Auto-updating portfolio with completed projects

Purpose

1. Automate the process of updating the firm’s public portfolio on web, social, or intranet with new or completed projects.

2. Automatedly aggregate project details, images, and metadata from project management or document storage to central portfolio repositories.

3. Ensure clients, prospects, and partners automatically see the latest work, improving credibility and conversion during sales and marketing.

4. Enable automated triggers from design or construction phases to instantly update portfolio without manual intervention.

Trigger Conditions

1. Project status changed to “Completed” or a defined milestone reached in project management.

2. New architectural media (images, plans, renderings) uploaded to folder or DAM.

3. Marked as “approved for publication” by lead architect or marketing.

4. New client testimonial added for the project.

5. Scheduled or recurring scans for unlisted completed projects (e.g., weekly batch updates).

Platform Variants

1. Asana

• Function: Webhooks + Task Completion API — triggers when a “Project” marked complete.
  
• Configuration: Automated webhook endpoint on Asana project status “complete”.
  

2. Trello

• Function: Power-Up Automation + Checklist Webhook — triggers automation on card move to “Done”.
  
• Configuration: Set Power-Up to monitor board and send data on card movement.
  

3. Monday.com

• Function: Integration recipes + Item Status Change — automation recipe on status change.
  
• Configuration: “When status changes to Done, notify external endpoint”.
  

4. Jira

• Function: Workflow Post Functions — webhook trigger when “Done” issue transition.
  
• Configuration: Post-function automation for status “completed”.
  

5. Airtable

• Function: Automations + Record Update — triggers when project base row’s status field changes.
  
• Configuration: Automation runs on specific column value change.
  

6. Notion

• Function: Integration with Databases API — automatedly monitors for new “Completed” database entries.
  
• Configuration: Scheduled API sync to retrieve completed projects.
  

7. Microsoft SharePoint

• Function: Power Automate Flow + List Item Update — triggers automation when status column updates.
  
• Configuration: Power Automate flow on list item change.
  

8. Google Drive

• Function: App Script + Folder Watcher — automation triggered by file upload to “Portfolio” parent folder.
  
• Configuration: App Script bound to Google Drive folder for file create events.
  

9. Dropbox

• Function: API Webhook — automation triggers on new file upload in designated directory.
  
• Configuration: Dropbox Webhook notification setup for portfolio folder.
  

10. Box

• Function: Metadata Triggered Automation — Box Relay automation on folder change.
  
• Configuration: Box Relay set for file or metadata updates.
  

11. WordPress

• Function: REST API + Post Automation — creates new post/project entries programmatically on completion event.
  
• Configuration: Custom plugin or automation posts content via REST API.
  

12. Squarespace

• Function: API Entry Automation — automatedly post new portfolio entry via Content API.
  
• Configuration: API workflow triggered from external event.
  

13. Wix

• Function: Wix Automations + HTTP Functions — automation updates portfolio with new item through webhook.
  
• Configuration: Wix automation scenario for HTTP endpoint.
  

14. Webflow

• Function: CMS API + Collection Item Create — programmatically automate new item add.
  
• Configuration: API key and endpoint set for portfolio collection.
  

15. LinkedIn

• Function: API Content Distribution — publish completed project as automated company update.
  
• Configuration: LinkedIn Marketing API with “Create Share” endpoint.
  

16. Behance

• Function: Publish Project API — automate publishing to Behance portfolio.
  
• Configuration: Call Behance API with project metadata on completion.
  

17. Instagram

• Function: Graph API Media Publish — automate image/video upload for project completion.
  
• Configuration: Automated call to Instagram Graph API with media URLs.
  

18. HubSpot

• Function: Workflow Automation + Custom Object — create/update portfolio entry when project lifecycle stage changes.
  
• Configuration: HubSpot workflows tied to deal stage.
  

19. Salesforce

• Function: Process Builder + Custom Object — automates addition to “Portfolio” object on opportunity close.
  
• Configuration: SFDC automation on opportunity marked “Closed-Won”.
  

20. Slack

• Function: Incoming Webhook + Workflow Builder — automate portfolio update notification in a dedicated channel.
  
• Configuration: Workflow Builder runs on project completion event.
  

21. Smartsheet

• Function: Automation Rules + Row Change — automate webhook trigger when row status is updated.
  
• Configuration: Automated rule to monitor status column.
  

22. Contentful

• Function: Content Management API + Webhook — automated creation of new entry in Portfolio Content Type.
  
• Configuration: Webhook triggers API to add entry.
  

Benefits

1. Automates the entire update cycle, removing manual steps.

2. Reduces lag between project completion and public recognition.

3. Minimizes human error and ensures portfolio always up-to-date.

4. Automator increases client confidence by always showcasing firm’s latest accomplishments and expertise.

5. Improves marketing ROI by automatedly aligning sales collateral and social proof in real time.