Case studies/Case study 01

AI WORKFLOW · BUILT + IN USE

A media list that
verifies itself.

Turning a high-stakes, hours-long PR research process into one reusable command—without automating away the professional judgment.

For
Independent PR consultancy
Industry
Hospitality + attractions
System
Claude skill + browser workflow
Deliverables
Google Sheet + evidence log

01 / THE FRICTION

The list wasn’t the hard part.
Trusting it was.

Building a client-ready media list meant moving between a brief, Muck Rack, live publication pages, journalist profiles, open-web research, and a shared spreadsheet. Every contact needed to be current, relevant, reachable, and backed by something they had actually written.

The first run exposed the real failure points: scope changed midstream, “national” meant different things to different people, some database records were stale or wrong, emails came from sources with different levels of confidence, and spreadsheet writes were fragile.

So the job wasn’t “make Claude search for reporters.” The job was to turn professional standards into a system that could enforce them every time.

02 / BEFORE THE BUILD

We did the work once.
Then audited everything.

The initial project was documented as it happened: the prompts, the decisions, the corrections, and the places where the tools got it wrong. That record became the blueprint.

01

Scope drift

Local, national, trade, and syndicated outlets were being mixed together.

02

Stale records

Database results included an incorrect byline and a reporter who had left.

03

Missing proof

The verification standard existed in working memory, not as a repeatable checklist.

04

Fragile handoff

Spreadsheet pastes could land in the wrong place when the browser layout changed.

03 / THE SYSTEM

One command.
A controlled workflow.

The finished skill does not jump straight into research. It collects the expensive-to-get-wrong decisions first, confirms the brief, then runs a documented sequence with evidence attached.

  1. 01Define

    Client, subject, geography, date range, comparables, destination.

  2. 02Confirm

    Select each outlet tier and approve a five-line brief before research begins.

  3. 03Discover

    Search the media database, live publications, and relevant peer coverage.

  4. 04Verify

    Check every byline, article, date, current role, and contact source.

  5. 05Deliver

    Write the sheet, preserve the evidence log, and report what was excluded.

04 / THE GUARDRAILS

The mistakes became part of the product.

01

No silent assumptions. The workflow asks which outlet tiers matter every single run.

02

No contact without proof. Every usable record needs a byline, article, date, URL, and current-role check.

03

No invented fields. If an email or date cannot be verified from a page opened during the run, it stays blank.

04

No hidden exclusions. Stale, wrong, out-of-scope, and unverified results are retained with a reason.

05

No blind spreadsheet writes. Exact ranges are selected and checked after every paste.

05 / WHAT CHANGED

From rebuilding the job
to directing the system.

BEFORE

Re-explain the process

Search across several sources

Manually prove each contact

Reformat and re-section the sheet

Remember every quality check

NOW

Run /media-list

Answer a focused intake

Confirm the outlet tiers

Review flagged or uncertain records

Use the verified list and pitch angle

THE PRINCIPLE

The professional still directs the work. The system handles the repetition—and shows its receipts.

06 / THE HUMAN PART

Automation with an adult in the room.

The PR professional chooses the client strategy, geography, comparables, and outlet tiers. She can redirect the research as the story takes shape. The workflow handles the procedural load, surfaces uncertainty, and preserves the evidence needed for a confident final review.

This case study is published with identifying client and contact information removed. The underlying workflow was built from a live project and is currently in use.

YOUR PROCESS DOESN’T HAVE TO BE PR

What do you rebuild
every time?

Show me the process

If a valuable job depends on the same research, decisions, and handoffs every time, there may be a system hiding inside it.