Creatomate Template Automation Workflow (Delivery)

Creatomate Template Automation Workflow (Delivery)

1. 01

   Log in to Creatomate and open the Template Editor

   Navigate to the Templates section and select an existing template or create a new one. Use the online editor to define placeholders for dynamic text, images, and videos. Verify that the template design matches the client's brand guidelines before proceeding.

2. 02

   Configure the data feed

   In the Feeds section, create a new feed and upload a CSV file or connect to Airtable. Ensure that the feed rows correspond to the placeholders in your template. For example, if your template has a placeholder for 'client_name', the feed must include a column with that exact name.

3. 03

   Set up an automation trigger via Zapier or Make

   Create a new automation in Zapier or Make that triggers a render in Creatomate. For instance, when a new row is added to a Google Sheet, the automation sends a POST request to the Creatomate API endpoint to generate a video. Use the API key from your Creatomate account settings to authenticate.

4. 04

   Test the render with a sample feed row

   Use the 'Render' button in the Template Editor to generate a test video with a single feed row. Check the output for correct placeholder substitution and visual quality. If issues arise, adjust the template or feed mapping and re-render.

5. 05

   Monitor credit usage and storage

   In the Account or Usage dashboard, review your monthly credit consumption and storage usage. For the Essential plan, you have 2,000 credits and 5 GB storage. If you approach limits, consider upgrading to the Growth plan or optimizing your templates to reduce render complexity.

6. 06

   Deliver the final assets to the client

   Set up an export pipeline that sends rendered videos or images to the client's preferred storage or scheduler. This could be an automated upload to Google Drive or a direct integration with their social media scheduler. Confirm the client receives the assets in the correct format and resolution.

7. 07

   Document the workflow for client handoff

   Create a short guide explaining how the client can update the feed data (e.g., edit the CSV or Airtable) to trigger new renders. Include instructions on how to modify template text or images if needed. Provide this documentation to the client for self-service updates.