Scope drift
Local, national, trade, and syndicated outlets were being mixed together.
AI WORKFLOW · BUILT + IN USE
Turning a high-stakes, hours-long PR research process into one reusable command—without automating away the professional judgment.
01 / THE FRICTION
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
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.
Local, national, trade, and syndicated outlets were being mixed together.
Database results included an incorrect byline and a reporter who had left.
The verification standard existed in working memory, not as a repeatable checklist.
Spreadsheet pastes could land in the wrong place when the browser layout changed.
03 / THE SYSTEM
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.
Client, subject, geography, date range, comparables, destination.
Select each outlet tier and approve a five-line brief before research begins.
Search the media database, live publications, and relevant peer coverage.
Check every byline, article, date, current role, and contact source.
Write the sheet, preserve the evidence log, and report what was excluded.
04 / THE GUARDRAILS
No silent assumptions. The workflow asks which outlet tiers matter every single run.
No contact without proof. Every usable record needs a byline, article, date, URL, and current-role check.
No invented fields. If an email or date cannot be verified from a page opened during the run, it stays blank.
No hidden exclusions. Stale, wrong, out-of-scope, and unverified results are retained with a reason.
No blind spreadsheet writes. Exact ranges are selected and checked after every paste.
05 / WHAT CHANGED
Re-explain the process
Search across several sources
Manually prove each contact
Reformat and re-section the sheet
Remember every quality check
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
06 / THE HUMAN PART
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
If a valuable job depends on the same research, decisions, and handoffs every time, there may be a system hiding inside it.