At Kalisa, we build a secure generative AI platform that helps organisations turn their knowledge and expertise into real value. But, before our clients get their hands on it, we use it ourselves in many aspects of our work, every single day.
We thought we would lift the curtain a little and share how our marketing team leans on Kalisa to brainstorm content ideas, shape client presentations, manage FAQs, and fine-tune SEO. It has become part of how we work.
So, here is how our marketing team actually uses Kalisa (and a few other AI tools) to make our daily marketing faster, more creative, and more focused on what really matters, producing quality work that delivers results.
1. Content Creation: Generating Blog Themes and Topics
Every great article starts with an idea, but finding one that is relevant, timely, and backed by credible insight can take hours. Our marketing team uses Kalisa to make that process faster and more effective.
We keep an internal library of recent industry reports, resources, and Kalisa-related collateral that we update regularly. Using Kalisa’s crawlers, we also connect our website content and a curated list of trusted industry sources. This means Kalisa can automatically combine our private knowledge with reputable public data, keeping our information both current and context-rich.
All this data feeds into one of our custom AI Agents, designed specifically for content research. With a simple prompt such as “I want to write an article about AI privacy. Suggest five potential themes and angles,” Kalisa analyses the data, spots gaps and trends, and generates ideas supported by verified information.
The output is a shortlist of strong, data-informed topics tailored to our audience’s interests. This has cut our research time dramatically, allowing us to focus on what we do best: writing thoughtful, high-quality content that we then refine and polish using Kalisa.
2. Marketing Presentations: Automating research and structure
Client and prospect presentations once took days to prepare. Now, they take just a few hours.
Our marketing team has uploaded all our previous Kalisa decks: proposals, product demos, and supporting materials such as client case studies, testimonials, one-pagers, and brand templates. Combined with a set of predefined rules, this forms the foundation of a dedicated Kalisa AI Agent built specifically for presentation creation.
Here is how it works. When a new opportunity arises, we brief the Agent on:
- The client’s sector and size.
- Their key challenges and goals.
- The intended audience (for example, Chief Marketing Officer).
Within minutes, Kalisa produces a tailored presentation structure. It automatically suggests relevant client stories, use cases, suitable testimonials, and recommends talking points drawn from our existing materials.
Previously, we had to search our library manually, to find relevant case studies and testimonials, copy and paste content from past decks and so on. Now, Kalisa does the heavy lifting, gathering and organising everything we need in one go.
Once the structure is ready, our team focuses on crafting the narrative and adding the copy. We then move to Canva for design and layout, and use Sora to generate complementary visuals.
The result is a complete presentation workflow that balances efficiency with creativity. Every deck we produce stays consistent with our brand, rooted in verified content, and adapted to the client’s specific needs, all in a fraction of the time it used to take.
3. Repurposing Long-Form Content into Short-Form Assets
High-quality content should never live in one format. Once we publish a blog, report, use case, or article, Kalisa helps us repurpose it into different formats for different platforms.
For instance:
- LinkedIn posts: Kalisa extracts key insights and turns them into concise and interesting captions.
- Checklists: From guides or long-form blogs, it produces step-by-step lists suitable for downloads.
- Newsletters: It generates short intros or summaries tailored to our newsletter format style.
- Presentation slides: For events and webinars, Kalisa automatically structures slides based on article sections and calls-to-action.
Every output is then reviewed by our team to ensure it meets our quality standards and reflects our brand voice.
This workflow gives every piece of content a second (and third) life, reaching audiences across channels, from newsletter readers to social followers, without the need to start from scratch each time. It saves time, maintains consistency, and helps us get the most value out of every idea we produce.
4. Quality and Consistency Checks with AI Workflows
When we write long-form content or create supporting materials such as presentations, guides, and resources, we need to ensure they meet our quality standards.
For example, to make sure our blog articles are SEO optimised, we check whether it includes the right keywords, exceeds 1,000 words, and has a concise meta description within 150 characters. If it is a presentation, we verify that it follows our approved structure, uses consistent formatting, and aligns with our visual guidelines.
Rather than spending hours manually reviewing every piece of marketing collateral, we use Kalisa Workflows to automate these checks. Each workflow is built around predefined questions and rules, tailored to our own content standards.
With a single command, Kalisa scans the content and reports back:
- Does it meet SEO criteria?
- Is the tone of voice consistent?
- Are visuals and layouts aligned with our brand?
This process ensures every asset we publish, whether a presentation, blog, or downloadable resource, is accurate, compliant, and on-brand. It saves valuable time while giving us confidence that all content meets the same professional standard.
5. Internal FAQs and Knowledge Access
We use Kalisa not just for external marketing, but also for internal knowledge management.
Our marketing team has created an internal FAQ agent that gives everyone instant access to accurate, up-to-date information. For example, we ask:
- “What is the latest proposal we sent to X client?"
- “What are our brand colours and design rules?"
- "What are the latest statistics on AI use in legal services?”
- “Where can I find our latest presentation for the finance sector?”
Kalisa analyses our shared folders, past campaigns, and brand documentation to provide quick, verified answers. This means team members no longer have to search through multiple files or ask colleagues for links, they can find what they need instantly.
This setup keeps everyone aligned, reduces repetitive questions, and ensures that knowledge flows freely and securely across the team.
The Impact: More Time for Creative and Strategic Work
Using Kalisa internally has changed how our marketing team works.
- Time savings: Routine tasks like research, slide formatting, and FAQ updates are automated.
- Quality improvement: Content ideas and drafts are grounded in verified data, avoiding speculation or errors.
- Consistency: Brand tone, visuals, and messaging stay uniform across all outputs.
- Scalability: We can produce more materials, faster, without increasing headcount.
These efficiencies allow us to focus on what cannot be automated, creative thinking, storytelling, and strategy.
We have seen a measurable reduction in production time per article and presentation, while engagement and lead quality have improved. Most importantly, our content is now more aligned with our audience’s needs and interests, thanks to the data-driven insights Kalisa provides.
Lessons Learned
Implementing AI into marketing workflows is not about replacing people. It is about giving them better tools to think, create, and act faster.
Some of our key lessons:
- Human oversight remains essential. Every AI-generated output, from titles to visuals, goes through a final review to ensure it reflects our voice and standards.
- Quality inputs produce quality results. Uploading outdated or irrelevant sources leads to noise. We maintain strict data hygiene to keep Kalisa’s insights trustworthy.
- Context is everything. Before asking Kalisa for help, we provide clear instructions on audience, goal, and tone.
This combination of automation and human review makes our marketing operation both efficient and reliable.
Why We Share This
We built Kalisa to help organisations like ours use AI safely and effectively. Using our own product internally ensures we understand its practical impact, not just in theory, but in everyday workflows.
By sharing how our marketing team uses Kalisa, we aim to show that secure, private, and reliable generative AI can improve productivity without compromising creativity or quality.
Kalisa does not just help us tell our story. It helps us create it.
Powering the next generation of professional services
Kalisa offers everything you need to deliver valuable GenAI experiences to your clients and team.
- Chat agents with subject-matter expertise
- AI Workflows to automate business processes
- AI workspaces for your team
- Self-serve client portals and dashboards
- Subscriptions and monetisation
- Analytics to measure usage and engagement
- Securely combine public and private data
- API for systems integration
Book a free demo to see Kalisa in action
* This articles' cover image is generated by AI
