Marketing & Public Relations
Challenge
Labor-intensive PR creation process from consultation to publication with manual follow-ups and limited SEO tracking
Solution
We engineered a comprehensive PR workflow automation that handles everything from consultation booking to SEO performance tracking, complete with before-and-after visibility metrics.
Key Features Implemented
- Smart Booking Management: Auto-triggered consultation handler with 24-hour booking buffer and 15-minute session spacing, syncing data to Airtable every 12 hours for cost optimization
- Transcript-to-Content Pipeline: Read.ai integration with OpenAI analysis generating engagement letters, invoices and intake forms automatically post-consultation
- Intelligent Email Sequences: Three-part automated email system (engagement letter, Bill.com invoice/payment link, intake form) with 24-hour reminders and team CC’d
- AI Press Release Generation: Combined meeting transcript and intake form data processed through pre-built agent logic to create publication-ready press releases with auto-generated alt text and meta descriptions
- Multi-Stage Approval System: Airtable button-triggered approvals with email routing to clients, rejection escalation to Team members
- SEO Performance Tracking: Automated keyword extraction, Browserless integration capturing before-and-after Google search screenshots and client reporting
“Partnering with Execor team was exactly what we were looking for. They are much more than accountants; they provide guidance and are available to talk through decisions that impact our business.”
John Smith, CEO & Owner Tweet
Results
- Reduced CEO's manual workload by 18+ hours per week
- Reduced team's workload by 188+ hours per week
- Eliminated missed follow-ups with automated reminder system
- Improved press release quality and consistency through AI assistance
- Cognitive brain built in to mimic custodian style and delivery
- Achieved 100% payment tracking with Bill.com integration
- Provided tangible SEO value demonstration to clients via before/after screenshots
- Created complete audit trail from booking to publication
150%
Operational Growth
Increased by 150% within 2 months after implementing our automation.
35%
Cost Saving
In Human resource and consultant fee
50%
Timely Payments
Improved payments with checks and reminders