Document and Report AutomationPurpose
1.2. Support various document formats (PDF, DOCX, Excel) and communication methods (email, SMS, cloud links, client portals) to match recipient preferences.
1.3. Ensure compliance with data security, maintain audit trails, and provide customizable workflows for different report types or client requirements.
1.4. Streamline post-appraisal customer experience and support agent productivity by minimizing delays and administrative overhead.
1.5. Integrate document statuses (e.g., completed, reviewed, approved) and distribute instantly upon record update or workflow completion.
Trigger Conditions
2.2. Upload of final report document to central repository/cloud folder.
2.3. Manual trigger by authorized staff after internal review.
2.4. API webhook call from internal appraisal management software.
2.5. Scheduled batch delivery at configurable intervals for bulk distributions.
Platform Variants
• Feature: Automated email drafting and send
• Sample: Configure Microsoft Graph API "Send mail" with report as attachment and recipient lookup.
3.2. Gmail/G Suite
• Feature: Auto-send email with dynamic attachments
• Sample: Use Gmail API "Users.messages.send" with MIME-encoded report files.
3.3. Dropbox
• Feature: Share file via direct link or shared folder
• Sample: Dropbox API "sharing/create_shared_link_with_settings" for completed reports.
3.4. Google Drive
• Feature: File sharing/permissions automation
• Sample: Google Drive API "Permissions.create" for sharing specific report files.
3.5. Box
• Feature: Shared links and permissions automation
• Sample: Box API "Create Shared Link on File," sending link via customized message.
3.6. OneDrive
• Feature: Granting access and automated notification
• Sample: OneDrive API "Create sharing link" then email/sync with client contacts.
3.7. DocuSign
• Feature: Send signed reports for compliance
• Sample: DocuSign API "Envelopes: create and send" with appraisal report as document.
3.8. DocHub
• Feature: Completed report distribution post-annotation
• Sample: DocHub API "Send Document" to recipients.
3.9. Adobe Sign
• Feature: Distribute signed PDFs to multiple recipients
• Sample: Adobe Sign API "transientDocuments" and "agreements/send".
3.10. Twilio SMS
• Feature: SMS share with download link
• Sample: Twilio API "Messages.create" to send report download URL.
3.11. SendGrid
• Feature: Transactional email with attachments
• Sample: SendGrid "mail/send" endpoint, using dynamic templates for notification.
3.12. Slack
• Feature: Channel or direct DM report alert
• Sample: Slack API "chat.postMessage" with file link or summary.
3.13. Microsoft Teams
• Feature: Automated message or file post
• Sample: Teams Graph API "Send chatMessage" attaching appraisal report.
3.14. Amazon SES
• Feature: High-volume email dispatch
• Sample: SES "SendEmail" or "SendRawEmail" function with PDF.
3.15. Salesforce
• Feature: Send report via case/email automation
• Sample: Salesforce API "EmailMessage.create" triggered by report status.
3.16. HubSpot
• Feature: Automated email or client portal upload
• Sample: HubSpot "Email API: send" or file property update.
3.17. Zoho CRM
• Feature: Automated attachment delivery
• Sample: Zoho CRM API "sendMail" triggered by workflow update.
3.18. Monday.com
• Feature: Notify and attach report in board update
• Sample: Monday API "create_update" attaching link or document.
3.19. Asana
• Feature: Task comment/file automation
• Sample: Asana API "addComment" with attached file or report link.
3.20. Pipedrive
• Feature: Email completed document to deal participants
• Sample: Pipedrive API "dealPerson/EmailMessages" with completed report PDF.
Benefits
4.2. Ensures secure, auditable, and consistent client communication.
4.3. Boosts operational scalability for appraisers handling high volume.
4.4. Enhances professional image and client satisfaction through rapid, accurate distribution.
4.5. Reduces manual workload, allowing staff to focus on core appraisal activities.