Understanding Workflows

Workflow Types

Delivami supports several workflow types to match how you work with clients.

Standard Delivery

The most common workflow for one-off projects.

graph LR
    A[Upload] --> B[Send]
    B --> C[Review]
    C --> D[Approve]
    D --> E[Complete]

Best for:

• Single photo shoots
• One-time design projects
• Quick deliverables

Milestone-Based

Split large projects into phases with separate approvals.

graph LR
    A[Milestone 1] --> B[Approval]
    B --> C[Milestone 2]
    C --> D[Approval]
    D --> E[Final]
    E --> F[Complete]

Best for:

• Video production
• Website builds
• Complex design projects

Iterative Feedback

Built for back-and-forth revision cycles.

graph LR
    A[Draft] --> B[Feedback]
    B --> C[Revise]
    C --> B
    B --> D[Approved]

Best for:

• Logo design
• Brand identity
• Creative exploration

Workflow States

Each delivery moves through these states:

Customizing Workflows

For Photographers

1. Upload photo set
2. Client selects favorites
3. You edit selected photos
4. Client approves finals
5. Deliver high-resolution files

For Video Editors

1. Upload rough cut
2. Client leaves timestamped comments
3. You make revisions
4. Client approves final cut
5. Deliver master file

For Designers

1. Upload initial concepts
2. Client provides feedback
3. You iterate on chosen direction
4. Client approves design
5. Deliver source files

Automation

Delivami can automate parts of your workflow:

• Auto-send reminders - Nudge clients who haven't reviewed
• Auto-approve - Mark as approved after X days (configurable)
• Auto-archive - Move completed deliveries to archive

Configure automation in Settings > Workflow.

Next Steps

• Create your first delivery
• Handle revisions
• Set up automation