Watch our video walkthrough series and discover how RoboHead streamlines every aspect of your creative workflow—from initial request to final approval.
Managing creative and marketing projects shouldn’t feel like herding cats. Whether you’re in Financial Services, Healthcare, Manufacturing, or Packaging, your team needs a solution that handles everything from project planning to compliance reviews in one integrated platform.
That’s exactly what RoboHead delivers. In this comprehensive video walkthrough series, we’ll take you through six core features that are revolutionizing how creative teams work together, stay organized, and deliver exceptional results.
1. Project Planning: Building Success from Day One
Every successful creative project starts with a solid plan. But creating consistent, repeatable planning processes can be time-consuming—unless you have the right tools.
RoboHead’s project planning features focus on three critical elements:
- Clear requests and scope of work
- Detailed schedules with assigned responsibilities
- Defined approval workflows
Smart Templates That Save Time
The most successful teams leverage RoboHead’s template system to make scheduling simple and consistent. These templates can automatically handle:
- Task duration and routing
- User assignments based on project attributes
- Workflow customization by project type, team, and stakeholder requirements
For unique, one-off projects, you can skip the templates entirely and build custom workflows from scratch. The flexibility ensures that whether you’re launching a major campaign or handling a quick design request, your planning process remains streamlined.
Visibility That Keeps Everyone Aligned
RoboHead makes it simple for managers, designers, and stakeholders to access exactly the project information they need, when they need it. No more status update meetings or endless email chains asking “what’s the status?”
2. Automation: Focus on High-Value Work
At RoboHead, we believe you should focus on high-value creative work and automate everything else. That’s why our platform makes it easy to automate a wide variety of project-related tasks.
What Can You Automate?
Our clients regularly automate:
- Auto-approving and routing specific types of requests
- Daily reminders for pending proof reviews
- Project status updates based on task completion
- Schedule notifications when projects fall behind
- File management, including moving approved assets to your Library, DAM, or external partners
Integration Capabilities
Whether you’re automating processes within RoboHead or connecting with other applications, our automation capabilities let you create seamless workflows that reduce manual work and eliminate bottlenecks.
The result? Your team spends more time on creative strategy and execution, while RoboHead handles the routine operational tasks that keep projects moving forward.
3. Library: Smart Asset Management Made Simple
Traditional DAMs can be overly complicated, and corporate file storage is often locked down and difficult to navigate. RoboHead’s Library offers a better solution.
Key Library Features
- Shareable links for easy stakeholder access
- Granular access permissions to control who sees what
- File versioning to track changes and maintain asset integrity
- Simple folder structure with robust tagging for organization
- Powerful search capabilities to find assets quickly
Seamless Project Integration
If you’re using RoboHead to manage your projects, you can leverage RoboScripts to automatically move approved assets from active projects into your Library for long-term storage and sharing. This automation ensures your asset library stays current without manual intervention.
4. Requests: Starting Projects the Right Way
For most RoboHead clients, projects start with a request from internal customers. The quality of that initial request directly impacts the success of the entire project.
Dynamic Forms That Guide Success
Our simple yet powerful dynamic forms help requestors think through their needs by:
- Asking the right questions at the right time
- Helping articulate what they need, why they need it, and when
- Avoiding frustration with endless, irrelevant questions
- Allowing file uploads and markup directly within the platform
From Request to Project
Those requests seamlessly become projects, with the request form data flowing directly into:
- Project schedules
- Team assignments
- Creative development workflows
When you have a clear, comprehensive request, you ensure you’re creating the right deliverables for the right people—and moving your business forward efficiently.
5. Team Management: Optimizing Workload and Capacity
Your team needs clear visibility into current work and upcoming projects. This visibility is crucial not just for delivering what’s in the queue, but for preventing burnout and making smart decisions about future work.
Comprehensive Workload Management
RoboHead helps leaders and teams:
- Understand current workload across all team members
- Forecast capacity for upcoming projects
- Adjust schedules when projects fall behind or priorities shift
- Balance resources to prevent team member overload
Better Results Through Better Planning
This level of visibility creates accountability while helping teams set realistic expectations and deliver superior results for customers and stakeholders. When everyone knows what’s on their plate and what’s coming next, project delivery becomes more predictable and less stressful.
6. Reviews: Streamlined Approval for Compliance-Critical Industries
Creative work can’t just be creative—especially in highly regulated industries. For teams in Financial Services, Healthcare, Manufacturing, and Packaging, creative deliverables must be on-brand, accurate, and compliant.
Multi-Stakeholder Review Made Simple
Many of our customers require feedback from multiple stakeholders:
- Peer reviewers for creative quality
- Sales and product experts for accuracy
- Legal and compliance teams for regulatory requirements
All-in-One Review Platform
RoboHead’s Review module eliminates the chaos of traditional review processes by:
- Collecting feedback from all stakeholders in one centralized location
- Sharing revisions and tracking changes efficiently
- Managing final signoffs within the same tool that handles requests and scheduling
- Supporting all file types: Videos, web pages, images, and PDFs
Simplified Stakeholder Experience
No more inbox searching, juggling multiple tools, or chasing down reviewers. Stakeholders simply click a button in their email notification and are taken directly to RoboHead’s intuitive review tool where they can easily markup and approve work.
Transform Your Creative Workflow Today
These six core features work together to create a comprehensive project management ecosystem that eliminates the friction points that slow down creative teams. From initial request to final approval, RoboHead provides the structure, automation, and visibility your team needs to deliver exceptional results consistently.
Ready to See RoboHead in Action?
Watch our complete video walkthrough series to see each feature in detail, or schedule a personalized demo to discover how RoboHead can transform your creative project management process.
Whether you’re managing a small creative team or coordinating complex multi-stakeholder campaigns, RoboHead provides the tools you need to work smarter, not harder.
Start your free trial today and experience the difference integrated project management can make for your creative team.
