Automated delivery of creative previews and performance snapshots

Purpose

1.1 Facilitate the timely, automated sharing of ad creative previews and campaign performance summaries with clients for enhanced transparency and faster feedback cycles.
1.2 Eliminate manual effort and speed up delivery of status updates, visual assets, and KPIs through preferred digital channels.
1.3 Ensure consistent client communication, reduce errors, and provide actionable insights in real time or at scheduled intervals per client requirements.

Trigger Conditions

2.1 Scheduled event (e.g., weekly, monthly, or after campaign milestones).
2.2 Uploading new creative assets to shared drives or DAM platforms.
2.3 CRM status change, such as campaign phase progression.
2.4 Performance metric thresholds, like exceeding CPM/CPC targets.
2.5 Manual trigger via dashboard or project manager approval.

Platform Variants

3.1 Google Drive
• Feature: File upload event
• Setting: Configure webhook on new asset folder for creative previews

3.2 Dropbox
• Feature: File added/modified
• Setting: Monitor campaign folders for new or revised previews

3.3 Box
• Feature: File activity webhook
• Setting: Trigger on upload in client-designated folders

3.4 Adobe Creative Cloud
• Feature: Publish/share API
• Setting: Automate extraction and sharing link generation

3.5 Slack
• Feature: chat.postMessage API
• Setting: Auto-send preview images and performance PDF to client channel

3.6 Microsoft Teams
• Feature: Webhook connector
• Setting: Post creative thumbnails plus performance message in relevant team/thread

3.7 Gmail
• Feature: SMTP API
• Setting: Email subject & body auto-populated with links and KPI snapshots

3.8 Outlook
• Feature: Graph API mail.send
• Setting: Delivery of update emails, embedded previews as attachments

3.9 HubSpot
• Feature: Workflow automation
• Setting: Trigger sequence on stage update to send performance snapshot

3.10 Salesforce
• Feature: Process Builder/Flow
• Setting: Automate communications tied to opportunity or account events

3.11 Mailchimp
• Feature: Campaign API
• Setting: Send scheduled reports to mailing lists

3.12 WhatsApp Business API
• Feature: Message API
• Setting: Deliver preview images and summary KPIs via client’s WhatsApp

3.13 Twilio SMS
• Feature: Programmable SMS
• Setting: Alert clients with a brief SMS and link to creative/performance report

3.14 Asana
• Feature: Task comment API
• Setting: Update tasks with preview/progress attachments automatically

3.15 Monday.com
• Feature: Update automation
• Setting: Auto-comment updates with attachments & performance screenshots

3.16 Notion
• Feature: Page update API
• Setting: Auto-embed creative previews and current metrics in project trackers

3.17 Trello
• Feature: Card attachment automation
• Setting: Add preview link & performance recap card per reporting period

3.18 Google Sheets
• Feature: Spreadsheet API
• Setting: Append new row with performance data, auto-generate shareable link

3.19 Power BI
• Feature: REST API
• Setting: Auto-export visual dashboard snapshot for report emails

3.20 Tableau
• Feature: REST API export
• Setting: Share visual charts in client’s chosen communication channel

3.21 ClickUp
• Feature: Task/Doc API
• Setting: Automate client-facing docs with embedded previews and charts

3.22 Zoho CRM
• Feature: Workflow rules
• Setting: Trigger automated email/SMS on milestone, with attached previews

3.23 OneDrive
• Feature: File webhook
• Setting: Trigger notification on upload to shared client directory

Benefits

4.1 Save time and eliminate repetitive manual updates across channels.
4.2 Ensure clients receive up-to-the-minute information and fresh assets.
4.3 Minimize risk of human error or missed communications.
4.4 Foster transparency with consistent, professional report delivery.
4.5 Accelerate client approval cycles and response times.
4.6 Support multichannel preferences for diverse client communication habits.