Project & Drawing Management

Keep every drawing revision, approval status, and project milestone in one place without chasing team members for updates.

32 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Drawing management in architecture studios involves receiving uploads, renaming files to match studio standards, organizing them into project folders, and logging revisions manually.

Automation captures uploaded drawings, applies naming conventions instantly, routes files to correct folders, logs all revisions with metadata, and assembles client review packages on demand. Teams spend less time on file administration and more time on design work.

Key features
Automatically detect project, phase, and discipline from uploaded drawing files
Apply studio naming conventions and move files to correct folders instantly
Log all drawing revisions with version number, timestamp, and uploader details
Update project status database to reflect latest drawing state and review readiness
Generate and send client review packages with current drawing sets on schedule
Notify team members of new drawings and updates through messaging channels

How The Automation Works

The full workflow, from trigger to completion.

1. Drawing Uploaded to Project Foldertrigger

Automation detects when a new file is added to any monitored project folder.

2. Extract File Metadata and Classify

The automation analyzes the file name, folder location, and metadata to identify the project, phase, discipline, and drawing type.

3. Auto-Rename and Organize File

Automation renames the file according to studio standards and moves it to the correct subfolder within.

4. Log Revision

Automation creates a new revision record with drawing name, version, timestamp, uploader, and file link.

5. Update Project Status

Automation updates the project record to reflect the latest drawing version and readiness status.

6. Notify Team

Automation sends a formatted message to the project channel with drawing details and a direct link to the file.

7. Send Client Review Package

When a phase is marked complete, automation collects all current drawings, creates a PDF package, and emails it to the client with review instructions.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
32hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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