Auto-Workflow by OCR: Step-by-Step Guide
This step-by-step guide walks you through a smarter pipeline with the new Automatic Workflow: builds tidy folders for each KOL/post, simplifies screenshot and metric collection!
1. Create Your Campaign
You can start your campaign by two steps:
Manually create an Engagement Campaign directly on AnyTag.
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:
Go to the Select Influencer tab.
Add your chosen influencers (KOLs).
Confirm they appear in the Proposal tab — this verifies they are properly registered for the campaign.
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]
B. Sub Trigger
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.
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.
Only Admin and Staff level users can access this button.
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.
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.
2. Submit post URLs/ Track actual posts
Once an influencer publishes their content:
Copy the post URL.
Go to AnyTag → Posts.
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.
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
You’ll find the corresponding folders in: Campaign Folder → 06 Insight → [SNS_username]_[postID]
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:
Go to AnyTag Dashboard → Posts tab.
Click the “Data Extraction” button to start the fetching process.
Only Admin and Staff level users can access this button.
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:
Go to Insight Upload in Post Detail section.
Click the “Upload File” button and select your screenshot(s) and Save.
Once uploaded, the OCR process will start automatically.
The system will then display the extracted metrics in the Result (text fields) below the upload area.
You can only update the metrics that were not successfully fetched by the system.
Limitations:
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
Reporting
1. Metrics fetched by API/OCR
Instagram - Feed posts
Like Comment, Save, Reach
Instagram - Reel posts
Like Comment, Save, Reach
Video view
Instagram - Story
Like, Comment, Save, Reach
Video view
Like (Reaction), Comment, Share
Impression, Save
Video view
TikTok
Like, Comments, Share, View
Save
Total watch time,
Average View Duration
Full Video View
Limitations:
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.
2. Generating the Final Report
Once all data is complete:
Go to Download → Google Document.
Choose your preferred format: “Video” (for video campaigns) or “Static” (for image-based campaigns).
The system will generate your final campaign report automatically and send it via your working email.
Last updated
Was this helpful?