Data Acquisition and IntegrationPurpose
1.2. Enable seamless integration of category data for platforms referencing industry taxonomies (e.g., Pleper’s categories).
1.3. Automate mapping and cleansing processes to standardize category entries for downstream analytics.
1.4. Reduce manual data entry and automate syncing of new or updated datasets into core data stores.
1.5. Automate data ingestion workflows to support category indexing in large-scale Professional Services Data & Analytics platforms.
Trigger Conditions
2.2. Scheduler-based automation runs (hourly, daily, or upon file appearance).
2.3. Manual trigger through dashboard for ad hoc imports.
2.4. Webhook-based trigger from external upload events or API notification.
2.5. Automation initiated by detecting dataset property changes (date modified, size).
Platform Variants
3.1. Google Drive
• Feature/Setting: "New File in Folder" trigger, use ‘Google Drive API > files.list’ to automate file monitoring.
3.2. Dropbox
• Feature/Setting: "Watch Files" automation, configure Dropbox API ‘/files/list_folder’ endpoint for changed files.
3.3. OneDrive
• Feature/Setting: "When a file is created" automation using Microsoft Graph ‘/me/drive/root:/folder:/children’ API.
3.4. AWS S3
• Feature/Setting: “S3:ObjectCreated:*” event notification for Lambda or SNS trigger automated ingestion.
3.5. Microsoft Power Automate
• Feature/Setting: “When a file is created (properties only)” – configure Excel Online (Business) and automate parsing.
3.6. Zapier
• Feature/Setting: "New File in Folder" Zap + Formatter action to parse CSV/Excel rows.
3.7. Make (Integromat)
• Feature/Setting: "Watch Files" for Dropbox/Google Drive modules, parse then automate data flow into databases.
3.8. Smartsheet
• Feature/Setting: “Automation Rules” for imported Excel/CSV file changes; use ‘ImportSheet’ API function.
3.9. Airtable
• Feature/Setting: Airtable Automations with “CSV/Excel Import”; use “Airtable API v0.1: batch create” for records.
3.10. Google Sheets
• Feature/Setting: Apps Script or “Import File” add-on to automate parsing uploaded CSV/Excel files.
3.11. Microsoft Excel Online
• Feature/Setting: Office Scripts automated runs triggered via “Power Automate Button”; parse and store.
3.12. Salesforce
• Feature/Setting: “Data Import Wizard” automation; use “Bulk API v2.0” to automate importing category datasets.
3.13. HubSpot
• Feature/Setting: Workflows with “Create Record” automation; use HubSpot “Imports API” for batch category uploads.
3.14. Databricks
• Feature/Setting: “Auto Loader” function for cloud CSV ingestion; automate through Spark Structured Streaming.
3.15. Snowflake
• Feature/Setting: “Snowpipe” automate loading of cloud-stored CSVs into tables; use REST endpoint trigger.
3.16. Google Cloud Functions
• Feature/Setting: Event-based trigger on Storage ‘finalize’ events; automate parsing via Python and load to BigQuery.
3.17. Azure Logic Apps
• Feature/Setting: “When a blob is added” trigger for Azure Blob Storage; use “Parse CSV/Excel” and automate SQL upsert.
3.18. IBM Cloud Functions
• Feature/Setting: “Object storage trigger” for .csv/.xlsx files to automate parsing/processing.
3.19. Workato
• Feature/Setting: “File Uploaded” trigger; automate category data ingest into SaaS or DB connectors.
3.20. Tray.io
• Feature/Setting: “New File Trigger”; automate parsing with built-in CSV/Excel handlers, map to APIs or DBs.
Benefits
4.2. Consistent automated category indexing improves downstream analytics quality.
4.3. Automation frees staff time, reducing operational overhead.
4.4. Scalable ingestion for high-frequency data updates, automating category normalization.
4.5. Reliable audit trails and easier automation of compliance in Professional Services workflows.
4.6. Rapid response to industry taxonomy updates with zero manual intervention (fully automated).
4.7. Automating multi-platform support allows broad integration and data accessibility.