Auto-sorting and storing design files based on project

Purpose

1.1. Automate the process of sorting, categorizing, and storing design files (e.g., DWG, DGN, PDFs) into organized project-based folders to streamline project management, reduce manual document handling, and ensure all drafting deliverables are filed consistently.
1.2. Automatedly detect project identifiers in file names or metadata, assign files to correct directories (local or cloud), and enable team-wide access/alerts for newly stored items, supporting compliance, revision control, and rapid retrieval.

Trigger Conditions

2.1. New file created, uploaded, or modified in a designated drafting folder or team inbox.
2.2. File metadata match (project code, client name, date).
2.3. Receipt from email, file-sharing link, or collaborative design platform.
2.4. Scheduled scan for new unfiled design documents within staging directories.

Platform Variants

3.1. Dropbox
• Feature/Setting: Automate file upload triggers and move files via “Files/Move” API using project folder pathing rules.
• Sample: Select “New file in folder” + “Move file” to destination path formatted as /{project_code}/drawings.

3.2. Google Drive
• Feature/Setting: Configure “Files: list” to search new uploads; automate with “Files: update” to move/organize.
• Sample: Search for .dwg files in “to-sort” and move to /Projects/{project}/Designs.

3.3. Microsoft OneDrive
• Feature/Setting: Automate using “Create File,” “List children,” and “Move file” for organization.
• Sample: Filter by document tags, then relocate per project folder structure.

3.4. Autodesk BIM 360 Docs
• Feature/Setting: Use “Upload File” and “Move File” APIs for automated file sorting into project-dedicated folders.
• Sample: Trigger automation on file upload, then assign to /Projects/{project}/Drafts.

3.5. Box
• Feature/Setting: Automate with “Upload”, “Search”, and “Move” endpoints for rule-based filing.
• Sample: Detect via metadata, then Box “Move” into correct subdirectory.

3.6. Egnyte
• Feature/Setting: Set up “File Uploaded” trigger and automate “Move” with project structure mapping.
• Sample: Organization by scanning for project number in filename.

3.7. Trimble Connect
• Feature/Setting: Use project API to automate document moves post-upload.
• Sample: Auto-route design drawings into current project workspace folders.

3.8. SharePoint
• Feature/Setting: Automate with “Get files” and “Move to” for project Document Libraries.
• Sample: Keyword-based routing via site flow automation.

3.9. SFTP Servers
• Feature/Setting: Monitor upload directory, apply regex sort, then automatedly SFTP “mv” to target directories.
• Sample: Sort by client/project code in file names.

3.10. Smartsheet
• Feature/Setting: “Attach file” to project row triggered by detected upload or list update.
• Sample: Automatically attach specification sheets to Design Project rows.

3.11. Monday.com
• Feature/Setting: Use File Column Automation; move to group based on “Project” field.
• Sample: Automatedly archive completed project files per rule.

3.12. Slack
• Feature/Setting: File upload event triggers bots to export & sync to drive / project folder.
• Sample: Automate new drawing files DMed to channel sorted by topic.

3.13. Notion
• Feature/Setting: API integration to automate file block creation under project pages.
• Sample: Automatedly sort and link files by project tag.

3.14. Trello
• Feature/Setting: Card attachment trigger, Power-Up automation to move attachments into Drive/Dropbox project root.
• Sample: Monitor for new “Drawing” card and auto-save attachment by project.

3.15. Zapier
• Feature/Setting: Multi-app “File Uploaded” + “Filter” + “Move file” workflows.
• Sample: Automated sorting using naming conventions across several platforms.

3.16. Integromat (Make)
• Feature/Setting: Scenario initiates on upload, filter by filename or metadata, auto-route file.
• Sample: Parallel moves to different cloud storage based on type.

3.17. Adobe Creative Cloud
• Feature/Setting: Creative Cloud API “Upload Asset”; automate post-upload tagging and move.
• Sample: Place assets in shared folder based on project ID in metadata.

3.18. FTP Servers
• Feature/Setting: Watch for new files, run automated script to parse and move per project.
• Sample: Automated cron job for daily sorting.

3.19. Procore
• Feature/Setting: Files Tool API to upload & move drawings automatically into project folders.
• Sample: Trigger when a new revision is filed, then automatedly archive the previous.

3.20. Salesforce
• Feature/Setting: Files Connect automation, categorize uploaded files under opportunities/projects.
• Sample: Auto-move architectural proposals based on record fields.

3.21. Asana
• Feature/Setting: Tasks attachments upload auto-sync into cloud directory matching task project.
• Sample: Automatedly attach files to project folders upon comment upload.

3.22. JIRA
• Feature/Setting: Issue-created/attachment trigger, store documents to linked project directory.
• Sample: Automation for technical file sorting by ticket’s Epic/project field.

Benefits

4.1. Automates repetitive filing to minimize manual effort and error.
4.2. Ensures all project-related design files are consistently organized and accessible.
4.3. Supports revision management and seamless collaboration with automated alerts.
4.4. Automatedly accelerates project onboarding and compliance with filing standards.
4.5. Enables automating team notifications and access controls for new or updated documents.