Workflow Template
Media and Press Enquiry Contact Form Workflow
Public-facing media/press contact form with a lightweight workflow: captures the enquiry, sends immediate confirmations, prioritises and assigns it to a communications owner, alerts the owner immediately if urgent, records the response, closes the enquiry with a closure email, and follows up with a short feedback request a day later.
This workflow is designed for communications and PR teams who field media and press enquiries through a public-facing contact form and need a consistent, auditable way to manage them. It automates enquiry capture, instant confirmations, topic classification, priority-based assignment, urgent deadline alerts, and structured response logging, closing each enquiry with a confirmation email and a short feedback request. The result is faster response times, clearer accountability across the communications team, and a complete record of how each enquiry was handled.
Business Outcomes
- Reduces time-to-first-response for journalists and media contacts
- Helps ensure urgent, deadline-driven enquiries are flagged and escalated promptly
- Improves consistency of categorisation and prioritisation across incoming enquiries
- Creates a centralised, auditable record of every media interaction and response
- Supports better team accountability through clear ownership and status tracking
Workflow Steps
Steps
- 1Create Enquiry Recordcreate record
Registers the submitted enquiry as a record.
- 2Set Status to Openupdate record
Marks the enquiry as Open on creation.
- 3Send Confirmation Emailsend email
Sends an immediate confirmation email to the submitter.
- 4Check if Mobile Number Provided
Determines whether to send a confirmation SMS.
phone: ""→Send Confirmation SMSDefault→Set Category and Priority - 5Send Confirmation SMSsend sms
Sends a confirmation SMS to the submitter's mobile number.
- 6Set Category and Priorityai prioritisation
AI assesses the enquiry's category and urgency based on deadline and significance, before assignment.
- 7Classify Enquiry Topicai classification
AI classifies the enquiry into a category to guide handling.
- 8Persist Priority and Category to Recordupdate record
Writes the computed priority and category onto the enquiry record.
- 9Check Category Needs Human Review
Routes low-confidence classifications to a communications lead for manual categorisation, otherwise proceeds directly.
_ai_clf_classify_topic_needs_human_review: "true"→Manual Category ConfirmationDefault→Assign to Communications Owner - 10Manual Category Confirmationcreate task
A communications lead confirms the correct category and priority when AI confidence is low.
- 11Update Record with Confirmed Category and Priorityupdate record
Persists the human-confirmed category and priority to the record.
- 12Assign to Communications Ownerassign user
Assigns the enquiry to the appropriate communications or spokesperson owner.
- 13Set Status to Assignedupdate record
Updates the enquiry status once an owner is assigned.
- 14Check Urgency
Determines whether the deadline/significance requires an immediate internal alert to the owner.
enquiry_priority: "Urgent"→Notify Owner of Urgent DeadlineDefault→Prepare and Record Response - 15Notify Owner of Urgent Deadlinecreate task
Sends an immediate internal task alert to the assigned owner for urgent media deadlines.
- 16Prepare and Record Responsecreate task
Owner drafts/records the approved response or follow-up action for the enquiry.
- 17Persist Response Summaryupdate record
Writes the recorded response/follow-up notes to the record and marks it Responded.
- 18Close Enquiryupdate record
Marks the enquiry as Closed once handled.
- 19Send Closure Confirmation Emailsend email
Notifies the submitter that their enquiry has been closed.
- 20Wait 1 Day Before Feedback Request
Pauses for 1 day before requesting feedback.
- 21Send Feedback Requestrequest external input
Sends a short feedback request to the submitter one day after closure.
Fields
- Journalist / Contact Name*
- Media Outlet*
- Email Address*
- Phone Number (optional)
- Enquiry Topic*
- Response Deadline*
- +5 more fields
Forms
Media & Press Enquiry
7 fields
Data Views
All Media Enquiries
contact_name, media_outlet, enquiry_topic, response_deadline +3 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send SMS in the workflow
Twilio
AWS SNS
Send email in the workflow
AWS SES
Similar Categories
FAQs
Why should our communications team automate media enquiry intake instead of managing it through a shared inbox?
A shared inbox makes it difficult to track ownership, priority, and response status consistently, which increases the risk of missed deadlines with journalists. This workflow automatically captures enquiries, sends confirmations, classifies topics, and assigns owners, so nothing depends on someone remembering to check a folder. It also creates a structured record of each enquiry that the whole team can see, reducing duplicated effort and confusion over who is handling what.
What is the ROI of implementing this workflow compared to manual handling?
The main return comes from faster response times, fewer missed urgent enquiries, and reduced administrative overhead for the communications team. Because the workflow automates confirmations, classification, and closure emails, staff spend less time on repetitive admin and more time on drafting quality responses. Over time, this can also support stronger media relationships by demonstrating responsiveness and professionalism.
How long does it take to get this workflow live?
The template is ready to use, so publishing it inside assess.one takes minutes rather than weeks. Once published, your team can start receiving and processing live enquiries immediately, with no separate implementation project or external development work required.
Can we customise the categorisation and priority logic to match our own criteria?
Yes, the classification and priority-setting steps can be adjusted directly within assess.one to reflect your team's own topic categories and urgency thresholds. You can also configure when a category requires manual human review versus automatic classification, giving you control over the balance between speed and accuracy.
Who typically needs access to this workflow within the organisation?
Access is generally limited to communications and PR staff who receive, review, and respond to media enquiries, along with any managers who need visibility into enquiry status and turnaround times. Roles and permissions can be configured within assess.one so that only relevant team members can view, assign, or update enquiry records.
What happens when an enquiry is flagged as urgent?
When the urgency check identifies a time-sensitive enquiry, such as one with a tight media deadline, the workflow immediately notifies the assigned communications owner rather than waiting for standard queue processing. This step is designed to help reduce the chance of missed deadlines by surfacing critical enquiries as soon as they are logged.
Does this workflow support compliance or audit requirements for external communications?
The workflow persists a record of the enquiry, its classification, the assigned owner, and the final response, creating a traceable history of how each media interaction was handled. This supports internal accountability and can help teams demonstrate consistent process adherence if external communications are later reviewed.
What happens if the automatic category classification is unclear or incorrect?
The workflow includes a check for whether a category needs human review, and if so, routes the enquiry to a manual confirmation step before the category and priority are finalised and persisted to the record. This helps balance automation speed with human judgment for ambiguous or sensitive topics.
How does the feedback request step work and why is it included?
One day after an enquiry is closed, the workflow automatically sends a short feedback request to the contact who submitted the original enquiry. This step is designed to help the communications team gather input on responsiveness and service quality without requiring manual follow-up tracking.
Can this workflow integrate with our existing email or Slack notifications?
Yes, notification channels such as email and Slack are configured directly inside assess.one as part of the workflow setup, so alerts for new enquiries, urgent flags, or assignment changes can be routed to the tools your team already uses. No third-party development work is required to set this up.
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