Late Ad Request System

To resolve inefficiencies in how post-deadline ad requests were handled, I designed a streamlined, form-based workflow that replaced a fragmented and error-prone email approval system. Previously, sales reps were instructed to email requests to the Creative Services Team Lead, who would manually assess design capacity, contact layout staff, and coordinate approvals—a process prone to delays, incomplete information, and communication breakdowns.

Recognizing the potential of existing tools, I leveraged Cognito Forms—already in use at the company—to build a logic-driven request system without additional financial investment. Drawing on my expertise as a power user of Cognito, I created a workflow that automated approvals, enforced data integrity, and ensured proper communication across departments.

Key elements of the system included custom user roles, defined statuses, and conditional actions. Using Cognito’s If/Then/Else logic, I dynamically displayed, required, or prefilled fields based on workflow status and user role, while also automating notifications to stakeholders.

I planned and wireframed the system using LucidChart, constructed the components in Cognito, and presented a demo to the Advertising Efficiency Team. Stakeholder feedback guided refinements to the form’s logic and data structure.