Part of our Marketing agents

AI workforce for Wholesale Distribution Marketing

AI agents for marketing in wholesale distribution

Actionist is an AI automation tool whose agents operate the apps your wholesale marketing team uses, from hand-building every price list send to an agent that drafts each tier's campaign for your approval.

Distributor marketing teams get back the hours lost to list sends, catalog cleanup, and co-op paperwork.

Your AI workforce
26 hrssaved on avg per person / month
$988avg saved per person / month
27avg scheduled jobs a week
Operates your stackActionist App Store
How it works

AI Employees for Wholesale Distribution Marketing in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Wholesale Distribution Marketing teams switch

We know how your week actually goes

What matters to you
  • Every tier gets its own price list
    Dealers, contractors, and retailers see their own prices, drafted per segment, never one list sent to all.
  • A catalog buyers can trust
    New supplier SKUs arrive with specs and images, not blank fields that stall a quote.
  • Show leads worked while they are warm
    Badge scans become tagged contacts with follow-ups drafted before the booth is packed away.
  • Co-op dollars claimed, not lost
    Supplier funds expire at the quarterly deadline, so proof of performance is gathered in good time.
  • Quiet accounts brought back
    Lapsed buyers get a drafted nudge matched to what they used to order, ready for your sign-off.
  • Time for the work only you can do
    The sends and clean-up are drafted, so you decide the offers, the pricing message, and the strategy.

And hundreds of other tasks you do manually..

An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Wholesale Distribution Marketing team's day.

The problem

Where the hours go

  • A supplier increase takes effect on the first of the month, and someone spends a day splitting the account list by price tier and building separate sends, then rereads the opens a week later to see who ignored it.

    An agent drafts one campaign per price tier from the ERP levels, holds them unsent for your approval, and lists the accounts that never opened the list so sales can nudge them.

  • New supplier items arrive in the ERP with a name and a price but no spec fields or images, so reps cannot quote them and the website shows blank tiles until someone fills them in line by line.

    An agent finds each new item with empty fields, matches it to the supplier's data sheet, drafts the entries and image names, and queues them for a person to approve before they go live.

  • A trade show produces three hundred badge scans, and by the time they are keyed into the CRM and followed up, the contacts have met two rival distributors and moved on.

    An agent turns the scanner export into tagged CRM contacts the same evening and drafts a follow-up per interest group, ready for your approval while the show is still fresh.

  • Supplier co-op funds disappear at the quarterly deadline because the ads, mailers, and invoices that prove spend are scattered, so the claim is never filed and the money goes back.

    An agent collects the proof of performance as campaigns run, fills the supplier's claim form, and flags missing evidence ahead of the deadline so you can approve and submit.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·A supplier price increase is approved and takes effect on a set date
Trigger
Step 1
Actionist
A new price list is approved by sales leadership with an effective date
Confirmation
Step 5
Human
You review every tier's draft, adjust the message or the offer, and approve the send
Saved per run
~3 hrs
Runs / week
~1×
Every tier hears about the new prices from you, in a note you approved, before the effective date
A week in the life

A week with your Wholesale Distribution Marketing agents

27Scheduled jobs
6Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Wholesale Distribution Marketing team

Some of the marketing apps your wholesale agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

Your Agent wakes up Automatically whenever something happens

Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.

WhenA new price list is approvedfires within about a minute
The agent automatically

When sales leadership marks a price list approved, the agent reads the changed levels for each tier in the ERP, pulls the accounts in each tier, and builds a separate unsent campaign for each. It also drafts a short summary of what moved. Nothing is sent until your team approves each tier.

Receives this trigger from
03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Marketing
    180 min / week
    Sending the price list by tier

    Someone exports each tier's accounts, builds a separate email for each, checks the figures against the ERP, and sends them one at a time.

    Marketing Agent
    0 min
    Agent drafts a campaign per tier

    An agent reads the ERP levels, builds one unsent campaign per tier, and holds each for your approval before anything is sent.

  • Marketing
    190 min / week
    Filling new SKU data

    A coordinator opens each new item, chases the supplier rep for specs and images, and types the answers in field by field.

    Marketing Agent
    0 min
    Agent matches data and queues entries

    An agent finds each gap, drafts the supplier request, and prepares the entries from the data sheet for a person to approve.

  • Marketing
    180 min / week
    Working trade show leads

    Badge scans are exported, cleaned, tagged, and keyed into the CRM over several evenings, and follow-up goes out a week late.

    Marketing Agent
    0 min
    Agent tags leads the same evening

    An agent turns the export into tagged CRM contacts and drafts a follow-up per interest group while the show is still fresh.

  • Marketing
    120 min / week
    Filing a co-op claim

    Ads, mailers, and invoices are hunted down from three shared drives in the last week before the supplier's deadline.

    Marketing Agent
    0 min
    Agent builds the claim file as the quarter runs

    An agent files evidence as campaigns run, fills the claim form, and flags missing proof so you can submit in time.

  • Marketing
    150 min / week
    Checking competitor prices

    Someone browses rival sites for the top lines, copies prices into a sheet, and misses the ones that changed after the first pass.

    Marketing Agent
    0 min
    Agent logs rival prices monthly

    An agent checks the same pages each month, records the gaps by line, and posts the digest for your sales director.

+ 100s of other automations
Average monthly
24 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
3 people
Hourly rate
$38 / hr
Hours saved / week
18
Hours saved / year
900
Annual ROI
$34,200

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~6 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

A marketing agent that talks to your accounts and your suppliers only earns trust if you stay in control. Actionist drafts, you decide, and every record it touches is logged.

Sends to accounts wait for your approval

Price lists, announcements, and follow-ups are built as drafts and held unsent. You approve each one, and you can widen autonomy later through Approval Modes.

Pricing and offers are your decisions

The agent reads price levels and prepares the message. People decide the prices, the discounts, and the promotions, and what is claimed from a supplier.

A trail of every record and draft

Each CRM change, catalog correction, and prepared draft is logged with a timestamp, so you can see what the agent saw and what it proposed.

Account and supplier data stays yours

Customer lists, price levels, and supplier terms are encrypted and never used to train a model. Self-host Actionist if you need it all on your own servers.

Wholesale Distribution

More Wholesale Distribution teams

More to automate

More use cases for Wholesale Distribution Marketing teams

FAQ

Frequently asked questions

Does my distribution marketing team need to be technical to use Actionist?
No. You describe the job in plain language, such as which price tiers to build and which fields a new item needs, and connect the apps you already use. The agent works in the CRM, the email tool, and the ERP the way a coordinator would, so there is no code or API project.
How do I get started with a marketing agent for my distributor?
Book a free demo. A team member walks through the job that eats the most time, often the price list send or catalog gaps, and sets up a working example against your own CRM and ERP. Most teams have a first agent running within a day.
How do I make customised AI agents for how my marketing team works?
In Actionist you describe the agent's role, the apps it uses, and which actions need your approval. For a co-op agent that means the suppliers and funds to watch and what counts as proof. You change the rules as programs and suppliers change.
How quickly can I set Actionist up for wholesale marketing?
A basic agent that builds a draft campaign from your price levels can be running within hours of the demo. Jobs that span the ERP, the catalog, and supplier data, like new SKU clean-up, usually take a few days of tuning, tested on a copy first.
Will the agent email my customers or suppliers on its own?
No, by default. Price lists, announcements, supplier requests, and review replies are drafted and held for your approval. You can widen autonomy through Approval Modes for the steps you trust, but anything that goes to an account asks first.
How does an agent fill product data in a catalog without an API?
It uses computer use in the cloud. The agent opens the ERP, the supplier's portal, or the web catalog admin the way a coordinator does, reads the fields on screen, and prepares each entry. This works for tools with no integration, and you approve before changes go live.
Who decides prices, offers, and what we claim from suppliers?
You do. The agent reads the price levels, builds the drafts, and gathers the evidence. People decide the price tiers, the offers, the message to customers, and what is submitted to a supplier. The agent only prepares them.
Could an agent send the wrong price list to the wrong tier?
Each tier's campaign is built from that tier's ERP levels and held unsent, so you see every draft before it goes out. Coach it as you would a new coordinator, with examples of good sends, and it follows your tiers and wording on each run.
Where does our account and supplier data live, and is it used to train AI?
Your account lists, price levels, and supplier terms stay yours. They are encrypted, never used to train any model, and every action the agent takes is logged. If you need everything on your own servers, you can self-host Actionist on a VPS.
Get started

See an agent draft your next price list send for every customer tier

Book a free demo and watch an Actionist agent read the price levels in your ERP, build a campaign per tier, and hold it for your approval, end to end.