Organize PR briefs by client and embargo date for coverage schedulingautomatically
When briefs arrive from PR, embed client and embargo date in names so I can schedule coverage.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Organize PR briefs with client and embargo date tracking.
- Connect PR brief intake folders or email processing.
- AI extracts client names, embargo dates, and brief types.
- Organize by publication schedule and embargo status.
Proof: 487 PR briefs organized last month at 93.6% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Embargo tracking: Extract and track embargo dates for proper publication timing.
Client organization: Organize by client and PR agency for relationship management.
Coverage ready: Prepare organized briefs for editorial planning and story assignment.
How it works
PR briefs auto-name to Client_EmbargoDate_BriefType.pdf with 93%+ accuracy, ready for scheduling.
- Connect PR brief intake folders or email processing.
- AI extracts client names, embargo dates, and brief types.
- Organize by publication schedule and embargo status.
FAQ
Can I handle briefs from multiple PR agencies?
Yes. Configure rules for different agencies with appropriate client organization.
Will it work with email and shared drive briefs?
Handles both emailed briefs and documents from shared PR portals.
How do I track embargo status?
Include embargo status and lift dates in filenames for scheduling management.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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