Communication & CollaborationPurpose
1.2. Automatedly distribute new design files, CAD drawings, PDFs, or BIM models the moment revisions are made, ensuring all stakeholders have the latest updates.
1.3. Automate notifications and access workflows for approvals, comments, and version tracking to improve project accuracy and reduce manual effort.
1.4. Enable automator-driven version control, history tracking, and access logging for regulatory compliance in architecture project delivery.
Trigger Conditions
2.2. Manual design revision submission by designer, automatically triggering sharing.
2.3. Project management status change (“Revision Required” to “Ready for Review”).
2.4. Automated API webhook on file finalize event from supported design platforms.
Platform Variants
• Feature/Setting: Webhook on version upload — configure webhook to trigger automation on each new design revision upload.
3.2. Google Drive
• Feature/Setting: File Change Trigger — automate workflow on file addition or update in shared folders.
3.3. Microsoft OneDrive
• Feature/Setting: File Modified Trigger — set to automate sharing when CAD/PDF is updated.
3.4. Slack
• Feature/Setting: Incoming Webhook — push automated notifications or file links to project channels.
3.5. Microsoft Teams
• Feature/Setting: Teams Bot/Connector — automate posts with attached revision and approval request.
3.6. Dropbox
• Feature/Setting: File Activity Webhook — automate download/share links sent on detected design updates.
3.7. Asana
• Feature/Setting: Custom Rule with Attachment — automate a task comment with the new design file and auto-notify assignees.
3.8. Trello
• Feature/Setting: Card Attachment Automation — attach design file and automate movement to “Review” list.
3.9. Monday.com
• Feature/Setting: File Column Automator — send email or update status when a new revision is uploaded.
3.10. Figma
• Feature/Setting: Webhook on File Update — automate notification for design iteration sharing.
3.11. Notion
• Feature/Setting: API Integration — automate adding a project page update with new revision and client alert.
3.12. Procore
• Feature/Setting: Drawings API — trigger automated emails/notifications when a new revision is published.
3.13. Basecamp
• Feature/Setting: Campfire or Email Notification — automate instant message with file link.
3.14. Smartsheet
• Feature/Setting: Automation Alerts — automate sheet row update with download link and notify stakeholders.
3.15. Airtable
• Feature/Setting: Automation Script — auto-share revision record and generate shared link.
3.16. Zoho Projects
• Feature/Setting: Webhook Automation — push design revision to client portal and notify via integrated chat.
3.17. Box
• Feature/Setting: File Event Trigger — automate shared link creation and email to recipients.
3.18. Egnyte
• Feature/Setting: Workflow Automation — trigger external collaborator notifications on file update.
3.19. Miro
• Feature/Setting: Board Update Webhook — automate sharing of updated board snapshots with project team.
3.20. ClickUp
• Feature/Setting: Task Attachment Trigger — notify and assign review tasks automatically upon attachment of new design files.
3.21. Zapier
• Feature/Setting: Multi-step Automation — connect storage, communication, and management platforms for end-to-end automated sharing and logging.
3.22. Outlook 365
• Feature/Setting: Automated Email Rule — send automated revision summary and secure file access link.
Benefits
4.2. Automating version control minimizes risk of outdated file access.
4.3. Automated notifications ensure all stakeholders are instantly informed.
4.4. Automator-based approach improves documentation and regulatory compliance.
4.5. Automated workflows eliminate manual steps and increase operational efficiency.
4.6. Automation enhances client satisfaction by providing real-time project transparency.