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Automated notification of design deadlines to team and client

Purpose

1.1. Automate the notification of upcoming design deadlines to both internal teams and clients to ensure timely project delivery and proactive communication.
1.2. Automate reminders related to milestone reviews, drawing submissions, approval cycles, and client feedback in the architecture design and documentation workflow.
1.3. Automating this process minimizes manual follow-up, eliminates delays, and provides documented, traceable communication for compliance audits.

Trigger Conditions

2.1. Automated trigger when a design deadline is set or updated in the project management system.
2.2. Automator starts notifications X days/hours before a due date.
2.3. Automating notification upon shifting of delivery date or status change in documentation workflow.
2.4. Automated trigger upon submission or review stage changes.
2.5. Automator uses calendar reminders when projects sync with team/individual calendars.

Platform Variants

3.1. Microsoft Teams
• Feature/Setting: Configure "Scheduled Cloud Flow" with Teams connector — automates channel messages to team members; sample: trigger → scheduled or date change → post message via Teams API.
3.2. Slack
• Feature/Setting: Incoming Webhooks feature — configure automated POST requests to #deadline-alert channels; sample: trigger via HTTP node with deadline info payload.
3.3. Gmail
• Feature/Setting: Gmail API "users.messages.send" — automates personalized deadline emails to clients and team; configure using email template with dynamic merge fields.
3.4. Outlook
• Feature/Setting: Office 365 Outlook "Send an email (V2)" action — automates regular or scheduled reminders from Office 365 account to distribution list.
3.5. Twilio SMS
• Feature/Setting: Twilio "Messages API" — automate SMS alerts to client and site managers numbers; sample: POST to /Messages endpoint with template message.
3.6. SendGrid
• Feature/Setting: SendGrid "Mail Send API" — automate deadline alerts as HTML emails using dynamic templates and the send endpoint.
3.7. Google Calendar
• Feature/Setting: Google Calendar API "Events.insert" — automates event/notification creation attached to deadline dates, inviting all stakeholders.
3.8. Asana
• Feature/Setting: Asana API "Tasks Endpoint" — automates updates posting as comments or task reminders; uses "due_on" field triggers.
3.9. Trello
• Feature/Setting: Trello "Create Card" and "Add Comment" APIs — automate deadline checklist cards and assign reminders to team boards.
3.10. Monday.com
• Feature/Setting: Monday GraphQL API — automates status updates and notification columns using webhook and item update events.
3.11. ClickUp
• Feature/Setting: ClickUp API "Create Task/Task Reminder" — automates notifications for due dates to specific users or teams.
3.12. Basecamp
• Feature/Setting: Basecamp API "Message Board & To-dos" — automate posting scheduled messages about upcoming design deadlines.
3.13. Zoho Mail
• Feature/Setting: Zoho Mail API "SendMail" — automates deadline email alerts with project/task-specific templated content.
3.14. Pipedrive
• Feature/Setting: Pipedrive API "Activities" — automate reminders as timeline activities linked to deal/project.
3.15. Salesforce
• Feature/Setting: Salesforce "Process Builder" + "Email Alerts" — automates deadline notices triggered by Opportunity/Task changes.
3.16. Notion
• Feature/Setting: Notion API "Database update" + external mail API — automates notification page update and external reminders.
3.17. Airtable
• Feature/Setting: Airtable Automations "When record matches conditions" — automate email and Slack alerts when deadlines are near.
3.18. Discord
• Feature/Setting: Discord Bot + Webhooks — automate sending DMs or channel alerts on approaching design due dates.
3.19. Zoom
• Feature/Setting: Zoom API "Meeting Reminders" — automate sending calendar/event invites for key design review dates.
3.20. Freshdesk
• Feature/Setting: Freshdesk "Automations" — automate notifications via ticketing threads or emails to clients and architects.

Benefits

4.1. Automating deadline notifications boosts accountability, reduces risk of overlooked milestones, and keeps projects on track.
4.2. Automated systems cut down follow-up workload for architects and PMs.
4.3. Automated reminders ensure timely client engagement, supporting smooth sign-offs and accelerated approvals.
4.4. Automator consolidates all communication in traceable logs for future reference.
4.5. Automation allows scalable notification setups across multiple design projects and diverse client organizations.

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