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Automation use case: Trigger workflows when custom metadata changes

Learn how to automatically run actions when a specific metadata field changes to a defined value.

In this guide, you’ll learn how to create an automation that triggers when a custom metadata field changes — and more specifically, when it changes to a particular value.

With Custom Metadata Triggers, you can build automations like:

  • When Primary Channel changes to Social → Add the tag "Social"

  • When Region changes to EMEA → Move the asset to a regional folder

  • When Language Variant changes to en-US → Move the asset to the "Localization Review" workflow status

This feature specifically introduces automation triggers for changes to custom metadata. ‘Standard’ metadata fields (e.g. Name, Description, Alt text, Workflow status, Tags, Legal) are not affected.

If you’re new to automations in Frontify, check out our introductory guide before getting started.


Please note: Automations is currently in Beta. It’s best suited for scoped, well-defined workflows rather than mission-critical, high-volume batch processing. We’re actively improving scalability and visibility.


What are Custom Metadata Triggers?

Custom Metadata Triggers allow automations to react to changes in specific metadata fields — including the exact value they change to. Instead of simply running when an asset is uploaded or updated, you can now define rules like:

When [Custom Metadata Field] changes to [Value] → Run this action.

This transforms metadata from passive information into an active governance tool.

For DAM librarians and content operations teams, this means:

  • No more manual follow-ups when asset statuses change

  • Reduced reliance on internal messages or email handoffs

  • Consistent workflows tied directly to asset data

  • Greater precision in automation logic


Step-by-step: Set up your automation

In your project or library backend, click Automation at the top of the screen. Then click New automation at the bottom to get started.

1. Name your automation

Choose a clear name that reflects the logic, such as:

  • Set asset workflow status to "Approved"

  • Archive asset when Status changes to Expired

2. Select the trigger

Choose Asset custom metadata updated as your trigger.

This allows the automation to run whenever a specific custom metadata property is updated.

3. Configure optional trigger conditions

You can narrow down when the trigger should apply by adding conditions.

These act as filters — the automation will only run if all conditions are met (think of this as: “Run this automation when metadata is updated where…”).

You can filter based on:

A. Asset properties

  • Title (is, is not, contains, etc…)

  • Description

  • Extension

B. Custom metadata

  • Which field was updated (eg. Field is “Countries”)

  • What value it was updated to (e.g. Field “Countries” is updated to “Canada”)

Note: Conditions on custom metadata values are:

Supported for: Short text, Long text, Number, Single-select, URL, Catalog

Not supported for: Date, Multi-select

4. Define your actions

Now decide what should happen when the metadata change occurs.

Click the Add action button and choose the appropriate action from the dropdown menu. For more details on configuring actions, refer to the Frontify automations Help article.


The automation in action

Imagine a designer updates an asset’s Status field from In Review to Approved.

As soon as the metadata is updated:

  • The automation detects the change

  • Confirms the new value matches Approved

  • Automatically triggers the defined actions

No manual messages or governance gaps — everything runs based on structured metadata.


Common use cases

1. Streamline approval workflows

Move assets through review processes automatically based on metadata updates.

Example

When: "Approval Status" is updated to "Ready for Review"
Then: Set asset workflow status to "In Review"

2. Organize regional content

Automatically group assets for regional teams based on metadata values.

Example

When: "Country" is updated to "Germany"
Then: Add asset to the "EMEA" collection

3. Categorize assets automatically

Apply consistent tags to assets based on metadata changes.

Example

When: "Primary Channel" is updated to "Social"
Then: Add the tag "Social Media"

4. Enrich asset metadata

Keep related metadata fields synchronized automatically.

Example

When: "Product Line" is updated to "Enterprise"
Then: Set custom metadata "Audience" to "B2B"

5. Manage asset lifecycle

Route outdated assets to the appropriate location for archiving or review.

Example

When: "Brand Status" is updated to "Deprecated"
Then: Move the asset to the "Archive" folder


Why this matters

Custom Metadata Triggers help you:

  • Eliminate manual coordination

  • Reduce errors caused by missed updates

  • Scale governance without increasing workload

  • Create precise, value-based automation logic

  • Turn asset data into operational workflows

Instead of relying on people to notice changes, your DAM now responds automatically — ensuring your processes stay consistent as your assets evolve.

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