Document & Asset ManagementPurpose
1.2. Enables automated notifications and audit trails, supports various file formats, and integrates access control to automate compliance and client satisfaction in agency environments.
1.3. Automating the file handoff process prevents errors and streamlines document & asset management at scale for design agencies.
Trigger Conditions
2.2. Upload or update to an “approved” asset folder in a connected cloud storage resource.
2.3. Manual trigger by a team lead via web dashboard or authenticated automator interface.
2.4. Client workspace or specific client record is updated with new “approved” asset metadata.
2.5. Scheduled automation based on review/approval logs or deadlines.
Platform Variants
3.1. Google Drive
• API: drive.files.create, drive.permissions.create – automate share of file/folder via client-specific permission or link; sample config: send unique shareable link to client email.
3.2. Dropbox Business
• API: /files/share – automates creation of password-protected shared links; sample config: send protected folder link on approval.
3.3. Box
• API: POST /shared_items, /collaborations – automate collaboration invite and access expiration; sample config: adds client as collaborator with expiry date.
3.4. Microsoft OneDrive for Business
• API: /createLink, /invite – automate client-specific permission link; sample config: auto-send link that requires recipient authentication.
3.5. Adobe Creative Cloud
• Feature: Asset Link Sharing – automates share via Adobe CC API on asset approval; sample config: create and propel secure link to client via automated workflow.
3.6. Slack
• API: files.upload, chat.postMessage – automatedly share file link to client channel or direct message.
3.7. Microsoft Teams
• API: /me/sendMail or Teams bot – automates message/file with access details to client Teams channel.
3.8. Asana
• API: attachments, stories – automatedly attach file to client task/project and notify via comment.
3.9. Trello
• API: cards/attachments – automate upload and client tagging on approved design card.
3.10. Smartsheet
• API: attachments, sharing – automates attachment to row and automatedly notifies client via workflow.
3.11. SharePoint
• API: grant access, create sharing link – automate upload to client-specific library with locked permissions.
3.12. DocuSign
• API: Envelopes: create/send – automatedly send signed-off designs wrapped in NDA for additional security.
3.13. Notion
• API: share database page – automate access toggle and notification to client of new asset.
3.14. Monday.com
• API: files – automatedly attach file to pulse/item and trigger client notification.
3.15. Zapier
• Feature: Multi-platform triggers/actions – automate cross-application approvals and file distribution to clients.
3.16. Airtable
• API: attachments field – automate email with secure download link upon record status change.
3.17. Citrix ShareFile
• API: CreateShare – automatedly generate tracked download links sent to client roster.
3.18. Egnyte
• API: File links/autoshare – automate secure link with role-based expiring access to clients.
3.19. Hightail
• Feature: Spaces/Share – automate approved files placement in client workspaces with notification.
3.20. M-Files
• API: Vault Object sharing – automates secure sharing rules based on metadata-driven workflow.
Benefits
4.2. Automating notifications ensures clients are instantly updated with proof of delivery.
4.3. Automated access logs deliver visibility for compliance and client audits.
4.4. Automates error-proof sharing with client-specific authorization and expiry control.
4.5. Scalable automations save agency resources, prevent file leaks, and boost satisfaction by automating repeatable handoff tasks.