Purpose
1.2. Purpose includes automating data collection from inventory, exhibition schedules, and artist databases, and automatedly formatting these into installation-ready documents.
1.3. Automator triggers for reminders, vendor notification, and staff task lists, streamlining the preparation and reducing manual errors in the exhibition process.
Trigger Conditions
2.2. Trigger when an artwork record, schedule, or curator assignment is modified.
2.3. Automatedly triggered by a set installation date approaching, e.g., 5 days before installation.
2.4. Scheduled, on-demand, or event-based automation supported.
Platform Variants
• Feature: Process Builder or Flow automates data extraction and document generation via Salesforce Reports API.
3.2. Google Sheets
• Feature: Apps Script automation runs on sheet edit, exporting filtered artwork lists and dates.
3.3. Airtable
• Feature: Airtable Automations triggers on record updates, with PDF export via Page Designer Block API.
3.4. Smartsheet
• Feature: Automated workflows and Smartsheet API export filtered rows matching exhibition tags.
3.5. Monday.com
• Feature: Automations builder triggers upon board status change, Google Docs integration for generating pull-sheets.
3.6. Trello
• Feature: Butler automation creates PDF export via third-party Power-Up when exhibition card moves to "Install".
3.7. Notion
• Feature: Integration with Notion API automates export of gallery databases to formatted documents using scheduled scripts.
3.8. Microsoft Power Automate
• Feature: Flows triggered by SharePoint item creation with Excel/Word integration for outputting sheets.
3.9. Asana
• Feature: Rules automate project updates; API sends structured pull-sheet data to document generator.
3.10. Wrike
• Feature: Workflow automations monitor task changes; Wrike API triggers external document automation.
3.11. Zoho Creator
• Feature: Zoho Deluge scripting automates report creation based on app event triggers; export to PDF via Zoho Writer API.
3.12. DocuSign
• Feature: Automatedly populates installation documents for e-signature via DocuSign API when exhibition is finalized.
3.13. Dropbox Paper
• Feature: API automates transfer and versioning of pull-sheets as editable documents for team collaboration.
3.14. Slack
• Feature: Workflow Builder automates notifications and document posting to relevant channels when pull-sheets update.
3.15. Google Drive
• Feature: Automation scripts upload finalized documents to shared folders; automated permissions setting.
3.16. Microsoft Teams
• Feature: Power Automate integration posts status updates and links to automated pull-sheets in Teams channels.
3.17. Zapier
• Feature: Automation workflows connect multiple apps; e.g., new row in Google Sheet triggers PDF via WebMerge.
3.18. ClickUp
• Feature: Automate list changes to generate checklists and export pull-sheets using ClickUp API.
3.19. Make
• Feature: Automated scenarios link CRM to Word/Google Docs, creating formatted documents on schedule.
3.20. SharePoint
• Feature: Workflows automate the export and notification of updated installation pull-sheets to project groups.
Benefits
4.2. Automates repetitive manual tasks, reducing errors and saving staff time.
4.3. Enables scalable, automatable management of exhibitions across multiple locations.
4.4. Provides audit trails and automated reminders for all stakeholders.
4.5. Speeds up communication via automated notifications and document sharing.
4.6. Allows customized, automating document templates to fit different exhibition types or artist requirements.
4.7. Enhances gallery professionalism and customer satisfaction through automation.
4.8. Readily integrates and automates with existing gallery management systems.