Document & Workflow AutomationPurpose
1.2. Automates multi-stakeholder corporate workflows, eliminating manual approvals and enabling audit trails, integrations, and compliance for architecture professional bodies.
1.3. Automatedly standardizes decision logic, scoring, and eligibility verification, streamlining corporate membership and professional recognition processes within the architects' association.
Trigger Conditions
2.2. Receipt of required supporting documents or portfolio uploads.
2.3. Payment or fee receipt confirmation from the applicant.
2.4. Scheduled deadline for review or eligibility assessment.
2.5. Change or update in applicant records or status in CRM/association database.
Platform Variants
• Feature/Setting: Workflow automation; configure Connect API for automatic routing and e-signature requests upon application upload.
3.2. Adobe Sign
• Feature/Setting: Automated document collection and agreement flows; enable REST API workflow with webhook callbacks for completed signatures.
3.3. Microsoft Power Automate
• Feature/Setting: Flow builder; automate SharePoint list updates and Teams notifications tied to new applications or approvals.
3.4. Zapier
• Feature/Setting: Multi-step Zaps; configure trigger for new Google Form submissions to drive PDF assembly and email notices.
3.5. Salesforce
• Feature/Setting: Process Builder/Flow; automate record creation, task assignment, and stage progression on applicant object.
3.6. Google Workspace (Apps Script)
• Feature/Setting: Automate Sheets/Form intake, generate automated emails, and move files in Drive upon new entry.
3.7. AWS Lambda
• Feature/Setting: Run serverless code for eligibility checks and document OCR via API Gateway trigger.
3.8. ServiceNow
• Feature/Setting: Flow Designer; automate case creation, assignment, and approval routing with catalog items.
3.9. Box
• Feature/Setting: Box Relay; automate file moves, permission changes, and folder creation on new application uploads.
3.10. Monday.com
• Feature/Setting: Automate board item creation and status updates using automation recipes on application intake.
3.11. Workato
• Feature/Setting: Recipe Automator; trigger professional certification data sync and conditional review tasks.
3.12. Slack
• Feature/Setting: Workflow Builder; automated notifications and reminder bots for pending document reviews.
3.13. Twilio
• Feature/Setting: Messaging API; automate SMS notifications for status changes or missing documentation.
3.14. SendGrid
• Feature/Setting: Automated transactional email API; send confirmation and reminders on submission or review completion.
3.15. JotForm
• Feature/Setting: Automated approval workflow; auto-forward completed applications to reviewer based on rules.
3.16. Airtable
• Feature/Setting: Automate record creation, linked record updates, and conditional notifications.
3.17. Make (Integromat)
• Feature/Setting: Automated scenario builder; link multiple stages across cloud services, trigger invoice creation and reporting.
3.18. Notion
• Feature/Setting: Automate database record creation and task tracking for each application processed.
3.19. Docparser
• Feature/Setting: Parsing rules/API; automated extraction of information from uploaded application PDFs to trigger downstream automation.
3.20. SFTP Server
• Feature/Setting: Automator task to monitor incoming files and move validated applications to secure processing folders.
Benefits
4.2. Automatedly applies standardized review criteria for fairness and compliance.
4.3. Automates applicant communications, minimizing status inquiry overhead.
4.4. Accelerates certification cycle times, improving member satisfaction and operational throughput.
4.5. Automation secures audit trails for all processed applications, aiding oversight and reporting.
4.6. Centralizes and automates document management, preventing data loss and supporting regulatory obligations.
4.7. Scalable automator design adapts to application volume spikes without extra staffing.