Design & Engineering Workflow AutomationPurpose
1.2. Automate workflow approvals for design changes, new submissions, and collaborative drafts across model making teams.
1.3. Automates notifications, records, and audit trails for regulatory and QA compliance in architectural/engineering contexts.
1.4. Automatedly stores, retrieves, and archives drawing versions alongside approval status and comments for traceability.
Trigger Conditions
2.2. Submission of a new version or drawing revision by a designer or engineer.
2.3. Approval/rejection action by a project lead, manager, or external reviewer.
2.4. Automated time-based reminders for pending approvals or inactive workflows.
2.5. Generation of change request or drawing issue detected by integrated tools.
Platform Variants
3.1. Autodesk BIM 360
• Feature/Setting: Configure "Document Management API" to automate version upload events and approval status change triggers.
3.2. AutoCAD Web API
• Feature/Setting: Use "Files.Upload" and "Revisions.Get" for automated version tracking and workflow notifications.
3.3. Dropbox Business
• Feature/Setting: Enable "File Requests" and "File Change Webhooks" to automate change detection and shared access.
3.4. Google Drive API
• Feature/Setting: Set up "Changes.watch" and "Files.update" for automating drawing versioning and review assignments.
3.5. Microsoft OneDrive for Business
• Feature/Setting: Automate file workflow via "driveItem.delta" and approval flow using "Microsoft Power Automate Connector".
3.6. Box Platform
• Feature/Setting: Use "Webhook Triggers" on folder activity and "Tasks.create" API for automated approval workflows.
3.7. Egnyte
• Feature/Setting: Configure "Audit Report API" and "File Versioning" for automating document trails and permissioned access.
3.8. DocuSign
• Feature/Setting: Automate signature requests on approval forms using "eSignature API > Envelopes: create/send".
3.9. Adobe Sign
• Feature/Setting: Use "Agreements API" to automate routing approval documents associated with new CAD versions.
3.10. Slack
• Feature/Setting: "Incoming Webhooks" and "Workflow Builder" to automate notifications and approval prompts in channels.
3.11. Microsoft Teams
• Feature/Setting: Automate alerts and approval cards using "Teams Messages API" and built-in workflow connectors.
3.12. Trello
• Feature/Setting: Automate approval boards with "Cards API" for workflow stage transitions on drawing versions.
3.13. Jira
• Feature/Setting: Automate creation/transition of issues for each revision with "Issue Events" and "Jira Automation Rules".
3.14. Monday.com
• Feature/Setting: Configure "Automations" to move items through CAD review/approval stages automatically.
3.15. Asana
• Feature/Setting: "Task API" automates creation and assignment for each approval stage/document update.
3.16. Smartsheet
• Feature/Setting: Use "Update Requests" and "Row Change Webhooks" to automate progress and approvals.
3.17. Zapier
• Feature/Setting: "New File in Folder" and "Approval Workflow" automations with multi-app integration.
3.18. Make (Integromat)
• Feature/Setting: Automated "Watch Files" and "Approval Module" for complex, multi-step workflow automation.
3.19. HubSpot
• Feature/Setting: Automate record-keeping and notifications using "Workflow Automation" connected to deal/drawing updates.
3.20. Freshservice
• Feature/Setting: Use "Change Management API" for automating approval ticket creation and completion based on file statuses.
Benefits
4.2. Ensures automatable review and sign-off steps, reducing the risk of errors or outdated designs.
4.3. Supports compliance and auditability by automatedly recording every workflow step and file change.
4.4. Improves team communication with instant, automated notifications and status updates.
4.5. Saves valuable engineering hours by automating repetitive workflow tasks and approvals.
4.6. Enables scalable, automated processes adaptable to any model making or design team’s needs.