Project Planning & Design WorkflowPurpose
1.2. Eliminates manual data entry, reduces version conflicts, automates notification flows, and automates document sharing across varied collaboration and project management platforms used by different stakeholders.
1.3. Enables seamless, automated aggregation of comments, approvals, markups, and revision requests from external clients and internal teams, accelerating the overall design approval and revision lifecycle.
Trigger Conditions
2.2. Automates on file upload or comment addition within platforms like Google Drive, Dropbox, or project workspaces such as Asana and Trello.
2.3. Initiates automated workflows when task status changes, feedback review deadlines approach, or automated update requests are triggered by calendar events.
Platform Variants
• Feature/Setting: File comment event; Set webhook to trigger automation on new feedback or file update.
3.2. Dropbox
• Feature/Setting: File activity webhook; Automates retrieval of new feedback and sync with team notifications.
3.3. Microsoft OneDrive
• Feature/Setting: File modified event; Automates fetching of updated documents, comments, or markups for sharing.
3.4. Slack
• Feature/Setting: Event API (comment/message posted); Automates forwarding and aggregating real-time feedback to project channels.
3.5. Microsoft Teams
• Feature/Setting: Incoming webhook in team channels for automated feedback posting and notifications.
3.6. Asana
• Feature/Setting: Task comment added webhook; Automates posting client feedback directly into active project tasks.
3.7. Trello
• Feature/Setting: Card comment event trigger; Automates copying card feedback to shared boards or notification lists.
3.8. Monday.com
• Feature/Setting: Item update webhook; Automates the entry and sync of design feedback with client boards.
3.9. Jira
• Feature/Setting: Issue comment created webhook; Automates feedback integration for tracked design issues and revisions.
3.10. Airtable
• Feature/Setting: Record updated trigger; Automates pulling field feedback from clients into design task workflows.
3.11. Notion
• Feature/Setting: Comment added trigger via API; Automates feedback capture and cross-platform dissemination.
3.12. Figma
• Feature/Setting: Comment notification webhook; Automatedly sends design markups to stakeholders outside of Figma.
3.13. Miro
• Feature/Setting: Webhook on sticky note/comment added; Automates syncing of visual feedback with project docs.
3.14. ClickUp
• Feature/Setting: Task comment webhook; Automates mirroring of feedback actions across teams and clients.
3.15. Basecamp
• Feature/Setting: Comment added webhook; Triggers automated notification flows and status updates.
3.16. Zoho Projects
• Feature/Setting: Webhook for task comments; Automates feedback cycles by syncing project updates.
3.17. Wrike
• Feature/Setting: Task comment event API; Automates notifications and status changes upon client input.
3.18. Box
• Feature/Setting: File comment/update webhook; Automates collection and distribution of new feedback items.
3.19. Email (IMAP/SMTP services e.g., Gmail, Outlook)
• Feature/Setting: New email with design feedback trigger; Automates parsing, extracting, and routing comments.
3.20. Adobe Creative Cloud
• Feature/Setting: File comment webhook (via Adobe’s API); Automates notifications and feedback collection for design assets.
Benefits
4.2. Ensures version consistency by automating synchronization and notification cycles.
4.3. Automates the distribution of new comments to all relevant parties, improving project transparency.
4.4. Automates documentation of feedback history to facilitate compliance and reduce manual record-keeping.
4.5. Supports automatable expansion to additional platforms as client and team tools evolve.