Project Management and WorkflowPurpose:
1.2. Ensures clients are informed of project stages (e.g. booking, editing, review, completion) through automated notifications.
1.3. Streamlines internal task assignments and milestone management by automating communication and status updates.
1.4. Automates escalation for delays and automates reminders to teams and clients.
Trigger Conditions:
2.2. Milestone completion (e.g., shoot complete, editing, proof delivery).
2.3. Status change in project management tool.
2.4. Approaching, met, or missed deadline.
2.5. Client uploads/approves files.
2.6. Assignee change or internal workflow transition.
Platform Variants:
• Feature/Setting: SMS API; webhook triggers automated SMS on status change (e.g., "Your photos are ready for review.")
3.2. SendGrid
• Feature/Setting: Transactional email API; automates personalized status notifications.
3.3. Slack
• Feature/Setting: Incoming Webhooks; automates internal team alerts for delivery timelines and project status.
3.4. Microsoft Teams
• Feature/Setting: Adaptive Cards via Connector/Trigger; automates status posts on channel for key events.
3.5. Gmail
• Feature/Setting: Gmail API; automatically sends templated emails for delivery progress or delays.
3.6. Outlook
• Feature/Setting: Office 365 integration or Outlook REST API; automates email alerts for each milestone.
3.7. WhatsApp Business API
• Feature/Setting: Automates text-based status updates to clients about their project.
3.8. Pipedrive
• Feature/Setting: Workflow Automation; automates follow-ups and status change alerts.
3.9. Asana
• Feature/Setting: Rules/Asana API; automates task assignments and delivery deadline notifications.
3.10. Trello
• Feature/Setting: Butler Automation; automates moving cards and notifications on card status changes.
3.11. Monday.com
• Feature/Setting: Monday Automations; automates client, photographer, and editor notifications as project moves through stages.
3.12. Salesforce
• Feature/Setting: Process Builder/Flows; automates client notifications and internal escalation on overdue deliveries.
3.13. Notion
• Feature/Setting: Notion API; automates comment or page updates when delivery status changes.
3.14. ClickUp
• Feature/Setting: Automations; schedule automated reminders for due dates and status transitions.
3.15. Zoho CRM
• Feature/Setting: Workflow Rules/APIs; automates client alert emails and status updates.
3.16. Airtable
• Feature/Setting: Airtable Automations/Scripting; automates email/SMS updates when timeline changes.
3.17. HubSpot
• Feature/Setting: Workflow Automation; automates status notifications for clients and team members.
3.18. Zapier
• Feature/Setting: Automated multi-app workflows to sync project status and automate follow-ups.
3.19. Google Chat
• Feature/Setting: Webhook/Chat API; automates status alerts in chat spaces for internal teams.
3.20. Discord
• Feature/Setting: Bots/Webhooks; automates status update posts to client or private project channels.
3.21. Mailchimp
• Feature/Setting: Automated Campaigns/Transactional API; automates milestone-based emails.
3.22. Intercom
• Feature/Setting: Event-based messaging automation; automates in-app or email notifications on status changes.
3.23. ClickSend
• Feature/Setting: SMS/Email API; automates delivery of project status via SMS/email.
Benefits:
4.2. Automatedly keeps clients updated, increasing satisfaction and reducing uncertainty.
4.3. Automates escalation for delays, minimizing project overruns.
4.4. Automates reminders to team, ensuring accountability and timeline adherence.
4.5. Improves operational efficiency by automating multi-channel, real-time status updates in delivery workflows.