Text transcript

Demo • Metadata — Agentic Paid Media in Action

AI Summit held on Sept 16–18
Disclaimer: This transcript was created using AI
  • 1722
    05:00:52.430 –> 05:00:56.649
    Julia Nimchinski: Agentic Faid Media! So excited to see this in action.

    1723
    05:00:57.530 –> 05:01:09.830
    Lisa Sharapata: Yeah, alright, so I’m gonna actually just start with a couple slides, because what I have discovered in talking to a lot of CMOs is that

    1724
    05:01:10.150 –> 05:01:12.520
    Lisa Sharapata: There’s still a lot of questions about…

    1725
    05:01:12.800 –> 05:01:29.709
    Lisa Sharapata: Like, the conversation that we just had isn’t the normal conversation that I’m having, even at Inbound a couple weeks ago with some of, like, the brightest, most leading-edge marketers I know. So, that… with that, I’m just gonna pull up

    1726
    05:01:29.930 –> 05:01:32.030
    Lisa Sharapata: A couple slides,

    1727
    05:01:32.980 –> 05:01:41.340
    Lisa Sharapata: this concept of prompts to pipeline, I’ve actually seen a couple of companies talking about it, and…

    1728
    05:01:41.830 –> 05:02:00.619
    Lisa Sharapata: So I’m gonna kind of unpack that, and then I’ll show the actual use case with metadata. So, first, I want to just level set on this MCP server, because if you don’t know what it is, pretty quickly, the conversation, it’s like, what are you even talking about? And I just joke around because

    1729
    05:02:00.780 –> 05:02:02.410
    Lisa Sharapata: like, 5…

    1730
    05:02:02.450 –> 05:02:12.560
    Lisa Sharapata: 6 months ago, if you asked ChatGPT what MCP was, when I was asking it, it kept saying Model, or Marketing Content Portal.

    1731
    05:02:12.560 –> 05:02:23.709
    Lisa Sharapata: So I didn’t even know, right? It’s such a new concept, but I think of it like a bridge, and it stands for Model Context Protocol, but it, like, that doesn’t even describe it for me.

    1732
    05:02:23.710 –> 05:02:29.550
    Lisa Sharapata: So, I made a little picture, because I am very visual, so…

    1733
    05:02:29.640 –> 05:02:40.980
    Lisa Sharapata: Take this idea of where we just were talking about all these agents, and agents can do a lot of different things, and you can create, like, handoffs and workflows from agent to agent, but

    1734
    05:02:41.270 –> 05:02:49.929
    Lisa Sharapata: when you put them all together, and you build out an MCP server connector, and then connect that to

    1735
    05:02:49.960 –> 05:03:03.229
    Lisa Sharapata: another platform, in this case Metadata, but, like, HubSpot has an MCP server connector, so whatever that larger platform is, then you’ve got this bridge between

    1736
    05:03:03.290 –> 05:03:09.600
    Lisa Sharapata: what all of your agents can do, what the platform can do, and what the LLM

    1737
    05:03:09.600 –> 05:03:25.299
    Lisa Sharapata: that you’re in can do. So, just, I mean, imagine how powerful that is, right? So, in the case of metadata, metadata’s doing digital advertising in all the different advertising channels.

    1738
    05:03:25.530 –> 05:03:30.010
    Lisa Sharapata: And right now, you build all that inside of metadata.

    1739
    05:03:30.470 –> 05:03:35.410
    Lisa Sharapata: And you can… you get your reports, and you can analyze stuff, but,

    1740
    05:03:36.040 –> 05:03:47.429
    Lisa Sharapata: you know, not at the power of what an LLM can do. So, now I can analyze information across my CRM, my metadata platform.

    1741
    05:03:47.590 –> 05:04:00.449
    Lisa Sharapata: everything that’s going on outside of that, like, what are my competitors doing, you know, in the ether? And I can even bring in, like, ask for best practices in the market.

    1742
    05:04:00.570 –> 05:04:09.969
    Lisa Sharapata: To analyze my campaigns and what’s working, and get recommendations on how to build a new campaign.

    1743
    05:04:10.110 –> 05:04:25.650
    Lisa Sharapata: what audiences should I use? What channels? What… what language, going to… getting into creating, creating those assets? What copy should I use? If my competitors are saying this, and I’m saying that, and this is what’s performing best for both.

    1744
    05:04:25.650 –> 05:04:31.000
    Lisa Sharapata: like, how do I marry that up and then create a new campaign? So…

    1745
    05:04:31.920 –> 05:04:45.499
    Lisa Sharapata: just, I mean, the ability to do that in 5-10 minutes is, like, a miracle in itself. And then you can actually deploy it from the MCP server, and then back to, like, agents.

    1746
    05:04:46.110 –> 05:04:52.880
    Lisa Sharapata: can optimize for you, or you can give parameters and tell those agents, like.

    1747
    05:04:53.290 –> 05:04:59.539
    Lisa Sharapata: what to do next, so that they’re 24-7, like, optimizing on your behalf. So…

    1748
    05:04:59.900 –> 05:05:08.489
    Lisa Sharapata: With that, I’m gonna switch over to a different screen. Actually, I can’t have this pulled up here, so…

    1749
    05:05:08.740 –> 05:05:18.570
    Lisa Sharapata: Inside the metadata platform, There’s all these different experiments going on, all these different campaigns running, you know, there’s…

    1750
    05:05:19.040 –> 05:05:31.229
    Lisa Sharapata: Budgets and audiences and reports and all this different information that has been built out and has been running from the metadata instance.

    1751
    05:05:31.300 –> 05:05:46.330
    Lisa Sharapata: So today, metadata already within that, you can turn on, you know, you can decide if you want auto-bid or manual bid, or you can run, a bid agent example. And then…

    1752
    05:05:46.550 –> 05:06:05.059
    Lisa Sharapata: you know, there’s also these experiments happening behind the scenes, so you’re putting a threshold, you’re saying, this is the outcome I’m trying to get, here’s the max number of spend I want, but here’s, you know, 3 different campaigns, and 3 different offers, and 3 different,

    1753
    05:06:05.410 –> 05:06:19.919
    Lisa Sharapata: creatives, so multiply that, and I’ve got, say, 16, 12, 16 different experiments I’m running, and it’s being optimized. So that’s within the platform. But then, when I go…

  • 1754
    05:06:20.420 –> 05:06:21.640
    Lisa Sharapata: to…

    1755
    05:06:22.470 –> 05:06:36.350
    Lisa Sharapata: connect this to the MCP server, and I’m just gonna show how it’s done. So in this case, within metadata, you get this access token here, and you’re just cutting and pasting it, and I’m going to put it into Claude.

    1756
    05:06:36.400 –> 05:06:48.159
    Lisa Sharapata: It’s very similar with HubSpot and some of the other ones I’ve seen. So, I mean, it’s really as simple as, like, you get this code, and now you’re connecting it to your LLM.

    1757
    05:06:48.340 –> 05:06:54.090
    Lisa Sharapata: So, I’m gonna stop sharing here, and I’m just gonna pull up… Claude.

    1758
    05:06:55.390 –> 05:06:56.480
    Lisa Sharapata: So…

    1759
    05:07:02.580 –> 05:07:14.530
    Lisa Sharapata: So, inside Claude, which I’ll say is running better than ChatGPT today, but I know ChatGPT is, you know, building this out too.

    1760
    05:07:14.640 –> 05:07:15.950
    Lisa Sharapata: I…

    1761
    05:07:16.540 –> 05:07:26.459
    Lisa Sharapata: have my metadata MCP server connected, and then these are all the different agents that are built out, and…

    1762
    05:07:26.650 –> 05:07:37.810
    Lisa Sharapata: turned on within it. So I have control, like, I can turn on and off any agent I want. I could say, oh, I don’t want to be able to launch a campaign from here, that’s

    1763
    05:07:38.030 –> 05:07:48.319
    Lisa Sharapata: I don’t know, out of my comfort zone, I’m gonna turn that piece off. I’m gonna turn it back on, but I don’t want it touching my budget, right? So I could turn that…

    1764
    05:07:48.830 –> 05:07:51.840
    Lisa Sharapata: piece off, but also when I’m looking at

    1765
    05:07:51.960 –> 05:07:56.670
    Lisa Sharapata: like, budget allocation, I want that on for analysis.

    1766
    05:07:57.140 –> 05:08:02.259
    Lisa Sharapata: So, again, you can see there’s all these different,

    1767
    05:08:03.020 –> 05:08:06.499
    Lisa Sharapata: agents turned on here, and I’ll just also show

    1768
    05:08:06.640 –> 05:08:10.070
    Lisa Sharapata: Like, to get that set up,

    1769
    05:08:11.110 –> 05:08:16.539
    Lisa Sharapata: to get it turned on, you just go into Connectors, and then

    1770
    05:08:16.700 –> 05:08:29.740
    Lisa Sharapata: This is a custom connector, so that code that I showed you in metadata, I’m just gonna add… I would add the custom connector, and then that’s how it got turned on there. And again, this is, like, all of the different agents that I just showed you.

    1771
    05:08:29.950 –> 05:08:38.009
    Lisa Sharapata: And here you’ve got even another level of control, so I can say, allow it to do something unsupervised, or…

    1772
    05:08:38.110 –> 05:08:46.430
    Lisa Sharapata: ask permission before you do it. So, in some of these cases, like, anything with my budget, I’m saying you need to ask permission.

    1773
    05:08:46.660 –> 05:08:57.459
    Lisa Sharapata: So again, just to give you an idea of, like, the amount of control, and how this is built out, and so now I’ve got all these agents, and I’m connected to Metadata’s instance.

    1774
    05:08:57.980 –> 05:09:01.990
    Lisa Sharapata: And then, I can come in and…

    1775
    05:09:02.480 –> 05:09:06.830
    Lisa Sharapata: basically just start prompting, like I would with any…

    1776
    05:09:06.970 –> 05:09:14.339
    Lisa Sharapata: other time that I’m prompting to get, questions answered. So, in this case, I just…

    1777
    05:09:14.490 –> 05:09:31.720
    Lisa Sharapata: I started just to make sure, you know, everything was working before we started, so I just asked it, are you connected to the metadata MCP server? It answered me yes, and saying, you know, I have access to… and it just kind of breaks down into categories.

    1778
    05:09:32.030 –> 05:09:35.909
    Lisa Sharapata: Some of these different agents that are built out, so that

    1779
    05:09:36.110 –> 05:09:46.770
    Lisa Sharapata: It can tell me, like, I can help you analyze campaign performance, create new campaigns, optimizing existing ones, etc. So, then, I’m…

    1780
    05:09:47.060 –> 05:09:57.229
    Lisa Sharapata: I’m gonna… now I’m gonna start prompting to try to create a new campaign. And I’m basically giving…

    1781
    05:09:57.570 –> 05:10:00.970
    Lisa Sharapata: Claude, a time frame, I’m saying, okay.

    1782
    05:10:01.290 –> 05:10:09.289
    Lisa Sharapata: Starting with today, you’re a marketing AI assistant with access to our MCP tools.

    1783
    05:10:09.480 –> 05:10:19.220
    Lisa Sharapata: I want you to look at last month’s top performing LinkedIn campaigns based on this criteria. And again, there’s lots of criteria, right? So.

    1784
    05:10:19.250 –> 05:10:31.040
    Lisa Sharapata: I’m gonna be really specific in this case, because otherwise it’s gonna try to crunch all that information, and I’m also giving it a time frame, last month. So, I put a start date.

    1785
    05:10:31.140 –> 05:10:34.650
    Lisa Sharapata: Go into the last month, And then…

    1786
    05:10:34.860 –> 05:10:52.189
    Lisa Sharapata: analyze this information specifically, and I’m also telling it to be specific to LinkedIn campaigns, so there’s lots of other channels that we’re running, but keep it to this one channel, and then make suggestions to improve

    1787
    05:10:52.780 –> 05:11:12.300
    Lisa Sharapata: my past high-performing offers and ads, and then helped me create a new optimized offer, LinkedIn copy, a campaign strategy, and clearly label all that. And, by the way, also had competitor strategies in there. So.

    1788
    05:11:12.560 –> 05:11:15.839
    Lisa Sharapata: No, this is then pulling from

    1789
    05:11:16.060 –> 05:11:32.010
    Lisa Sharapata: the web, we have a competitor agent built that can go and scrape and see, like, here’s what the other campaigns are that are being run in your competitive set in LinkedIn, and so that now you’ve got all this different information.

    1790
    05:11:32.160 –> 05:11:39.919
    Lisa Sharapata: to… look from. So… Claude is now going in and starting to analyze, and

    1791
    05:11:40.020 –> 05:11:46.889
    Lisa Sharapata: You can see, you know, what it’s looking at. It’s going into the metadata instance.

    1792
    05:11:48.020 –> 05:11:50.679
    Lisa Sharapata: Pulling out all this information.

    1793
    05:11:51.210 –> 05:11:59.079
    Lisa Sharapata: It’s also looking at trends. So again, going into…

    1794
    05:11:59.500 –> 05:12:15.509
    Lisa Sharapata: The internet, and… so funny even saying the word internet now, but looking at other articles and things that have been posted in 2025 about the best tips and tricks for optimizing your campaigns.

    1795
    05:12:15.660 –> 05:12:26.750
    Lisa Sharapata: And it’s even looking at videos about it, and watching thought leadership content, and then diving more into my performance metrics.

    1796
    05:12:26.900 –> 05:12:28.960
    Lisa Sharapata: And then it’s saying, okay.

    1797
    05:12:29.290 –> 05:12:35.320
    Lisa Sharapata: Here’s what your top performing audience is, and looking at all of our different audiences, etc.

    1798
    05:12:35.600 –> 05:12:39.090
    Lisa Sharapata: And, you know, it’s gonna keep going and going.

    1799
    05:12:39.300 –> 05:12:50.699
    Lisa Sharapata: it’ll actually, like, give me links to offers and things. This would take me back into the platform, so I won’t click it right now. And then it says, okay.

    1800
    05:12:50.850 –> 05:12:55.730
    Lisa Sharapata: The LinkedIn ad has been created successfully. Here’s your URL.

    1801
    05:12:55.890 –> 05:12:58.120
    Lisa Sharapata: Now let me create a budget group.

    1802
    05:12:58.690 –> 05:13:01.040
    Lisa Sharapata: And so it’s starting to build this out.

    1803
    05:13:01.220 –> 05:13:07.490
    Lisa Sharapata: Let me create another variation of the copy, so you have options, and then it’s just giving me…

    1804
    05:13:07.640 –> 05:13:09.680
    Lisa Sharapata: Here are 3 different…

    1805
    05:13:09.970 –> 05:13:18.800
    Lisa Sharapata: Campaign offers with the optimized offer are actually two different creatives, and… and a summary for it.

    1806
    05:13:19.000 –> 05:13:33.469
    Lisa Sharapata: And on top of that, it’s telling me the expected performance of the campaign, how much pipeline it will likely generate based on my past campaigns, and telling me what to do next.

    1807
    05:13:33.700 –> 05:13:46.230
    Lisa Sharapata: So… Because with that, I’m gonna ask it to actually go and create the new campaign, and

    1808
    05:13:46.750 –> 05:13:53.330
    Lisa Sharapata: I’m gonna have it, create it based on this audience.

    1809
    05:13:54.210 –> 05:13:57.560
    Lisa Sharapata: So, I… I know that…

    1810
    05:13:57.800 –> 05:14:07.469
    Lisa Sharapata: and it’s… it’s in here somewhere, but this audience is… is the one I want to use, and I just wanted to just go in and build this campaign up for me, so…

    1811
    05:14:07.890 –> 05:14:09.290
    Lisa Sharapata: I’m gonna hit…

    1812
    05:14:11.310 –> 05:14:29.409
    Lisa Sharapata: enter on that, and, you know, now it’s gonna be thinking for a little while, so this is why I already, like, typed this other stuff out. And then, again, it’s, like, working on this in the background, and so it’s building this, so I’m just gonna let it think for a minute.

    1813
    05:14:29.940 –> 05:14:35.270
    Lisa Sharapata: And… I’m just gonna look back up here, too. It’s talking about…

    1814
    05:14:35.370 –> 05:14:43.090
    Lisa Sharapata: how I should configure my budget groups, and I’m looking at the spend, and I’m also looking at, like, how much…

    1815
    05:14:43.160 –> 05:14:54.170
    Lisa Sharapata: pipeline, it’s saying that I’ll probably generate with this, and so I’m thinking, you know, I have a little bit more to spend than what it was recommending.

    1816
    05:14:54.170 –> 05:15:13.030
    Lisa Sharapata: So, I always, like, you know, I’m gonna, like, just test it out here, and this is my curveball, so I’m just gonna throw it in. I’m gonna say, you know what, I have $20,000 to spend, and, I need to generate as much pipeline as possible in the next 30 days, so can you make adjustments? So I’m just gonna type that, so…

    1817
    05:15:13.320 –> 05:15:14.510
    Lisa Sharapata: have…

    1818
    05:16:04.350 –> 05:16:05.220
    Lisa Sharapata: Okay.

    1819
    05:16:05.420 –> 05:16:11.540
    Lisa Sharapata: So, just, again, letting it run, just so you can kind of see the power of this, and how…

    1820
    05:16:11.710 –> 05:16:26.289
    Lisa Sharapata: this will allow you as, you know, to be strategic, to really think through things, to kind of work with your LLM, but still with all this power at your fingertips and, like, information at your fingertips.

    1821
    05:16:26.390 –> 05:16:37.710
    Lisa Sharapata: to make informed decisions and build out campaigns and strategies. Again, I think we’ve been maybe 15 minutes here at the most, so…

    1822
    05:16:38.290 –> 05:16:44.659
    Lisa Sharapata: That’s pretty cool. And then… I’m gonna ask it to create a new campaign

    1823
    05:16:45.540 –> 05:16:54.469
    Lisa Sharapata: So, revised the campaign strategy. Now I’m gonna ask it to actually create the new campaign.

    1824
    05:16:55.020 –> 05:16:56.470
    Lisa Sharapata: Based on…

    1825
    05:16:57.260 –> 05:17:15.119
    Lisa Sharapata: this recommendation. And, you know, obviously, I would normally review it, make sure I agree with it, and, see if I had any other tweaks before I asked it to create the campaign. But for the sake of this, as soon as it’s done.

    1826
    05:17:15.370 –> 05:17:22.139
    Lisa Sharapata: I’ll ask it to create the new one, and then we will deploy it, and I’ll show you how that works, and then we’ll be all set.

  • 1827
    05:17:24.150 –> 05:17:31.110
    Lisa Sharapata: So, I’m just gonna let that through… so it’s actually… oh, it’s actually creating it. Now let me create the high converting.

    1828
    05:17:33.200 –> 05:17:40.250
    Lisa Sharapata: Oh, yeah, it’s doing that, so I won’t do that. I’m just gonna ask it to… deploy it.

    1829
    05:17:51.260 –> 05:17:58.039
    Lisa Sharapata: So it’s still thinking, also… Okay, that’s it.

    1830
    05:18:07.090 –> 05:18:08.679
    Lisa Sharapata: It’s creating… oh.

    1831
    05:18:10.250 –> 05:18:20.169
    Lisa Sharapata: So… I’m gonna have to show another screen and go back to the platform to show you this, but…

    1832
    05:18:20.280 –> 05:18:28.619
    Lisa Sharapata: If I wanted to check it, if I wanted to see what this cam… what this creative looks like, and how it actually looks.

    1833
    05:18:28.730 –> 05:18:38.630
    Lisa Sharapata: I would go back into the platform, so I have to… Open the link… And… share…

    1834
    05:18:38.980 –> 05:18:44.820
    Lisa Sharapata: Wish you could see this all at once, but… So that link…

    1835
    05:18:45.290 –> 05:18:57.180
    Lisa Sharapata: took me to this page, and you can see here that this new offer header that was described by Claude,

    1836
    05:18:57.660 –> 05:19:07.019
    Lisa Sharapata: this copy, everything that was written, it’s all in here. The landing page it’s recommending that we go to is here.

    1837
    05:19:07.270 –> 05:19:08.180
    Lisa Sharapata: Ow.

    1838
    05:19:08.400 –> 05:19:10.739
    Lisa Sharapata: the CTA…

    1839
    05:19:10.960 –> 05:19:20.540
    Lisa Sharapata: Again, this is based on what’s been working the best, all the analysis that’s been done. It’s all selected for me here, and…

    1840
    05:19:20.850 –> 05:19:26.889
    Lisa Sharapata: everything is, you know, built. I can update the offer, or I can save it as is.

    1841
    05:19:27.770 –> 05:19:37.629
    Lisa Sharapata: So, from there, I’m gonna go back to Claude, I’m gonna try publishing it, hopefully it will work, and that will be…

    1842
    05:19:38.010 –> 05:19:44.580
    Lisa Sharapata: the end. So, I’m saying, okay, it looks great, I like these recommendations.

    1843
    05:19:44.920 –> 05:19:50.769
    Lisa Sharapata: I want to generate this much pipeline, I’m going to hit publish right up here.

    1844
    05:19:51.620 –> 05:19:57.839
    Lisa Sharapata: And I… it’s right here to publishing, copy the link.

    1845
    05:19:58.010 –> 05:20:09.560
    Lisa Sharapata: And… it’s been published. Now, it’s LinkedIn, so it still takes the standard, like, 24 hours for everything to get optimized on LinkedIn’s side.

    1846
    05:20:09.560 –> 05:20:21.609
    Lisa Sharapata: If I wanted to, I could go pause it or cancel it because of that, but otherwise, it’s done. And this is all working for me in the background, and I can go do something else.

    1847
    05:20:24.040 –> 05:20:29.540
    Julia Nimchinski: That’s amazing, Lisa. Super futuristic, and I believe you are the first Martech.

    1848
    05:20:29.920 –> 05:20:37.250
    Julia Nimchinski: advertising the MenGen solution, with integration of this sort, but correct me if I’m wrong.

    1849
    05:20:38.230 –> 05:20:58.109
    Lisa Sharapata: Well, I’ll say, I know that, HubSpot has an MCP connector, and there’s some things you can do with it, but not… I mean, I haven’t seen anything like this. This is by far the coolest use case, and I feel like the most powerful, that I have

    1850
    05:20:58.340 –> 05:21:02.290
    Lisa Sharapata: seen anywhere in… I’ve been looking, so, yeah.

    1851
    05:21:02.770 –> 05:21:14.289
    Julia Nimchinski: 100% blind. And for all of our community members who are watching, what’s the best next step to engage, try? Is there some freemium?

    1852
    05:21:14.570 –> 05:21:16.230
    Lisa Sharapata: Yeah,

    1853
    05:21:16.240 –> 05:21:41.180
    Lisa Sharapata: Well, I will put a link to the Metadata One landing page, and we’re… we are doing another webinar on it if you just want to see it again, and you don’t want to talk to somebody. So that’ll be on Thursday. So, I’ll drop a link to that in here. There’s a free trial for the bid agent piece of this, and that is just the piece that connects to your LinkedIn.

    1854
    05:21:41.180 –> 05:21:45.429
    Lisa Sharapata: And optimizes your bidding for you, but we have a 14-day free trial for that.

    1855
    05:21:45.430 –> 05:21:51.250
    Lisa Sharapata: So, I can drop a link to that in there, and if anybody has any questions or wants

    1856
    05:21:51.300 –> 05:21:57.279
    Lisa Sharapata: to talk more with me, I will also drop my LinkedIn. It’s the best way to get ahold of me.

Table of contents
Watch. Learn. Practice 1:1
Experience personalized coaching with summit speakers on the HSE marketplace.

    Register now

    To attend our exclusive event, please fill out the details below.







    I want to subscribe to all future HSE AI events

    I agree to the HSE’s Privacy Policy and Terms of Use *