Turn completed visits into review invitations.
Happy families are rarely asked for feedback.
Est. deploy 4–6 weeksSee the walkthrough
Marketing & Reputation · Ecommerce
Turn reviews into a grounded creative brief.
Useful customer language is buried in review exports.
For: Creative leads and the team responsible for marketing & reputation in ecommerce.
01 · The outcome
What good looks like.
The team has a reviewed creative brief with anonymized source examples, with source evidence and an explicit approval before any external action. Track briefs using traceable customer evidence against a baseline; do not assume automation improves it.
A connected workflow that uses permitted review text, product references, and consent rules to cluster recurring benefits and complaints while stripping personal information. It produces a reviewed creative brief with anonymized source examples.
Where AI helps, and where a person decides.
AI can cluster recurring benefits and complaints while stripping personal information. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The creative lead verifies the source facts and approves the final action.
Creative lead is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Creative lead: Capture the source and scope
- Creative lead: Review the proposed outcome
- Creative lead: Release only the approved version
- Creative lead: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A new review batch is approved for analysis. Connect only permitted review text, product references, and consent rules. The creative lead confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to cluster recurring benefits and complaints while stripping personal information. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a reviewed creative brief with anonymized source examples against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Creative lead has recorded approval or a reason to hold the item.
After explicit approval, save a reviewed creative brief with anonymized source examples in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review briefs using traceable customer evidence each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=commerce-review-brief
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- COMMERCE-REVIEW-BRIEF-DEMO-001
- Trigger
- A new review batch is approved for analysis.
- Owner
- Creative lead
- Prepared output
- a reviewed creative brief with anonymized source examples
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Briefs using traceable customer evidence
Start with your tools.
Connect Shopify, Gorgias, Klaviyo through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your creative lead time five examples of this work. Use redacted copies of permitted review text, product references, and consent rules to make a reviewed creative brief with anonymized source examples manually, then list which fields required judgment.
What to measure.
- Briefs using traceable customer evidence
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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