Track document download and sharing activity

Purpose

1.1. Automate tracking of document download and sharing to provide visibility into who accesses and distributes sensitive lighting design files, monitor client engagement, secure intellectual property, and trigger automated follow-ups.
1.2. Automate creation of audit trails for compliance, project documentation, and performance analysis for lighting consultant teams.
1.3. Enable automated notifications, analytical reporting, and workflow integration on document activity to support operational efficiency and client communication automation.

Trigger Conditions

2.1. Automated event occurs when a document is downloaded from a repository or portal by any authenticated or anonymous user.
2.2. Document sharing activity (email, link creation, third-party transfer) activates automator flows when tracked by the integrated platform.
2.3. Change-log trigger—whenever document permissions or share settings are modified, automation flows are executed.

Platform Variants

3.1. Google Drive
• Feature/Setting: Configure Drive Activity API webhook for sharing/download events; automate Drive auditlog export.

3.2. Microsoft OneDrive
• Feature/Setting: Automate with Microsoft Graph API for item download and share events; webhook or Logic Apps integration.

3.3. Dropbox
• Feature/Setting: Enable Event Notifications via Activity API; automate Paper document access and share tracking.

3.4. Box
• Feature/Setting: Automate with Box Events API; configure triggers for DOWNLOAD, SHARE, or ACCESS events.

3.5. Egnyte
• Feature/Setting: Automate audit logs and access reporting via Egnyte public API for downloads and shares.

3.6. SharePoint Online
• Feature/Setting: Setup webhook/listener for document audit logs; automate Power Automate flows for share/download.

3.7. Slack
• Feature/Setting: Automate file download/share monitoring through Events API and message event triggers.

3.8. Citrix ShareFile
• Feature/Setting: Enable activity notification and reporting via REST API for share/download operations.

3.9. Zoho WorkDrive
• Feature/Setting: Automate audit logs and file events extraction using Zoho WorkDrive API webhooks.

3.10. Adobe Document Cloud
• Feature/Setting: Automate tracking and reporting on file download/share via the Adobe PDF Services API event webhook.

3.11. M-Files
• Feature/Setting: Automate access logs and object event tracking with M-Files REST API triggers.

3.12. Salesforce
• Feature/Setting: Automate Files event tracking with Salesforce Event Monitoring and Files Connect API.

3.13. Atlassian Confluence
• Feature/Setting: Automate download/share analytics via REST API and webhook listener for page/file activity.

3.14. Notion
• Feature/Setting: Automate workspace integration to track file exports, share links using Notion API events.

3.15. Evernote
• Feature/Setting: Automate export/share event monitoring via Cloud API hooks and third-party integrations.

3.16. AWS S3
• Feature/Setting: Setup S3 event notifications for GET (download) and PUT (share/upload) via Lambda automator.

3.17. Dropbox Business
• Feature/Setting: Automate with Team Event Feed API for monitoring member sharing and file access activity.

3.18. NetDocuments
• Feature/Setting: Automate event notification and reporting with NetDocuments API activity feed.

3.19. Citrix ShareFile
• Feature/Setting: Monitor and automate with Audit Logs API for file access and sharing traces.

3.20. Smartsheet
• Feature/Setting: Automate sheet/file attachment access logging through Smartsheet API event subscriptions.

Benefits

4.1. Automates compliance by creating an audit-ready activity log for lighting consultant documentation.
4.2. Secures sensitive files by enabling automated access alerts and usage tracking.
4.3. Enhances client relationships through automated follow-up messages and feedback collection post-download.
4.4. Streamlines reporting as document access analytics are automated and centralized.
4.5. Reduces manual burden, allowing consultants to focus on value-added design, with document monitoring fully automatedly handled.