Post-Project & Support ProcessesPurpose
1.2. Automate attachment and/or merging of O&M manuals, as-built drawings, service instructions, and compliance certificates.
1.3. Automate routing to clients, stakeholders, and cloud storage for easy retrieval, tracking, and auditing.
1.4. Automating notification, versioning, and follow-ups for outstanding document sign-offs, expiry, or updates.
1.5. Automator increases efficiency by replacing fragmented manual processes via seamless, automated document lifecycle workflows.
Trigger Conditions
2.2. Automatic detection of newly signed-off drawings or service documents in DMS or shared drives.
2.3. Scheduler event: monthly/quarterly reviews for document updates or distribution.
2.4. Manual trigger: form submission or manager override to automate emergency document dispatch.
2.5. API/webhook: automate workflow launch when external apps (like CRM or site inspection tools) push updates.
Platform Variants
- Feature: Automate SharePoint document creation/dispatch; sample: create flow “On item creation, generate PDF & send via email.”
3.2. Zapier
- Feature: Automate Google Drive to Gmail delivery; sample: “If file in Drive, send email with attachment.”
3.3. Make (Integromat)
- Feature: Automated multi-cloud delivery; sample: “When Dropbox file uploaded, copy to client OneDrive & alert via Slack.”
3.4. DocuSign
- Feature: Automated document packaging & sending for e-signature; sample: “Template + auto email recipient.”
3.5. PandaDoc API
- Feature: Automates population of document templates; sample: “Create Document API, autofill fields from CRM input.”
3.6. Adobe PDF Services API
- Feature: Automate document generation & watermarking; sample: “POST /operation/create-pdf.”
3.7. Box Relay
- Feature: Automate workflows for content review/sharing; sample: “Trigger with new file, auto-share to external users.”
3.8. Google Apps Script
- Feature: Automate merging sheets to documents; sample: “Script: combine Google Sheet data to template, save as PDF.”
3.9. HubSpot Workflows
- Feature: Automate client follow-up; sample: “If property X is updated, send email to client with link to maintenance docs.”
3.10. Salesforce Flows
- Feature: Automates sending document links via Chatter/Email; sample: “After Project Closed, attach docs to client record.”
3.11. Monday.com Automations
- Feature: Automate handover folder sharing; sample: “When status moves to Done, create update, attach doc & email client.”
3.12. Autodesk BIM 360 API
- Feature: Automate extracting and distributing as-builts; sample: “GET /projects/{projectId}/documents API.”
3.13. Dropbox Automations
- Feature: Automate folder sharing to stakeholders; sample: “Who gets access, add via script when folder is created.”
3.14. Slack Bots
- Feature: Automate notification on doc ready; sample: “Bot posts channel update with download link.”
3.15. Trello Power-Ups
- Feature: Automate card attachment of new documents; sample: “On status change, auto-attach file to card & notify team.”
3.16. ClickUp Automations
- Feature: Automate task and file delivery; sample: “Move task to complete, auto-send doc to client via email.”
3.17. ServiceNow Workflows
- Feature: Automates change management on document edits; sample: “Trigger approval for new doc version.”
3.18. AWS Lambda
- Feature: Automate PDF generation and S3 upload; sample: “On event, run script to generate & route docs.”
3.19. Google Cloud Functions
- Feature: Automate process on file creation; sample: “GCS file finalized, run function to email client.”
3.20. Smartsheet Automation
- Feature: Automate client alerts and document links; sample: “Row added/updated, alert with doc link to stakeholders.”
Benefits
4.2. Automatedly delivers up-to-date, compliant, and professional documents to all stakeholders.
4.3. Automating follow-up and versioning prevents lost records and missed compliance deadlines.
4.4. Automation ensures audit-ready trails and uniform document standards.
4.5. Automator brings enhanced client satisfaction and operational scalability with coverage for diverse platforms.