Purpose
1.1. Automate task assignment and notifications to installation teams in the context of glass project and job management for streamlined coordination, reduced manual errors, and real-time team updates for glass merchant projects.
1.2. Automating the process allows project managers to allocate installation tasks, track statuses, trigger notifications and reminders, and escalate delays automatically, empowering glass retailers to work efficiently and at scale.
1.3. Enables automated notifications (SMS, email, calls, push, chat) ensuring installation teams are informed of project timelines, location details, customer instructions, and changes in scheduling, reducing project delays and boosting client satisfaction.
Trigger Conditions
2.1. New project or job created in the glass management CRM.
2.2. Task status changed to "Ready for Installation".
2.3. Update to project schedule or job details.
2.4. Completion of prerequisite work by fabricators or delivery.
2.5. Missed or overdue task status based on predefined SLA.
Platform Variants
1. Twilio SMS
• Feature/Setting: API "Messages" endpoint to automate SMS notifications; configure sender, recipient, message body with installer and project info.
2. SendGrid
• Feature/Setting: "Mail Send" API endpoint automates custom email alerts for assignments and updates; set dynamic fields for job data.
3. Slack
• Feature/Setting: "chat.postMessage" API automates team channel or direct message notifications with task links and statuses.
4. Microsoft Teams
• Feature/Setting: "Send message in a channel" via Graph API automates structured notifications on job assignment and schedule changes.
5. Google Workspace (Gmail & Calendar)
• Feature/Setting: "Gmail API send," "Calendar API create event" automates notification emails and event scheduling for tasks.
6. Asana
• Feature/Setting: "Tasks" API with automated assignment and comment threading for job instructions and real-time status updates.
7. Monday.com
• Feature/Setting: "Create Item" and "Change Column Values" APIs automate task board updates and notify installation teams.
8. Salesforce
• Feature/Setting: "Create Task" and outbound message workflow automate installation assignments & team notifications.
9. ServiceNow
• Feature/Setting: "Table API insert" and "Email Notification" settings automate case/ticket creation and installer alerts.
10. Zapier
• Feature/Setting: Multi-app workflow automates cross-platform triggers (e.g., CRM to SMS/email) for seamless notifications.
11. HubSpot
• Feature/Setting: "Engagements API" automates task creation, follow-up reminders, and email notifications.
12. Trello
• Feature/Setting: "Cards API" create/assign actions automate task card assignments and due date notifications.
13. Jira
• Feature/Setting: "Issues API" automate ticket creation, assignment, and comment-based notifications to installers.
14. Pipedrive
• Feature/Setting: "Activities API" automates creation and assignment of installation tasks with automatic reminders.
15. ClickUp
• Feature/Setting: "Tasks API" automates assignment, status change, and comment-triggered notifications to mobile/desktop.
16. Outlook (Microsoft 365)
• Feature/Setting: "Send Mail" Graph API and "Calendar" API automate notification emails and scheduled tasks.
17. BambooHR
• Feature/Setting: "Time Off & Task" automation notifies relevant HR/ops teams about installer tasks and allocation.
18. Smartsheet
• Feature/Setting: "Rows API" automate task addition and comments; notification automation via alerts workflow.
19. Basecamp
• Feature/Setting: "Message Board API" post automates assignment broadcasts and threads for task queries.
20. Notion
• Feature/Setting: "Pages API" automate update to job database; trigger installer notifications on changes.
21. WhatsApp Business API
• Feature/Setting: "Send Message" endpoint automates direct WhatsApp messages with assignment and job info.
22. PagerDuty
• Feature/Setting: "Create Incident" API automates high-priority task alerting for urgent glass installation jobs.
Benefits
4.1. Automates task allocation, eliminating manual coordination and reducing administrative workload.
4.2. Automated notifications improve response time and installer readiness, minimizing project delays.
4.3. Automating escalation of overdue tasks increases accountability and transparency.
4.4. Automation ensures audit trails for every assignment and notification, simplifying compliance reporting.
4.5. Automator enables consistency across project and job management workflows in glass retail operations, delivering scalable, repeatable business processes.
Project & Job Management