Whether you're setting up Dash for the first time, migrating from another system or simply tidying up your existing Dash, Fin can help you figure out how best to organise your assets.
Just tell Fin a little about your business and how you work, and it'll recommend how to structure your Dash by using the right combination of folders and fields.
ℹ️ What are folders and fields?
📁 Folders: Group assets together, particularly when you need to separate them for permissions, portals or guest upload links.
🏷️ Fields: Describe your assets using information like product name, campaign or region, making them easier to find using filters.
Read more in our article: Should I use a folder or a field?
How to get started
Click the chat icon in the bottom-right corner of your Dash
Select Messages > Send us a message > I have a general question about Dash
Now you're ready to start talking to Fin!
Not sure what to say?
Tell Fin about your business, the assets you manage and how your team uses them. The more context you give, the more useful Fin's suggestions will be. For example:
How are your assets currently organised?
How do people search for and use them?
Which teams, partners or customers need access?
Are you migrating from another system or improving an existing Dash?
You can even copy and paste your current folder structure into the conversation!
Then you can ask for a recommended structure.
Example prompts to try
1. If you're moving from another system
Coming from SharePoint, Dropbox, Google Drive or another DAM? Fin can help you translate your existing structure into Dash.
We're moving from [system] to Dash. We're a [type of business] managing [types of assets].
Here's our current folder structure: [paste your folders or share screenshots].
Can you recommend how to organise this in Dash, including folders, fields and field options? Please suggest which folders could be replaced with fields to keep things simple.
2. If you're starting from scratch
Don't have an existing structure? No problem!
We're a [type of business] setting up Dash for the first time. We store [types of assets], which are used by [teams/external partners].
People typically need to find assets by [product, campaign, region, etc.].
Can you recommend a folder and field structure with example options? Feel free to ask me questions to help make better recommendations.
3. If you want to improve your existing Dash
Already using Dash but finding your structure a little messy?
I'd like to review how our Dash is organised.
Our current folders are [list folders] and our fields are [list fields]. [Or share screenshots.]
We're struggling with [e.g. too many subfolders or difficulty finding assets].
Can you suggest what to keep, change or simplify, including whether any folders would work better as fields?
Keep the conversation going!
You don't have to get everything right in your first message. Once Fin has suggested a structure, you can refine it together.
Here are some useful follow-up questions:
"Can you write out the full folder structure, including subfolders?"
"Can you recommend field types and example options?"
"Can you simplify this? I don't want too many fields."
"Can you show me how a real asset would fit into this structure?"
"We share assets with external dealers. Would this change your recommendations?"
Our tip: Ask Fin to show you an example of how one of your actual assets would be organised. This makes it much easier to picture the proposed structure in practice!
What might Fin suggest?
Let's say you're moving from SharePoint, where your assets are organised like this:
Current folder structure:
Campaigns
Summer 2026
UK
Social Media
Instagram
Approved
Drafts
There's nothing necessarily wrong with this, but it means navigating through lots of folders to find a particular asset.
Fin might suggest something like:
📁 Folders
Campaigns
Product Library
Brand Assets
🏷️ Fields
Field | Example options |
Campaign | Summer 2026, Christmas 2026 |
Region | UK, US |
Channel | Social Media, Email, Website |
Platform | Instagram, Facebook |
Status | Approved, Draft |
Now, instead of navigating through multiple folders, your team could use Dash's filters to find assets that match:
🏷️ Campaign: Summer 2026
🏷️ Region: UK
🏷️ Status: Approved
Much easier!
This is just an example. Fin's recommendations will depend on your business, how you use your assets and any access requirements you have.
ℹ️ A quick note about AI recommendations
Fin uses information from our Help Center and other support resources to provide tailored recommendations. However, as with any AI tool, we can't guarantee that its responses will always be 100% accurate and complete, so its suggestions should be treated as guidance rather than definitive instructions.
If you're unsure about anything or would like a second opinion before making changes to your Dash, simply ask Fin to connect you with a human. Our support team will be happy to help!
FAQs
Does Fin make the changes in my Dash?
Not currently. Fin can recommend a structure, but you'll need to review and implement the changes yourself.
Do I need to reorganise everything before migrating?
Not necessarily. You can import your assets first and organise them afterwards. Check out our Getting Started Guide for Admins for more guidance.
What if I still need help?
Our team is always happy to help! Just ask Fin to connect you with support if you'd like someone to review his recommendations.