Episode Description
Most lifecycle teams have some version of the same problem: briefs in Confluence, tests in the ESP, results in a pivot table, and nothing talking to anything else. When someone asks what worked six months ago, you spend an hour hunting for the answer.
Riley Stevenson is a Senior Lifecycle Marketing Manager at Self Financial, and she spent eight months building an Airtable-based system that replaced all of it. A single place for briefs, assets, results, statistical significance calculations, and AI-generated experiment summaries. Analysis that used to take three hours now takes five minutes. Her team runs six times more experiments than before.
In this episode, Riley gives a live demo of the full system using a fictional hot dog business she built for the demo. She walks through every step from writing a brief to uploading results to reading a dashboard, and explains where AI shows up in the workflow, including the moment it got the answer wrong on camera.
She is also sharing the Airtable base so you can copy it and start from her foundation instead of building from scratch.
What We Cover
- (00:00) Welcome and Riley's background
- (02:10) What Airtable actually is now and why Riley uses it for everything
- (06:11) Demo overview: what the knowledge base looks like
- (10:43) The full workflow: from brief to results
- (27:00) Results dashboard and the AI experiment summary (including where it went wrong)
- (31:44) The outcomes: 3 hours to 5 minutes and 6X experiment velocity
- (38:38) The AI copywriter built into Airtable
- (41:35) Lightning round
Tools and Resources Mentioned
- Airtable — The platform the entire knowledge base is built on
- Riley's Airtable Base Template — Copy this to start from her foundation
- Braze — ESP used at Self Financial
- Confluence — What the team used before (Atlassian's documentation tool)
- Claude — Being integrated with Braze and Airtable as a next phase project
TV and Podcasts Riley Recommends:
- Search Engine (podcast, PJ Vogt)
- Rooster (TV)
- Hacks (TV)
Portland Recommendations:
- No Saint (restaurant)
- Mount Tabor Park
- Third Coast Hot Dogs
About Riley Stevenson
Riley Stevenson is a Senior Lifecycle Marketing Manager at Self Financial, a company focused on financial wellness and credit building. Her background is in journalism and nonprofit communications, which led her circuitously into lifecycle marketing after moving to Mexico in 2019 and joining an early childhood development startup. She has been in lifecycle ever since and describes it as the perfect combination of problem solving, analytics, and creative strategy. She built the Airtable knowledge base over eight months alongside her regular responsibilities, and has made the full template available for others to copy and use.
Connect with Riley
- LinkedIn: Riley Stevenson
- Substack: pdxrecs.substack.com
- Self Financial: self.inc
Connect with The AI-Powered Inbox
The AI-Powered Inbox is hosted by Adam Bianco, Founder and Chief Strategist at Offtrail Marketing. New episodes help email and lifecycle marketers use AI to work smarter, stay ahead, and not get left behind.