AI workflows for public relations agencies.

Agencies that manage reputation and press coverage for client organizations.

Who does this work

  • Account director
  • Publicist
  • Media relations manager

61 workflow templates for marketing and advertising ready to adapt, and 38 workflows identified across the industry.

Updated

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Examples of the workflows identified across the industry
  1. Prepare a presentation outline and talk trackIllustrative
  2. Audit the campaigns running against the plan
  3. Register the evidence behind marketing claims
  4. Reply to a client challenging a missed commitment
  5. Report campaign results against goals

Workflow templates for marketing and advertising

These are written for marketing and advertising as a whole and apply across the industry, public relations agencies included.

Campaign claim evidence registerAn account lead gets a register that pairs each draft campaign claim with the evidence the client supplied, its source date, proposed qualified wording and the approvals still missing. Unsupported or stale claims are blocked; only approved wording is released.Workflow templateClient campaign performance reportAt the weekly or monthly reporting cutoff, the analyst gets a client report in the agency's format from the exports supplied: source figures, a drafted narrative, anomalies and discussion points. Gaps stay gaps, and every explanation is labelled a hypothesis.Workflow templateCreative test evidence reviewWhen a batch of ad creative is ready for review, the creative strategist and media lead get an evidence table by creative, angle, format and hook, with tentative learning and next-test options. No winner or loser is named, and thin evidence is held back.Workflow templateInherited campaign auditWhen an agency takes over an account or prepares a campaign health review, the media or analytics lead gets an inventory of what is running against the client's plan: mismatched offers, disagreeing destination pages, missing measurement evidence, and an owner for each follow-up.Workflow templateLead form field reviewWhen a client questions a long inquiry form or abandoned submissions, the conversion lead gets a field-by-field review: what each field is used for downstream, where people leave, and proposed labels, error messages and test questions. The lead and the client's data owner decide every change.Workflow templateMissed milestone client replyWhen a client challenges a delay, a deliverable or an earlier commitment, the account director gets a draft reply and an internal action note that keep confirmed facts apart from proposed recovery steps and the decisions still needed. Nothing is sent.Workflow templateAccount commitments checkBefore the next customer conversation, the account manager gets one list of what each side promised in recent meetings and emails, each linked to its source and marked open, done or unclear, with a suggested owner. Nothing goes to the customer.Workflow templateAccount handoffThe day a deal closes, your client success manager gets one record: what was sold and promised, who is involved, the dates and billing terms as agreed, the risks the seller heard and what is still missing. Every next action has an owner.Workflow templateAd to page checkWhen a campaign's landing page is ready for a prelaunch check, the acquisition owner gets a findings list that sets each ad beside the captured page: message, offer details, form and next step, on mobile and desktop. Page states nobody captured are marked unknown.Workflow templateAffiliate onboardingA programme owner brings a new affiliate or creator in: the code and link the store gave are checked against the programme rules and a test at checkout, then a welcome pack and a dated first-weeks checklist are prepared. A person sends, creates and pays.Workflow templateCampaign audience checkWhen an audience export is ready for review, the campaign owner gets it segmented with reconciled counts, the exclusions applied and the records whose contact status needs checking, with conflicts, stale records and duplicates kept visible.Workflow templateCampaign build sheetWhen an approved campaign brief is ready to become a setup specification, the campaign operator gets one build sheet: names, audiences, exclusions, destinations, budgets and measurement fields, with every unresolved setting and missing asset marked as a gap. Nothing is built or spent.Workflow template
Show all 61 workflow templatesCancellation request responseWhen a customer asks to cancel or cut back, the account manager gets one page: the request and the reason in the customer's words, the account's recent history, only the options your business already approved that fit that reason, and a reply that confirms the choice and what happens next. A person sends it.Workflow templateClient findings validation documentBefore research becomes recommendations, the engagement lead sends the client one document: each material finding beside its evidence, the implication proposed and a clear request to confirm, correct or defer it. Nothing is added that the evidence does not show.Workflow templateComparison claim checkA manager holding a claim such as "version B converts better" and two groups of numbers gets back the method used, the size of the difference, how uncertain it is, the assumptions checked, and plain wording for what the data does and does not support. The manager decides what to do.Workflow templateCompetitor profile from public pagesYour marketing lead gets a dated profile of a named competitor, built only from its public pages: what they say, sell and charge, kept apart from what that suggests and the questions it raises for you. Any figure no page states is marked unavailable, never estimated.Workflow templateComponent inventory auditWhen patterns come up for review, the design-system owner gets an inventory built from the library export and its documentation: every component with its naming, token and state gaps, and the pairs that may overlap. Nothing is merged on appearance; the owner decides.Workflow templateComponent specificationWhen an approved reusable component needs documenting, the design-system owner gets one specification of its variants, states, usage rules and accessibility notes, set beside the existing patterns, with every gap or clash written as a choice for the owner.Workflow templateContent planA marketing lead with a few hours a week gets a content plan built on the questions buyers really ask: one subject for each question worth answering, the formats those hours can carry, a ranked list of what to write next, and what is held or left out, each with its reason.Workflow templateCopy edit with a change listHand over a page, an email or a brochure and get it back plainer and tighter, with no claim stronger than the statements you can support and a change list that shows every edit, its reason and any meaning it moved. You approve each change before the copy is used.Workflow templateCreative fatigue reviewWhen a campaign's reach or response pattern prompts a creative review, the paid media lead gets frequency and response set against the campaign's own baseline, by creative and audience, with other explanations marked and options to test.Workflow templateCreator briefA brand marketer gets one brief per creator for a campaign: the product statements the brand has cleared, word for word, the disclosure that creator's platform needs, their own code and link, the dates and the review round. Nothing reaches a creator until a person reads it and sends it.Workflow templateCreator campaign planBefore a creator campaign starts, the marketing lead gets one plan: the goal, each creator's deal and deliverables, a base and a conservative budget checked against the budget supplied, the dates, the set-up before launch and the decisions. A person approves the spend.Workflow templateCreator content reuse planA brand marketer sees which published creator posts may be reused on which of the brand's channels, read only from the usage rights they supply, with every placement ending before the rights do. Where the rights are silent or unclear, the question goes to whoever reviews contracts.Workflow templateCreator discovery longlistBefore anyone scores or contacts a creator, the brand marketer gets a dated longlist from public pages and the names the team supplied: where each creator posts, how they were found, where their follower count came from, whether they already talk about your category, and why they are on the list.Workflow templateCreator outreach draftingA brand marketer gets a first message and three follow-ups for each chosen creator, written for the way that creator can be reached, opening on something they made and stating only the brand's standard offer. A person reads every message and sends it from the brand's own account.Workflow templateCreator publication trackingA brand marketer sees, creator by creator, what was agreed against what actually went live: each post checked for its disclosure, code, link and approved version, dated checks that it is still up, and every gap set out as a fix to ask for or a decision to make. A person sends every message.Workflow templateCreator rosterThe programme owner keeps one record of every creator the brand works with: where each relationship stands, what each creator still owes the brand, what the brand still owes each creator, and when rights and exclusivity end. It is built from the files the owner supplies; nothing is sent or paid.Workflow templateCreator vetting shortlistBefore anyone contacts a creator, the program lead sees every name on the longlist scored on six lines, each backed by what was seen and when: audience fit, engagement quality, authenticity, brand safety, sponsored track record and contactability. A person chooses who to approach.Workflow templateCulture health checkA founder or people lead sees whether the company's stated values show up in daily work: each value written as behaviours you could watch for, read against the team's own evidence, with where practice matches, where it drifts, and two or three rituals to try. Reported by team and theme, never about a person.Workflow templateCustomer case studyWith a customer who has agreed to help, prepare the interview, then turn their words and the figures they supply into a case study in a short and a long version. Every quotation and number is listed for the customer to approve in writing, and nothing is published or named before they do.Workflow templateCustomer interview synthesisTurn a stack of customer call notes into the answer to one question, in your customers’ own words. Every quotation is cited to the note it came from, every theme shows its confidence and the evidence against it, and nothing is claimed that the notes do not say.Workflow templateCustomer onboarding planFor every new customer, your customer success lead gets one plan for the first weeks: the result the customer must reach, the fewest milestones that get them there with an owner on each side, the promises both sides made, and each message as a draft. Nothing is sent until a person approves it.Workflow templateDaily production reportWhen a shoot day wraps, the production coordinator gets a draft daily report from the call sheet, timecards and department reports: hours totaled as written, schedule changes noted, and every missing or overlapping entry listed as a query. The production manager checks it.Workflow templateEngagement margin reviewMidway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.Workflow templateEngagement staffing planWhen several engagements want the same people, the resource lead sees the collision before kickoff: role needs against free days, leave and competing assignments, week by week, with two or three staffing options. The resource lead and partners choose.Workflow templateExpansion whitespace reviewFor one account or a whole book, the account manager sees what each customer holds against what it could also use, the evidence for every gap, the plays ranked, and one next step and owner for each. A person decides what to propose; nothing goes into the sales system without approval.Workflow templateFeedback follow-through updatesWhen a change ships or a decision lands on something customers asked for, your account owner gets the list of who asked, the confirmed status of each request, and an individual draft update for each person in the channel they prefer. No update promises a date or feature the team has not confirmed.Workflow templateHeadcount planFor a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.Workflow templateIP ownership and licence question tableBefore an agreement or statement of work is signed, IP counsel gets one table of the ownership, assignment, licence, background-IP and confidentiality clauses, each quoted with its section, set against the company's own IP positions and led by whether the assignment words counsel expects were found. Prepares work for a lawyer. Not legal advice.Workflow templateLead magnet planA marketer or owner gets the plan for one free resource built on a question buyers really ask: who it is for, what it promises and delivers, a format the team can make in the hours it has, the outline section by section, and whether it needs a form at all.Workflow templateLead quality pattern reviewWhen sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.Workflow templateListing copy fact checkThe listing agent or marketing lead gets draft listing copy in which every statement is tied to the property sheet, a measurement or a photo, with unsupported descriptions marked and kept out. The listing broker approves; the designated reviewer checks advertising requirements.Workflow templateNewsletter roundup draftThe newsletter editor hands over the stories picked for this send and gets a draft digest grouped by beat, with a short summary, source line and link for each approved story. Duplicates, corrected stories and incomplete sources are flagged for the editor, who approves any send.Workflow templateNinety-day marketing planAn owner or first marketing hire gets the next ninety days of marketing on one plan: the stage the business is really in, the moves that fit it, who owns each one, the money and hours they use, and what is deliberately left undone. Every count comes from your own records, and no budget is invented.Workflow templateObjection answers and sales one-pagerWalk into the call with an answer for every objection you expect, each with its honest limit and the proof behind it, and one page to leave behind. Everything is built from the facts you supply, so nothing on the page is a claim you cannot stand behind.Workflow templateOverdue-invoice follow-up preparationEvery overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.Workflow templateProject intake and capacity reviewWhen a new initiative is proposed, the portfolio owner sees it scored on the business's own criteria beside the projects already committed, the delivery days it would use month by month, and what it would crowd out or push later. The owner accepts, defers or rejects it.Workflow templateQuarterly business review preparationBefore each customer's quarterly review, the account manager gets a pack built on the customer's own goals: the quarter's result for each, labelled by where it came from, what is still open, next quarter's goals for discussion and a timed agenda. A person settles every question and sends it.Workflow templateReader correction request briefWhen a reader disputes a fact or reports a missing credit, the editor gets one internal note: the request, the published passage, the evidence supplied and the questions only an editor can answer. A draft acknowledgement waits for the audience lead's approval.Workflow templateRenewal risk reviewOnce a month, the account manager sees every contract coming up for renewal on one page: the dates that matter, the warning signs your organization watches for, which accounts are at risk, and the next step for each with an owner and a date. A person decides and makes every contact.Workflow templateSales call preparation briefYour salesperson, partner or account manager walks into every meeting with a brief they can read in five minutes: who will be there, what has been said and promised so far, what is still open, and a plan for the call. Every line traces to your own notes or a public page, and anything inferred is labelled.Workflow templateSales call scorecardAfter a sales call, your sales lead sees how it went against your team's own criteria, each point backed by the words actually said, where the call left the deal, and one focus for the next call. It reviews a call, never a person, and gives no score for anyone's file.Workflow templateSales proposal preparationYour account executive answers an RFP in minutes, not weeks, with a proposal draft where every claim traces to approved company information and every gap is already a question for the right person.Workflow templateScope change impact reviewWhen new work turns up in a project plan, the project manager gets one review: every deliverable compared with the agreed baseline, each addition marked approved or not, its estimated effect on effort, cost and the end date, and the decision the sponsor has to make. The sponsor accepts or declines each one.Workflow templateSearch exclusion conflict checkThe paid search specialist gets a list of live keywords that a live exclusion may be blocking, each with the level where the exclusion applies and the campaign intent it touches. They are clues from the text; the specialist decides what to change.Workflow templateShoot location logistics packWhen a location joins the shooting schedule, the location manager gets one brief for it: how people and vehicles get in, where they park, what the place offers, who to call and what each department asked for, with every unconfirmed item listed against the production checklist.Workflow templateSoftware subscription and vendor spend reviewFrom a card statement or ledger export, the finance or operations lead gets every subscription on one register: what each costs a year, who owns it, what renews in the next 90 days, what looks unused, duplicated or orphaned, and the decisions to make. Nothing is cancelled or changed.Workflow templateSponsor delivery recordWhen a sponsored run ends, the partnerships lead gets a register of each placement in the signed scope beside the publication record, metrics and invoices. Gaps, changed dates and incomparable metrics stay visible; billing questions go to finance.Workflow templateWork sample exercise briefFor one approved role, the hiring manager gets a practical exercise: a bounded task from the role's real work, instructions for the candidate with a time limit and adjustments, and the evidence the panel will look for. The panel judges the work; nothing is rated here.Workflow templateYear-end tax packet for the accountantOnce the year's books are closed, the owner or bookkeeper hands the accountant one packet: the documents asked for and what is still missing, every contractor paid over the reporting line with missing tax forms flagged, the year's estimated tax payments, and the questions to ask. It works out no tax.Workflow template

Workflows identified across marketing and advertising

Identified for the industry as a whole, so they apply to public relations agencies as well. Marked illustrative: an example of the work, identified, with no workflow template yet.

Audit the campaigns running against the planGives the media or analytics lead an inventory of every live campaign against the plan, with mismatched offers, disagreeing pages, missing measurement and owners.Workflow templateRegister the evidence behind marketing claimsA register pairing each claim with its evidence, source date, qualified wording and missing approvals, blocking unsupported claims.Workflow templateReply to a client challenging a missed commitmentGives the account director a draft reply and internal action note separating confirmed facts, recovery steps and decisions still needed.Workflow templateReport campaign results against goalsA results report by channel and item against the stated goals, with anomalies, a drafted narrative and questions for the next round.Workflow templateReview a form or checkout flow for drop-offA step-by-step or field-by-field review linking where people leave to proposed fixes and test cases.Workflow templateReview the evidence from a batch of ad creativeGives the creative and media leads an evidence table by creative, angle, format and hook, with tentative learning and next-test options.Workflow template
Adapt an approved piece into other formatsDraft social posts, newsletter text and short-video outlines that keep the original's evidence and qualifications.Illustrative · not built yet
Check the ad against its landing pageGives the acquisition owner a findings list that sets each ad beside its destination page: message, offer, form and next step.Illustrative · not built yet
Check the launch or campaign asset package is readyGives the launch owner a manifest of every asset by channel with its version, format, owner and missing approvals.Illustrative · not built yet
Compare supplier quotes on the same basisSets competing quotes or proposals side by side on scope, exclusions, lead time and full cost, with the questions that settle each gap, so the buyer can shortlist.Illustrative · not built yet
Consolidate review comments into one resolution listGathers the comments that reviewers, clients or testers returned on a draft, sample or deliverable into one list, merges duplicates, keeps conflicting comments open for the owner and records how each is resolved.Illustrative · not built yet
Find work only one person can cover and plan cross-trainingMaps critical tasks to the people who can do them, shows single-person dependencies and proposes cross-training.Illustrative · not built yet
Show all 37 workflows
Hand over an account or piece of work to a new ownerPrepares a handover of open commitments, current versions, decisions, correspondence and unanswered questions when work changes hands.Illustrative · not built yet
Plan a campaign's audience, channels and budgetGives the campaign owner a plan with objective, audience, channel choices, budget options, measurement needs and assumptions.Illustrative · not built yet
Plan team capacity against upcoming workCompares upcoming project or client work with the people and specialists available, shows collisions and offers staffing options.Illustrative · not built yet
Plan the content from the questions buyers askA content plan of subjects tied to real buyer questions, the formats the team can produce, and a ranked backlog.Illustrative · not built yet
Prepare a brief before a key customer or partner conversationGives the person taking the meeting, from seller to executive, a short brief on who will attend, the history, what has been said, promised and kept, the account or order context, what is open and a plan for the conversation.Illustrative · not built yet
Prepare a client invoice from approved work and its backupGives the billing owner draft invoice lines tied to approved time, quantities, rates and milestones, with missing or duplicate work and backup gaps flagged.Illustrative · not built yet
Prepare a start pack for someone joining a project in progressGives a person joining an active project the current scope, decisions, document versions, schedule, contacts and access requests they need to contribute quickly.Illustrative · not built yet
Prepare overdue invoice follow-upsGives finance a follow-up plan for every overdue invoice with recent payments and disputes checked first, and drafted reminders for the rest.Illustrative · not built yet
Prepare the periodic client business reviewGives the account manager a review pack built on the customer's goals: results for the period with sources, open issues, next-period goals and an agenda.Illustrative · not built yet
Prepare the project scope baselineA draft scope baseline of deliverables, exclusions, acceptance criteria, constraints and open questions for the sponsor.Illustrative · not built yet
Prioritize search topics from keyword dataA topic map grouping queries by intent with demand measures, existing coverage and proposed page briefs.Illustrative · not built yet
Profile a competitor from public pagesA dated profile or comparison of what competitors say, sell and promise, separating observation from interpretation.Illustrative · not built yet
Reconcile two reported values of the same metricA side-by-side of the definitions and a step-by-step bridge between two reported figures (from different teams, reports or ad platforms), with a proposed common definition, formula, source and owner for the metric.Illustrative · not built yet
Review a document or publication for accessibilityA findings list on headings, reading order, alternative text, tables and contrast, with unchecked items named.Illustrative · not built yet
Review a scope change and its impactA comparison of new or changed work with the agreed baseline, its effect on effort, cost and dates, and the decision the sponsor or client must make.Illustrative · not built yet
Review the margin on a client engagementGives the engagement, matter or account lead a worksheet comparing agreed fee, recorded effort, billed amounts, delivery costs and remaining work by phase or workstream, with the gaps that limit the view and questions.Illustrative · not built yet
Review the weekly sales pipelineGives the sales lead the open pipeline by stage with movement since last week, deals at risk and coverage against target.Illustrative · not built yet
Synthesize customer research into buyer languageA source-linked summary of customer problems, buying triggers, objections and the words customers use.Illustrative · not built yet
Turn a buyer's request into a proposal or quoteGives the seller a draft proposal or quote with scope, exclusions, fees, dependencies and the questions still to resolve.Illustrative · not built yet
Check a deliverable package before issueLists missing review records, revisions that disagree between index, register and documents, and out-of-date references before a package is issued.Illustrative · not built yet
Design a customer feedback surveyDrafts a short survey for one point in the customer journey with the questions, scales, timing, who receives it and how each answer will be used.Illustrative · not built yet
Draft a transcript of a recordingA draft transcript or timed text with speaker labels and uncertain passages marked for a listen-back.Illustrative · not built yet
Prepare the design handoff to engineeringA handoff record covering every state, token, breakpoint and content rule, with unstated behaviour written as questions.Illustrative · not built yet
Review time entries before they are billedGives the billing lead an exception sheet of time and expense entries with wrong rates, duplicates, wrong project codes, unclear narratives or missing support.Illustrative · not built yet
Test whether a difference between two groups is realA comparison of two groups, test variants or before-and-after periods with the method, size of the difference, uncertainty, assumption checks, any criteria agreed beforehand and plain wording of what the data supports.Illustrative · not built yet

The workflows identified for public relations agencies

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare a presentation outline and talk trackClient spokespeople are prepared for interviews with a talk track of key messages and the hardest questions a journalist is likely to ask.Illustrative · not built yet

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