Design and Documentation WorkflowPurpose
1.2. Automates the delivery pipeline so that updated design documentation is reliably, securely, and automatically pushed to the right parties on schedule or on-demand.
1.3. Ensures traceability by automatedly logging every conversion and share action, supporting compliance and project documentation needs.
Trigger Conditions
2.2. File upload or check-in to project management or cloud storage platform.
2.3. Scheduled project milestones reached, automating regular sharing intervals.
2.4. Manual trigger by project manager or architect within connected platform.
2.5. Automated detection of approved design state via project management workflow status change.
Platform Variants
• API: Model Derivative API — automates conversion of file formats via POST job endpoint; sample: set input URN and specify output formats (e.g., PDF, SVF).
3.2. Bentley iTwin
• API: iTwin.js Converters — setting up an automated workflow to trigger conversion jobs and output shareable links.
3.3. Revit (Autodesk)
• Feature: Revit Cloud Worksharing — monitors changes, automates export jobs to PDF/DWG using add-ins or Forge links.
3.4. Bluebeam Studio
• API: Studio Prime API — automate creation of Sessions/Sets and automated document upload/distribution.
3.5. Trimble Connect
• API: File Upload/Export endpoints — automates export of BIM models and automated sharing via permissions.
3.6. Dropbox
• API: /files/upload — automating file uploads to shared folders for stakeholder access.
3.7. Google Drive
• API: Files.create and Permissions.create — automate file upload and deliver link sharing automatically.
3.8. OneDrive
• API: Graph upload and sharing API — automator uploads conversion output, automates access granting.
3.9. SharePoint
• API: Document library automation — use ListItem.Create and sharing functions for automated workflows.
3.10. Egnyte
• API: File Upload/Share Link — automate file distribution using share_link method post-conversion.
3.11. Slack
• API: files.upload, chat.postMessage — automate notifications with direct file attachments or shared links.
3.12. Microsoft Teams
• API: Graph CreateChat and Attachments — automate posting files into channel or direct message.
3.13. Asana
• API: Attachments.create — automate attaching documentation to tasks or messages.
3.14. Procore
• API: Drawings, Documents endpoints — automate uploads to project documents or plan sets.
3.15. Aconex
• API: Document Management — automates upload and distribution to project participants.
3.16. PlanGrid
• API: Sheets/Upload — automates adding new drawings or revisions via endpoint calls.
3.17. Box
• API: Upload and Collaboration — automates file placement in folders, sharing via collaboration invite.
3.18. Smartsheet
• API: Attachments — automates attaching new files to rows for stakeholder tracking.
3.19. Zapier
• Feature: Webhooks + App Actions — automates integration between CAD/BIM converters and cloud/file/sharing tools.
3.20. Monday.com
• API: File column with File Upload — automate document attachment and stakeholder notification.
3.21. Mailgun
• API: Messages — automates email dispatch of conversion files as attachments or secure download links to stakeholders.
3.22. DocuSign
• API: Envelope creation with attachments — automates transmittal of drawings for sign-off/review.
Benefits
4.2. Automator ensures real-time, automated sharing, supporting agile project delivery and faster decision cycles.
4.3. Automated distribution enhances version control and ensures all stakeholders always have the current documentation.
4.4. Automation of audit logs supports regulatory compliance and project traceability.
4.5. Increases team productivity by eliminating repetitive, non-billable file handling tasks through end-to-end automating.