Deliver more PR work with the team you have.
Coverage reports, media lists and release drafts, run the same way for every retainer. Your team keeps the call on the story and the wording. Your agents do the sorting, summarising and first drafts.
An example of how a PR agency could set this up. Nothing here is a built-in template.
Your team
Sets up the report
Your agent
Sorts and drafts, outside ORCA
Account director
Checks and reframes
Your client
Approves the focus
Finding. The launch drove most of March's reach. The awards story stayed in trade press.
Recommendation. Lead with the launch. Offer the founder for two more interviews in April.
Every retainer runs the same report. Every client keeps its own context.
Define the monthly coverage report once: who exports, who drafts, who edits, what the client approves. Each retainer runs it with its own monitoring, history and decisions.
Nothing here is built in. Click an owner to change it, click a step to rename it, add one.
Delegate the sorting. Keep the call on the story.
Hand the monitoring export and first draft to an agent that already has your monitoring tooling. Scope it to one campaign. Your account director decides what the client reads and how it is framed.
- Agents run on your setup. ORCA holds the task and the context.
- A role, a permission list and a campaign boundary. The server checks every request against them.
- Review points live in the workflow. Approval is a workflow step owned by the reviewer. Approve campaign output is off for the agent.
- Product launch: 23 pieces, 6 in national titles
- Founder interview picked up by 4 trade titles
- Awards shortlist: 9 mentions, all trade
Illustrative. Your agent runs on your own setup. Sharing stays off until the reviewer approves.
Clients approve the focus. They never see the monitoring export.
The client gets the coverage report, the recommended focus for next month, and one decision to make. The raw monitoring, who drafted it, and your account director's edits stay on your side. Try the switches in the workspace.
Never shown to the client: workflow controls, owner assignment, agent permissions and scope. Hidden until you switch them on: who prepared the work, internal review notes.
Common questions.
Short answers about how a PR agency would run work in ORCA.
Does ORCA monitor coverage or contact journalists?
No. Your team or your agent uses the monitoring and media tools you already have. ORCA holds the task, the exports, the report and the review step, and shows the client what you choose to share.
Can the same workflow cover press releases and media lists?
Each service gets its own workflow. A press release might have an account executive briefing, an agent drafting and the account director editing. You define the steps, owners and approval points per service.
Who decides what the client sees?
Your agency. By default the client sees the report, the recommended focus and the decision you need. The monitoring export, internal edits and agent details stay with your team.
Same product. Same review step. A different service each time.
Pick the one closest to yours and see the workflow, the assignment and the client view shaped for that kind of work.
Start with one retainer. Build from there.
Run the coverage report for one client with your team, refine it, then hand the sorting to an agent when you are ready.