Trello - OpenText Core Digital Asset Management Integration and Automation

Common Integration Use Cases Between Trello and OpenText Core Digital Asset Management

1. Creative Asset Request and Approval Workflow

Direction: Trello ? OpenText Core Digital Asset Management

Marketing or design teams can use Trello cards to capture new asset requests such as banners, product images, campaign graphics, or video edits. Once a request is approved in Trello, the final approved file is uploaded to OpenText Core Digital Asset Management for controlled storage, versioning, and reuse. Trello can retain the task history, deadlines, and approvers, while OpenText Core Digital Asset Management becomes the system of record for the finished asset.

Business value: Reduces email-based handoffs, improves approval visibility, and ensures only finalized assets are stored in the digital asset repository.

2. Asset Review and Feedback Tracking

Direction: Bi-directional

When a creative file is uploaded or updated in OpenText Core Digital Asset Management, a corresponding Trello card can be created or updated for review. Reviewers can use Trello checklists and comments to capture feedback, assign revisions, and track approval status. Once revisions are completed in OpenText Core Digital Asset Management, the Trello card is automatically moved to the next stage, such as Ready for Approval or Published.

Business value: Creates a clear review loop between creative, marketing, and compliance teams while reducing missed feedback and duplicate review cycles.

3. Campaign Content Calendar with Approved Asset Links

Direction: OpenText Core Digital Asset Management ? Trello

Campaign managers can maintain a Trello board for content planning, with each card representing a campaign deliverable, channel, or publication date. Approved assets stored in OpenText Core Digital Asset Management can be linked directly to the relevant Trello cards, giving teams immediate access to the correct version of each file. This is especially useful for social media, email, web, and event campaigns where multiple assets must be coordinated against a launch schedule.

Business value: Improves campaign execution by connecting planning tasks with approved, on-brand assets in one visible workflow.

4. Brand Governance and Controlled Asset Distribution

Direction: OpenText Core Digital Asset Management ? Trello

Brand and compliance teams can use OpenText Core Digital Asset Management as the authoritative source for approved logos, product images, templates, and legal disclaimers. Trello boards used by regional teams, agencies, or field marketers can display only approved asset links, reducing the risk of outdated or non-compliant materials being used in local campaigns. Trello cards can also include usage instructions, expiration dates, and required disclaimers pulled from the asset record.

Business value: Strengthens brand consistency and reduces compliance risk across distributed teams and external partners.

5. Product Launch Coordination

Direction: Bi-directional

For product launches, Trello can manage cross-functional tasks such as packaging updates, sales enablement, website content, and launch communications. OpenText Core Digital Asset Management can store launch-ready assets including product photography, spec sheets, demo videos, and presentation files. Trello cards can reference the latest approved assets, while status changes in Trello can trigger asset publication or release in OpenText Core Digital Asset Management when launch milestones are reached.

Business value: Aligns product, marketing, sales, and operations teams around a single launch plan and ensures launch materials are current and accessible.

6. Agency and Vendor Collaboration

Direction: Trello ? OpenText Core Digital Asset Management

External agencies and vendors often work in Trello for task visibility and milestone tracking, while final deliverables need to be stored securely in OpenText Core Digital Asset Management. Trello cards can be used to assign deliverables, due dates, and review comments, and once the vendor submits final files, they are transferred into OpenText Core Digital Asset Management for retention, rights management, and future reuse. This creates a clean separation between work-in-progress and approved deliverables.

Business value: Simplifies external collaboration while maintaining enterprise control over final assets and file governance.

7. Asset Lifecycle Tracking and Reuse Requests

Direction: OpenText Core Digital Asset Management ? Trello

When a team wants to reuse an existing asset from OpenText Core Digital Asset Management, a Trello card can be created to track the request, adaptation needs, and approval steps. The asset metadata, such as usage rights, expiration date, and original campaign, can be surfaced in Trello to help teams determine whether the asset can be reused as-is or requires updates. Once approved, the updated version can be saved back into OpenText Core Digital Asset Management with a new version history.

Business value: Reduces duplicate creative work, improves asset reuse, and helps teams manage rights and version control more effectively.

8. Operational Task Management for Asset Publishing

Direction: Bi-directional

Operations teams can use Trello to manage the publishing workflow for assets that need to be distributed across websites, portals, or internal channels. OpenText Core Digital Asset Management can provide the approved file and metadata, while Trello tracks the operational steps such as localization, QA, publishing, and post-launch verification. Status updates in Trello can be reflected back in OpenText Core Digital Asset Management to indicate whether an asset is active, archived, or pending refresh.

Business value: Improves visibility into publishing operations and helps teams manage asset rollout with fewer manual follow-ups.