Frontify - Microsoft Planner Integration and Automation

Common Integration Use Cases Between Frontify and Microsoft Planner

Frontify and Microsoft Planner complement each other well in brand operations and campaign execution. Frontify serves as the system of record for brand guidelines, approved assets, and brand governance, while Microsoft Planner helps teams organize tasks, owners, and deadlines. Integrating them improves visibility, accountability, and speed across marketing, design, and cross-functional delivery teams.

1. Brand Asset Review Tasks Created from Frontify Uploads

When a new logo, campaign visual, or template is uploaded to Frontify, a task can be created in Microsoft Planner for review and approval. This helps marketing and design teams track who needs to validate the asset before it is published.

• Flow: Frontify to Microsoft Planner
• Business value: Faster approval cycles and fewer missed reviews
• Example: A designer uploads a new product banner in Frontify, and Planner automatically assigns a review task to brand, legal, and regional marketing stakeholders.

2. Campaign Launch Task Tracking Linked to Approved Brand Assets

Once campaign assets are approved in Frontify, related launch tasks can be created in Microsoft Planner for execution teams. This ensures that media, web, social, and field marketing teams work from the same approved source materials.

• Flow: Frontify to Microsoft Planner
• Business value: Better coordination between brand governance and campaign delivery
• Example: After a campaign toolkit is finalized in Frontify, Planner tasks are generated for channel managers to localize, schedule, and publish assets.

3. Planner Task Completion Updates Brand Workflow Status in Frontify

As teams complete tasks in Microsoft Planner, status updates can be reflected in Frontify to show where an asset or campaign package stands in the overall workflow. This gives brand managers a clearer view of execution progress without chasing updates manually.

• Flow: Microsoft Planner to Frontify
• Business value: Improved workflow transparency and reduced status meetings
• Example: When localization tasks are marked complete in Planner, the corresponding asset record in Frontify is updated to indicate readiness for final brand approval.

4. Regional Adaptation Workflows for Brand-Compliant Content

Global marketing teams can use Frontify to store master brand assets and guidelines, while regional teams manage adaptation tasks in Microsoft Planner. This supports controlled localization without losing brand consistency.

• Flow: Bi-directional
• Business value: Scalable brand governance across markets
• Example: A central team publishes a master campaign kit in Frontify, and regional teams receive Planner tasks to adapt copy, translate visuals, and confirm compliance before launch.

5. New Guideline Rollout Tasks for Internal Teams

When brand guidelines are updated in Frontify, Planner tasks can be assigned to internal stakeholders to review changes, update templates, and train local teams. This helps ensure new standards are adopted consistently across the organization.

• Flow: Frontify to Microsoft Planner
• Business value: Faster adoption of updated brand standards
• Example: A revised typography and tone-of-voice guide is published in Frontify, and Planner tasks are created for design, content, and sales enablement teams to update their materials.

6. Asset Request Management for Marketing Operations

Employees can submit asset requests through a Planner-based workflow, while approved deliverables are stored and governed in Frontify. This creates a structured process for requesting new creative work and ensuring the final output is brand compliant.

• Flow: Microsoft Planner to Frontify
• Business value: More organized intake and fewer ad hoc requests
• Example: A sales team requests a new event flyer in Planner, and once completed, the final approved version is uploaded to Frontify for reuse and governance.

7. Cross-Functional Launch Checklists Tied to Brand Assets

For product launches, event campaigns, or rebranding initiatives, Frontify can hold the approved source assets while Planner manages the launch checklist across teams. This keeps creative, legal, web, and field teams aligned on dependencies and deadlines.

• Flow: Bi-directional
• Business value: Stronger launch coordination and fewer execution gaps
• Example: A new product launch package is approved in Frontify, and Planner tracks tasks for website updates, email deployment, sales collateral distribution, and social publishing.

Overall, integrating Frontify with Microsoft Planner helps organizations connect brand governance with day-to-day execution. The result is better control over approved assets, clearer accountability for tasks, and smoother collaboration across marketing and operational teams.