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🎨 Client Brand Asset Collection Automation with AI

Automatically request, receive, and organize client brand assets — logos, fonts, colors — into a structured workspace on day one.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Task Due

Taskade

Then 1

Agent

Onboarding Guide

Ask Agent · Taskade AI

Knows
your onboarding checklist
Remembers
where each client got stuck

Then 2

Create Project

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Taskade Genesis handles the entire brand asset collection process — requesting files, chasing approvals, organizing uploads, and building a structured brand kit — so creative work can start immediately.

What Is Client Brand Asset Collection Automation?

An automated workflow that sends an asset request to the client, provides an upload link, tracks submissions against a checklist, sends reminder nudges for missing items, and files everything into a brand kit folder linked to the client record.

Why Use Client Brand Asset Collection Automation?

  • Structured requests: AI agents generate a clear asset checklist based on project type — web, print, social, video.
  • Upload tracking: The Relationship field links each uploaded asset to the client record and project brief.
  • Automated reminders: Reliable automations chase missing assets every 48 hours without human intervention.
  • Two-way integrations: Triggers watch cloud storage for uploads; actions update the checklist in real time.
  • Creative-ready organization: All assets land in a structured workspace view, ready for the production team.

Who Should Use Client Brand Asset Collection Automation?

  • Creative agencies starting design or video projects for new clients.
  • Web developers collecting logos, color codes, and font files before build begins.
  • Social media managers gathering brand guidelines and visual assets at account onboarding.
  • Content marketing teams organizing client brand voices, imagery, and style guides.
  • PR agencies collecting headshots, bios, and branded media kits from new clients.

How To Set Up Client Brand Asset Collection Automation?

  1. Clone the Brand Asset Collection template from the Use Automation panel on this page.
  2. Connect your cloud storage via 100+ integrations to detect and organize uploads automatically.
  3. Customize the asset checklist by project type using the databases feature.
  4. Set reminder intervals in the automations editor.
  5. Share the organized folder link with your production team via the client portal.

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