Purpose
1.2. Automate real-time distribution of visual drafts, feedback requests, and change notifications to streamline approval cycles.
1.3. Ensure automatable traceability and version control for all sent design assets, automating compliance and record-keeping.
1.4. Provide a collaborative and organized digital environment to prevent miscommunication and informational gaps via automation.
Trigger Conditions
2.2. Designer marks a project milestone or completes a defined task.
2.3. Client requests update via CRM, email, or portal submission.
2.4. Scheduled review or pre-set timeline triggers automated status sharing.
2.5. Document approval, comment, or feedback is logged in project management or feedback tool.
Platform Variants
3.1. Google Drive
• API: Drive.files.create
• Automates upload and share link distribution for new mock-ups.
3.2. Dropbox
• API: /sharing/create_shared_link_with_settings
• Automatedly creates and shares access links to assets upon new file upload.
3.3. Microsoft OneDrive
• API: /me/drive/items/{item-id}/createLink
• Automator generates unique access links and notifies client list.
3.4. Box
• API: /files/{file_id}/collaborations
• Automates granting or modifying file access and notifies collaborators.
3.5. Slack
• API: chat.postMessage
• Sends direct automated notifications with links or previews to design update channels.
3.6. Microsoft Teams
• API: /chats/{chat-id}/messages
• Automates delivery of update messages, mock-up previews, and attached files to defined groups.
3.7. Trello
• API: /cards/{id}/attachments
• Automatedly attaches new mock-ups to project cards with auto-comment notification.
3.8. Asana
• API: /tasks/{task_gid}/attachments
• Automates mock-up uploads and assigns automated task updates for review.
3.9. Monday.com
• API: add_file_to_column
• Triggers automated upload of files and subsequent column update notifications.
3.10. Figma
• API: file_versions endpoint
• Automator posts new version notifications and snapshot links automatically.
3.11. Notion
• API: /pages/{page_id}/children
• Automates embedding new mock-up content blocks to shared project pages.
3.12. ClickUp
• API: /task/{task_id}/attachment
• Automated upload and stakeholder notification on task or project comment.
3.13. Basecamp
• API: /projects/{project_id}/attachments.json
• Automates attachment upload and sends group ping for immediate awareness.
3.14. Airtable
• API: /v0/{baseId}/{tableIdOrName}
• Automates file attachment to record and auto-email template to notify.
3.15. Zoom
• API: /chat/users/me/messages
• Automator sends instant update links during or post-meeting to all participants.
3.16. WhatsApp Business API
• API: /v1/messages
• Automatedly delivers rich media updates to clients in group or individual threads.
3.17. SendGrid
• API: mail/send
• Automates HTML email notifications with inline previews of project updates.
3.18. Gmail
• API: /gmail/v1/users/me/messages/send
• Automatedly emails attachment or cloud share links to multiple parties.
3.19. Zoho CRM
• API: /crm/v2/Leads/{id}/Attachments
• Automates logging and sharing update files directly in the client record.
3.20. HubSpot
• API: /crm/v3/objects/emails
• Automates tracked email updates and records interactions in timeline.
3.21. Mailchimp
• API: /messages/send
• Automates batch update emails to subscribed project stakeholders.
Benefits
4.2. Automates communication, ensuring reliable and timely stakeholder updates.
4.3. Automator maintains a secure, version-controlled record of all shared designs.
4.4. Automatedly reduces errors and missed feedback, streamlining collaboration.
4.5. Automating documentation and notifications supports scalability and compliance.