When starting a new project, moving from planning to publishing can involve many repetitive steps. In Reports.re, this entire workflow can be automated to save time and reduce manual effort.
By using templates, task scenarios, and automation rules, Reports.re helps streamline your process so content moves smoothly from creation to publishing with minimal intervention.
How Automation Works in Reports.re
1. Start Faster with Card Templates
You can begin a project by creating a card using a template:
- Click "Create Card" from the top panel
- Select "Create from Template"
- Choose a template, add a title, and Click "Create Card"
Once created:
- The card is generated automatically
- The assigned group is applied
- All predefined tasks from the template are included
- Task scenarios are already assigned from the template
Creating cards from templates significantly speeds up the process, especially for projects that use the same structure and items repeatedly.
2. Automatic Task Progression
As the project progresses:
- Executors complete their tasks and request approval
Since task scenarios are already assigned, once all required tasks are approved and their status becomes Ready, such as:
- Video Edition
- Thumbnail
- Title & Description
The system will automatically create a new "Upload to Platform" task.
3. Automatic File Collection
When the "Upload to Platform" task is created:
- The system gathers all necessary files
- This includes the video, thumbnail, and title & description
- Files are collected directly from the approved tasks
This removes the need to manually collect and organize files.
4. Auto Publish Execution
After the "Upload to Platform" task is created:
- The system executes the auto-publish automation within a few minutes
If there are outlets in the card that match the automation criteria:
- The system schedules uploads automatically
- Content is prepared for publishing to the corresponding social media platforms
What This Means
- No need to manually create publishing tasks
- No need to manually collect files
- No need to manually schedule posts
Reports.re simplifies the entire workflow by making it faster, more efficient, and significantly less effort through automation.
How to Set Up the Automations
1. Create a Group
Since every card is associated with a group, start by setting up the group:
- Go to "Workspace Settings" and select "Categorization"
- Navigate to "Groups"
- Click "Create Group"
- Enter a name, a description if needed, then click "Add"
2. Manage Outlets in the Group
After the group is created:
- Hover over the group
- Click the three-dot menu and select "Manage Outlets"
- Search for the channels you want to add and select the appropriate content type
- Click the add icon to add the outlet
These outlets can include channels where you post the same content across platforms or language-localized channels such as:
- YouTube
- TikTok
- Instagram
Create Automation Scenarios
1. Auto Publish Scenario
To create the Auto Publish automation:
- Go to the Automation section
- Go to "Task Scenario Templates"
- Click "Add Task Scenario Template"
- Enter a title such as Auto Publish
- Select "Task Operation Content Publisher" as the automation type
You can then configure:
- Task status that triggers the scenario
- Task status after execution such as Ready
- Tag matching such as Language Version
- Publishing delay based on time slots
- Required files such as video, post document, or thumbnail
- Define the condition when the scenario should be executed
You can also:
- Require matching tags between video, text, thumbnail, and outlet
- Allow items without tags if needed
- Reuse data from previously published posts
- Use regular schedule slots based on tag categories
Click "Add" to save the scenario.
2. Upload to Platform Scenario
To create the Upload to Platform scenario:
- Click "Add Chain Scenario Template" in Task Scenario Templates
- Enter a title such as Upload to Platform
Configure Task to Create
- Set the task information, including the title and description if needed
- Select the task type that will be created
- Assign tags to the task (e.g., Language Version tag category)
- Assign executors through people or partners
- Assign clients through people or partners
- Assign the Auto Publish scenario to this task
Configure File Transfer
- Select the folder for files to copy from, such as the Approved and Ready folders
- Select the destination folder in the created task
Configure Execution Trigger
- Choose the task status that will trigger when the scenario runs
Configure Task Dependencies
- Set that the scenario requires other tasks to run
- Define how many tasks are required and the conditions they should meet
Configure Duplicate Prevention
- Enable "Do not create if a task was already created by this template" to prevent duplicate tasks
This scenario will:
- Automatically create a publishing task
- Collect all related files from required tasks
- Copy files from Approved and Ready folders
- Prevent duplicate tasks
Click "Create" to add the chain scenario template.
3. Create a Card Template
After creating the scenarios:
- Go to "Card Template"
- Click "Create Card Template"
Fill in:
- Template Title
- Card Title
- Card Type
- Assigned Group
Add tasks such as:
- Video Editing
- Thumbnail
- Title & Description
- Videographer
- Writing
For required tasks such as Video Editing, Thumbnail, and Title & Description:
- Assign the "Upload to Platform" scenario
Other tasks can use standard settings without a scenario.
Click "Add" to finalize the template.
Key Benefits
- Automates steps from planning to publishing
- Reduces manual work
- Ensures consistent workflow across projects
- Automatically collects files and prepares publishing
- Helps content go live at the right time
Conclusion
With Publishing Workflow Automation in Reports.re, steps from planning to publishing can be handled automatically. By using groups, outlets, templates, and task scenarios, the system reduces manual work and keeps everything connected.
As a result, the workflow becomes faster, more efficient, and easier to manage, allowing you to focus on creating content while Reports.re handles the process.