Fireside Chat

Beyond the Dashboard: How to Automate Reporting & Workflows with Everflow AI

September 2, 2026

About The Chat

Michael Cole and Jordan Barney of Everflow team up to show performance marketers how to transform daily operations using Everflow’s In-Platform AI Chat, Model Context Protocol (MCP), and practical AI Playbooks. Featuring content from Affiliate Summit East 2026, this session demonstrates how to move past static dashboards using conversational queries, headless MCP connections to stitch Everflow metrics with external tools like Gong, and Jordan Barney’s AI Playbook initiative. Attendees will walk away with plug-and-play community recipes—including automated re-engagement workflows for dormant partners and Google Sheets Apps Script integrations—bridging the gap between raw AI capabilities and everyday execution to give your team a clear roadmap to scale efficiency.

"Ask Everflow" Live

Watch live demos of conversational queries in action—from surfacing hidden partner labels to running year-over-year offer comparisons unavailable in standard dashboards.

Actionable AI Recipes

Learn how to use pre-built community recipes to automatically identify, segment, and re-engage dormant affiliate partners.

Prompt Refinement

Discover best practices for setting default personalized instructions to keep your AI assistant aligned with your program’s exact goals.

Meet The Expert

Meet The Experts

Jordan Barney
Assoc. Director of Content Operations
Everflow
Jordan oversees the development and execution of content across Everflow’s ecosystem. Passionate about translating complex technical features into intuitive user playbooks, Jordan works closely with customer success and product teams to map real-world AI recipes. She will highlight Everflow’s ongoing AI Playbook initiatives, demonstrating community-driven recipes designed to save affiliate managers hours of manual work.
Jordan Barney
Assoc. Director of Content Operations
Everflow
Jordan oversees the development and execution of content across Everflow’s ecosystem. Passionate about translating complex technical features into intuitive user playbooks, Jordan works closely with customer success and product teams to map real-world AI recipes. She will highlight Everflow’s ongoing AI Playbook initiatives, demonstrating community-driven recipes designed to save affiliate managers hours of manual work.
Michael Cole
Chief Marketing Officer
Everflow
Michael leads marketing and strategic positioning at Everflow. A veteran in the performance marketing space, Michael focuses on helping brands, agencies, and networks scale through technology, automation, and headless platform integrations. In this session, Michael will present live demonstrations of Everflow’s "Ask Everflow" AI Chat and showcase how Model Context Protocol (MCP) enables cross-platform data stitching with tools like Claude.
Jordan Barney
Assoc. Director of Content Operations
Everflow
Jordan oversees the development and execution of content across Everflow’s ecosystem. Passionate about translating complex technical features into intuitive user playbooks, Jordan works closely with customer success and product teams to map real-world AI recipes. She will highlight Everflow’s ongoing AI Playbook initiatives, demonstrating community-driven recipes designed to save affiliate managers hours of manual work.
Michael Cole
Chief Marketing Officer
Everflow
Michael leads marketing and strategic positioning at Everflow. A veteran in the performance marketing space, Michael focuses on helping brands, agencies, and networks scale through technology, automation, and headless platform integrations. In this session, Michael will present live demonstrations of Everflow’s "Ask Everflow" AI Chat and showcase how Model Context Protocol (MCP) enables cross-platform data stitching with tools like Claude.
Jordan Barney
Assoc. Director of Content Operations
Everflow
Jordan oversees the development and execution of content across Everflow’s ecosystem. Passionate about translating complex technical features into intuitive user playbooks, Jordan works closely with customer success and product teams to map real-world AI recipes. She will highlight Everflow’s ongoing AI Playbook initiatives, demonstrating community-driven recipes designed to save affiliate managers hours of manual work.
Michael Cole
Chief Marketing Officer
Everflow
Michael leads marketing and strategic positioning at Everflow. A veteran in the performance marketing space, Michael focuses on helping brands, agencies, and networks scale through technology, automation, and headless platform integrations. In this session, Michael will present live demonstrations of Everflow’s "Ask Everflow" AI Chat and showcase how Model Context Protocol (MCP) enables cross-platform data stitching with tools like Claude.

Fireside Chat Highlights

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