Turn completed visits into review invitations.
Happy families are rarely asked for feedback.
Est. deploy 4–6 weeksSee the walkthrough
Marketing & Reputation · All industries
Keep local business posts and reviews up to date.
Opening-hour changes and review replies wait in a queue.
For: Local marketing managers and the team responsible for marketing & reputation across industries.
01 · The outcome
What good looks like.
The team has a manager-approved local profile update with a publication log, with source evidence and an explicit approval before any external action. Track approved profile updates published before their due date against a baseline; do not assume automation improves it.
A connected workflow that uses approved opening hours, service descriptions, public reviews and consent-cleared media to draft a Google Business Profile post or review reply, check factual claims and flag complaints requiring escalation. It produces a manager-approved local profile update with a publication log.
Where AI helps, and where a person decides.
AI can draft a Google Business Profile post or review reply, check factual claims and flag complaints requiring escalation. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The local marketing manager verifies the source facts and approves the final action.
Local marketing manager is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Local marketing manager: Capture the source and scope
- Local marketing manager: Review the proposed outcome
- Local marketing manager: Release only the approved version
- Local marketing manager: 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 verified profile update or new public review needs attention. Connect only approved opening hours, service descriptions, public reviews and consent-cleared media. The local marketing manager confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to draft a Google Business Profile post or review reply, check factual claims and flag complaints requiring escalation. 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 manager-approved local profile update with a publication log against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Local marketing manager has recorded approval or a reason to hold the item.
After explicit approval, save a manager-approved local profile update with a publication log 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 approved profile updates published before their due date 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=local-profile-publishing
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- LOCAL-PROFILE-PUBLISHING-DEMO-001
- Trigger
- A verified profile update or new public review needs attention.
- Owner
- Local marketing manager
- Prepared output
- a manager-approved local profile update with a publication log
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Approved profile updates published before their due date
Start with your tools.
Connect CRM, Google Workspace, Slack 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.
- For healthcare uses, validate HIPAA applicability, execute required BAAs, restrict PHI to the minimum necessary, and use approved secure systems. Clinicians handle symptoms, urgent care and clinical decisions.
- For legal work, preserve privilege and confidentiality, check conflicts before substantive intake, and require a licensed attorney to approve legal advice, filings and engagement terms.
- For financial or insurance work, a properly licensed professional approves recommendations, coverage, suitability and binding actions. Apply the firm's supervision, retention and advertising rules.
Try this week / no DAVID required
A useful first step.
This week, have your local marketing manager time five examples of this work. Use redacted copies of approved opening hours, service descriptions, public reviews and consent-cleared media to make a manager-approved local profile update with a publication log manually, then list which fields required judgment.
What to measure.
- Approved profile updates published before their due date
- 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
03 · More workflows to consider
Related workflows.
Draft practice posts without exposing patients.
Marketing drafts accidentally contain clinical details.
Est. deploy 4–6 weeksSee the walkthrough
Check practice articles before publication.
Draft articles can imply guarantees or reveal client facts.
Est. deploy 4–6 weeksSee the walkthrough
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