Case Studies | SaaS B2B

From hours of manual updates to automated member emails

Automated Member Communications

About

A SaaS B2B business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The engagement concentrated on three focus areas, each part of turning a manual chore into a reliable automated pipeline.

Removing hours of manual curation

Updating members on the positions they hold was a manual process that consumed hours each cycle. The solution needed to automate it end to end, from reading the source data to sending the final emails.

Understanding role changes from CRM data

The pipeline had to import member data from Excel held in Dynamics CRM, distinguish individuals with a single role from those with several, and programmatically identify which roles were being started, continued or left, so each email reflected the right change.

Personalised, reviewable and trackable sending

Emails needed to be personalised per member, checkable by staff before a bulk send, and trackable afterwards, with reporting on deliveries, bounces and, where possible, complaints.

Solution

Member data is extracted from Dynamics CRM into an Amazon S3 bucket using an AWS Lambda function or AWS AppSync, with access credentials held securely in AWS Secrets Manager and each extract saved into a timestamped folder. Saving the file triggers the next stage, where a Lambda function reads the rows, distinguishes single from multiple roles, and identifies which roles are starting, continuing or ending.

10

Personalised sample emails generated for staff review before any bulk send

2

Workflows: a human-reviewed draft pipeline and a tracked send pipeline

Hours

Of manual email curation targeted for removal each cycle

By the numbers:

  • 10 - Personalised sample emails generated for staff review before any bulk send
  • 2 - Workflows: a human-reviewed draft pipeline and a tracked send pipeline
  • Hours - Of manual email curation targeted for removal each cycle
Changes

The solution was designed to automate the client's member role-update communications end to end, from CRM extract through personalised generation to tracked sending, replacing a process that previously took hours of manual work each cycle.

  • Automated role detection — The pipeline distinguishes members with single or multiple roles and identifies which are being started, continued or left, straight from the CRM data.
  • Personalised generation — Amazon Bedrock writes an email tailored to each member's specific role changes rather than a generic template.
  • Human-in-the-loop review — A sample of ten emails is written to Amazon S3 for proof-reading, so staff sign off the tone and content before the full run goes out.
  • Tracked delivery — Amazon SES sends the approved emails and reports on deliveries, bounces and, where available, complaints.
  • Handover — Knowledge transfer was planned through meetings, Loom tutorials and a live demonstration, with the solution deployed via CloudFormation into the client's own AWS environment.

With a repeatable, serverless pipeline in place, the client is positioned to extend automated, personalised member communications and free its team from routine curation.

AWS Stack

Amazon Bedrock

For large language model generation of personalised member emails.

Amazon SES

For sending the emails and reporting on deliveries, bounces and complaints.

AWS Lambda

For serverless extraction of CRM data and processing of role changes.

Amazon S3

For storing extracted data and sample emails for review.

Amazon SQS

For throttling message flow between functions to stay within Bedrock quotas.

AWS Secrets Manager

For secure storage of CRM access credentials.

Amazon Virtual Private Cloud

For network isolation for the pipeline.

AWS CloudFormation

For repeatable deployment into the client's AWS environment.

YOU MIGHT LIKE

Related success stories

View all case studies

Case Studies | Insights

Utilising Language Recognition, Speed, and Enhanced Security to Make Social Media a Force for Good

  • Here, we take a detailed look at how the Cloud Combinator team collaborated with another cutting-edge AI service provider that provides intelligent systems to “make social media more social” for brands and users alike.
  • Arwen AI is a UK-based startup specialising in AI solutions to manage and enhance brands’ social media interactions. Founded in 2020 by Matt McGrory, Dr. David Cole, and Joel Bailey, Arwen. AI focuses on using AI to automatically detect and remove spam, toxic comments, and other unwanted content from social media platforms.
  • The team at Arwen have three core products. ‘Moderate’ is focused on identifying and removing toxic content from social media channels. ‘Engage’ helps brands identify and engage with meaningful conversations on social media, and ‘Customize’ allows brands to apply bespoke algorithms to their channels - creating an even more effective moderation and engagement.
Read more
CONTACT US

Ready to turn AI into impact?

We'll help you spot the highest-value opportunities, reduce risk around your first AI initiative, and define a clear path to results from day one.

Why talk to us:

Outcome-driven recommendations

AWS-recognised delivery expertise

Risk-aware AI adoption

Clear next step, not a sales pitch

Start with a focused 20-minute conversation about your goals — no pressure, no commitment.

We use cookies

This website uses cookies to enhance user experience and to analyze performance and traffic on our website.

See our Privacy Policy for details.