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Automated documentation generation for acquisitions

Purpose

1.1. Automate acquisition documentation for archaeological museums, ensuring consistent records for each new artifact, including provenance, condition, legal ownership, digital images, catalog numbers, and accession data.
1.2. Automates the extraction of emailed or submitted acquisition details and generates standardized documentation, metadata, and reports for internal database entry, insurance, and compliance.
1.3. Streamlines curation workflows by automating routing, tagging, and archiving of newly acquired item records for regulatory oversight and public catalog updates.

Trigger Conditions

2.1. Submission of a new acquisition form via website, staff app, or email receipt with specified keywords.
2.2. Upload or scan of artifact documents or images into a monitored folder or cloud drive.
2.3. Entry logged in digital inventory platform or receipt of an external provenance verification request.
2.4. Status change in acquisition pipeline within curator tools or automated timestamp-based scheduler.

Platform Variants

3.1. Google Drive
• Function: Watch Folder (Drive API – files.create/files.watch) to trigger on new uploads.
3.2. Microsoft Power Automate
• Feature: SharePoint List automation (when item added, get item properties, automate document generation via Word connector).
3.3. Zapier
• Feature: New File in Folder trigger & Webhooks, automating document workflows across cloud apps.
3.4. DocuSign
• API: Envelopes: create and send, automates e-signature collection for acquisition receipts.
3.5. Box
• API: Webhooks (trigger on file upload) & Metadata templates API for artifact tagging automation.
3.6. Adobe Acrobat Services
• API: PDF Services API automates generation of acquisition PDFs from templates and attachments.
3.7. Airtable
• Feature: Automations (trigger: record created, action: create document in Page Designer block).
3.8. Monday.com
• API/Automations: New item triggers templated documentation creation and automated updates.
3.9. Asana
• Rule (when task created in “Acquisitions” project, automate PDF generation via webhook to app).
3.10. Notion
• API: Databases & integration automates new page/document creation on form submission.
3.11. Smartsheet
• Automation: New Row added > generate document automation with Document Builder.
3.12. Salesforce
• Flow Builder (Record-Triggered Flow automates document generation for custom object Acquisitions).
3.13. Trello
• Power-Up: Automation (create card → trigger document template via external webhook).
3.14. Dropbox
• Paper API: File upload event automates document generation and item metadata linking.
3.15. Slack
• Workflow Builder: Message posted/file uploaded triggers automated acquisition report generation via external workflow step.
3.16. PandaDoc
• API: Document Create & Populate, automates templated artifact documentation.
3.17. Jotform
• Feature: Form Submission → PDF Generation + Integration with cloud storage for automated archival.
3.18. M-Files
• Workflow: Document workflow automates validation, approval, and change logging.
3.19. ServiceNow
• Flow Designer: On new record, automate documentation and digital signature request.
3.20. Formstack
• Documents Product: Automates document creation, merges acquisition data, routes outputs.
3.21. AWS Lambda
• Trigger: S3 upload + Lambda function, automates templated report generation and data parsing.
3.22. Google Docs API
• Function: Automated document templates populated from Sheets or Forms submissions.
3.23. Oracle NetSuite
• Workflow: Transaction record automation for artifact intake, triggers documentation tasks.
3.24. SAP Business One
• Automation: Document Management Module, automates intake and archiving.
3.25. IBM Cloud Functions
• HTTP-triggered serverless workflow, automates documentation pipeline from multi-source intake.

Benefits

4.1. Automates compliance, reduces manual errors, and accelerates artifact documentation.
4.2. Automated archiving enhances artifact traceability and retrieval.
4.3. Automation ensures multi-channel intake and uniform metadata standardization.
4.4. Automating workflows minimizes staff burden and supports scalable exhibit growth.
4.5. Automatedly updates public-facing catalogs, boosting outreach and curation transparency.
4.6. Automator orchestrates notifications, audit trails, and digitized records for operational resilience.

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