Applies to

  • Brandfolder


Who can use this capability

Owners and Admins can set asset automations in the bulk management page.

Bulk management asset automation

Asset automation allows users to define a trigger action pairing for simple taxonomy templates.


  • Brandfolder


Owners and Admins can set asset automations in the bulk management page.

Asset automation allows users to define simple taxonomy templates that are applied to assets based on some criteria. Users can define a trigger that will result in a series of custom actions. Admins and Owners can see this page by navigating to Settings > Bulk Management > Asset Automation tab. 

Asset automation page with a chart in the middle that includes name, trigger, action, and run. On the left hand side navigation asset automation is selected.

When navigating the Asset automation landing page, you have the ability to:

  • Search Asset Automations
  • Sort By
    • Name
    • Creation date (newest)
    • Creation date (oldest)
    • Updated (newest) 
    • Updated (oldest)
  • Filter by 
    • All
    • Collection (action)
    • Custom Field (trigger and action)
    • Label (trigger and action)
    • Section (trigger and action)
    • Tag (trigger) 
    • Watermark (action)

The columns in the table on this page allow you to see 

  • The name of the asset automation. This can be a summary or description. When you select the name, it allows you to make edits to the automation. 
  • The trigger event for the asset automation
  • The action that makes up the asset automation
  • A run button to ensure that the new asset automation is run on assets already in Brandfolder.
  • A copy button to copy an already created asset automation. 
  • A trash can icon to delete an asset automation.

Creating an asset automation

1. Select the + Create New Asset Automation button in the top right-hand corner of the page. 

2. A new area will appear where components of the automation will be built out.

3. Name the asset automation. Use descriptive language or a summary to capture what the automation does, as this will be searchable.

4. Set the trigger. Only one trigger can be defined, but multiple items within that trigger can be set as trigger criteria. Creating a trigger, the trigger dropdown is selected and displaying options for Custom Field is added, Label is added, Assets added to a section, Tag is added.

For example, multiple tags can be used to trigger asset automation. These triggers will work if any of the tags are added. So if tag English is added, the automation will run. 

5. Once the trigger is set, select Save Trigger

6. Define the action(s). Multiple actions can be automated from a single trigger. (Refer to the chart below for supported combinations.) 

For example, for the trigger of the tag English, you could set the action as add to multiple collections (Banff team, Social Media, UK Partners, and US Distributors) and add to multiple labels (Digital and Print).

Actions configuration area with the actions options displayed including add to collection, add to section, add to label, add watermark.

7. Each action must be defined and saved by selecting the Save Action button before adding another action. 

8. Once finished building out your asset automation, select Create Asset Automation in the bottom right-hand corner. You can select the Clear button in the bottom left-hand corner if you need to start over.

Asset automation configured with a trigger ot tag is added: English and action add to labels, digital and print. At the bottom there is an arrow pointing to clear and the Create Automation button is highlighted.

Supported asset automation trigger and action combinations:

Asset Automation
Add a custom field

Add to collection

Move to a section

Add label

Add custom field key and value(s)

Add a label

Add to collection

Add to a section

Add to collection

Add a tag

Add to collection

Add to section

Add to label

Add watermark

Add custom field key and value(s)

Legacy rules

Legacy rules will be in the new automation list. They will be given default names based on the trigger and action in the rule. If a trigger is shared across 2 or more legacy rules, these will now appear as 1 Automation with a shared trigger and multiple actions. This helps users better manage their Automations.

Was this article helpful?