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Transcript

Welcome everybody to wake up with work front today, our fabulous presenters are going to be talking about how to maximize productivity with work from fusion. So we do design our webinars to be interactive, and we encourage you to ask questions in the questions box throughout the presentation. You type them in there, and we’ve set aside the last ten minutes or so for Q&A. And we’re going to do our best to answer as many questions as we can. Today. I do want to quickly mention a couple of housekeeping items before we get started. So we are presenting in ÃÛ¶¹ÊÓƵ Connect today and we are live, as I just mentioned, missing one of our presenters. But so we have live. Don’t worry, the session is going to be recorded and can be viewed on demand and shared with other members of your team that might not have been able to join at a later time. So you’re going to get the copy of the recording in an email from us tomorrow afternoon. I would also like to point out that at the top of your screen, there’s a black bar with an icon with a hand on it, and there you can drop down, different reaction times and you can utilize those throughout the presentation. So if you like what you see, you can like, laugh, applaud and so on. But we would love to see your engagement throughout the event. So definitely encourage you to utilize that new feature. And then on the next screen there’s a handout available for download. Our presenters put together a bunch of resources for you. So definitely make sure you download that and take it with you. And then as for closing out the webinar, we have a couple of survey questions that will be at the bottom of your screen. If you could take not even 30s to fill those out, we’d really appreciate it. So with that, I’d like to introduce myself. My name is Alana Cohen, and I’m the senior digital events manager here for our Customer Success Strategy team at ÃÛ¶¹ÊÓƵ. I’ve been with ÃÛ¶¹ÊÓƵ for about six years now, and spent the majority of those years organizing and hosting, these events for you guys. Our customers. And then prior to my time on this team, I spent about two years working with ÃÛ¶¹ÊÓƵ’s Advertising Cloud customers. And then before coming to ÃÛ¶¹ÊÓƵ, I spent a bunch of years at different advertising and media agencies around New York. But I’m excited to be here now, hosting events for you guys. So if you have any questions or comments about today’s event or, anything in general, you can feel free to please reach out to me. So with that, I’m going to hand it over to Aaron. As mentioned, we are missing Samantha at the moment, so, just a heads up with that, but I’m going to hand it over for now for Aaron to introduce himself. Thanks a lot and hopefully smoker is able to join us, I think through some technical difficulties, but I’m Aaron Baker, I’m from Irvine, California, and I’ve been with Work Front before ÃÛ¶¹ÊÓƵ actually acquired work front. So since about 2018 is when I joined work front and came through the acquisition and I started as a software engineer, but currently I’m now a customer technical advisor with Work Print, helped streamline the process of working with our product and help customers out in any way that I can. So with that, I’ll turn it over to Marianne. Let her introduce herself. Hi, guys. I’m Marianne Erickson. I’m a work front customer, customer, business advisor. From the customer advisory team, been around since 2019. Was a customer turned partner turned employee and now back with ÃÛ¶¹ÊÓƵ work front. But I know you don’t want to hear about me. I know that we want to jump right into learning about fusion. So, Alana, we ready to go? We definitely are. Let’s hop right into the presentation.

All right. So I’m going to take us quickly through today’s agenda. We are currently in the housekeeping and introduction phase. And then we are going to kick off with an overview of what ÃÛ¶¹ÊÓƵ work from fusion is. And then we’re breaking down today’s presentation into three different scenarios for everyone. So first we’re going to walk through, design brief creation and proofing workflow. And then the second scenario is. Going to be. ÃÛ¶¹ÊÓƵ Firefly image generation and resizing. And the third scenario will be tailored notification based on field change. So each scenario is going to be coupled with a live demo. So you definitely don’t want to miss it. And then we’re going to conclude with some resources and Q&A. So actually before we do get started I have a question to ask all of you. So that’s going to pop up on the screen right now. So are you currently using ÃÛ¶¹ÊÓƵ Work Front Fusion? So let’s we want to get a pulse on how extensively or not you are so extensively. Yes. We use it for a wide range of tasks across multiple platforms, or maybe moderately. We use it for specific tasks on a few platforms. Occasionally we use it, but only for a limited number of tasks, and not at all. We have fusion, but we haven’t started using it yet, which great, webinar to tune into. And then, maybe you don’t have fusion, but you’re interested in learning more and that’s why you’re here. So let us know. And actually kind of seems like a split here. So we’ve got a real mixed bag, real mixed bag on the line. Awesome. All right, I’m going to end this poll, and we are going to, jump back into that and I’m going to hand it off to you, I believe, Mariam, to kick us off. Yes. Thank you. Well, welcome to our ÃÛ¶¹ÊÓƵ work grant community. To our webinar, ÃÛ¶¹ÊÓƵ Work Grant fusion. Today we’re going to explore how this powerful tool may assist you in automating your processes so that you can concentrate on new and upcoming work, rather than repeating the same manual tasks over and over. Fusion works by linking actions within and between apps and services to create scenarios that transform and transform that transfer and transform your data automatically. It’s going to allow you, the customer, to connect to business critical systems and applications, create custom workflows, and automate tasks to accelerate your work. We want to highlight that work from fusion is considered a low code tool. This means it has a low barrier to entry and allows users to create and manage workflows, typically without having to write code via a drag and drop interface. This makes it accessible for users with various varying levels of technical expertise. While you’re want to have a developer as part of your repertoire, for sure, there will be others within your team that will also be able to implement and utilize fusion. So today we’re going to see that happen live with hands on interaction by our team’s work grant technical advisor. Before we jump there, we just want to walk through a couple of common use cases and scenarios to get you guys a little bit more familiar, with fusion. And as we’re seeing on the poll, there are a lot of folks here who are now just getting started. Okay. So let’s think about, a couple of typical use cases. For the first, imagine seamlessly connecting your CRM with work front. This integration ensures that every lead is tracked efficiently, follow ups are timely, and the sales team can focus more on closing deals rather than entering data manually. The result? A significant boost in sales productivity and higher conversion rates.

From that perspective, let’s think about automating your IT service desk operations. With fusion, you could potentially automate the entire lifecycle of an incident from ticket creation to resolution. This not only speeds up response times, but it also ensures that the service quality is consistently high, leading to happier end users and a more efficient IT department. For onboarding with HR, consider the onboarding process for a new employee. Fusion could potentially automate everything from collecting necessary documents to scheduling training sessions. This automation would help to ensure that new hires have a smooth and welcoming experience, reducing the administrative burden on H.R. and help retaining talent by making a great first impression. And finally, picture automating and gathering and gathering, the consolidation of financial data from various sources. Fusion makes this possible, providing accurate and timely financial reports. This automation not only saves time, but also enhances the accuracy.

Financial insights enabling better, decision making. So I know we want to jump into seeing this. So Aaron, over to you to get started. Oh. Thank you, Miriam, for setting the stage. Let’s delve into the most basic example of how work front fusion operates, the process of trigger search and action. The fundamental work. This fundamental workflow showcases the simplicity and power of fusion in automating tasks and integrating systems seamlessly. In this basic fusion scenario, the trigger watches for new and updated records. In work front, when a task is created or modified, the trigger activates the search function, then uses the ID from the trigger to locate the specific task and read the task name. Finally, the action step updates the task name by appending new name to the existing task name. Now that we’ve covered a basic fusion scenario, let’s delve deeper into the concept of triggers. In the next slide, we’ll explore how triggers function, their various types, and how they can be effectively utilized to automate and streamline processes. From the work front.

Triggers are the starting point of any workflow automation. Acting is the catalyst that sets the entire process in motion. They are specific events or conditions that, when met, prompt the workflow to begin executing its predefined tasks. Triggers can vary from app to app, but some basic examples are receiving an email or receiving a new form submission or a task status change. By defining clear and precise triggers, you ensure that the automation process is initiated accurately and efficiently, leading to seamless and timely execution of subsequent actions and searches within the workflow. Understanding and setting up these triggers correctly is essential for the smooth operation of any automated system. Some triggers are instant, meaning they activate the workflow immediately when the specified event occurs. Others are scheduled or pulled, meaning they wait for the scenario to be run at predefined intervals to check if the conditions are met.

Oops.

They’ll be on the concept of triggers. Let’s explore some specific examples across different platforms. In work front, a trigger might be the creation of a new project or the update of a task status. Marketo can trigger workflows based on a new form submission or a change in a lead score. Microsoft Dynamics offers triggers such as the addition of a new contact or the modification of an account record. Salesforce can initiate workflows when a new lead is created, or when an opportunity stage is updated.

All right, Aaron, I’m not sure who’s moving slides. Are you moving slides or not? To go ahead, Mariam, you can increase the slide. Oh, I’m so sorry. I tried to do it on the last one, but I think I cut you off. No worries. I wanted to double check, so I didn’t cut you off. All right, there you go. Thank you. Marianne, but now that we understand, what triggers are, let’s explore how searches play a pivotal role in enhancing workflow efficiency. Searches are essential for locating specific data across integrated systems, streamlining workflows, and enhancing productivity. Users can create custom searches to various types of records based on specific criteria. These searches can be saved and reused, ensuring quick access to frequently needed information.

Let’s look at some examples of different kinds of searches that can be performed in work front. You can customize searches to filter tasks, projects, issues, and more based on criteria such as status priority or assigned user. In Salesforce, powerful search functionalities like search with query allow users to retrieve records meeting specific.

Oh. We lost Aaron. Hang on a second. Aaron, you’re back. Oh. Sorry, guys. We are running into some technical issues today. Aaron, you are going to have to turn your microphone back on. We lost you for a second there.

There we go. I’m. I don’t know what happened. Where did, where did I last leave off? Search examples. Aaron, you’re about midway through, Salesforce. Salesforce. Perfect. Thank you. Marianne.

In Salesforce, powerful search functionalities like search with query allow users to retrieve records meeting specific criteria. These capabilities help users efficiently locate and manage data within the Salesforce ecosystem.

In Jira, users can perform searches, allowing users to look up projects based on various parameters. Each module offers distinct search options tailored to its specific functions.

Finally, let’s delve into the concept of actions within work front. Fusion actions are essentially the task that the system carries out in response to a trigger. They dictate the next steps in your workflow. For example, when a new task is created, an action might be to notify the project manager or update the status in another application. Actions are incredibly versatile and can be placed anywhere within a scenario. They’re the most common type of operation you’ll encounter and can perform a variety of specific tasks, such as uploading files or resizing images.

In Workbook Fusion, you can automate tasks across various platforms using predefined modules and the Http module. For example, you can automate project creation and task updates in the work front, trigger email campaigns, and automate lead scoring into Marketo and create records or retrieve data from Salesforce. The Http module allows connect to any Http API, enabling actions like making git or post requests and retrieving files directly from the API, providing flexibility for tasks not covered by predefined modules.

All right, hang on one second. We’re going to pause because we have one more poll question for everybody. All right. So what type of automation and integrations are you most interested in work for to work for automations or integrations work from to other ÃÛ¶¹ÊÓƵ ÃÛ¶¹ÊÓƵ application automation vendor integrations work for include non ÃÛ¶¹ÊÓƵ applications or we have no idea, but we are looking forward to learning more. This is multi-select, so if more than one of these applies, feel free to click multiple options here.

All right. Definitely heavy on the work front. Work front automations or integrations. As well as the other two I mean, I know it’s more guys like it’s kind of evenly split here. Yes. Right. So what we’re seeing a lot is we’re seeing work front to work front, meaning they want to escalate in the work that they’re doing, but they also want to incorporate the remainder of their tech stack, into cooperating with work front.

Awesome. All right. I’m going to bring us back here. And I think Samantha’s in. Yeah. Samantha should be on. Everyone. Welcome, Samantha, to the party here. Thanks. Sorry, I was just a little late. We had to have a, you know, better.

So thank you, Erin, for that wonderful overview. Basically the basics of fusion. And thanks, everyone, for your participation in that, in that, poll. It really helps us understand what your goals are when it comes to using fusion. So now we’re going to pivot into specific demos. So we have a background here for you of a company called Presto, but who has an upcoming fall campaign for their pumpkin spice latte, campaign that they want to launch before the end of October. They’ve recently purchased fusion and are interested in exploring how it can help streamline their content supply chain. So the challenge that we’ve presented to Erin is that we have a project manager named Ava, and she wants to use fusion to automatically create a design brief based off of the Pumpkin Spice Latte project details that are in work front. And then she wants to have the system share a proof of that design brief via proofing workflow with stakeholders for review and approval. So with that setting in the scene, Erin will kick it back over to you. All righty Erin, you should have stranger. Thank you so much. Thank you, Samantha, for setting up the use case today. I’ll walk through the process of creating a comprehensive design brief for our fall campaign, specifically focusing on the Pumpkin Spice Latte project. We’ll start by showing the template for the design brief and highlight what will be automatically pulled from the work front project. Then we’ll move on to proofing the design brief. Once the task is marked as ready to print. Let’s start by looking at the template design for. My screen here.

As you can see, the main title for the design brief will be created based on the project’s name.

As we scroll down, we see the project overview is derived from the project description. While the goals and objectives are extracted from the task custom for.

The target audience information is pulled from custom form, and the scope of work is based on the milestone tasks of the project.

The budget details are taken from the business case and the project, and the timeline is based on the planned start date and completion date of the project.

The design requirements are sourced from the custom form, and the stakeholder section includes details from the project owner and sponsor.

Now that we have seen the template that will be used to create our design brief, let’s take a look at the project details of our fall campaign.

We’ll open our project here.

I have set the milestone view so that we can see what information our fusion scenario will need to call. This project has four milestones. Project initiation, Design and development, review and finalization. These milestones will be gathered in our fusion scenario and used in the design brief generation.

We have a project description. As you can see, this project was built by customizing the Digital Asset Production Blueprint. Scrolling down, we can see that Ava Thompson, our project manager once the project owns the project, and Emily Carter, our CMO, is the project sponsor.

Looking at the business case, we have a plan benefit of $3 million with a budgeted expense of $1 million for ad spend. Now, let’s dive right into the demo. I’m going to pull up our fusion scenario on the right side of the screen in order to show you how the scenario is automatically triggered as Eva fills out the task custom form and changes the status of the task.

Now let’s start by taking a look at enables planning task gather campaign objectives. This task will help us get the rest of the details about the specific campaign.

On this task, we have added the design Brief Creation custom form that will allow us to define the goals and objectives. Target audience and design requirements of this specific campaign. I have come up with some example details about our fall campaign for Pumpkin Spice Latte. I’ll fill out the form below. Now. Setting clear and measurable goals was essential. The aim was to drive the 20% increase in pumpkin spice latte sales during the fall season, enhance brand recognition and loyalty through engaging seasonal promotions, and boost sales on social media. Engagement by 30% with interactive posts and contests.

Careful consideration was given to the target audience, focusing on adults aged 18 to 45, especially young professionals and college students. Key preferences included individuals who enjoy seasonal flavors, coffee enthusiasts, and those active on social media.

This and here. Finally, even envisioned a warm color palette with oranges, browns and yellows, complemented by cozy imagery like fall leaves, pumpkins, and coffee cups.

Once, yes. What did in the form of saved? The scenario is triggered.

This is why we love live demos. It’s not fully kicking off right now. We’ll give it one more moment.

For having some. There we go. It’s processing now. Yes. It just took a moment. Well, the cool thing is people are asking if they can have a copy of your design brief. Erin, so obviously you’re resonating. Well, that that’s good to hear you up here. And then we can definitely provide that. After the webinar, let’s go over to our documents to see if we’ve got. Yes, it looks like we do. Looks like this scenario is completed. So let’s go and see. This design brief will download this here and I’ll pull this up and make it a little bit bigger. So we can see. So me the here here.

Perfect. So so we can see the project overview was pulled from the description of the project. The goals and objectives were sourced from our custom form.

The target audience was sourced from our custom form as well. While the scope of work was derived from the milestones of the project, the budget was pulled from the business case and the timeline was pulled from the planned start and planned completion date of the project. But Eva would like to format this a little bit better to align with her brand standards. So let’s show how Eva could upload version two and proof the document to get others feedback on her design brief.

So I’ll go back to the document and add a new version. And here we have version two of Pumpkin Spice Latte.

Now let me pull up the second scenario.

Now let me mark the status here as ready to approve. This will kick off our second automation here. Much better, much faster. The second automation takes the uploaded document and creates a proof from it. This proof is now available for review and feedback. For the demo I’ve created a basic proof to illustrate the point. However, in a real use case, you could define a workflow template that would automate the entire proofing process. This template could include various stages such as initial review, feedback, incorporation, and final approval, ensuring a streamlined and efficient workflow. By automating these steps, you can save time and reduce the potential for human error, ultimately enhancing the overall quality and consistency of the proofs generated.

So let’s see. The. Second proof has generated here. So open this so we can take a look at the final version.

It has added relevant images to the title page. As we scroll through. She’s made minor adjustments in the formatting as well as some things to make the budget pop and some additional formatting here. Now they’re able satisfied with the design brief, she’s going to go back to her task and market as complete.

And that’s it. We’ve successfully created a design brief and initiated the proofing process. This system ensures that our design briefs are consistently formatted and ready for review without manual intervention.

And a lot of you’ll keep it over the deck. So much. Now that we’ve seen our automation in action, let’s look at the triggers, searches, and actions that were needed. We will first look at the brief creation scenario. The trigger is listening to the custom form field. Create design brief. When guest is selected, the automation is triggered.

We search for all the milestone tasks on the project which will which we use to populate our design brief along with other relevant project details.

We then upload the generated document to the task for our action.

So there we go for the proofing automation, we need to listen to a different trigger. The change of the tasks status. To do this, we’ve created a webhook that will listen to a change on the task status. We then need to get information about any documents attached to the task. We can then create a basic proof from the most current version of the document attached to the task. So I’ll hand it back over to you. Samantha, to summarize what we just saw.

Thanks, Erin. That was a really great example of how you can use fusion to kick off your campaign planning process. And I think it’s also really helpful to remember that even though that probably felt like a pretty complex process to a lot of the folks on the line with us here today, it can really be broken down into two different iterations of that trigger search and action, which you laid out at the beginning of the presentation. So what we saw in this demo, with it, Eva really efficiently was able to gather all of the necessary campaign details using that custom form. And then she is fusion and the automation tools to seamlessly generate and proof the design brief, ensuring everything was accurate and ready for the next steps of the campaign. The process not only saves time, but it also enhances the quality of rest of this campaign planning process. And I really love the second note here on the on the screen of the, really great thing for all of us, Opa is now we’ve actually been able to establish a consistent standard operating procedure for how the organization can take advantage of these fusion automations moving forward. So, really great first demonstration, Erin, thank you so much. Before we we move on to the next demo, I think, why don’t we have another poll? Correct? We do. Thank you. Perfect wrap. All right. So what is your preferred image style for our next demo using ÃÛ¶¹ÊÓƵ Firefly. Would you prefer nostalgic neon cyberpunk acrylic paint or no preference? Surprise me. Whatever we decide on here is going to, dictate Aaron’s demo. And honestly, Aaron, you might have to surprise all of us. I had to. Pick. Okay, really great jump start there. But yeah, yeah, but I think. Cyberpunk takes it by just the. Hair. Okay, just a hair. We’ll take it. All right. I’m going to go ahead and end that. Bowl. And bring us back here.

Awesome. So thank you guys again for participating in these polls. It really helps us to keep Aaron on his toes and all of these great tones. So, moving right along in our campaign progression here for fresco Bay. We’ve got our design brief. Everything’s been approved. Everyone’s aligned on the goals. And now it’s time to actually kick off that creative ideation process. So the challenge that we’re solving for in this scenario is that Emily Carter, which is fresco, the CMO, is interested in using fusion to help her create some simple creative concepts for her design team to use as source material and ideas for the pumpkin Spice Latte campaign. She’s especially interested in experimenting with ÃÛ¶¹ÊÓƵ Firefly, which if you yourself have not experimented with ÃÛ¶¹ÊÓƵ Firefly, I highly recommend you do that. It’s a lot of fun. But Emily in particular wants to use Firefly because she’s a little bit rusty on ÃÛ¶¹ÊÓƵ Photoshop, but still wants to be able to provide that creative direction. Individual example for her team. So, Aaron, so it’s in cyberpunk coffee.

Let’s do it. Let’s see how it turns out. All right. Thanks, Samantha. Let’s pull up our project. One more time. Share my window. We’ve got our project. Now let’s start by navigating to the Brainstorm Creative Concepts, which is assigned to Emily Carter, our CMO.

As we can see, the ÃÛ¶¹ÊÓƵ Firefly generation, an image resize task custom form has been attached to this task. So Emily will start by filling out the ad types for this campaign that will be needed.

This will determine the sizes that will automatically be created once the task is marked complete. For demonstration purposes, we will select all of the ad types.

Next, let’s fill out the style that Firefly will use to generate the image. We will use cyberpunk as our style for our final version, but let’s start with the basic fun.

In the introduction, we briefly describe the overall concept of the image. In this case, Emily decide she wants to create a cozy autumn scene featuring a pumpkin spice latte.

Next, we mentioned any preferred colors or palettes for the image and decides she wants the color palette to be warm and earthy. Tones like orange, brown and cold.

In the detail section may include specific elements or features, such as background and objects for the initial round, Emily decides she wants a mug of pumpkin spice latte with whipped cream and cinnamon. That sounds. Good.

Finally, we describe the desired atmosphere or feeling for the image. Emily has decided she wants a warm, cozy, and inviting mood.

I put that in the wrong one. I am so sorry.

The details of the mug.

Is here, I missed it, you know, the right color scheme. Its warm gold earthy tones.

There we go. Now that we have a real life Erin, you would have found it when you did the, the scenario. Correct? That would have information. Wouldn’t have populated the way you’re expecting. Yes. Correct. Yeah. In a real life use case, it would have been, let’s see. So here we go. So now that we have the fields filled out properly, we can see that all of the fields have been calculated in our Firefly prompt custom form field. Once we save this, it will kick off our scenario. So let me pull up the second demo and we’ll go ahead and save this.

The automation is now taking the prompt and generating an image via Firefly. It will then upload it as a new document. If no other documents exist on the task, or add it as a new version, the existing document. This allows Emily to hide the her ideas while keeping a meticulous record of the work she has done. This will be invaluable to the designers when they go back to work on the campaign.

It looks like our scenario is finished and I’ll go into the document details so we can see the results.

Drumroll please. There we go. Wow, the image looks so good, but it’s not exactly what Emily wants to go. She decides she wants the image to look more like what someone would buy in the store. She comes up with a new subject field. To accomplish this, we’ll go back to the task custom form and edit the subject field with these new specifications.

Go back details and edit this subject here. So now.

Copied from piece. There is a new subject.

And so now Emily would like the focus to be on it to go cup of coffee without a lid. We’ll save this and we can see our scenario being triggered. The automation is going to take the new subject and generate a new image. This should generate an image that is more in line with Emily’s vision. Let’s go back to the document details and we can see the results.

Come back. Here. Version two.

Let’s see. This is more in line with what Emily had in mind, but she almost forgot the most important piece. Her CEO insisted they wanted it to be in the style of cyberpunk. Let’s see how Emily can change the style by simply updating the single field on the custom form. On the work front, let’s select cyberpunk in our custom form.

Post go and type this in. You see, there it is and save.

Now the automation is running again, but with our new style it will add the generated document as a new version.

Let’s go take a look. It looks like it just finished. We’ll go to the details.

Let’s see. Oh magical how the automation seamlessly used the custom form to generate the image via Firefly. Now that Emily has the image looking the way she likes it, let’s go ahead and mark the task as complete. This will kick off our Photoshop automation, and we’ll resize the new version to all the selected types.

So we’ll go. Back to the task.

Mark this as complete.

We’ll see the new scenarios running, but taking a different path this time.

It’s going through each of the Photoshop modules. And because it’s alive demo, it definitely errored out.

But that is not a problem.

Because we have another backup project right over here to show you. The same thing. Let’s see. It is in, I believe this one.

So in this brainstorm, creative concepts.

It would resize the most current version of the image to each selected add type size. So for the social media add it resized it to 1080 and width. For the Google ad it sized it to 728. And if it had displayed add selected as well, it would appropriately size it for that.

One thing to note is, in my demo environment, I’ve combined the Firefly generation and the Photoshop resize into a single scenario. In real life, I would separate. These two have worked around this by adding the status to the Firefly prompt calculated field.

Now the designer will have a starting point for each type they need to make.

In addition, they’re able. They are also able to see a history of the CMAs brainstorming here and the different versions that it has gone through.

And just like that, Emily brings her ideas to life, resizes the image for each ad type, all without leaving work front. Now I’ll stop sharing. We’ll go back to the slides to look at the scenario for the detail.

Let’s look at the trigger search and action for the Firefly generation.

For the Firefly generation, we need to listen to any changes made to the Firefly prompt calculated field. We then search for the custom form ID to ensure our specific custom form is attached to the task.

Our action is to generate the document from Firefly using the prompt that was calculated.

Now let’s look at the resizing portion of the demo to simplify our scenario. The trigger is a change to the Firefly prompt calculated field. However, in a real scenario we would use a different trigger to search. We search the task custom form to identify the selected add types.

Then for the action using the ÃÛ¶¹ÊÓƵ Photoshop module, we resize the image to the appropriate dimensions. For each selected add type, we’ll go ahead and hand it back over to you. Samantha. First summer.

Thank you Erin. That was great. It’s so awesome to see all these different ÃÛ¶¹ÊÓƵ tools being able to work together seamlessly via fusion. And I think what particularly helpful for me as somebody who is not very adept at Photoshop, I love that Emily was still able to provide that creative direction, even though she’s not a Photoshop master. So, we had Emily’s inspiration also get resized into different a different multiple different sizes based off of which platform that I was going to appear on. And that really unleashes the power for scope of content supply chain by reducing those manual edits. But the creative team likely would have had to have done otherwise. So it really is helping this organization sort of race. I’m sure it feels like a great is towards that end of October deadline that we mentioned at the very beginning. So, thank you again, Erin. That was a wonderful demo. And we actually have one more demo that we’re going to tee up real quick.

So the background here is that the Pumpkin Spice Latte campaign is making progress. And we’re shifting back to Eva, who’s our project manager. And she is now tasked with ensuring that the project is completed on time before that deadline at the end of October. And in order to avoid that scope creep, Eva is interested in using fusion to ensure that the appropriate task owners and stakeholders are informed. If any due dates or task constraints are edited, essentially signaling any sort of scope creep. So, Erin, why don’t you, walk us through how she can help, resolve that problem? Yeah, let’s do it. I’ll go ahead and share my screen one more time.

And, So I share the right screen.

Who’s loading. This one? There we go.

Okay. Now let’s jump into the third and final demo. We can start by navigating to the project task list. Notice the content copy development task duration is set to one day. The copywriter has told Eva he will need two additional days for this project. So let’s increase the duration of the task to three days.

As you can see, it’s been triggered multiple times since the task was a predecessor for the other tasks within the project. This will create a unique update for each task that has a planned completion date. Change. Let’s hop over to the update so we can take a look what those look like.

Notice an update was created for each individual task and has tagged the assignment for the project owner. If no assignment is set on the task, these updates will also automatically go to the stakeholders email, depending on how they have their notifications and or current set up.

Finally, I want to show the template I used to create this fusion scenario and how easy it is to customize for your own use case. We’ll start by going to template to the template section of work from fusion, and finding the work front tailored notification based on field change. We pull this up and make the screen a bit bigger. We can see our template right here. Click into that and then we’re going to create a new scenario from this template.

For the organization. Or select the ÃÛ¶¹ÊÓƵ Cafe team to continue.

Next I’ll set the connection to properly point to our cafe test environment with the Fusion Wizard.

Now we select the field that we want to track. In the demo I showed, we listened to the planned completion date.

We now need to choose where we want to start. We can select from now on so it will only find new updates.

Now we need to change the connection to point to our cafe environment. We’ll continue on. Now you can see in here we need to set our domain for specific for current environment. So I’ll go ahead and add Cafe and we can continue.

Now we need to set the proper connection to the fusion wizard. Continue on.

Into this last step.

We need to set our connection to work front.

And this is where you can really change how the message looks. So if I want to customize this, the options that I see here, I can get different information about the task that this was triggered from in the update my message. So I’ll hit continue here.

And you can see with that it will start running. Since I did the since I chose. From now on we haven’t made any changes to the plan completion date, but that would also go through and work properly. And that’s it. You now successfully customize your first fusion scenario. You can start iterating and adding any additional customizations.

You stop sharing.

Now that we’ve seen how easy it is to customize the template, let’s look at the trigger search and action involved. The workflow is triggered whenever the planned completion date of the task is changed. This includes both manual changes and those made by the system. Once triggered, the system searches for the person assigned to the task for the owner of the project. If no one is assigned, this will be used to tag the user in the update.

After identifying the appropriate user, the system creates a custom update and tags either the assigning or the project owner to ensure they are informed of the changes. Now turn it back over to you, Samantha. To summarize what we’ve seen today. Awesome. Thanks, Erin. So to just wrap up this third and final, demo, the Aaron walked us through, the first thing I want to call it is those fusion templates. I think those are an awesome resource for those of you that are just getting started with work from fusion. Those are readily available for you to use out of the box and then tailored to your specific needs. Like Aaron just walked us through. And then, as you recall in the demo we just saw, Ava was able to create tailored notifications for scope creep and timeline changes, and that’s going to enable the team to operate with transparency and also to be able to identify in a postmortem where the project might have gone awry. Furthermore, creating these custom notifications, everyone on the team is going to be in the loop regarding when their upcoming tasks are ready to begin. I think this is a really good, real world use case for how fusion can help create that transparency.

So now, if we take all three of these demos at sort of the macro level, I want to highlight how these automations and integrations can really work together to drive operational success for that larger pumpkin spice latte campaign. The first area of efficiency I want to call out is that Aaron actually created the project that he’s been working off of for this pumpkin spice latte campaign via a work from blueprint. Please don’t forget that those blueprints exist. Those are also readily available for you. Take advantage of those that you’re not recreating the wheel or starting from scratch. And then after that, Aaron, walk us through key, three key examples. He used fusion to produce a design brief and initiate the review on approval of that brief via the proofing tool, he showed us how he how the team used ÃÛ¶¹ÊÓƵ Firefly to generate an inspiration image and then use the Photoshop module to resize the image based on the destination where the image is going to be used. And finally, he showed us how fusion can help maintain the project timelines via tailored notifications for changes in scope. These demos are just a small taste of the versatility and power. The work from fusion can provide an opt in, automating and optimizing your workflows in your content supply chain. So I think before we pivot to our final section and then Q&A, we have one final demo or not demo poll, you can use me at that. All right. So as we wrap up, rate your interest in creating fusion scenarios and customizing templates in your own environment. Are you very interested? You see great potential for your needs. Someone interested, neutral, not very interested or not interested at all doesn’t really align with your needs. Let us know. I’m gonna leave this here for maybe another five seconds so that we can continue on, because we are tight on time. All right, well, I’m very happy to see here that most people are very interested. So we do have, a, form you can fill out on the next screen that will, provide more information to you about work from fusion, if that is of interest. So definitely fill that out and I’m going to hand it back to Marion quickly before we get to Q&A.

Oh, thanks so much, everybody. This was so fantastic. So I know we’ve shown you today how simple it can be to implement and build out fusion scenarios, but we want to make you aware of some additional resources available to you. Similar to our work grant system administrator services, which you all may or may likely be familiar, we also have the same but specific to fusion. So if you’re looking for additional resources, to help you build out fusion scenarios or help you to ideate about ways that you could implement automation within to your own environment, this can be a great way. Adding this resource as a partner to your team will allow for immediate product expertise and best practice knowledge to not only share out, but also to assist in upskilling your current team members. So this is going to allow you to quickly and rather inexpensively have a product expert as part of your administration and configuration team. Best part is there can be short term or long term depending on your needs. We also have some downloadable links. So I saw in some of the questions, folks wanted to know if there are fusion templates, if there are things out there. So there are hyperlinks here to the experience League Fusion templates that you can download and start to use as your base and then potentially modify for your own use. So similar to what we used today, there will be some things there for you. A lot of we’re ready to move to Q&A. We are ready. And note also that a bunch of those, links are in the handout. So be sure that you download that for leaving us on the bottom left corner. Of the screen right now I’m turning my camera back on. If everybody else wants to, please join in, but I’m going to quickly get to as many as we can because we only have like two minutes. So the first one is from Lawson, and I find myself using the work print Instant Trigger all the time, but never the other tip. When would I want to use those? The. So for the pull triggers, you may want to use those in cases where you don’t need instant results. So if you don’t want your scenario to instantly run but rather be pulled, you could use that. Obviously instant is better in a lot of cases, but you don’t always need that information to be instantly triggered. So if your use case dictates that you don’t need to instantly pull that information and it can be run on, you know, every 15 minutes, every 20 minutes and sync the data for large requests that may be useful. So you’re not doing huge data pulls all at once. But that’s that’s typically where you’d use those.

Awesome. Okay. Moving on. The next question is from Debra. What integrations were required for this design brief to hook in and how are they accessing word? I think I was scenario two, right. I’m not. Sure. I think that was scenario one. Yep, yep. So I think. That’s above my pay grade.

Yeah. So basically this was using OneDrive to store the word file. So this was stored just as a doc. Exe file. And so I used OneDrive to store the file. And I use the Http module to get that file. And then I use the module called Microsoft Word templates. And this allows you to replace any words within those double curly brackets. It will replace that value with whatever value you find within your scenario. So in our case we pulled project details and we use those to fill out the templated word document. After we had the file downloaded from OneDrive.

Awesome. All right. One last one. This is the fun one. What’s the most unique thing that you’ve seen created or automated via fusion and I. Guys, I’ve been around the longest. So I want to answer this one. And that’s super. Easy. It’s making breakfast with fusion. So at a past work front conference, our own Brian Cook was cooking bacon and he said before fusion he was able to make work front cook back in. But after fusion he updated the automation to include coffee too. So if you can get work from fusion making breakfast for you each morning, I think that’s fabulous. Way to start your day. I love that definitely wake up with work front right from the one on. The only great way to apply. Yeah, look at that.

All right, well, thank you guys. I do want to quickly wrap us up today. So on this screen we have a couple of resources for you on the web link section, as well as that white paper that you should be sure to, download and grab before you head out. There’s one more opportunity to fill out the form. If you’re interested in more information about fusion. You’re one of those people that filled in that you don’t have it yet, but we’re here to learn more. Hopefully we are told you on it, but if you want more information, let us know there. Or if you would like more information on what Marianne covered at the end about work front system administrator. So fill out that form and then there’s a couple of, survey questions on the bottom, if you wouldn’t mind answering those as well. So if you do have a question specific to your account that we weren’t able to address today, please reach out to your solution account manager. If you’re not sure who that is, you can reach out to me and I could put you in touch with the correct person. And as a reminder, you will receive a recording of today’s event in an email from us in 24 hours.