CreativeSafe - Triggers and Actions
Automate standard tasks in the workflow
Triggers and Actions increases efficiency in the workflow with time-saving automation of routine tasks.
Feature Overview
Workflow automation with Triggers and Actions boosts productivity with simple, automated management of repetitive, manual tasks. Managed at the administrative level, this versatile feature offers a method for establishing Triggers that initiate Actions in the CreativeSafe database or file system to automate simple and complex workflows. Individual tasks like sending email notification of approved assets, entering metadata into a file, or moving a completed job folder to an archive area on the server, are handled automatically by CreativeSafe—any time, day or night.
Automate Parts of the Workflow
Standard, repetitive tasks take time and can easily be abandoned or delayed for any number of reasons. Moving documents from one folder to another on the server can be a time-consuming job for any traffic coordinator. Sending email notification to a group of reviewers the moment an approval is received or a file is delivered can be burdensome with so many other assignments and deadlines. With Triggers and Actions, simple, repetitive jobs like these can be automated to ensure accuracy and save time across the board.
A variety of options are available for creating Triggers that set automatic Actions, or a chain of events from multiple Actions, into motion from the database.
Triggers can be set up as changes to metadata or changes to the file system. For example, any time the metadata for a particular datafield for a file in the database is set to a particular value, such as “approved”, this change in metadata can cause an Action, such as email notification, to be set into motion, as determined by your workflow.
Actions are responses to Triggers, and can be set up to archive an expired asset; send email notification to specific contacts; automatically apply metadata to a file; or manage other routine tasks that your workflow requires. Custom actions can be created as needed.
This time-saving feature removes small chores from the larger picture, ensuring greater accuracy and simplifying workflow for users whose jobs require that they manage repeated, manual tasks.
Work with Actions
A few examples of how Actions work with other CreativeSafe tools are described here:
- Uploader applications work with Triggers and Actions to send automatic email as notification that files have been delivered to the server
- Annotations works with Triggers and Actions to move approved files from one job folder to another when a datafield is marked as Approved by a client
- Asset Timer works with Triggers and Actions to automatically archive assets that have expired
For customers with unique requirements, custom Actions can be created.
Start using Triggers and Actions, and increase productivity today.
Features
- Automate routine tasks in the WebNative Suite workflow, whether simple or complex, using Triggers that initiate one or more Actions
- Use built-in Actions to automate tasks
- Combine multiple Actions to set forth a chain of events
- Create custom Actions that support your unique workflow
- Initiate Actions from changes in the metadata
Benefit
Increase efficiency and decrease the costs associated with repetitive manual work by automating tasks in the workflow.
For More Information
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