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The Dealer Winback Hack: Scaling Analysis with AI Agents in Domo

Thursday, March 26, 2026
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The Dealer Winback Hack: Scaling Analysis with AI Agents in Domo
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How do you turn a manual, dealer-level analysis process into a scalable, AI-powered workflow? In this session, learn how the FordDirect and OneMagnify teams built a workflow in Domo using an AI agent task to transform a previously manual, slide-based process into an automated, end-to-end workflow for dealer re-engagement. By unifying AdVantage and non-AdVantage data, standardizing pre- and post-performance logic, and defining clear output guidelines, this session demonstrates how to operationalize AI agents on enterprise data and orchestrate workflows that scale analyst expertise.

Takeaways:

  • Operationalizing AI agents for repeatable, scalable outputs within a governed workflow.
  • Aligning AI-generated outputs with business expectations using example-based guidance.
  • Balancing automation with oversight to maintain reliability and consistency.
  • Designing end-to-end workflows that preserve analytical intent and scale insights.
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