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VIP - Microsoft Planner Integration and Automation

Integrate VIP Product Information Management (PIM) and Microsoft Planner apps with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps.

Common Integration Use Cases Between VIP and Microsoft Planner

VIP is a global content distribution and asset management platform used to manage, package, and deliver media assets at scale. Microsoft Planner is a team task management tool used to organize work, assign responsibilities, and track progress. Together, they can connect content operations with execution planning, helping teams coordinate asset delivery, review cycles, and publishing tasks more effectively.

1. Create Planner tasks when new content packages are prepared in VIP

Direction: VIP to Microsoft Planner

When a content package, campaign asset set, or distribution bundle is finalized in VIP, an integration can automatically create a Planner task for the responsible team. The task can include the package name, due date, asset link, and required next steps such as review, localization, or publishing.

Business value: Reduces manual handoffs between content operations and project teams, ensuring that delivery work is tracked immediately after assets are prepared.

2. Update VIP asset status based on Planner task completion

Direction: Microsoft Planner to VIP

When a Planner task is marked complete, the corresponding asset or distribution job in VIP can be updated to reflect that the review, approval, or publishing step has been finished. This is useful for workflows where content cannot move forward until a business task is completed.

Business value: Improves visibility into content readiness and reduces delays caused by disconnected task tracking and asset management.

3. Assign localization or regional adaptation work from VIP distribution events

Direction: VIP to Microsoft Planner

When VIP identifies that an asset needs localization for a specific market, the integration can create Planner tasks for regional teams. Each task can include the target language, market, asset reference, and deadline tied to the distribution schedule.

Business value: Helps global teams coordinate localized content delivery without relying on email or manual task creation.

4. Trigger review and approval tasks for new or updated assets

Direction: VIP to Microsoft Planner

When a new version of a media asset is uploaded or replaced in VIP, Planner tasks can be generated for legal, brand, compliance, or marketing reviewers. The task can route the right team to validate the asset before distribution.

Business value: Supports controlled review workflows and reduces the risk of distributing unapproved content.

5. Link campaign execution plans in Planner to asset delivery in VIP

Direction: Bi-directional

Campaign managers can use Planner to organize launch activities, while VIP manages the actual content assets. The integration can connect a Planner plan to a VIP content package so that task progress and asset readiness stay aligned throughout the campaign lifecycle.

Business value: Gives marketing and operations teams a shared view of campaign execution, improving coordination between planning and content delivery.

6. Notify content operations teams when Planner deadlines change

Direction: Microsoft Planner to VIP

If a Planner task due date is changed, VIP can receive the updated deadline for the related asset distribution or publishing activity. This is especially useful when launch dates shift and content delivery schedules must be adjusted quickly.

Business value: Keeps asset distribution aligned with changing business priorities and reduces missed deadlines.

7. Generate follow-up tasks in Planner after VIP distribution completion

Direction: VIP to Microsoft Planner

Once VIP confirms that assets have been distributed to the intended channels or teams, the integration can create follow-up Planner tasks such as performance review, stakeholder notification, or post-launch QA.

Business value: Ensures that downstream activities are not overlooked after content delivery is completed.

These integrations are most effective when VIP is used as the system of record for content assets and Microsoft Planner is used to manage the human tasks required to review, adapt, approve, and launch those assets. Together, they create a more connected and accountable content operations workflow.

How to integrate and automate VIP with Microsoft Planner using OneTeg?