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Automation Squad

Role

AI for Event Planners

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Coordinate activities of staff, convention personnel, or clients to make arrangements for group meetings, events, or conventions.

Meeting, Convention, and Event Planners · O*NET 13-1121.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

24 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

49 matched to the tools meeting, convention, and event planners use. Showing 24.

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Drive MCP or direct API to search files, upload documents, share folders, and manage permissions through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.

    Make (make.com)

  • Google Drive

    MCP server

    Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

    Google Drive

  • LinkedIn

    MCP server

    LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

    LinkedIn

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Linkedin MCP or direct API to search profiles, post updates, manage messages, and analyze connections through natural language.

    Make (make.com)

  • Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Facebook MCP or direct API to post updates, fetch messages, manage comments, and gather page analytics through natural language.

    Make (make.com)

  • GoTo Meeting

    MCP server

    GoTo Meeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.

    GoTo Meeting

  • Make (make.com)

  • Google Docs

    MCP server

    Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

    Google Docs

  • Marketo

    MCP server

    Marketo's marketing automation software helps marketers engage customers and prospects.

    Marketo

  • Microsoft Excel

    MCP server

    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

    Microsoft Excel

  • Microsoft Word

    MCP server
  • Office Word

    MCP server
  • Make (make.com)

  • Powerpoint

    MCP server
  • Adobe Creative Cloud is a graphic design and video editing suite that enables businesses to publish print layouts, edit images, manage PDF documents, and collaborate with team members using various mobile and desktop applications.

  • Adobe Photoshop

    MCP server
  • Delphi Compiler

    MCP server
  • Easy Project

    MCP server

    Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

    Easy Project

  • Excel

    MCP server
  • Excel

    Skill
  • GoTo Webinar

    MCP server

    GoTo Webinar by LogMeIn makes it easy to set up and deliver an online video and audio conference. Conduct do-it-yourself webinars with up to 1000 people – all for one flat rate. Extend your reach, expand your audience, increase your influence. Webinars work.

    GoTo Webinar

The tools this job actually uses

46 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Creative Cloud softwarehot
  • Adobe InDesignhot
  • Adobe Photoshophot
  • ESRI ArcGIS softwarehot
  • Facebookhot
  • Google Docshot
  • Hypertext markup language HTMLhot
  • Marketo Marketing Automationhot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft Wordhot
  • Oracle Primavera Enterprise Project Portfolio Managementhot
  • Trimble SketchUp Prohot
  • Active Network EventRegister
  • Blackbaud The Raiser's Edge
  • Convention Industry Council CIC APEX Toolbox
  • Dean Evans & Associates EMS Professional
  • Delphi Discovery
  • Delphi Technology
  • Event Management Software
  • Events Operations Software
  • FileMaker Pro
  • Geographic information system GIS software
  • Google Drive
  • GruupMeet
  • IBM Lotus Notes
  • Lenos marketing automation software
  • LinkedIn
  • LogMeIn GoToMeeting
  • LogMeIn GoToWebinar
  • MeetingMatrix International
  • MemberClicks COMPLETE
  • Mentimeter
  • Microsoft Dynamics
  • Microsoft Publisher
  • NSF Hospitality Rendezvous Events

What this job involves

23 documented tasks, most important first. Showing 23.

  1. Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
  2. Review event bills for accuracy and approve payment.
  3. Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.
  4. Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.
  5. Confer with staff at a chosen event site to coordinate details.
  6. Inspect event facilities to ensure that they conform to customer requirements.
  7. Maintain records of event aspects, including financial details.
  8. Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.
  9. Negotiate contracts with such service providers and suppliers as hotels, convention centers, and speakers.
  10. Evaluate and select providers of services according to customer requirements.
  11. Plan and develop programs, agendas, budgets, and services according to customer requirements.
  12. Hire, train, and supervise volunteers and support staff required for events.
  13. Conduct post-event evaluations to determine how future events could be improved.
  14. Direct administrative details, such as financial operations, dissemination of promotional materials, and responses to inquiries.
  15. Organize registration of event participants.
  16. Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.
  17. Develop event topics and choose featured speakers.
  18. Promote conference, convention and trades show services by performing tasks such as meeting with professional and trade associations, and producing brochures and other publications.
  19. Read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.
  20. Design and implement efforts to publicize events and promote sponsorships.
  21. Obtain permits from fire and health departments to erect displays and exhibits and serve food at events.
  22. Contact potential clients, meet with professional and trade associations, and produce brochures and other publications to promote conference, convention, and trade show services.
  23. Plan and develop programs, agendas, budgets, menus, and services according to customer requirements.