How to Use Firm Content Automations as a Curator

Overview

Firm Content Automation helps Curators, or home office teams, streamline how firm content is delivered to advisors. Once configured, any new content published to a selected folder can automatically follow predefined distribution settings, making it easier to support advisors with timely, consistent access to approved content.

This feature allows Curators to set automation rules in advance based on the type of firm content being published. By choosing the appropriate folder and automation settings, home office teams can ensure newly published content is handled in a structured, repeatable way without requiring the same manual steps every time.

What is Does
Automatically applies saved automation settings to new firm content published in a selected folder

Enables Curators to configure how content should be processed and delivered once it is published

Supports a repeatable workflow for distributing firm-approved content at scale

Reduces the need for ongoing manual intervention after content is added to the folder

Why it Matters
Improves efficiency: Home office teams can reduce repetitive setup for each new piece of content

Creates consistency: Content published to the same folder follows the same predefined rules and workflow

Helps scale distribution: Curators can support many advisors more effectively with an automated process

Speeds up content availability: Advisors can access or receive new firm content faster after publication

Supports operational control: Teams can organize and automate distribution based on how firm content is structured

Before You Begin

Make sure:
1. You have Curator access
2. The content folder is a shared folder
3. You have content ready to publish

Enable a Folder for Automation

1. Log in to your account as a Curator.
2. Navigate to Firm Content folder(s).
3. Locate the shared folder you want to make available for Automations.
4. Select the checkbox to enable the folder for automation.
5. Enter a folder description. The description helps Advisors understand the type of the content within the folder and is visible within the platform when setting up their automations.

6. Save your changes.

Once saved, the folder will be available for Advisors to use in Firm Content Automations.

Publish Content to an Automation-Enabled Folder

1. Navigate to the enabled folder.
2. Publish content to that folder as you normally would.
When content is published to an automation-enabled folder, it can be distributed according to the automation settings configured by an Advisor.

Tips for Curators

Only shared folders can be used for Firm Content Automations.
Use clear, descriptive folder names and descriptions.
Publish content to the correct enabled folder so Advisor automation settings can be applied.
If the Advisor does not enter a custom subject line, the subject line will default to the title of the added content.

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