This case study describes work Manika Gupta led in-house in a previous role. The company is not named.
At a glance
| Company | A global banking-technology provider with a large product website |
| Team | Marketing working across the US, UK and other regions |
| Challenge | Time-consuming manual content audits and repetitive content operations |
| Approach | n8n data pipelines and Copilot Studio agents with human review |
| Result | Reduced manual audit effort and faster, more consistent content operations |
The challenge
A large product website goes out of date quietly. Product names change, features are added, links break and pages drift from current positioning. Keeping it accurate meant regular audits: exporting page lists, checking pages one at a time, logging issues in spreadsheets and chasing page owners.
The same team also prepared product newsletters and adapted content for different markets, both of which involved a lot of repetitive work that pulled time away from strategy.
The approach
1. Map the manual process first
Every step of the existing audit was written down: what was checked, against which rules, by whom and how issues were recorded. This showed which steps followed clear rules and which needed judgement.
2. Automate data collection with n8n
Workflows in n8n pulled page and performance data on a schedule and assembled it in one place, replacing manual exports.
3. Add AI agents for the checks
Agents built in Microsoft Copilot Studio reviewed content against defined rules, such as outdated product names, missing elements and inconsistencies with current messaging, and flagged issues with suggested fixes.
4. Keep people in charge
Every flagged issue and suggested change went to a person for review before anything was updated. Owners received clear, prioritised lists rather than raw spreadsheets.
Beyond audits
Once the pattern worked for audits, the same approach was extended to:
- Product newsletters: gathering updates and drafting first versions for editing
- Language adaptation: preparing content for different markets for review by people who know them
- Web content performance: summarising traffic changes so the team knew where to look
The result
- Less manual audit effort, freeing time for improving content
- More consistent checks, because rules were applied the same way every time
- Faster turnaround on newsletters and adapted content
- Clear ownership, with prioritised issue lists instead of long spreadsheets
Key takeaways
- Write down the manual process before automating any of it.
- Use workflow tools to collect data and AI agents to apply clear rules.
- Keep a person reviewing every change, especially on customer-facing content.
- Once one workflow works, extend the same pattern to related tasks.