File & Document ManagementPurpose
1.2. Automatedly trigger file request notifications, track submission status, and notify relevant stakeholders, ensuring documents are processed without manual follow-up.
1.3. Centralizes document intake, automates compliance checks, and maintains a digital audit trail for every creative project.
1.4. Reduces lost time chasing files, strengthens document security, and automates record-keeping for regulatory or contractual obligations.
Trigger Conditions
2.2. Approaching deadlines automatically prompt reminder notifications to non-compliant recipients.
2.3. Submission status changes (file uploaded/not uploaded) trigger automated notifications or escalations.
2.4. Manual triggers enabled for ad-hoc document requests by project leads or agents.
Platform Variants
3.1. Dropbox
• API: /files/request/create
• Feature/Setting: Automates creation of secure file requests and notifies recipients via email.
3.2. Google Drive
• API: drive.files.create & drive.permissions.create
• Feature/Setting: Automatically generates upload folders and sends permissioned file requests.
3.3. Box
• API: POST /file_requests
• Feature/Setting: Automator configures and monitors file request links, automatically updating status.
3.4. OneDrive
• API: createLink
• Feature/Setting: Automates creation and distribution of file request links for uploads.
3.5. SharePoint
• API: /lists/items/add
• Feature/Setting: Automating request for document upload to specific libraries or folders.
3.6. Slack
• API: chat.postMessage
• Feature/Setting: Sends automated DM reminders to upload required files with upload link.
3.7. Microsoft Teams
• Graph API: /chats/{chat-id}/messages
• Feature/Setting: Automated file request notifications in channel or direct message.
3.8. Twilio (SMS)
• API: Messages.create()
• Feature/Setting: Automatedly sends SMS file requests to mobile numbers.
3.9. SendGrid
• API: /mail/send
• Feature/Setting: Automates email notifications containing file request links and instructions.
3.10. Mailgun
• API: /messages
• Feature/Setting: Automated file request email delivery with dynamic templates.
3.11. DocuSign
• API: Envelopes:create
• Feature/Setting: Triggers automated file and signature requests for contracts or waivers.
3.12. Adobe Sign
• REST API: /agreements
• Feature/Setting: Automates sending and tracking of required digital documents/signatures.
3.13. Monday.com
• API: create_update
• Feature/Setting: Automates status updates and file request reminders in project boards.
3.14. Asana
• API: /tasks/addComment
• Feature/Setting: Automated task comments requesting file uploads from assignees.
3.15. Trello
• API: /cards/id/actions/comments
• Feature/Setting: Automates adding comments requesting files, monitoring for attachments.
3.16. Salesforce
• API: Files:Create & Tasks:Create
• Feature/Setting: Automatedly requests/upload reminders on opportunities/cases.
3.17. Airtable
• API: createRecord
• Feature/Setting: Automates record creation with field for file request status and email reminders.
3.18. Zapier
• Action: Send Email / Send SMS
• Feature/Setting: Automator links triggers from CRMs or PMs to request and track files.
3.19. ClickUp
• API: createComment
• Feature/Setting: Automates file request comments on tasks, monitoring attachment upload status.
3.20. Jira
• REST API: /issue/{issueId}/comment
• Feature/Setting: Automatedly requests files/document uploads as issue comments, tracking responses.
3.21. Notion
• API: appendBlock
• Feature/Setting: Automates blocks/comments in project pages requesting files or verifying uploads.
Benefits
4.2. Ensures timely, automated follow-ups, reducing project bottlenecks and improving client relations.
4.3. Provides automated audit trails and compliance checks, safeguarding against lost documents.
4.4. Automates alerts for missed deadlines or incomplete submissions, supporting efficient project delivery.
4.5. Enhances scalability of file management workflows, benefitting freelance artists, small studios, and agencies.