Source record
Give each draft a source, owner, review state, and channel.
Case study / Engineering + content workflow
Engineering Consultancy: Clear path from expert source to public content.
What did Marketing & AI do for the engineering consultancy? Built a content workflow that carries an expert source through a review sequence to approved public copy — source, shape, approve, publish — with humans keeping the final judgment on every piece.
A privacy-safe view of a technical content workflow. It shows no client data, private dashboard, or result claims; the practical proof is the review path from source to approved public copy.
01 / Public-facing example
Engineering consultancy
This rebuilt view shows a general workflow. It has no client data, private metrics, or hidden system details.
- 01SourceFact + context attachedReady
- 02ShapePlain-language draftReview
- 03ApproveHuman decision point with accountable reviewerHeld
- 04PublishChannel + scheduleQueued
02 / Starting problem
The problem to make clearer.
Technical ideas needed a steady path from source to public post. Each draft also needed a clear review step by a subject expert.
03 / Review
Proof before claims.
These are the questions that shape the work. They are not a disclosure of private findings.
- 01
List the source, owner, review step, publish state, and exceptions.
- 02
Separate facts from opinion and claims that lack proof.
- 03
Find the repeat work in formatting and scheduling.
- 04
Set the tasks AI can help with. Keep judgment with a person.
04 / Implemented work
A system, not a surface treatment.
The public reproduction focuses on the decisions a potential client can evaluate.
Clear handoff
Put repeat fields in one format before the team schedules a post.
Human review
Use narrow automation for format and timing. Keep final judgment with a person.
05 / What became clearer
A better order of work.
- The source for each public statement.
- The person who reviews each draft.
- The repeat steps that a tool can handle safely.
06 / Related services
Continue with the capability.
Privacy-safe summary. No client analytics, customer data, private systems, dates, budgets, testimonials, or performance metrics are disclosed.
Next / Review
Start with the problem.
Bring the goal, the friction, and any evidence you already have. We will begin by deciding what to check first.