Context
Green Hat needed a workflow that could monitor article sources, interpret content themes and connect those signals with people stored as personas in a structured database.
← Back to case studies
Case study / Green Hat
AI-powered content matching for B2B buyer outreach.
Green Hat needed an application that could collect articles from Korn Ferry and other configured sources, analyze the content with AI and identify relevant people in its database. I helped structure BEA Platform as a workflow for content intelligence, persona matching and email outreach.
System overview
Workflow model
BEA Platform flow from article intake to targeted outreach
Input
Article sources
Configured sources provide articles that can be collected, reviewed and prepared for analysis.
Analysis
AI content review
The platform analyzes themes, relevance signals and business context within each article.
Handoff
Matched outreach
Relevant personas are matched by industry, purchase intent and profile context before email activation.
System-level workflow representation showing how article intake, AI analysis and persona-based outreach
connect.
Overview
From manual content review to AI-assisted audience matching.
BEA Platform needed to connect external article intelligence with Green Hat's persona database, helping content become a trigger for more relevant B2B outreach.
Challenge
The platform had to move beyond generic email blasts by considering industry, purchase intent score and persona context before deciding who should receive each article.
Solution
I structured BEA Platform around source intake, AI-assisted content analysis, persona matching logic and an outreach handoff for relevant email communication.
Outcome snapshot
A clearer path from content insight to buyer-relevant outreach.
The case focuses on structural outcomes: article analysis, persona-based audience selection and a controlled workflow for sending more relevant email communication.
Content analysis
Articles are reviewed for business themes and relevance signals before being considered for outreach.
Audience matching
People can be matched through stored persona data such as industry context and purchase intent score.
Email activation
The workflow prepares relevant article recommendations for users who are likely to care about them.
Solution design
A platform designed around relevance, scoring and outreach.
The solution focused on turning article discovery into a controlled marketing workflow: collect content, analyze it, match it with personas and support targeted email communication.
Source collection
Configured article sources feed the workflow so content can be reviewed before audience matching.
AI analysis layer
AI analysis helps identify article themes, business context and relevance signals for B2B audiences.
Persona intelligence
Persona records organize attributes such as industry, purchase intent and audience fit for matching.
Email workflow
The outreach path helps send relevant articles to users with a stronger contextual reason to engage.
Workflow model
A system-level view of AI content intelligence and outreach.
The visual model shows how article sources move through AI-assisted analysis into persona matching, then into an outreach workflow designed around audience relevance.
Content intelligence
Article-to-persona matching workflow.
AI review
Content signals are interpreted before audience selection.
Article themes and context help determine which personas may have meaningful interest.
Persona match
Audience fit is based on stored profile and intent data.
Persona attributes support a more controlled handoff from content analysis to email outreach.
Delivery path
A practical delivery sequence for an AI outreach workflow.
The work moved from workflow definition to prototype validation, platform implementation and handoff around source intake, content analysis, persona matching and email activation.
-
Week 01
Discovery and workflow mapping
Map source collection, persona attributes, matching rules, purchase intent signals and email handoff requirements.
-
Week 02–03
Prototype and UX validation
Shape the BEA Platform interface model around article review, AI analysis states and persona selection paths.
-
Week 04–06
Platform workflow implementation
Implement the core workflow for content intake, AI-assisted analysis, persona matching and outreach preparation.
-
Week 07
Review and handoff
Validate the workflow, review edge cases around matching quality and prepare the platform for operational use.
Technical direction
Technical structure that supports AI-assisted B2B outreach.
The technical direction focused on safe content intake, AI-assisted analysis, structured persona data, relevance matching and a controlled email workflow without exposing unconfirmed implementation details.
Content intake
AI analysis
Persona matching
Purchase intent
Email workflow
Admin operations
Project takeaway
“The strategic value was connecting content intelligence with audience relevance, so marketing outreach could start from context instead of guesswork.”
