AGENCY AI TRANSFORMATION
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Course outlineSkills assessment

Your learning path: 16 lessons.

PR Agency AI Transformation / Obtain Client Information AI Cannot Invent / Lesson 07

Module 02 / Lesson 07 · Read, apply, check

Capture Authentic Quotes and Secure Approval Without Losing the Voice

Preserve what a person actually said and manage quote approval as a precise, traceable decision.

By Adriaan BritsCEO of Sitetrail · MSc Marketing
Former LinkedIn Learning instructor in SEO, Advanced Google Analytics and Google Ads
Course edition: October 2026

Visual explanationWorked examples30-minute practical taskKnowledge check

Capture words and context together

Store the exact passage, speaker, role, date and source location, such as a recording time marker or written response. Include the question that prompted the answer and nearby context when it changes meaning. Separate a verbatim quotation from a paraphrase and from proposed attributed wording. AI can help locate candidate passages, but the editor must compare them with the original. A transcript error in a name, number or negation can reverse the meaning even when the rest of the paragraph reads naturally.

Edit lightly and keep the distinction visible

Do not silently combine fragments from different answers into a new quotation. If removing filler or shortening a passage would alter meaning or tone, choose a shorter intact excerpt or paraphrase with accurate attribution. For agency-authored material, a spokesperson may approve newly drafted wording, but record it as an approved written statement rather than pretending it came from the interview. Preserve characteristic phrasing when it is clear and useful. The goal is a recognizable person making a specific point, not a generic executive slogan.

Send an approval request that is easy to answer

Provide the proposed quote, its surrounding paragraph, intended channel and attribution. Ask the speaker or authorized reviewer to confirm the exact wording and factual details by a clear date. Offer a focused correction route instead of inviting unlimited rewriting of the entire article. Keep the approved version and decision record together. If someone changes a substantive claim during approval, verify the new claim separately. Approval establishes permission and wording; it does not independently establish that every factual statement inside the quote is true.

Respect the difference between your content and independent reporting

Your agency can control approval procedures for its own drafts and client statements. An independent journalist may have different rules and may decline quote approval or prepublication review. Explain this distinction to the client before an interview. Prepare the spokesperson to be accurate in the conversation and clarify attribution arrangements in advance. Do not promise editorial control you do not possess. When reusing a quote later, check whether the existing permission, date and context still fit the new use.

The quote chain

Capture

Exact words, speaker, question, date and source location.

Check

Compare the passage with the original and verify factual claims.

Approve

Show wording, context, attribution and intended use.

Reuse carefully

Retain the decision record and reassess context for a new use.

Voice survives when the source and approval history remain attached.

See it in practice

In a fictional interview, a founder says, “We stopped adding features for six weeks because the support queue was telling us something.” The agency keeps that clear sentence and checks its time marker. A longer answer contains a provisional customer-retention figure, so the editor excludes it until the finance owner confirms the measure. The approval request shows the quote, the explanatory paragraph and the planned client article. The founder corrects the pause to five weeks, and the editor checks the project record before accepting the change. The final file records the approved written correction and exact attribution. When another publication later requests an interview, the agency explains that the journalist controls their own reporting process rather than promising the same approval arrangement.

Compare the alternative

Another agency asks AI to make the founder sound visionary. It combines several answers into a dramatic quotation about industry leadership and sends only the isolated sentence for approval. The speaker clicks yes without seeing that the surrounding article implies a company-wide result. The quote is now authorized wording, but the agency has lost the original context and failed to verify the broader claim. A quick approval click did not repair the editorial weakness.

Avoid this misconception

Authenticity does not mean preserving every hesitation, repetition or transcription error. It means preserving meaning, context and honest attribution. Use accurate paraphrase when an exact passage is unclear. Keep a visible record of any newly approved statement, and do not label it as a verbatim interview excerpt. Specific language and real decisions usually sound more credible than exaggerated polish.

Know the boundary

Never invent a quotation and present it as something a person said. Follow the publication’s rules for quotation editing and approval. Permission to use one statement in one client article may not cover a different campaign, endorsement or sensitive context; check the actual scope before reuse.

Do this today · 30 minutes

Turn this lesson into a useful action.

Prepare a quote approval request for the founder’s product pause.

Before you start

A document or spreadsheet and the illustrative case in this lesson. Use synthetic or already approved material for practice; no paid account or real client data is required.

Your steps

  • Choose one intact quote and attach its source location.
  • Write the surrounding context and intended use.
  • Separate wording approval from factual verification.

What better looks like

Before: Exact words, speaker, question, date and source location.

After: Retain the decision record and reassess context for a new use.

Your working notes

Notes stay in this browser. Download a copy to keep them.

Verify your work

  • Verbatim and drafted statements are labelled differently.
  • The speaker sees the surrounding meaning.
  • Any changed number has a verification owner.

Follow up

Test this worksheet on one bounded assignment. Record the reviewer’s findings, revise the method and assign the next review date.

Before you move on

Make the decision.

AI combines two interview answers into a smoother quotation. The client likes the wording, but it was never spoken as one sentence. Your team wants to label it a verbatim interview quote. Which treatment preserves an honest evidence record?

Sources and further reading

Associated Press: newsroom standards for AI

PRSA: professional ethics resources

Lesson edition 1.0 · References reviewed 16 October 2026 · Practical exercise reviewed 16 October 2026. Examples are illustrative teaching scenarios.

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Illustrative cost comparison using October 2026 plan prices; check current terms before purchase. Assumes one eligible placement per credit and comparable selected opportunities, not a prediction of rankings, revenue, coverage or AI citations. Actual suitability depends on audience fit, editorial requirements and the current plan terms. DA/DR are third-party metrics, not Google scores.

From strategy to execution

Choose publications available on your plan, prepare useful content for the audience and submit it for editorial review. Track accepted placements in your dashboard and evaluate them against your campaign goals.

Original evidence. Human editorial judgment.

Use the worksheets to turn each lesson into a real decision. Improve the method as you learn from client evidence, editorial checks and delivery results.

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