Marketing agencies must deliver high-quality content in a timely manner that corresponds to the client's needs. To stay competitive, agencies need to be as efficient as possible. In this use case, we explore how Jira and Team Files automation can help.
Imagine that you work for a marketing agency, and you use Jira to track the progress of your client projects. Whenever a new project is started, you want to create a folder in Google Drive to store all the project-related documents and files. You also want to create subfolders to organize Jira issues and match them with Google Drive folders since it will be used as the basis for all project deliverables.
To streamline this process, you can set up automation with Team Files and Jira Work Management, making a powerful combination to keep your Jira tasks in sync and organized with Google Drive folders.
The Project Manager of the marketing agency closed a new contract with the Client for monthly newsletters for their customers. The agency will provide the client with initial compositions provided by the Designer for feedback and final approval from the Client. After that, the Developer will implement the newsletter and schedule the release for the agreed-upon time with the Client.
The Project Manager confirms Team Files for Jira is installed, and the base Google Drive folder is shared with the Designer, Developer, and Client.
To activate the Team Files automation, the Project Manager:
This concludes the initial setup. The same flow applies to other supported storages.
Using automation to create and attach folders to new issues is a great help to keep your project organized and accessible to everyone involved, from start to end.
With this flexible system, you can upload files to the attached folder in Jira, which become available in Google Drive, and you can create files in Google Drive that automatically appear in your issue. This avoids duplicate files and reviewing endless emails to find the right version. So you can focus your energy on creating great solutions for your clients instead of wasting time looking up files.
The Team Files app is available on the Atlassian Marketplace, and you can start a free trial in a few clicks.
You can also check the Team Files documentation on Automation to learn more.
Implementing a single source of truth for your documents with Confluence/Jira and Team Files
Team Files for Jira documentation