The AI agent for trade marketing managers
Sauna plans channel promotions, drafts the retailer co-op proposal, tracks trade-spend against budget, and measures promo lift from sell-through data across your accounts.
What it does
What Sauna does for trade marketing managers
- 01
Plan the promo calendar
Sauna builds the trade-promotion calendar by retailer and quarter in Smartsheet, with mechanic, dates, and expected lift for your review.
- 02
Draft co-op proposals
It writes the co-op marketing proposal per account — spend, display, and feature ask — in Google Docs, tailored from that retailer's history.
- 03
Track trade spend
Sauna reconciles promotion spend against budget from QuickBooks and your sheet and flags the accounts running over allocation.
- 04
Measure promo lift
It compares sell-through during and after each promo to baseline and drafts the lift-and-ROI readout for the next planning round.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Reconcile trade spend against budget by account from QuickBooks, flag anyone over allocation, and measure last quarter's promo lift from the sell-through data.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it commit co-op spend?
No. Sauna drafts the proposals and tracks the budget, but every spend commitment and retailer send waits for your approval.
Is the promo-lift number defensible?
Yes. It shows the baseline, the promo window, and the sell-through behind each lift figure, so you can defend the ROI to the account.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for trade marketing managers.
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