From ERP event to ready workspace, automatically
AE Automate is set up once and then runs quietly in the background, and every new project gets the right folder structure without anyone lifting a finger.
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01
Connect your ERP
Link AE Automate to your ERP, starting with BQE CORE, so new projects and phases can be detected automatically.
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02
Define folder templates
Build the standard folder structure your firm uses, including subfolders, naming conventions, and variables.
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03
Configure project rules
Set rules for which template and destination applies based on office, discipline, project type, or other attributes.
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04
Install the Windows agent
Deploy the lightweight local agent inside your network. It connects out to AE Automate over HTTPS, with no inbound firewall changes required.
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05
Automatically create project folders
When a new project is created in your ERP, the agent builds the correct folder structure on your file server within moments.
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06
Monitor results from the dashboard
Track every folder creation event, review the audit log, and troubleshoot any exceptions from a central dashboard.
Built for IT-approved deployment
The Windows agent only makes outbound HTTPS connections to AE Automate. It never requires inbound firewall ports, remote access into your network, or exposing your file server to the internet, making it straightforward for IT teams to approve and deploy.
Ready to standardize project setup?
See how AE Automate can automate project folder creation for your firm.