Creative Sync Workflows
This document explains the enhanced creative sync system and how MCP tools now automatically manage creative distribution to sales agents.System Overview
The creative sync system automatically ensures that creatives are synced to and approved by all relevant sales agents before campaigns launch. Key features:- Automatic Sync Triggers - Creative lifecycle events trigger smart syncs
- Format-Aware Matching - Video creatives only sync to video-capable sales agents
- Recent History Intelligence - Auto-detects relevant sales agents based on 30-day activity
- Campaign Health Tracking - Real-time visibility into sync status across campaigns
- Notification-Driven Workflows - Actionable alerts for sync issues
Core Concepts
Sync Relationship Model
- Granular approval tracking
- Selective re-sync when content changes
- Sales agent-specific rejection handling
Smart Format Matching
Enhanced Tool Workflows
1. Creative Update with Auto Re-sync
When creative content is updated, automatic re-sync ensures sales agents get the latest version:- Only content changes trigger re-sync (not metadata updates)
- Only syncs to agents with previous “synced” status
- Re-sync failures don’t block the creative update
- Users receive notifications about re-sync progress
2. Creative Assignment with Smart Sync
When creatives are assigned to campaigns, automatic sync to campaign’s sales agents:- Only syncs to sales agents used by campaign’s tactics
- Format compatibility checked before sync attempts
- Assignment succeeds even if sync setup fails
- Background sync doesn’t block assignment response
3. Tactic Creation with Creative Sync
When new tactics are created, existing campaign creatives sync to the new sales agent:- Only compatible creative formats are synced
- Sync happens in background after tactic creation
- Tactic creation succeeds regardless of sync status
- Sales agent ID extracted from media product or tactic
4. Manual Creative Sync with Smart Defaults
The dedicated sync tool provides flexibility with intelligent defaults:Campaign Health Patterns
Health Status Integration
Campaign and creative listing tools now include sync health data:Creative Sync Status
Creative tools show detailed sync status:Notification Integration
Event-Driven Notifications
Each sync event generates appropriate notifications:Notification-Driven Workflows
Agents can build sophisticated workflows around these notifications:Best Practices
For Campaign Managers
- Monitor Health Dashboards: Use campaign/list to identify issues early
- Review Sync Failures: Check notifications for systematic problems
- Pre-sync for Launch: Sync creatives well before campaign activation
- Format Optimization: Ensure creative formats match target sales agents
For Creative Operations
- Batch Updates: Group creative updates to minimize re-sync overhead
- Format Planning: Design creatives for maximum sales agent compatibility
- Approval Monitoring: Track approval rates per sales agent to identify issues
- Rejection Analysis: Use rejection patterns to improve creative strategy
For System Integration
- Background Processing: All sync operations happen asynchronously
- Graceful Degradation: Primary operations succeed even if sync fails
- Notification Acknowledgment: Mark notifications as handled after resolution
- Performance Monitoring: Track sync success rates and processing times
Migration and Rollout
Feature Adoption
The sync system is designed for gradual adoption:- Phase 1: Enhanced tools with automatic sync (current)
- Phase 2: Campaign health dashboards and notifications
- Phase 3: Advanced agent workflows and bulk operations
- Phase 4: Predictive sync optimization and ML-driven improvements
Backward Compatibility
All existing tool functionality remains unchanged:- Creative updates still work without sync
- Campaign assignments still work without automatic sync
- Sync features are additive, not replacing existing workflows