Seeking Automation Solutions for Metal Fabrication Contractor Processes

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Hello, I’m looking to automate several repetitive tasks at GOPELIA Metalworks to enhance our operational efficiency. We have a few specific needs:

  1. Automated File Renaming: A bot that automatically renames PDF files based on the construction document sheet name, typically found in the bottom corner of the file. This should apply to all unrenamed sheets in a specific folder.

  2. Warranty Information Automation: Automatically fill out warranty information using a template (or create a new one) upon project completion, triggered by the receipt of the final release of lien.

  3. Automated Releases of Lien: Fill out and send releases of lien automatically to facilitate quicker payment processes.

  4. Automated Project Contact Information Requests: Send an email to clients with a standardized template to request project contact information (superintendent, accountant, manager) each time a project is approved in our Knowify construction management software.

Could anyone assist with setting up these automations or guide me on the best practices for implementing these workflows? Thank you!

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Hey @Carl_Fuentes! If you’re reporting an issue with a flow or an error in a run, please include the run link and make sure it’s shareable so we can take a look.

  1. Find your run link on the history page. Format: https://www.gumloop.com/pipeline?run_id={{your_run_id}}&workbook_id={{workbook_id}}

  2. Make it shareable by clicking “Share” → ‘Anyone with the link can view’ in the top-left corner of the flow screen.
    GIF guide

  3. Provide details about the issue—more context helps us troubleshoot faster.

You can find your run history here: https://www.gumloop.com/history

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Hi Carl,
Happy to help . Can you setup a call here : 30 Min Meeting | Shrikar archak | Cal.com or email me at shrikar84@gmail.com

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