Workflows and Automation
📄 Summary: What You’ll Learn in This Article
This article explains how to use Marmind’s workflow and automation features to streamline marketing processes, manage approvals, and reduce manual work. Learn how to build custom workflows using the visual workflow designer, automate key marketing operations, and integrate workflows across different applications.
Setting up manual workflows
Using the visual workflow designer
Automating approvals and marketing processes
Integrating workflows across different applications
Managing content creation, review, and approval workflows
🧑‍🤝‍🧑 Who Should Read This?
This article is most useful for:
Marketing Professionals, Marketing Operations Managers, Business leaders who are interested in Marmind’s features
New Marmind Users
✔️ Prerequisites: What Should You Know Before Getting Started?
Level: Easy
Access required: None
No prior knowledge is required. This is an introductory article for those exploring Marmind for the first time.
What Are Workflows in Marmind?
A workflow in Marmind is a structured, automated process that helps teams manage tasks, approvals, and decision-making efficiently. Workflows ensure consistency, save time, and reduce manual effort.
With Marmind’s visual workflow designer, users with Super-Admin rights can create and customize workflows to fit their needs. For example, if your organization requires a structured process for budget approvals, you can design a workflow that automates each step—from submission to final approval—ensuring a smooth and transparent process.
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Workflow
Marmind Workflows Based on Status Changes
Marmind enables users to manage campaigns, actions, and tasks based on status changes, transitions, and comments. These manual workflows help streamline internal processes and ensure alignment across teams.
Only Super-Admins can modify workflows.
Visual Workflow Designer
The visual workflow designer is an intuitive tool for building custom workflows. Features include:
Drag-and-drop workflow modeling for easy customization.
Out-of-the-box triggers for automating repetitive processes.
Conditional logic and dependencies to ensure workflow accuracy.
Visual Workflow Designer
Automated Workflows Based on Custom Processes
To reduce manual effort, Marmind offers pre-defined workflow templates that come with built-in workflow steps. These templates help:
Automate routine marketing processes.
Ensure consistency across all marketing operations.
Reduce human errors by setting clear task dependencies.
Together with your Marmind team, you can modify workflows according to your specific needs.
Managing Approvals Effectively
Approval workflows in Marmind help teams manage complex approval processes, increasing transparency and accountability. Users can:
Assign workflow steps to specific team members.
Set up approval dependencies to ensure consistent decision-making.
Create approval workflows for campaigns, budgets, and content review.
Collaborating on Content with Workflows
Marmind enables structured content collaboration with custom content workflows:
Manage content creation, review, and approval in one platform.
Grant external contributors controlled access based on roles.
Ensure every content type follows a standardized review process.
Managing Workflows Across Applications
Marmind acts as a central hub for managing marketing workflows across other platforms. Users can:
Send approved digital assets to a DAM system automatically.
Trigger email campaigns in a marketing automation tool upon approval.
Sync workflow data across different applications for seamless automation.