Generating restoration checklists based on project type

Purpose

1.1. Automatically generate restoration checklists tailored to the specific project type (e.g., period, style, material) for antique furniture restoration jobs.
1.2. Enable restoration teams to follow consistent, exhaustive process steps, ensuring all requisite procedures and client specifications are included per job scope.
1.3. Centralize checklist management, version control, and on-demand distribution across work orders for increased traceability and efficiency.

Trigger Conditions

2.1. New project/job record is created or updated in project management or CRM system.
2.2. Change or selection in project type, furniture style, era, or material field.
2.3. Manual request or schedule (e.g., weekly, at project intake, pre-restoration phase).
2.4. Receipt of external inquiry via webform, email, or API.

Platform Variants and Configuration

3.1. Salesforce
• Process Builder/Flow: Trigger on new Opportunity/Case with type=Restoration; push fields to checklist generator API.
3.2. Microsoft Power Automate
• Automate: On SharePoint/List/Dataverse row creation, call REST API to fetch checklist template by project_type.
3.3. Zapier
• "New Record in Airtable" → Webhooks: Custom webhook to checklist library, update Google Drive or Dropbox.
3.4. Monday.com
• Integrations: On new item/updated column "type," push via built-in API for checklist file generation.
3.5. Google Apps Script (for Sheets/Forms)
• Apps Script: On form submit, match project_type, generate Doc checklist from template, auto-email link to staff.
3.6. Airtable Automations
• Trigger: "When record matches conditions," use scripting block to insert checklist from template table.
3.7. Asana
• Rules/Custom Fields: New Project with “Restoration” tag adds task list from template library via API.
3.8. Trello
• Butler Automation: On card label “Antique,” attach checklist from Google Docs or Notion using Power-Up.
3.9. Smartsheet
• Workflow: On row add/update, retrieve matching checklist from Resource Library using Connector.
3.10. HubSpot
• Workflow: On Deal/Custom Object “Job” with restoration property, trigger webhook to checklist generator.
3.11. Notion
• API: New database entry with project_type triggers script to duplicate checklist template page.
3.12. ClickUp
• Automation: New task in “Furniture Restoration” Space triggers Checklist insertion from template API.
3.13. Jira
• Automation Rule: On new Issue type=Restoration, attach Sub-tasks from template project or call checklist API.
3.14. Dropbox
• API: On file upload to “New Projects,” match metadata, create checklist from template, return share link.
3.15. DocuSign
• PowerForms: On webform entry, triggers checklist email to team with required signature fields prefilled.
3.16. Slack
• Workflow Builder: On slash command or channel keyword, auto-generate and distribute restoration checklist file.
3.17. Zendesk
• Trigger: On ticket with custom restoration tag, attach checklist from KB or external source.
3.18. ServiceNow
• Flow Designer: Case opened of type=Restoration queries template DB and emails checklist to assigned group.
3.19. SAP
• Business Process Automation: On new service order, REST call to checklist repository, links via Fiori UI.
3.20. Box
• API: Upload new project file, metadata triggers workflow to fetch and share checklist template link.

Benefits

4.1. Ensures accuracy and completeness for all restoration projects.
4.2. Reduces manual effort in checklist creation and distribution.
4.3. Enhances accountability and traceability for each job.
4.4. Streamlines team onboarding with consistent project documentation.
4.5. Provides immediate, standardized guidance per unique restoration type.