Workflow Template
Website Content Approval Workflow
Manages requests to add or change website content: intake of copy, assets and SEO requirements, brand review (with optional compliance review for regulated/legal claims), staging and final preview, publishing, live verification, and requester notification. Handles revise-and-resubmit and rejection paths.
Designed for marketing, brand, legal, and web teams handling a steady stream of website copy and content change requests, this workflow brings structure to what is often an ad hoc email or ticket process. It automates intake of copy, assets, and SEO requirements, routes items through brand review with an optional compliance step for regulated or legal claims, and manages staging, final preview, and live verification before publishing. The result is a controlled, auditable path from request to live page, with clear revise-and-resubmit and rejection handling built in.
Business Outcomes
- Helps reduce time from content request to live publication
- Supports more consistent brand and compliance review before content goes live
- Reduces back-and-forth by structuring revise-and-resubmit paths
- Improves visibility into request status for requesters and reviewers
- Helps lower the risk of publishing unreviewed or non-compliant content
Workflow Steps
Steps
- 1Create Content Request Recordcreate record
Registers the incoming content request.
- 2Set Status: Submittedupdate record
Marks the request as submitted and awaiting brand review.
- 3Regulated/Legal Claims?
Determines if compliance review is needed alongside brand review.
contains_regulated_claims: "Yes"→Compliance ReviewDefault→Set Status: In Brand Review - 4Compliance Reviewcreate task
Legal/compliance reviewer checks regulated or legal claims before brand review completes.
- 5Persist Compliance Notes & Statusupdate record
Records compliance notes and updates status before brand review.
- 6Set Status: In Brand Reviewupdate record
Marks the request as under brand review.
- 7Brand Reviewcreate task
Brand reviewer checks the content, copy, assets, and SEO requirements and records a decision.
- 8Persist Brand Review Outcomeupdate record
Saves the brand review decision and notes to the record.
- 9Route on Brand Review Decision
Routes the request based on the brand reviewer's decision.
brand_decision: "Approved"→Set Status: Staged for Previewbrand_decision: "Changes Requested"→Set Status: Changes Requestedbrand_decision: "Rejected"→Set Status: RejectedDefault→End - 10Set Status: Changes Requestedupdate record
Marks the request as needing revision by the requester.
- 11Notify Requester: Changes Requestedsend email
Emails the requester with brand review feedback so they can revise and resubmit.
- 12Requester Revises Contentcreate task
Requester updates copy, assets, or SEO requirements based on feedback and resubmits.
- 13Persist Revised Contentupdate record
Saves the requester's revised copy and SEO requirements to the record.
- 14Restart Brand Reviewrestart from step
Sends the revised request back through brand review.
- 15Set Status: Rejectedupdate record
Marks the request as rejected with a final status.
- 16Notify Requester: Rejectedsend email
Emails the requester that the request was rejected with the reason, and closes it.
- 17Set Status: Closedupdate record
Closes the rejected request.
- 18Set Status: Staged for Previewupdate record
Marks the approved content as staged, awaiting final preview check.
- 19Final Preview Checkcreate task
Staged content is checked in preview before going live.
- 20Persist Preview Resultupdate record
Saves the preview check result and notes.
- 21Route on Preview Check Result
Publishes if the preview passed, otherwise sends back for revision.
preview_check_passed: "true"→Publish ContentDefault→Set Status: Changes Requested - 22Publish Contentupdate record
Publishes the approved and previewed content to the live website.
- 23Verify Live Pagecreate task
Assigns a task to verify the content is correctly live on the website.
- 24Persist Live Verificationupdate record
Saves live verification result and marks the request closed.
- 25Notify Requester: Publishedsend email
Emails the requester confirming the content is live.
Fields
- Requester Name*
- Requester Email*
- Page / Content Scope*
- Copy Text*
- Assets (images, documents, etc.)
- SEO Requirements (title tag, meta description, keywords)
- +10 more fields
Forms
Website Content Change Request
7 fields
Data Views
All Content Requests
content_request_ref, page_scope, request_status, brand_decision +1 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
Why should we move website content approvals into a structured workflow?
Manual content requests via email or chat often lack a clear audit trail and can let unreviewed copy slip onto the live site. This workflow captures every request in a record with status tracking, routes it through brand and optional compliance review, and verifies the page after it goes live. It's designed to help teams reduce publishing errors and give stakeholders visibility into where each request stands.
What is the ROI of automating this process compared to manual coordination?
Teams typically spend significant time chasing approvals, tracking revisions across email threads, and manually checking staged pages before launch. Automating status changes, notifications, and review routing helps cut that coordination overhead and supports faster turnaround on content changes. Because the workflow runs directly in assess.one, there's no separate tooling cost or integration project to justify the investment.
How long does it take to implement this workflow?
The template is ready to use and can be published in minutes, not weeks. Once published, your team can start submitting and processing content requests immediately, and you can adjust review steps, roles, or notifications as you learn how the process fits your organisation.
Can we customise the brand and compliance review steps?
Yes. The workflow includes a decision point for regulated or legal claims that routes content into an additional compliance review before brand review, and this logic can be adjusted directly in assess.one. You can also change reviewer roles, add extra approval stages, or modify what notes and outcomes are captured at each step.
Who typically needs access to this workflow?
Content requesters (marketing, product, or business teams), brand reviewers, and compliance or legal reviewers for regulated content are the core participants. Web publishing teams also need access to move requests through staging, final preview, and live verification. Access and permissions for each role are configured within assess.one.
What happens if content is rejected or sent back for changes?
If brand review flags issues, the workflow sets the status to 'Changes Requested' and notifies the requester automatically, allowing them to revise and resubmit content, which restarts the brand review step. If a request is rejected outright, the requester is notified and the record is closed, preserving a full history of what was reviewed and why.
How does the workflow verify content is live and correct after publishing?
After staging and a final preview check, the outcome is persisted before publishing proceeds. This step is designed to catch formatting, link, or asset issues before the content goes live, reducing the chance of publishing errors reaching end users.
Does this workflow support compliance requirements for regulated industries?
Yes, the workflow includes a conditional compliance review step triggered when content contains regulated or legal claims, with compliance notes and status persisted to the record. This supports audit readiness by documenting who reviewed regulated content and what was approved, though your organisation should confirm the review criteria match your specific regulatory obligations.
Can this workflow integrate with our existing email or Slack notifications?
Yes, notifications to requesters for status changes such as 'Changes Requested' or 'Rejected' can be configured to send via email or Slack directly within assess.one. There's no separate development work required to set this up, as integrations are managed inside the platform's settings.
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