users felt overwhelmed by enterprise onboarding complexity.

2. Platform-first setup

SSO and ad platform integrations are prioritised early in onboarding.

Why:

Campaign intelligence depended on connected operational data.

Feature 02

Multi-Agent Campaign Operations

A connected AI system where specialised agents manage campaign workflows collaboratively.

Screen Intent

The experience introduces an integrated agent ecosystem that supports end-to-end campaign workflows and keeps AI responsibilities clear, visible, and trustworthy.

Primary User Goals

• Access specialised operational capabilities • Reduce repetitive campaign management tasks • Maintain visibility into AI-driven execution

Key Design Decisions

1. Specialist-agent architecture

Each agent handles a clearly defined operational responsibility instead of functioning as a generic assistant.

Why:

Users trusted specialised systems more than broad AI automation.

2. Connected operational ecosystem

Agents share intelligence across workflows instead of operating independently.

Feature 02

Multi-Agent Campaign Operations

A connected AI system where specialised agents manage campaign workflows collaboratively.

Screen Intent

The experience introduces an integrated agent ecosystem that supports end-to-end campaign workflows and keeps AI responsibilities clear, visible, and trustworthy.

Primary User Goals

• Access specialised operational capabilities • Reduce repetitive campaign management tasks • Maintain visibility into AI-driven execution

Key Design Decisions

1. Specialist-agent architecture

Each agent handles a clearly defined operational responsibility instead of functioning as a generic assistant.

Why:

Users trusted specialised systems more than broad AI automation.

2. Connected operational ecosystem

Agents share intelligence across workflows instead of operating independently.

Feature 02

Multi-Agent Campaign Operations

A connected AI system where specialised agents manage campaign workflows collaboratively.

Screen Intent

The experience introduces an integrated agent ecosystem that supports end-to-end campaign workflows and keeps AI responsibilities clear, visible, and trustworthy.

Primary User Goals

• Access specialised operational capabilities • Reduce repetitive campaign management tasks • Maintain visibility into AI-driven execution

Key Design Decisions

1. Specialist-agent architecture

Each agent handles a clearly defined operational responsibility instead of functioning as a generic assistant.

Why:

Users trusted specialised systems more than broad AI automation.

2. Connected operational ecosystem

Agents share intelligence across workflows instead of operating independently.

Feature 03

AI-Powered Campaign Planning

Generate campaign structures, audience insights, and planning recommendations automatically.

Screen Intent

The system converts campaign inputs into actionable marketing plans through AI-driven planning and audience insights, streamlining preparation and reducing manual effort.

Primary User Goals

• Generate campaign plans faster • Understand audience opportunities quickly • Reduce manual planning workflows

Key Design Decisions

1. Structured planning workflows

Campaign planning is broken into guided operational stages instead of open-ended inputs.

Why:

Teams needed operational clarity during planning workflows.

2. Audience-first intelligence visibility

Audience insights are surfaced early in the planning experience.

Why:

Audience quality directly influenced campaign performance decisions.

Feature 03

AI-Powered Campaign Planning

Generate campaign structures, audience insights, and planning recommendations automatically.

Screen Intent

The system converts campaign inputs into actionable marketing plans through AI-driven planning and audience insights, streamlining preparation and reducing manual effort.

Primary User Goals

• Generate campaign plans faster • Understand audience opportunities quickly • Reduce manual planning workflows

Key Design Decisions

1. Structured planning workflows

Campaign planning is broken into guided operational stages instead of open-ended inputs.

Why:

Teams needed operational clarity during planning workflows.

2. Audience-first intelligence visibility

Audience insights are surfaced early in the planning experience.

Why:

Audience quality directly influenced campaign performance decisions.

Feature 03

AI-Powered Campaign Planning

Generate campaign structures, audience insights, and planning recommendations automatically.

Screen Intent

The system converts campaign inputs into actionable marketing plans through AI-driven planning and audience insights, streamlining preparation and reducing manual effort.

Primary User Goals

• Generate campaign plans faster • Understand audience opportunities quickly • Reduce manual planning workflows

Key Design Decisions

1. Structured planning workflows

Campaign planning is broken into guided operational stages instead of open-ended inputs.

Why:

Teams needed operational clarity during planning workflows.

2. Audience-first intelligence visibility

Audience insights are surfaced early in the planning experience.

Why:

Audience quality directly influenced campaign performance decisions.

Feature 04

Real-Time Performance Intelligence

Monitor campaign performance continuously with AI-driven optimisation insights.

Screen Intent

The system provides ongoing campaign visibility through AI insights and anomaly detection, helping teams act faster on performance changes.

Primary User Goals

• Monitor campaign performance in real time • Identify inefficiencies quickly • Receive optimisation recommendations automatically

Key Design Decisions

1. Real-time operational monitoring

Performance visibility is prioritised through live operational dashboards and AI insights.

Why:

Teams needed faster optimisation cycles to improve campaign efficiency.

2. Action-oriented intelligence

Insights are paired directly with recommended optimisation actions.

Why:

Users valued operational recommendations more than passive analytics.

Feature 04

Real-Time Performance Intelligence

Monitor campaign performance continuously with AI-driven optimisation insights.

Screen Intent

The system provides ongoing campaign visibility through AI insights and anomaly detection, helping teams act faster on performance changes.

Primary User Goals

• Monitor campaign performance in real time • Identify inefficiencies quickly • Receive optimisation recommendations automatically

Key Design Decisions

1. Real-time operational monitoring

Performance visibility is prioritised through live operational dashboards and AI insights.

Why:

Teams needed faster optimisation cycles to improve campaign efficiency.

2. Action-oriented intelligence

Insights are paired directly with recommended optimisation actions.

Why:

Users valued operational recommendations more than passive analytics.

Feature 04

Real-Time Performance Intelligence

Monitor campaign performance continuously with AI-driven optimisation insights.

Screen Intent

The system provides ongoing campaign visibility through AI insights and anomaly detection, helping teams act faster on performance changes.

Primary User Goals

• Monitor campaign performance in real time • Identify inefficiencies quickly • Receive optimisation recommendations automatically

Key Design Decisions

1. Real-time operational monitoring

Performance visibility is prioritised through live operational dashboards and AI insights.

Why:

Teams needed faster optimisation cycles to improve campaign efficiency.

2. Action-oriented intelligence

Insights are paired directly with recommended optimisation actions.

Why:

Users valued operational recommendations more than passive analytics.

Feature 05

Governance & Reporting Automation

Automate approvals, reporting, audit visibility, and operational governance workflows.

Screen Intent

The system streamlines approvals and governance visibility across campaigns and AI workflows, enhancing transparency and simplifying oversight.

Primary User Goals

• Maintain governance visibility across campaigns • Automate reporting workflows • Track operational decisions clearly

Key Design Decisions

1. Transparent operational visibility

Governance actions and reporting workflows are surfaced clearly throughout the system.

Why:

Teams needed confidence and accountability inside AI-assisted operations.

2. Workflow-based reporting structure

Reports and approvals are integrated directly into operational flows instead of isolated admin systems.

Why:

Disconnected reporting systems created operational friction across teams.

Feature 05

Governance & Reporting Automation

Automate approvals, reporting, audit visibility, and operational governance workflows.

Screen Intent

The system streamlines approvals and governance visibility across campaigns and AI workflows, enhancing transparency and simplifying oversight.

Primary User Goals

• Maintain governance visibility across campaigns • Automate reporting workflows • Track operational decisions clearly

Key Design Decisions

1. Transparent operational visibility

Governance actions and reporting workflows are surfaced clearly throughout the system.

Why:

Teams needed confidence and accountability inside AI-assisted operations.

2. Workflow-based reporting structure

Reports and approvals are integrated directly into operational flows instead of isolated admin systems.

Why:

Disconnected reporting systems created operational friction across teams.

Feature 05

Governance & Reporting Automation

Automate approvals, reporting, audit visibility, and operational governance workflows.

Screen Intent

The system streamlines approvals and governance visibility across campaigns and AI workflows, enhancing transparency and simplifying oversight.

Primary User Goals

• Maintain governance visibility across campaigns • Automate reporting workflows • Track operational decisions clearly

Key Design Decisions

1. Transparent operational visibility

Governance actions and reporting workflows are surfaced clearly throughout the system.

Why:

Teams needed confidence and accountability inside AI-assisted operations.

2. Workflow-based reporting structure

Reports and approvals are integrated directly into operational flows instead of isolated admin systems.

Why:

Disconnected reporting systems created operational friction across teams.

Results

The system streamlined core marketing operations, reducing overhead and increasing visibility across workflows, enabling teams to prioritise strategy and campaign outcomes.

Key Outcomes

62%

Reduction in repetitive operational tasks across campaign workflows.

3× Faster

Campaign planning and optimisation workflows.

81%

Active adoption rate across pilot marketing teams.

45%

Reduction in manual reporting effort.

30+ Integrated Workflows

Connected across planning, analytics, reporting, and governance systems.

92%

User confidence in AI-generated operational recommendations.

What I Learnt

Designing AI-native workflows is about balancing automation with trust. Users want intelligent systems, but they also need visibility, accountability, and control over every recommendation and action.

Thoughtful UX can make complex AI systems feel understandable, collaborative, and trustworthy inside large-scale marketing environments.

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You can find me here :)

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You can find me here :)

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