# Auto-Workflow by OCR: Step-by-Step Guide

## 1. Create Your Campaign

You can start your campaign by two steps:

1. Manually create an Engagement Campaig**n** directly on **AnyTag.**
2. Use **AnyAI** in the designated Slack thread (where the HubSpot deal and Drive folder were created and linked) to auto-create your campaign's Hubspot deal.

Once your campaign is created on AnyTag:

1. Go to the **Select Influencer** tab.
2. Add your chosen influencers (KOLs).
3. Confirm they appear in the **Proposal** tab — this verifies they are properly registered for the campaign.

{% content-ref url="" %}
[](https://anymind-group.gitbook.io/english-1/kyanpn/engjimento/kyanpnwosuru)
{% endcontent-ref %}

When your **HubSpot Deal** closes (its status changes to **Running)** — or when your **AnyTag Engagement Campaign status** becomes **“Upcoming”** — the system automatically creates the campaign’s **Main Google Drive folder**.

### Sub-Folder & Post Management

#### **A. Main Trigger**

When your **HubSpot deal status** changes to **“F. Running”**, the system will automatically create KOL folders inside your campaign’s **Main Google Drive → 06 Insight** folder — one folder for each social platform.

You’ll see a structure like this: `Campaign Folder → 06 Insight → [platform] → [KOL name]`

<figure><img src="https://3723850629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MgEnU0eJny_DDlJSlQa-1703796690%2Fuploads%2FCsTYYqU3XNuf7kH4CPAU%2FScreenshot%202025-11-09%20at%2015.55.14.png?alt=media&#x26;token=e020a3fe-0cba-4bb7-bc19-4a71098ae62b" alt=""><figcaption></figcaption></figure>

#### **B. Sub Trigger**&#x20;

If the KOL folders don’t appear automatically or you would like to create them **before** the HubSpot deal is officially marked as “**F. Running**”, you can create them manually:

* Go to the **Proposal** tab on AnyTag
* Click **“Create KOL G folder”** to generate the correct folder structure.
* The system will create folders for any KOLs that don’t already have one.

{% hint style="success" %}
You can click multiple times — the button will remain active until all folders are successfully created.

Once all folders are created, the button will automatically turn clickable button to link directly to the campaign’s Google Drive folder.
{% endhint %}

<figure><img src="https://3723850629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MgEnU0eJny_DDlJSlQa-1703796690%2Fuploads%2FnT3z7UYkeDHmWGKf2LY2%2FScreenshot%202025-11-11%20at%2016.45.32.png?alt=media&#x26;token=fcea4157-fe11-4fd2-849c-a403b55e8df2" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
Only **Admin** and **Staff** level users can access this button.
{% endhint %}

{% hint style="success" %}
Always double-check that the folder names match the KOL names or handles in your campaign — it helps keep uploads organized and makes it easier for the system to detect and pull data later.
{% endhint %}

{% hint style="danger" %}
If you click **“Create G folder”** **before** the campaign’s main **Google Drive folder** has been created, the system will show this message: **`This campaign has not been assigned a folder.`**
{% endhint %}

## 2. Submit post URLs/ Track actual posts

Once an influencer publishes their content:

1. Copy the **post URL**.
2. Go to **AnyTag → Posts**.
3. Paste the URL into the correct **influencer row**.

⇒ The system will automatically create a dedicated post folder for each entry. This helps keep screenshots and performance metrics organized by post.

{% hint style="success" %}
If an influencer has **multiple posts on the same platform**, enter each post on a **separate row**. The system will make a **separate post folder** automatically&#x20;

You’ll find the corresponding folders in: `Campaign Folder → 06 Insight → [SNS_username]_[postID]`&#x20;

{% endhint %}

<figure><img src="https://3723850629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MgEnU0eJny_DDlJSlQa-1703796690%2Fuploads%2FPdsvMxG7bKVMD5Z2MifN%2FScreenshot%202025-11-09%20at%2018.37.15.png?alt=media&#x26;token=fbe52eb5-ed8b-46b2-97c0-9ced54cdfda8" alt=""><figcaption></figcaption></figure>

## 3. Data Collection & Reporting

### Data Collection

After the campaign ends:

* Collect the **post performances screenshots** from influencers, or capture them manually.
* Upload all images to the **specific post folder** inside: `06 Insight → [platform] → [KOL name]`

**Post performance metrics** are automatically extracted from the submitted **screenshots** using **OCR (Optical Character Recognition)** and then displayed in the **Report** tab.

#### **A. Main OCR: Automatic Detection from Google Drive**

**How it works**

* The system **runs once per day** using a scheduled **batch process**.
* It scans each KOL’s **Google Drive folder** to detect whether new **insight screenshots** have been uploaded.
* When new screenshots are found, the system automatically extracts post performance metrics via OCR and displays them in **Report.**

**When it starts**

* The OCR batch process is **triggered automatically** when the **post status** changes to **“Effective.”**
* It also includes posts with **“Approved”** status (for after-campaign updates).

**When it stops**

* The daily OCR batch process for each KOL’s folder will **stop automatically** either:
  * **One week after the final screenshot upload date.**
  * When the **campaign end date** is reached — whichever comes first.

**\*Manual update (Admin/Staff only)**

* If you need to refresh or re-run the extraction manually:
  1. Go to **AnyTag Dashboard → Posts tab**.
  2. Click the **“Data Extraction”** button to start the fetching process.

<figure><img src="https://3723850629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MgEnU0eJny_DDlJSlQa-1703796690%2Fuploads%2FgB8gzpRQRejobTbN6mWq%2FScreenshot%202025-11-09%20at%2021.35.52.png?alt=media&#x26;token=86ad75d1-4625-4e9a-846d-cde50c8e1088" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
Only **Admin** and **Staff** level users can access this button.
{% endhint %}

#### **B. Sub OCR — Manual Upload & Extraction on AnyTag UI**

If metrics are missing due to a system error, simply **input the data manually** using **Sub OCR.**

**How to use:**

1. Go to **Insight Upload** in Post Detail section.
2. Click the **“Upload File”** button and select your screenshot(s) and **Save**.
3. Once uploaded, the OCR process will start automatically.
4. The system will then display the extracted metrics in the **Result** (text fields) **below** the upload area.

<figure><img src="https://3723850629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MgEnU0eJny_DDlJSlQa-1703796690%2Fuploads%2F5UHfVKk7h11TnnjSmIky%2FScreenshot%202025-11-09%20at%2021.33.48.png?alt=media&#x26;token=d1b29456-9656-428d-a599-45e38e0fb750" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
You can only update the **metrics that were not successfully fetched** by the system.
{% endhint %}

{% hint style="info" %}
A **red dot** on a KOL’s row in the **Posts** tab indicates missing required indicators. Make sure all red dots are cleared before exporting the final report.
{% endhint %}

{% hint style="danger" %}

#### Limitations:&#x20;

* You can only update the **metrics that were not successfully fetched** by the system.
* You can upload post insight screenshots **only when the post status is one of the following**:
  * **EFFECTIVE**
  * **WARNING**
  * **WARNING SOLVED**
  * **APPROVED**
    {% endhint %}

### **Reporting**

#### **1. Metrics fetched by API/OCR**

<table><thead><tr><th width="164.22137451171875">Platform - Post type </th><th width="198.68408203125">API </th><th width="160.9237060546875">OCR (by Data Extraction)</th><th width="126.6588134765625">Scrapping</th></tr></thead><tbody><tr><td>Instagram - Feed posts</td><td>Like Comment, Save, Reach </td><td></td><td></td></tr><tr><td>Instagram - Reel posts</td><td>Like Comment, Save, Reach </td><td>Video view</td><td></td></tr><tr><td>Instagram - Story</td><td>Like, Comment, Save, Reach </td><td>Video view</td><td></td></tr><tr><td>Facebook</td><td>Like (Reaction), Comment, Share</td><td>Impression, Save </td><td>Video view</td></tr><tr><td>TikTok</td><td>Like, Comments, Share, View</td><td><p>Save</p><p>Total watch time, </p><p>Average View Duration</p><p>Full Video View</p></td><td></td></tr></tbody></table>

{% content-ref url="../automatically-fetched-post-data-via-api" %}
[automatically-fetched-post-data-via-api](https://anymind-group.gitbook.io/english-1/kyanpn/engjimento/automatically-fetched-post-data-via-api)
{% endcontent-ref %}

{% hint style="danger" %}

#### Limitations:&#x20;

For **non–signed-up influencers** (influencers who are not registered on AnyTag), these performance metrics abaove **cannot be retrieved automatically via API**.

In these cases, please use the **OCR workflow** to extract data from uploaded screenshots instead.
{% endhint %}

#### **2. Generating the Final Report**

Once all data is complete:

1. Go to **Download → Google Document**.
2. Choose your preferred format: **“Video”** (for video campaigns) or **“Static”** (for image-based campaigns).
3. The system will generate your **final campaign report** automatically and send it via your working email.

<figure><img src="https://3723850629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MgEnU0eJny_DDlJSlQa-1703796690%2Fuploads%2FE2vGbzY64Vfhy58jALiQ%2FScreenshot%202025-11-09%20at%2018.14.22.png?alt=media&#x26;token=e44de275-585e-4ce7-9590-40320b2fe240" alt=""><figcaption></figcaption></figure>