Adobe Experience Manager Assets - Microsoft Planner Integration and Automation

Common Integration Use Cases Between Adobe Experience Manager Assets and Microsoft Planner

Adobe Experience Manager Assets and Microsoft Planner complement each other well in organizations where creative production, marketing operations, and campaign execution need tighter coordination. AEM Assets manages approved digital content and asset governance, while Microsoft Planner helps teams organize tasks, assign owners, and track progress across projects. Integrating the two platforms can improve visibility, reduce manual follow-up, and keep asset-related work aligned with campaign delivery timelines.

1. Creative asset request intake and task assignment

When a marketer or business user requests a new image, video, or document in Microsoft Planner, the request can trigger a corresponding asset creation task for the design or content team. The Planner card can include the asset brief, due date, campaign context, and approval owner, while AEM Assets stores the final approved file and metadata. This creates a structured workflow from request to delivery.

• Direction: Microsoft Planner to Adobe Experience Manager Assets
• Business value: Faster request handling, clearer ownership, fewer missed requirements

2. Asset review and approval tracking

Creative teams can use AEM Assets for version control and approvals, while Planner tracks the operational steps needed to complete review cycles. For example, when a new asset version is uploaded to AEM Assets, a Planner task can be created for brand, legal, or regional reviewers. Once feedback is completed, the task can be updated and the approved asset remains the single source of truth in AEM Assets.

• Direction: Adobe Experience Manager Assets to Microsoft Planner
• Business value: Better review accountability, reduced approval delays, improved compliance

3. Campaign launch coordination across marketing teams

Marketing operations teams can link campaign tasks in Planner to the required assets stored in AEM Assets. As campaign milestones approach, Planner can track whether banners, videos, product images, and localized files are ready. AEM Assets provides the approved content, while Planner ensures launch activities stay on schedule across creative, media, and regional teams.

• Direction: Bi-directional
• Business value: More reliable campaign execution, fewer launch blockers, stronger cross-team coordination

4. Localization and regional adaptation workflow

Global marketing teams often need localized versions of the same asset for different markets. AEM Assets can store the master asset and localized variants, while Planner can manage translation, adaptation, and regional review tasks. Each market team can be assigned a Planner task with deadlines and language-specific requirements, helping ensure localized content is delivered on time and aligned with brand standards.

• Direction: Adobe Experience Manager Assets to Microsoft Planner
• Business value: Better visibility into localization work, improved regional accountability, faster market rollout

5. Asset expiration and rights management follow-up

When AEM Assets identifies assets with expiring usage rights, licenses, or review dates, it can create Planner tasks for content owners to replace, renew, or retire those assets. This is especially useful for campaigns using licensed photography, seasonal content, or time-sensitive promotional materials. Planner helps teams act before assets become non-compliant or unusable.

• Direction: Adobe Experience Manager Assets to Microsoft Planner
• Business value: Reduced compliance risk, fewer expired asset issues, stronger governance

6. Creative production status reporting for stakeholders

Project managers can use Microsoft Planner to monitor the status of asset production tasks and provide stakeholders with a simple view of progress. AEM Assets can supply the actual asset status, version history, and approval state, while Planner reflects task completion across the broader project. This gives business teams a practical way to track creative delivery without needing direct access to the DAM.

• Direction: Bi-directional
• Business value: Improved transparency, easier stakeholder reporting, less manual status chasing

7. Post-launch asset optimization and reuse planning

After a campaign launches, analytics from AEM Assets can show which assets performed well and which were reused across channels. Based on those insights, teams can create Planner tasks for refreshing high-performing assets, retiring underperforming ones, or creating new variants for future campaigns. This helps marketing teams turn asset performance data into actionable follow-up work.

• Direction: Adobe Experience Manager Assets to Microsoft Planner
• Business value: Better reuse decisions, more efficient content investment, continuous improvement in asset strategy

Overall, integrating Adobe Experience Manager Assets with Microsoft Planner helps organizations connect creative asset management with practical task execution. The result is better coordination between marketing, design, legal, and regional teams, with clearer accountability and faster delivery of approved content.