Use casesIntake
Answer brand asset requests without opening Drive again
Mitra answers brand asset requests end to end. The agent reads the request, finds the file in Google Drive, shares it with whoever asked, and logs the request in Slack. The log is the useful part, because repeat asks show what belongs in a self-serve folder.
When a request comes in through our Tally form, find the file in Google Drive and share it. Log it in #brand.
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What the agent actually does.
Read what was asked for
The wordmark as an SVG and the deck template are different jobs, and the agent reads the form closely enough to tell.
Find the file in Drive
The agent searches the brand folders you connected and checks the name and location before it picks one.
Share it with the requester
Access goes to the email on the form, so nobody waits on a permission request sitting in an inbox.
Log the request in #brand
Each request is written down with who asked and what for, so repeat asks are visible rather than remembered.
Make it yours.
For the designer who is the only route to the logo files, and answers the same three requests every month. Change any of this by saying so — there is nothing to rewire.
- Reply with a link to the shared brand folder instead of single files.
- Handle the standard logo and font requests, and pass anything unusual to a person.
- Log requests to a spreadsheet rather than a channel, so the count is easy to read.
Questions, answered.
Can an agent share brand files without me doing it?
How do I know which brand assets people keep asking for?
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