Use Portfolio Workflow Automation to Streamline Your Digital Asset Management Processes
While Digital Asset Management systems offer many ways to improve how you organize and share your digital assets, there still are a number of manual, tedious, and repetitive tasks that must be done. Portfolio Workflow Automation helps you address and automate DAM-specific tasks, whether you’re working in Portfolio or using it with 3rd party business systems. Now, you can ensure the same process and the same outcome every time. This will help you eliminate costly mistakes due to human error and increase the overall efficiency of your organization.
No matter what the input sources are, you can monitor activities to set your trigger. An input source can be a folder on your network or in Portfolio, an FTP server, an email address, or even a specific time of day.
Determine what assets should be addressed from your selected source. This allows you to handle discrete files differently.
Decide what will happen with the files you have identified: add, delete, move, copy, email, modify, insert/extract metadata, update a database—the possibilities are endless.
Certain processes need to run all day long, but some only need to run once a day, or maybe at particular time every Sunday morning. Set regular schedules with Portfolio Workflow Automation to ensure your workflow flows.
Use macro fields to handle dynamic values. They can be renamed to follow complex rules, update databases, send emails, and more.
Set workflows to follow a sequential order, or run multiple tasks in parallel to get jobs done faster and more efficiently.
Save and share your workflows to use again and again. Mix and match to create new workflows without having to start all over.
Insert Portfolio APIs into your automated workflow or trigger server-side scripts to create more complex operations.
Use bi-directional communication with 3rd party systems such as your CMS, marketing automation system, Oracle, Microsoft SQL Server, MySQL, and FileMaker and more!