Collections & Curation ManagementPurpose
1.2. Automating reminders, report assignments, curator notifications, and digital archiving for compliance and conservation.
1.3. Automated report request tracking, completion verification, and escalation if deadlines are missed.
1.4. Ensures regulatory, conservation, insurance, and loan monitoring obligations are met automatedly and documented.
Trigger Conditions
2.2. New acquisition logged in collection management system.
2.3. Artifact status change (incoming loan, outgoing loan, pre-exhibit, post-exhibit).
2.4. Custom workflow trigger (e.g. condition review request by conservator).
Platform Variants
• Feature/Setting: Automate calendar invites for report due dates using the Outlook Calendar API.
3.2. Google Calendar
• Feature/Setting: Automate event creation/invitation to curatorial and conservation staff using Google Calendar API.
3.3. Slack
• Feature/Setting: Automator sends scheduled reminders and escalations via Slack Bot/Incoming Webhooks.
3.4. Teams
• Feature/Setting: Automate Teams message delivery using Microsoft Graph API to targeted groups.
3.5. Zendesk
• Feature/Setting: Automate ticket creation for each scheduled condition report using Zendesk API.
3.6. Jira
• Feature/Setting: Create Jira issues assigned to curators for every report schedule using Jira REST API.
3.7. SharePoint
• Feature/Setting: Automating the upload of completed reports and tracking using SharePoint Document Library API.
3.8. Notion
• Feature/Setting: Automator creates pages and reminders in artifact databases using Notion API.
3.9. Dropbox
• Feature/Setting: Automatically organize report files in project folders via Dropbox API.
3.10. Trello
• Feature/Setting: Automate Trello card creation and due dates for each report job using Trello API.
3.11. Asana
• Feature/Setting: Generate tasks for each artifact’s condition report deadline with Asana API.
3.12. Monday.com
• Feature/Setting: Automate board updates, item creation, and trigger notifications using Monday.com API.
3.13. Zoho CRM
• Feature/Setting: Automate contact reminders and logging for artifact custodians using Zoho CRM API.
3.14. Salesforce
• Feature/Setting: Automate case creation and escalation paths for overdue reports via Salesforce REST API.
3.15. Smartsheet
• Feature/Setting: Automatically add new task rows and reminders on sheets with Smartsheet API.
3.16. Airtable
• Feature/Setting: Automate base record creation for report scheduling, reviewer assignment, and status tracking using Airtable API.
3.17. Mailgun
• Feature/Setting: Automate personalized email reminders to stakeholders using Mailgun API.
3.18. SendGrid
• Feature/Setting: Automate templated emails for routine notifications and overdue alerts via SendGrid API.
3.19. ClickUp
• Feature/Setting: Automate recurring tasks, reminders, and workflow status for each artifact report using ClickUp API.
3.20. HubSpot
• Feature/Setting: Automate pipeline stage changes and communication tracking for curatorial compliance with HubSpot API.
3.21. DocuSign
• Feature/Setting: Automate e-signature requests for validated condition reports using DocuSign API.
3.22. Dropbox Sign (HelloSign)
• Feature/Setting: Automate requesting and archiving staff e-signatures for completed reports via HelloSign API.
3.23. Box
• Feature/Setting: Automate secure archival and sharing of completed condition reports with Box API.
3.24. Google Drive
• Feature/Setting: Automate Google Drive folder management for each report cycle using Google Drive API.
Benefits
4.2. Pre-empts compliance gaps by automatedly flagging missed deadlines and escalating critical tasks.
4.3. Automates multi-channel alerts (email, chat, tickets, calendar) for maximum staff responsiveness.
4.4. Ensures comprehensive digital trail; all activities and files are automatedly logged and retrievable.
4.5. Automating cross-platform updates ensures information consistency and eliminates manual duplication.