Project & Document Management AutomationPurpose
- Automate the end-to-end process of drawing creation, approval, storage, and blueprint distribution for bridge construction projects, centralizing updates and ensuring all stakeholders receive automated notifications and access.
- Automates the transfer of blueprints between engineering teams, contractors, and government bodies, with verifiable audit trails and document integrity validation.
- Automating revision tracking to reduce manual errors and speeding up document workflows, enabling seamless project and document management automation.
Trigger Conditions
2.2 Revision made to an existing document.
2.3 Change order initiates need for blueprint distribution.
2.4 Scheduled project milestone reached requiring automated document dissemination.
2.5 Manual upload or automatedly triggered via API by CAD software.
Platform Variants
- Feature: Data Connector API – Automates the extraction, approval, and distribution of new drawings to project teams.
3.2 Procore
- Feature: Drawings API – Automating drawing uploads/syncs and automatedly sharing finalized blueprints with distribution lists.
3.3 Bentley ProjectWise
- Feature: Web Services API – Automator for blueprint versioning and automating batch document sending to stakeholders.
3.4 Bluebeam Revu
- Feature: Studio API – Automates blueprint upload, markup alerts, and automatable distribution via email triggers.
3.5 DocuSign
- Feature: eSignature API – Automating blueprint approval/signature flow, then automating PDF dispatch.
3.6 SharePoint
- Feature: REST API – Automating storage and automatedly setting permissions for blueprint access notifications.
3.7 Egnyte
- Feature: File Upload/Link API – Automates secured automated blueprint storage and sharing with role-based access.
3.8 Box
- Feature: Box Events/Relay – Automates folder monitoring for new blueprints and triggers automated sharing or workflow.
3.9 Dropbox Business
- Feature: Webhook API – Automated notification and automatedly creates share links when new blueprints arrive.
3.10 Google Drive
- Feature: Drive API – Automates blueprint file monitoring, organizes auto-distribution via shared drives.
3.11 OneDrive for Business
- Feature: Graph API – Automates drawing uploads and automates alert generation to relevant recipients.
3.12 Smartsheet
- Feature: Automated Workflows – Automating document approval routing and distribution automations.
3.13 SAP Document Management
- Feature: OData API – Automates blueprint indexing, retrieval, and automated distribution through SAP roles.
3.14 Oracle Aconex
- Feature: Document Management API – Automator for blueprint upload and automatic distribution to project contacts.
3.15 Asite
- Feature: Adoddle API – Automates document control, drawing uploads, and automated distribution rules.
3.16 Viewpoint for Projects
- Feature: Workflow Automation – Automates distribution lists and notifications for new and revised drawings.
3.17 PlanGrid
- Feature: Field Reports API – Automates blueprint uploads and triggers automated notifications.
3.18 Slack
- Feature: Incoming Webhook – Automates alerts with links to newly uploaded blueprints to channels/groups.
3.19 Microsoft Teams
- Feature: Graph API/Adaptive Cards – Automated messages with blueprint attachments to project teams.
3.20 Twilio SendGrid
- Feature: Mail Send API – Automates outbound blueprint distribution emails with downloadable links.
3.21 Zapier
- Feature: Multi-step zaps – Automates trigger-action chains for integrating drawing creation, approval, and distribution.
3.22 Jira
- Feature: Issue Webhooks – Automator creates new tasks when blueprint is assigned for approval or review.
3.23 Trello
- Feature: Power-Up/Webhooks – Automates card creation and notifications for blueprint status.
Benefits
4.2 Automates status updates for accountability.
4.3 Speeds up project cycles through document-centric automations.
4.4 Automatedly maintains audit trails, aiding regulatory audits.
4.5 Automating access control and document revision visibility for secure collaboration.
4.6 Reduces administrative time, automating repetitive tasks.
4.7 Automator increases data integrity and project transparency.