Purpose
1. Automates the process of recalculating and updating project cost estimates when revisions are made to architectural or engineering models.
2. Ensures that every design change—materials, dimensions, client requests—automatedly adjusts the pricing and estimation figures for quotes and invoices.
3. Minimizes human error, saves time, and enables scalable, real-time cost adjustment automation for client-facing quoting and invoicing.
Trigger Conditions
1. A design file is uploaded, edited, or versioned in the model management system.
2. Project management tool detects a model status change to “revision” or “updated.”
3. Manual request from sales, design, or project team for a new cost estimate based on recent changes.
4. Documented client feedback or approval prompts an automated refresh of the estimation.
5. Scheduled review or batch update time triggers an automatic re-calculation event.
Platform Variants
1. Autodesk Forge (Design Automation API)
- Feature/Setting: Configure “Model Derivative Extractor” & “Cost API” to trigger on file check-in; use webhooks to automate re-estimation.
2. Revit (Dynamo for Revit API)
- Feature/Setting: Script Dynamo task for automated parameter extraction to cost estimation engine upon version update.
3. AutoCAD (AutoLISP or .NET API)
- Feature/Setting: Configure automated script to push revised part lists to pricing tools via API upon drawing save.
4. SolidWorks (PDM API)
- Feature/Setting: Event-based workflow automation triggers cost recalculation routine as soon as model state changes to “Modified.”
5. Microsoft Power Automate
- Feature/Setting: Use pre-built connectors for SharePoint/Teams/Outlook to automate model update detection and trigger pricing workflows.
6. Zapier
- Feature/Setting: Automate detection of cloud file changes (Dropbox/Google Drive/OneDrive) to trigger cost estimation update API.
7. Google Cloud Functions
- Feature/Setting: Serverless trigger when a Google Drive file is edited; sends payload to custom estimation microservice for cost recalculation automation.
8. AWS Lambda
- Feature/Setting: Configure Lambda function tied to S3 update events to automate invocation of the in-house cost estimator microservice.
9. Microsoft Dynamics 365 (Sales/Business Central API)
- Feature/Setting: Automated cost integration from revised design is pushed into quote/invoice generator module.
10. QuickBooks Online (Estimate API)
- Feature/Setting: Webhook from design tool triggers Estimate API to automatedly update draft quotes.
11. Xero (Quotes API)
- Feature/Setting: Automate update of open quotes as soon as model data changes are fetched from design repository.
12. Monday.com (Automations + API)
- Feature/Setting: Automated workflow updates “Cost Estimate” field in connected quoting item based on design change notification.
13. Smartsheet (Automations + Webhooks)
- Feature/Setting: Configure webhook on design revision cell to trigger workflow which recalculates “Estimated Cost” cell.
14. Notion (API + Zapier/Integromat Connections)
- Feature/Setting: Automatedly update quoting database with new cost fields triggered by design log database changes.
15. Salesforce (Flow/Process Builder + Apex Trigger)
- Feature/Setting: Automated Flow triggered by design revision record, updates Opportunity Quote cost details.
16. Procore (Cost Management API)
- Feature/Setting: Event webhook on model file update automates cost item recalculation in budget tool.
17. Slack (API + Workflow Builder)
- Feature/Setting: Automated notification + approval workflow triggers cost estimation bot in channel when model file changes.
18. Trello (Automation + Power-Ups)
- Feature/Setting: Auto-triggered card movement to “Revised Estimate” list, which then triggers cost script webhook.
19. Oracle NetSuite (SuiteScript/API)
- Feature/Setting: Automated Suitelet script runs when model data integration posts update, refreshes draft estimates.
20. Asana (API + Rules)
- Feature/Setting: Task status “Model Revised” automates webhook to cost estimation script; updates custom fields for estimate reporting.
Benefits
1. Automates cost recalculation without manual intervention; improves accuracy and reduces errors.
2. Provides real-time, automatedly updated quotes and invoices reflecting the latest model changes.
3. Supports scalable automation, allowing teams to handle large volumes of model revisions with minimal effort.
4. Enhances client trust through transparency in automated pricing updates.
5. Streamlines internal communication by automatedly notifying stakeholders of cost impacts from every model iteration.
6. Conserves resources by automating repetitive recalculation tasks, freeing up staff for higher-value work.
7. Ensures consistency and compliance with pricing policies through automation of standardized update flows.