Case Studies / Video Production

VIDEO PRODUCTION HUB

We connected Rotem’s video work

from client brief to final approval.

Client onboarding, Video production and Client acceptance connected in monday.com.

Rotem

Explore the project

Case Studies / Video Production

VIDEO PRODUCTION HUB

We connected Rotem’s video work

from client brief to final approval.

Client onboarding, Video production and Client acceptance connected in monday.com.

Rotem

Explore the project

01 / THE CHALLENGE

Client files, editor queues and review decisions needed one video reference.

Video-production work needed a consistent path from client intake to editor assignment, review and final approval. Client folders, source files, editor queues, time tracking and revision decisions needed to stay connected to the same client and video.

The team needed client, project and file context retained across editor handoffs.

BEFORE

Briefs and files needed connected records

Client briefs, source-video folders, editor assignments, delivery links and project spreadsheets.

BOTTLENECK

Manager and client reviews needed distinct decisions

Editors needed to see which version was approved, which needed revision and who should act next.

NEEDED

A video workflow connecting clients, editors and Drive files

Client, project and file context retained across editor handoffs.

PRIORITY

Keep client, video project and editor linked as work moves between roles.

Client onboarding

Video production

01 / THE CHALLENGE

Client files, editor queues and review decisions needed one video reference.

The team needed client, project and file context retained across editor handoffs.

BEFORE

Briefs and files needed connected records

Client briefs, source-video folders, editor assignments, delivery links and project spreadsheets.

BOTTLENECK

Manager and client reviews needed distinct decisions

Editors needed to see which version was approved, which needed revision and who should act next.

NEEDED

A video workflow connecting clients, editors and Drive files

Client, project and file context retained across editor handoffs.

PRIORITY

Keep client, video project and editor linked as work moves between roles.

Client onboarding

Video production

02 / IMPLEMENTATION

A video workflow connecting clients, editors and Drive files.

We configured monday.com client and project intake, editor workspaces and review states, with Make linking record matching and Drive folder setup.

Client onboarding

Receive client form → Validate brief → Create client folder → Confirm onboarding.

Video production

Submit video brief → Assign editor → Edit video → Request manager review.

Client acceptance

Send reviewed version → Collect client decision → Resolve revisions → Close approved video.

02 / IMPLEMENTATION

A video workflow connecting clients, editors and Drive files.

We configured monday.com client and project intake, editor workspaces and review states, with Make linking record matching and Drive folder setup.

Client onboarding

Receive client form → Validate brief → Create client folder → Confirm onboarding.

Video production

Submit video brief → Assign editor → Edit video → Request manager review.

Client acceptance

Send reviewed version → Collect client decision → Resolve revisions → Close approved video.

02 / IMPLEMENTATION

A video workflow connecting clients, editors and Drive files.

We configured monday.com client and project intake, editor workspaces and review states, with Make linking record matching and Drive folder setup.

Client onboarding

Receive client form → Validate brief → Create client folder → Confirm onboarding.

Video production

Submit video brief → Assign editor → Edit video → Request manager review.

Client acceptance

Send reviewed version → Collect client decision → Resolve revisions → Close approved video.

TECHNOLOGY STACK

The tools behind the video production hub.

monday.com holds the shared client, video project and editor context. The diagram shows how the supporting tools connect to the operating workflow.

03 / RESULTS

Videos retain client, editor and file context through approval.

The team can review client onboarding, video production and client acceptance in monday.com, with owners and next actions visible.

Connected editor handoffs

Client, project and file context retained across editor handoffs.

Manager and client approval

Visible manager review, client approval and revision paths.

Repeatable editor setup

A repeatable editor setup with shared procedures and time visibility.

Inside the finished system

Screenshot coming soon

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We connected Rotem’s video work

We connected Rotem’s video work

Rotem

Rotem

We connected Rotem’s video work

Rotem

Client files, editor queues and review decisions needed one video reference.

Client files, editor queues and review decisions needed one video reference.

Briefs and files needed connected records

Manager and client reviews needed distinct decisions

A video workflow connecting clients, editors and Drive files

Client files, editor queues and review decisions needed one video reference.

Briefs and files needed connected records

Manager and client reviews needed distinct decisions

A video workflow connecting clients, editors and Drive files

A video workflow connecting clients, editors and Drive files.

Client onboarding

Video production

Client acceptance

A video workflow connecting clients, editors and Drive files.

Client onboarding

Video production

Client acceptance

A video workflow connecting clients, editors and Drive files.

Client onboarding

Video production

Client acceptance

The tools behind the video production hub.

The tools behind the video production hub.

The tools behind the video production hub.

Videos retain client, editor and file context through approval.

Videos retain client, editor and file context through approval.

Videos retain client, editor and file context through approval.

Connected editor handoffs

Manager and client approval

Repeatable editor setup

Inside the finished system

More Success Stories

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