Best for
- B2B companies publishing evidence-heavy campaigns
- Teams with customer metrics and comparative claims
- Partner ecosystems adapting shared messages
Govern product, customer, market, comparative, security, regulatory, and performance claims from source evidence through campaign briefs, assets, localization, reuse, expiration, exceptions, and takedowns.
A versioned claim register and review system with evidence quality, exact approved wording, usage scope, asset links, drift audits, exceptions, expirations, and a reusable Claude review package.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
4 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Claim review becomes slow and inconsistent when every asset reopens the same evidence search and approved wording lives in email. This workflow creates atomic, versioned claims with exact scopes and links every campaign adaptation back to evidence. Claude accelerates extraction and drift detection while humans retain approval authority for product, legal, customer, security, and financial risk.
Expected results
Campaign review time
5-10 hours saved per asset set
Approved claim packets and automated drift review reduce repeated evidence searches and late-stage correction.
Claim traceability
Exact wording linked to source and scope
Every approved version retains evidence, qualifiers, audience, region, channel, expiration, and approver.
Risk prevention
Unsupported and expired claims blocked upstream
Brief review and asset audits surface issues before broad production or publication.
Reuse speed
Preapproved scoped variants
Teams can use known-safe wording without reopening full review, while semantic changes remain controlled.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
60-90 min
60-90 min
Define claim classes for product capability, performance metric, customer outcome, market statistic, competitive comparison, security, regulatory, financial, forward-looking, and opinion. Assign an approver and evidence standard to each class. Define which claims may be reused unchanged, adapted with review, or never reused outside a named asset. Record retention, expiration, and emergency takedown authority. Record the operation against stable identifiers such as claim_id, claim_class, exact_wording, source_id, evidence_quality, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Use an explicit pass, warning, or hold disposition, attach the supporting evidence IDs, and assign every unresolved exception to an owner and due date before moving to the next step. Write down the decision criteria, owner, required inputs, and what is deliberately out of scope so the rest of the workflow does not drift.
A claim-governance policy with classes, approvers, and evidence standards.
Approval is contextual. A claim approved for a sales deck may not be approved for a public ad, regulated market, or named-customer campaign.
2-3 hours
2-3 hours
Create Airtable tables for Claims, Evidence Sources, Customers, Products, Regions, Channels, Assets, Approvals, Exceptions, and Supersessions. Give every claim an ID, exact approved wording, claim type, source IDs, evidence quality, owner, approval scope, geographic scope, audience, channel, expiration, prohibited adaptations, and status. Keep prior versions and link superseding claims instead of editing approved history. Add a field for the smallest defensible wording. Record the operation against stable identifiers such as claim_class, exact_wording, source_id, evidence_quality, audience_scope, preserve the raw source reference and capture time, and write any transformation or decision into the system’s change history rather than replacing the prior value. Use an explicit pass, warning, or hold disposition, attach the supporting evidence IDs, and assign every unresolved exception to an owner and due date before moving to the next step. For each input, keep the source, collection date, owner, and confidence level so later AI summaries can be checked instead of trusted blindly.
A versioned claim and evidence register with usage scope and supersession.
Store exact wording, not just a topic. Small changes such as fastest to among the fastest can materially change the evidence burden.
Pro workflow preview
Previewing 2 of 12 steps
Get the remaining 10 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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