Client Management AutomationsPurpose
1.2. Automatedly manage document access, version control, and feedback loops to streamline client management.
1.3. Automate revision alerts, approvals, and retrievals to unify communication and ensure real-time updates.
1.4. Automates reducing manual document distribution efforts and tracking version history, approvals, and comments.
1.5. Automator ensures audit trails by automating revision logs and automates compliance with firm and project standards.
Trigger Conditions
2.2. Automated request for design feedback or approval from client or team.
2.3. Automate after the assignment of a new collaborator to a project folder.
2.4. Automates when a project stage is updated in the project management tool.
2.5. Automatable deadline reminders or project review cycles.
Platform Variants
• API: Files > create, Files > update; automate document sharing/permissions, automate comment threads.
3.2. Dropbox
• API: /files/upload, /sharing/create_shared_link_with_settings; automates file upload and revision notifications.
3.3. OneDrive
• API: /drive/items/{item-id}/invite, /drive/items/update; automate share link distribution, automate version tracking.
3.4. SharePoint
• API: /_api/web/lists/getbytitle, /GetChanges; automates file posting and audit of changes.
3.5. Box
• API: /files/upload, /collaborations; automates document sharing, automates collaborator invite flows.
3.6. Slack
• Feature: File sharing, Workflow builder; automate document notification to channels/DMs.
3.7. Microsoft Teams
• Graph API: /chats/{id}/messages, /teams/{id}/channels/{id}/filesFolder; automates document post plus threaded revisions.
3.8. Asana
• API: Attachments, Stories; automate upload and notify project teams of new versions.
3.9. Trello
• Power-Up: Attachments, Actions; automate document links, automate revision alerts in card activities.
3.10. Monday.com
• API: file_column, updates; automate attaching revisions, tagging stakeholders for review.
3.11. Notion
• API: Upload file, Comments; automate workspace embeds and automate revision tracking comments.
3.12. Airtable
• API: Attachments field, Comments; automate storing and auto-notifying of file changes.
3.13. Egnyte
• API: /fileops/upload, /audit/fileevents; automate secure uploads, automate revision event tracking.
3.14. DocuSign
• API: Envelopes, Document visibility; automates sharing of design docs needing e-sign approval.
3.15. Adobe Document Cloud
• API: PDF Services API, Collaboration; automate sharing editable PDFs, automate commenting for revision.
3.16. Zoho WorkDrive
• API: /upload, /manageCollaborators; automate upload and automates collaborative access assignments.
3.17. Quip
• API: Documents, Threads; automate sharing design docs and automate threaded revision feedback.
3.18. HubSpot
• Files API, Workflows; automate emailing sharing links in client lifecycle stages.
3.19. Basecamp
• API: Files, Notifications; automate posting new/revised docs and automate team pings.
3.20. Smartsheet
• API: Attachments, UpdateRequests; automate file sharing and automate version-based reminders.
3.21. Evernote
• API: Create note, Share note; automates saving drawing uploads, automated sharing with client notebooks.
3.22. Miro
• API: UploadImage, ShareBoard; automate posting visual design updates to shared boards for situational awareness.
Benefits
4.2. Automates document revision history ensuring every stakeholder accesses the latest version.
4.3. Automates feedback cycles by instantly notifying recipients and managing replies.
4.4. Provides automated compliance and auditability with revision logs and tracked approvals.
4.5. Supports automating complex approval workflows for high-value architectural deliverables.
4.6. Automator increases project transparency and minimizes revision miscommunications.
4.7. Automates client satisfaction and retention by ensuring seamless, timely communications.