Compliance & DocumentationPurpose
1.2. Provide automated templates, embed photographic evidence, list restoration interventions, digitally sign certificates, and distribute documents to stakeholders and authorities seamlessly.
1.3. Support automated multilingual documentation, scheduled compliance updates, and instant certificate regeneration or validation through digital platforms and APIs.
Trigger Conditions
2.2. New project status change entered in CRM or ERP platform.
2.3. Manual upload of before/after images in digital asset manager.
2.4. Automated signature received via digital signature platform webhooks.
2.5. Scheduled compliance review dates or client requests via chatbot/portal.
Platform Variants
3.1. DocuSign
• Feature/Setting: Use Envelopes API to automate digital signature collection and certificate finalization.
3.2. PandaDoc
• Feature/Setting: Ongoing Document Creation API automates art restoration certificate template population with project metadata.
3.3. Adobe Acrobat Sign
• Feature/Setting: Trigger document generation workflows via REST API when a project milestone is reached.
3.4. Google Docs
• Feature/Setting: Use Google Apps Script to automate restoration report drafts with merge fields for artwork details and photos.
3.5. Microsoft Word Online (Graph API)
• Feature/Setting: Automate the creation of reports from restoration data using templates and Graph API mailbox triggers.
3.6. Dropbox
• Feature/Setting: Automate the upload of final certificates to pre-defined client folders via File Requests and API.
3.7. Box
• Feature/Setting: Use Box Events API to automate document versioning and automated share-link generation for compliance.
3.8. SharePoint
• Feature/Setting: Automate document library updates and permissions using Power Automate connectors.
3.9. Salesforce
• Feature/Setting: Automate case completion triggers to generate deliverables using Flow Builder and Document Generation API.
3.10. HubSpot
• Feature/Setting: Workflows automator triggers when deal stage = ‘Restoration Complete’ to automate PDF report creation.
3.11. Zoho CRM
• Feature/Setting: Use custom workflow rules and Deluge script to automate attachment of certificates to client records.
3.12. Notion
• Feature/Setting: Automate certificate database population with restoration details via Notion API and integrated automator.
3.13. Airtable
• Feature/Setting: Automate restoration job tracking and automate record-linked report generation with Scripting Block.
3.14. Slack
• Feature/Setting: Notification automator posts to compliance channel when new report/certificate automatedly generated (using incoming webhooks).
3.15. Trello
• Feature/Setting: Card move triggers Power-Up automator to send certificate to client email and update checklist.
3.16. Mailgun
• Feature/Setting: Automate certificate email delivery and archiving using Send API with PDF attachments.
3.17. SendGrid
• Feature/Setting: API automates templated email dispatch of compliance documentation on project closure.
3.18. AWS S3
• Feature/Setting: Lambda triggers automate upload and secure backup of reports and certificates.
3.19. Azure Logic Apps
• Feature/Setting: Workflow automator integrates all compliance documentation steps across internal and client systems.
3.20. Zapier
• Feature/Setting: Multi-step zap automates end-to-end workflow from project data entry to automated certificate emailing and cloud archiving.
Benefits
4.2. Ensures automated traceability and auditability of restoration projects and outcomes.
4.3. Reduces delays and human errors through process automation.
4.4. Enables clients to access automated certificates and reports securely, instantly, and on-demand.
4.5. Automated multilingual and branding options support international compliance and business scaling.