Workflow
Speed up and automate routine business processes
SocialBridge® takes the busywork out of your busy day by automatically assigning tasks, sending email alerts and more. Imagine being able to route creative briefs to all stakeholders or respond to work-order requests without lifting a finger.
SocialBridge features include:
- Databases: set up databases and online forms for business processes, such as work orders, creative briefs, contact management and inventory tracking.
SocialBridge Professional has a limit of three databases. SocialBridge for Enterprise and SocialBridge for Agencies have no limits on databases. - Workflow rules: automatically assign tasks, send email notifications, set document status, change the values of database fields or start a creative proof. It's all based on simple rules that you set – no programming or technical expertise required.
SocialBridge Professional has a limit of three workflow rules. SocialBridge for Enterprise and SocialBridge for Agencies have no limits on workflow rules. - Document approval: Let users know that documents are ready for review, assign to-dos to specific people and hand documents off to the next set of approvers. Set workflow rules to run whenever specific sets of documents are created or modified, and they meet additional criteria such as "status is not approved."
- Online proofing: Automatically route all types of creative files to reviewers, and kick off task assignments and email alerts based on the approval stage and other factors. You can even start the proofing process from scratch, based entirely on rules.
SocialBridge Review+Approve comes standard with SocialBridge for Agencies. It's an optional add-on for SocialBridge for Enterprise. - Database triggers: You can set rules to run based on specific database values, and you can also update the database automatically based on rules. For example, if a new record is created, you could change the value of a field called "type of record" from blank to "new."
- Email notification templates: Each rule comes with a simple email template that you can customize. For example, you can include variables such as a "download this file" link or a custom database value, so recipients understand why they've been notified and what to do next.
- Task assignments: you can assign tasks to individuals or to groups, notify assignees via email, and set due dates and priority levels. You can even add a task to a specific task list, so you can easily see where it stands relative to the rest of the project.
- Rule timing: you can set rules to run in real-time when certain criteria are met, or set them to run every night.
