Content Creation & ApprovalPurpose
1.2 Enable PR agencies to initiate content creation efficiently, producing ready-to-edit drafts for client or internal approval and automating version tracking.
1.3 Automator streamlines template selection and injects tags for customizable placeholders (e.g., dates, spokespersons) in each automated press release document.
Trigger Conditions
2.2 Automated workflow trigger based on scheduled PR campaigns or external events.
2.3 Auto-trigger when a draft is requested by team member in collaboration channels.
2.4 Manual trigger via API endpoint or dashboard action in automator platform.
Platform Variants
3.1 Microsoft Word Online
• Feature/Setting: Use Graph API to automate document creation with template ID and inject dynamic variables.
3.2 Google Docs
• Feature/Setting: Use Docs API to automate template copying and replace merge tags with context data.
3.3 Notion
• Feature/Setting: Automate page duplication via Notion API; configure page ID, content blocks mapping.
3.4 Slack
• Feature/Setting: Automated action on command or shortcut; use workflow builder to post template text into channels.
3.5 Asana
• Feature/Setting: Automation rule on new task in “Press Releases”; attach template via Asana API, auto-populate task description.
3.6 Monday.com
• Feature/Setting: Integrate automations to inject template text into item updates; use Board Automations and item fields.
3.7 Trello
• Feature/Setting: Power-Up or API automation to create card with press release template checklist.
3.8 Airtable
• Feature/Setting: Airtable Automations to populate new record with press release template and dynamic fields.
3.9 HubSpot
• Feature/Setting: Workflow automation for marketing emails or tickets; use “Add template” and dynamic personalization tokens.
3.10 Salesforce
• Feature/Setting: Process Builder to launch automated document generation with content template in Content Builder.
3.11 Zoho CRM
• Feature/Setting: Use Blueprint or automation rules to attach standardized docs on PR workflow stages.
3.12 JotForm
• Feature/Setting: Auto-generate document using pre-set template upon form submission using PDF Editor integrations.
3.13 Dropbox Paper
• Feature/Setting: Paper API automation to create new document with template body.
3.14 ClickUp
• Feature/Setting: Use Automation to create new doc and insert pre-approved press release template on status change.
3.15 Smartsheet
• Feature/Setting: Automated workflow triggers document merge with defined template via Data Shuttle.
3.16 Typeform
• Feature/Setting: Connect Typeform submission to automated document generation API endpoint, populate using input data.
3.17 Intercom
• Feature/Setting: In-app automated workflow for ticket-generated content creation inserts PR template to conversation notes.
3.18 WordPress
• Feature/Setting: REST API or plugin to generate draft post with PR template as post content.
3.19 Confluence
• Feature/Setting: API automation to create new page using “Blueprint” with variables for automated press release drafts.
3.20 Zendesk
• Feature/Setting: Automated trigger upon ticket creation to add template press release as macro in ticket thread.
Benefits
4.2 Automates error reduction by providing approved templates, lowering revision cycles.
4.3 Accelerates PR workflow by automating initial draft phase.
4.4 Ensures automated, repeatable, and auditable template deployment for QA.
4.5 Supports scaling of release issuance through automated batch content creation.