How to Document Your Content Marketing Workflow, 5 Brands Share Their Content Marketing Process, When defining #workflow, use terms your team uses, says @RobertMills via @cmicontent. He is also editor-in-chief of the GatherContent blog, a go-to resource on a range of content strategy topics. This zap below is the one which updates the Airtable record with the final post information once the editor completes the checklist inside Process Street to confirm that the article has been successfully published. Voice and tone? 4. If we decided that one of these articles was going to be done in the next two weeks we would move it into Upcoming. A blog post which is optimized for Google can bring you hundreds or thousands of hits every month. If it saves 10 minutes, it’s paid off in 12 weeks. This step allows us to automatically search the Airtable database for the correct record in order to update it. If you have any further questions about the specifics of our system or setting it up, then feel free to shoot them at me here in the comments and I’d be more than willing to answer them for you. The first section of the checklist is dedicated to pre-writing tasks: keyword analysis, recording long tail keywords, determining 5 title ideas, settling on a provisional final title, and understanding what kind of header image the post would need. Here’s what defining a content workflow enables your team to do: Break down the content process into manageable tasks Identify each piece of content’s stage of development Identify each step for the content to receive approval Know who is responsible for each step and when Social Media Image Design 6. Finishing the publishing process doesn’t just update Airtable. There is an approvals section which allows for iterations on the header image. A written content marketing workflow provides structure to your processes and increases your execution efficiency. The editor can review work in regular meetings but only needs to act when notified, and the rigorous pre-publish section of the checklist reduces the workload on the editor. But this isn’t the normal pre-publish checklist. For example, a workflow for an online content creation project might look something like this: Schedule demo. Accepting, Formatting, Editing and Publishing a Guest Post You know how we do our content creation workflow! All the important information entered into the checklist, including: … etc, is imported back into the relevant fields in the original Airtable record. Our cloud-based content workflow and production platforms are designed to streamline digital publishing, from content creation to delivery, with workflow management and tracking automation. Every team does: Certain people do certain things at certain times over and over. I have my own view. We were able to do that by getting the author to put all the important post details into form fields within the pre-publish checklist; when the last task of the checklist was clicked a zap copied all of that information into an Airtable record. Until he does it, the content can’t be passed on to the next stage of the workflow, which is proofreading by the editor. With an automated workflow, teams can ensure that everything gets created and signed off on in time. You can create different “views” in Airtable which are basically just predefined filters, allowing you to see all the data which matches a particular set of parameters. People key source of bottlenecks. When you’ve scaled up your team, you’ll want to have that kind of database to use for backlinking, for data gathering, and for performance tracking, amongst many other things. This way it’s easier for team to see where they are and what action is needed to achieve the goals and targets. Editor’s note: Want to get your content production on a formal track? The Anatomy of a Great Production Workflow. For any tasks that need more details than will fit in the workflow itself, point people to those details. Workflow is the operational aspect of a work procedure through which we can define the following aspects How tasks are structured Who performs the tasks What their relative order is How they are synchronized How information flows to support the tasks How tasks are being tracked. It may seem like a simple task to produce a creative brief, but things get a little tricky in getting people to actually fill out their creative briefs. H… As this person will understand the workflow in terms of who is doing what and when, they can easily identify the bottlenecks, unblock the projects, and keep them moving. Process Street was used to shape the content itself and Trello was used to organize the team and provide clarity over what was being worked on, by whom, and what the progress was. The next step is to find a good keyword for the article and then to hash out a structure or basic plan. Introduce several feedback loops (marketing, HR, legal) and you’ve added several layers of complexity to the workflow. This means that all records which contain my name in the Who field of the record will show up in this view. #contentstrategy, Try These 5 Agile Marketing Values to Sharpen Your Content Process, Want More Productivity? This time, it’s an additional Search step between the Trigger and the Action. Informa UK Limited is a company registered in England and Wales with company number 1072954 whose registered office is 5 Howick Place, London, SW1P 1WG. He also collects typewriters! Moving around data like IDs allows you to use extra search steps later on in your flow. As such, you can build robust systems which are still simple and intuitive. Once the writer has done this, the next section of the checklist is assigned, via Process Street’s task assignments feature, to the designer. It has managed content and workflows for mobile app creation, magazine production, marketing materials, print production, corporate collateral and sales enablement. Once you’ve selected your Base and Table, you will see all the available fields for a record in that Table show up as options for you in Zapier. Content Creation Workflows: Why You Need One and How to Build It, Airtable vs Trello: The Best of Task and Project Management, The Ultimate Guide to Business Process Automation, Ultimate Guide to Small Business Automation with Zapier, 50 Ways To Save Time & Money with Workflow Automation, Form Automation: Turning Your Checklists Into Databases, 222 Zaps to Crush Your Current Process Automation, SEO Checklist: The Keyword Research Process, Social Media Influencer Outreach Checklist, Accepting, Formatting, Editing and Publishing a Guest Post, What our content creation workflow looked like when we had a small team, What our scaled up content creation workflow looks like now, How you can build a content creation workflow like ours, The Process Street templates you can use to structure your new workflows, The email text which was sent to subscribers. This new process begins when the writer does. This means, for example, I could search on Airtable for all the articles I published last year in the category Processes. At Process Street we’re all about having a documented process for people to follow when undertaking any task that needs doing more than twice. A content workflow is a set of tasks that a team needs to complete for a given client or content type — a web page, a blog post, a white paper, an email, or any other kind of content that the group needs to deliver. To replicate our kind of setup you’ll need a paid account with Zapier, Airtable, and Process Street. Is your content often delivered late? A typical content workflow includes tasks like these: When documented, a workflow often takes a visual form showing the progression of tasks. If not, does the user have to create one based on a letter and/or number combination? Enter workflow documentation Similar in importance to a documented content marketing strategy is a documented workflow. 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