Collections & Curation ManagementPurpose
1.2. Automate intake from external parties, validation against collection policies, auto-approval according to predefined criteria, contract generation, notification, compliance tracking, and logistics communication.
1.3. Automating requests improves response times, ensures consistency, tracks legal documentation, and improves curator efficiency.
Trigger Conditions
2.2. Internal curatorial staff creates or updates a loan request form.
2.3. Scheduled periodic intake from partner institutions or public repositories.
2.4. Change in artifact status within collections management system.
Platform Variants
• Feature/Setting: Automated workflow trigger on SharePoint Form submission; use the “Automated cloud flow” for artifact loan requests.
3.2. Google Apps Script
• Feature/Setting: Auto-process loan request submissions from Google Forms; use “onFormSubmit” trigger to start process automation.
3.3. Salesforce Flow
• Feature/Setting: Automate artifact request review, auto-approval with “Record-Triggered Flow”; connect to custom objects.
3.4. Zapier
• Feature/Setting: Automate trigger on new loan request in Typeform, auto-send for manager approval via Slack.
3.5. ServiceNow
• Feature/Setting: Automate requests via “Service Catalog Workflow”, auto-generate compliance tasks.
3.6. DocuSign
• Feature/Setting: Automate generation and e-signature of loan agreements with “Envelope Creation” API.
3.7. Adobe Sign
• Feature/Setting: Automate sending digital loan contracts using REST “Agreements” endpoint.
3.8. Airtable
• Feature/Setting: Automate status tracking with “Automations” to update and notify on new loan requests.
3.9. Monday.com
• Feature/Setting: Automate workflow board changes with “Automations Center”, notify responsible curator.
3.10. Trello
• Feature/Setting: Automate card creation for approvals with “Butler” automation rule on form integration.
3.11. Oracle Integration Cloud
• Feature/Setting: Automate artifact data sync and approval statuses across enterprise systems through “Integration Flows”.
3.12. Slack
• Feature/Setting: Automate notifications to curation team with “Incoming Webhook” when requests are received/approved.
3.13. Mailgun
• Feature/Setting: Automate outbound request and approval status emails via “Send Message” API.
3.14. SendGrid
• Feature/Setting: Automate reminders and document delivery for loan approval with “Transactional Templates”.
3.15. Twilio SMS
• Feature/Setting: Automate SMS notifications to loan applicants on status changes using “Programmable Messaging”.
3.16. HubSpot
• Feature/Setting: Automate loan applicant follow-ups using Workflows for CRM contact-triggered messaging.
3.17. Asana
• Feature/Setting: Automate task assignments for artifact handling through “Rule” to auto-assign upon approval.
3.18. Box
• Feature/Setting: Automate secure document exchange in artifact loan process using “Box Events” for workflow triggers.
3.19. Notion
• Feature/Setting: Automate artifact loan record updating using API integration when new requests are logged.
3.20. ClioGrow
• Feature/Setting: Automate artifact loan case creation and e-signature workflow for artifact legal agreements via “Matter Automation”.
Benefits
4.2. Ensures compliance by automatedly validating criteria for artifact handling and legal documentation.
4.3. Expedites approvals with automation of request, review, and notification steps.
4.4. Maintains a complete automated audit trail for curatorial and legal records.
4.5. Enhances transparency and communication by automated updates to all stakeholders.
4.6. Automating artifact loan processes scales to accommodate seasonal or institutional surges.