Artwork & Project ManagementPurpose
1.2. Automates file categorization by artist, medium, creation date, project phase, and client, increasing findability, compliance, and collaboration.
1.3. Drives consistent version-control by automatedly labeling file iterations and archiving outdated resources.
1.4. Streamlines digital inventory, automating storage in cloud or on-premises to enable fast retrieval and reduce manual errors.
Trigger Conditions
2.2. Creation of a new project entry in management software.
2.3. Artist or team member tags or renames a file in watched folder.
2.4. Scheduled daily or weekly automation checks for unorganized files.
2.5. Completion status update in a project management tool or CRM.
Platform Variants
• API: Files.create, Files.update — automate file move/rename into project folders; use drives.list for project-specific workspace location.
3.2. Dropbox
• Endpoint: /files/move_v2 and /files/create_folder_v2 — automates creation of project folder and moves new files.
3.3. Microsoft OneDrive
• API: /me/drive/root/children — automating new folder creation and file migration.
3.4. Box
• API: POST /folders and POST /files/content — automate project folder setup and file uploads.
3.5. Airtable
• API: createRecord/updateRecord — automate mapping records to cloud file links and updating file status.
3.6. Notion
• API: POST /pages — automates record of organized files with direct links, tagged by project.
3.7. Trello
• Power-Up: Attachment automation — attach organized files to cards, automating storage by project.
3.8. Monday.com
• Apps/Integrations: Automate column updates to reflect file organization status and folder URLs.
3.9. Slack
• Workflow Builder: Automate document routing via file upload triggers to channel folders or connected drives.
3.10. Asana
• API: POST /attachments — automate file uploads to project tasks/subtasks.
3.11. Smartsheet
• API: Sheets & Attachments automation — programmatically attach and organize files by project row.
3.12. Basecamp
• API: Upload files to Docs & Files sections, automate sorting into project folders.
3.13. Zoho WorkDrive
• API: /teamfolders, /workspaces — automate creation and population of relevant project folders.
3.14. Egnyte
• REST API: POST /v1/fileops/move — automates relocating files into automatedly generated project paths.
3.15. SharePoint
• REST API: /_api/web/folders — automate folder creation, file movement, and permission assignment per project.
3.16. Adobe Creative Cloud
• API: Files endpoint — automate organizing working files into project-specific directories.
3.17. Salesforce
• Files Connect API: Automate linking and tagging files to opportunities or project records.
3.18. Zapier
• Multi-step Zaps: Automates cross-platform file moves/renaming triggered by project creation or file upload.
3.19. HubSpot
• Files API: Automate file association with deals/contacts and assign to project folders.
3.20. ClickUp
• API: Task attachments automation — automate attaching new files to categorized projects, tasks, or checklists.
3.21. M-Files
• API: Automate object creation rules to file artwork assets under the respective project or artist vault.
3.22. Canto
• API: Upload/organize media assets into project albums or folders, automation based on metadata.
Benefits
4.2. Enhances accuracy and speed of document retrieval, reducing lost or misplaced files.
4.3. Enables scalable, systematic project archival for legal, audit, or creative review.
4.4. Supports automating collaborative workflows, allowing team-wide access to up-to-date resources.
4.5. Drives consistency in naming, tagging, and versioning, automating compliance for growing galleries/studios.
4.6. Reduces manual errors and the risk of missed documentation through fully automated checks and rules.