Operating ProcedureExecution layer

LottieFiles Client Workspace Setup (Onboarding)

A sequence with 8 steps: Create a dedicated team workspace per client in LottieFiles.

By InnovaAI ResearchPublished Updated

What are the steps?

sequence

LottieFiles Client Workspace Setup (Onboarding)

  1. 01

    Create a dedicated team workspace per client in LottieFiles

    Keep client assets isolated from agency-wide files. The Team plan at $24.99/month per user adds team roles, custom brand palette, and version history, which matter once more than one designer touches a client account.

  2. 02

    Set the client brand palette before any animation work begins

    The Team plan's custom brand palette feeds Lottie Creator color choices, so designers pull approved hex values instead of guessing at client brand colors on each new asset.

  3. 03

    Import existing source files (AEP, Figma, or Lottie JSON) into the workspace

    The Team plan hosts AEP and Figma source files alongside exported animations. Storing sources in the same workspace prevents the handoff gap where a client asks for an edit and the original file lives on a freelancer's laptop.

  4. 04

    Generate or edit animations in Lottie Creator, using Motion Copilot for text-to-keyframe drafts

    Motion Copilot converts a text prompt into keyframes, which shortens first-draft time on simple logo and icon loops. Review every generated keyframe before client review; treat Copilot output as a starting point, not a deliverable.

  5. 05

    Export in dotLottie format and enable CDN hosting

    dotLottie is the optimized format LottieFiles publishes for smaller file sizes. Hosting through the LottieFiles CDN gives the client a stable embed URL rather than a file the agency has to re-upload on every site change.

  6. 06

    Embed animations via the platform's embed codes or native Figma, Webflow, or Framer integrations

    Match the embed method to the client's stack. Webflow and Framer sites take the native integration; static sites take the embed code. Record which method each placement uses in the workspace notes.

  7. 07

    Run a team feedback pass using file comments before client sign-off

    Team feedback and comments keep revision notes attached to the specific file version. This gives the agency a written revision trail when a client disputes what was approved.

  8. 08

    Document the animation usage guide and hand off embed credentials to the client

    Deliver placement locations, embed codes, and the source file list. If the client will manage animations in-house, confirm whether they need their own seat, since every user on the Team plan bills at $24.99/month.