Purpose
1.2. Automatedly deliver contextual task/project data, documentation, deadlines, and requirements for transparent collaboration.
1.3. Automate notifications, document sharing, and calendar scheduling for more efficient project onboarding in the engineering and fabrication sector.
1.4. Automate logging and record-keeping for traceable communication and actionable follow-up on new projects among various stakeholders.
Trigger Conditions
2.2. Automate approval of a project brief or engineering request.
2.3. Automation on uploading new fabrication task documents to a shared drive.
2.4. Automation triggered by completion of project kick-off checklist.
2.5. Automate project assignment in a resource allocation system.
Platform Variants
3.1. Slack
- Feature/Setting: Automate message posting to a specific channel.
- Sample config: Slack API > chat.postMessage with project details.
3.2. Microsoft Teams
- Feature/Setting: Automate sending adaptive card with task info.
- Sample config: Incoming webhook + Teams message card automation.
3.3. Twilio SMS
- Feature/Setting: Automated SMS dispatch for urgent task alerts.
- Sample config: Twilio Messages API > send with project summary.
3.4. SendGrid
- Feature/Setting: Automate project announcement emails.
- Sample config: SendGrid Mail Send API > email to team.
3.5. Asana
- Feature/Setting: Automated creation of project in Asana and notification to assignees.
- Sample config: Asana API > tasks.create with automated collaborator tagging.
3.6. Jira
- Feature/Setting: Automate issue/story creation with custom automation for announcement in comments.
- Sample config: Jira REST API > issue.create, add comment automation.
3.7. Monday.com
- Feature/Setting: Automate item creation and automated updates.
- Sample config: Monday.com API > items.create with notification trigger.
3.8. Trello
- Feature/Setting: Automate card creation and automated comment notification to users.
- Sample config: Trello API > cards.create, members.notify.
3.9. Google Chat
- Feature/Setting: Automate message posting in fabrication group space.
- Sample config: Google Chat API > spaces.messages.create.
3.10. Outlook
- Feature/Setting: Automate new project announcement email to group, automated calendar invitation.
- Sample config: Microsoft Graph API > sendMail, createEvent.
3.11. Gmail
- Feature/Setting: Automated notification emails for task kicks-off.
- Sample config: Gmail API > users.messages.send.
3.12. Google Calendar
- Feature/Setting: Automatedly create and invite team to kick-off meeting.
- Sample config: Google Calendar API > events.insert with attendees.
3.13. DocuSign
- Feature/Setting: Automate document distribution for fabrication kickoff sign-off.
- Sample config: DocuSign API > envelopes.create.
3.14. Dropbox
- Feature/Setting: Automated file upload/notify stakeholders of new blueprints.
- Sample config: Dropbox API > files/upload, sharing/create_shared_link.
3.15. SharePoint
- Feature/Setting: Automatedly post announcement and upload design docs.
- Sample config: SharePoint API > create announcement item + upload attachment.
3.16. Salesforce
- Feature/Setting: Automate opportunity/task creation, alert team via Chatter post.
- Sample config: Salesforce REST API > sobjects/Opportunity, Chatter post automation.
3.17. WhatsApp (via Twilio API)
- Feature/Setting: Automated project start message to fabrication group.
- Sample config: Twilio WhatsApp API > messages.send.
3.18. Zoom
- Feature/Setting: Automate meeting scheduling and invitation upon project announcement.
- Sample config: Zoom API > meetings.create.
3.19. Zapier
- Feature/Setting: Build automatable workflows to connect project creation with announcements.
- Sample config: Zap > trigger on new Trello card, auto-send Gmail & Slack message.
3.20. Notion
- Feature/Setting: Automated project page creation, automated notifications to workspace.
- Sample config: Notion API > pages.create, automated mention to team members.
Benefits
4.2. Automatedly keeps all stakeholders synchronized for task handoff and project visibility.
4.3. Accelerate project starts with automator-driven messaging and scheduling workflows.
4.4. Automate the creation of collaboration artifacts and reminders, enabling rapid onboarding.
4.5. Automated documentation improves compliance and traceability in the fabrication process.
4.6. Automate communication, reducing missed information and project delays for engineers.