Design and Documentation WorkflowPurpose
1.2. Ensure each design change and related discussion is recorded, tracked, and accessible in real time for version history, accountability, and compliance.
1.3. Automate synchronizing feedback from stakeholders and collaborators for streamlined decision-making and reduced manual transcription errors.
1.4. Provide project audit trails and support easy retrieval for QA, dispute resolution, and client presentation purposes.
Trigger Conditions
2.2. Comments are added, edited, or deleted on a drawing or design document by a collaborator.
2.3. Status of a document changes (e.g., "Draft" to "Review", "Review" to "Approved").
2.4. Scheduled checkpoint, e.g., end-of-day automated status extraction.
2.5. Receipt of annotated PDFs or marked-up CAD drawings via email or project management tools.
Platform Variants
3.1. Autodesk BIM 360
• Feature/Setting: Webhooks for Document Management/Data Connector API for extracting logs of revisions and comments – configure triggers for “Document Change”, “Comment Added”.
3.2. Procore
• Feature/Setting: Drawings and Documents API → automate "List Drawing Revisions" with endpoints triggered by revision creation for comment capture.
3.3. Bluebeam Studio
• Feature/Setting: Bluebeam Studio API “Get Markup List” automates pull of all annotations/comments per session/project.
3.4. PlanGrid
• Feature/Setting: PlanGrid API “List Sheet Revisions” and “List Sheet Comments” for automated extraction and logging.
3.5. AutoCAD Web
• Feature/Setting: Autodesk Forge Data Management API → auto-log file activities and comments.
3.6. Revizto
• Feature/Setting: Revizto API “Issue Tracker Events” automate logging of revision events and reviewer notes.
3.7. Google Drive
• Feature/Setting: Drive API “Changes” and “Comments” endpoints; automate a fetch/update to log revision activity.
3.8. Microsoft SharePoint
• Feature/Setting: REST API or Webhooks on “File Modified” and “Comment Added”; automate notifications and updates into a log list.
3.9. Dropbox Business
• Feature/Setting: Dropbox API “Files List Revisions” and “Files Comments List”; automate periodic pull/export for design folders.
3.10. Box
• Feature/Setting: Box API “Files–Get Comments”, “Files–Get Versions”; automate monitoring document revisions and commentary logs.
3.11. Monday.com
• Feature/Setting: Monday API “Updates” and “Files”; automate reading of latest file changes and design discussion logs from boards.
3.12. Asana
• Feature/Setting: Asana API “Stories” endpoint; automates comment extraction and task revision history for design tasks.
3.13. Slack
• Feature/Setting: Events API; automate extraction of all design feedback tagged in channels via hashtags or file references.
3.14. Trello
• Feature/Setting: Trello API “Action” type “commentCard” or “updateCard”; automates parsing card histories for revisions and comments.
3.15. Smartsheet
• Feature/Setting: Smartsheet API “Get Sheet Row History”/“Comments”; automate design record tracking.
3.16. Notion
• Feature/Setting: Notion API; monitor page updates and “Comments” objects for automated design documentation workflows.
3.17. Airtable
• Feature/Setting: Airtable API; automate tracking of revision records with linked “Comments” tables for each design.
3.18. Miro
• Feature/Setting: Miro REST API “Boards–Get Updates”; automate logging changes and sticky-notes/comments as revision artefacts.
3.19. ClickUp
• Feature/Setting: ClickUp API “Task Comments” and “Task History”; automate collection of design edits and team remarks.
3.20. Github
• Feature/Setting: Repository Webhooks for “push” (new file/revision), “issue_comment” (design review threads); automate updating audit logs.
3.21. Zoho WorkDrive
• Feature/Setting: WorkDrive API “File Versions” and “Comments”; automate metadata sync for architecture project folders.
3.22. Confluence
• Feature/Setting: REST API “Get Content Comments”; automate capture of documentation feedback and revision notes.
3.23. Egnyte
• Feature/Setting: Egnyte API “File Audit Reports”; automate crawling of design file histories and annotating actions.
3.24. DocuSign
• Feature/Setting: DocuSign Connect Webhooks for document status/revision; automate routing and tracking of signed design deliverables.
Benefits
4.2. Automates comprehensive project history and simplifies regulatory compliance/audits.
4.3. Automator ensures transparent collaboration and improves design accountability.
4.4. Automated access to design revision comments accelerates client and team review feedback turnaround.
4.5. Seamless automation increases project documentation integrity and traceability.