Shop Drawing & Approval Tracking

Keep every drawing revision, reviewer comment, and approval status visible without chasing emails or rebuilding spreadsheets.

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

About This Automation

Shop drawing approval tracking involves creating, routing, and collecting sign-offs from multiple stakeholders on technical drawings before fabrication begins. Manual routing and chasing approvals creates delays, missed deadlines, and lost audit trails.

Automation routes drawings to the correct approvers based on project type, monitors approval status in real time, sends reminders automatically, and maintains a complete digital record of all sign-offs and comments.

Key features
Route drawings automatically to the correct approvers based on project type and drawing category
Track approval status in real time and alert the team to overdue drawings
Send reminders to approvers who miss deadlines without manual follow-up
Collect digital signatures and maintain a complete audit trail of all approvals
Update project status automatically when all approvals are received
Archive signed drawings and approval records in a centralized location

How The Automation Works

The full workflow, from trigger to completion.

1. Drawing uploaded or marked readytrigger

A new drawing file is uploaded or a revision is flagged as ready for approval in the tracking system.

2. Identify approvers by project type

The automation reads the project metadata and drawing category to determine the correct approvers from a rules table.

3. Create approval request

The automation creates a envelope with the drawing attached and routes it to each approver with a deadline.

4. Send notification to approvers

Messages are sent to each approver with a link request and a deadline reminder.

5. Log approval

When an approver signs, the automation records the approval status, timestamp, and approver name.

6. Send reminder for overdue approvals

If an approval is not received by the deadline, the automation sends a reminder message and email to the approver.

7. Notify fabricator when approved

Once all approvals are collected, the automation sends a message to the fabricator with the approved drawing and a link to start production.

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.

Recommended for you

Other high-impact processes teams commonly map alongside this one.

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.

View more FAQs
Estimated Time Saving
90hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

Map This Automation

No credit card required — it's free.