Wondering where to get started with Creative Automation? Unsure what deliverables would be helpful templates for your Stakeholders? Here are a few ideas to think about when identifying the best items to templatize.

Commonly Templated Materials

• Business cards
• Event-related promotions
• Social media graphics
• Calendars
• Web banners and ads
• Internal announcements

Using Data to Make Decisions

Lytho Workflow reporting is a great way to help identify potential design candidates for templatizing. Think about the following data points and questions to determine the best starting point for your team.

• Do you currently segment your data in a way to help you identify potential templates?
  • Do you have a request form for quick updates? You can report on the projects that have been created via a particular request form
  • Do you have an “Update” request form or project template?
  • Do you have a “New Project” or “Previous Project” custom field?
  • Tag for “Existing” or “Update” “Revision”
  • Do you use the word “Template” in the names of your projects, tasks, or proofs?
• Do you have recurring projects?
  • Annual, quarterly, monthly updates?
  • Evergreen items that just need tweaks
• How will you report on your templating ROI?
  • Overall project duration
  • # of team members involved
  • # of hours/LOE of project