Product

Everything you need to standardize project setup

AE Automate combines ERP monitoring, folder templates, rules, and a secure local agent into one automated workflow.

ERP Project Detection

AE Automate monitors your ERP for newly created projects and phases, so folder creation starts the moment a project exists, with no manual trigger needed.

Folder Template Designer

Build the exact folder structure your firm uses, including nested subfolders, once. Apply it consistently across every project going forward.

Custom Variables

Use variables like project number, project name, client, office, and discipline to name folders automatically and consistently.

Conditional Rules

Apply different templates and destinations based on project type, office, discipline, or other attributes pulled directly from your ERP.

Windows File Server Agent

A lightweight local agent installed inside your network creates folders directly on your file server using outbound HTTPS only.

Secure Project Routing

Folders are created only in pre-approved root locations, reducing the risk of project data landing in the wrong place.

Audit Logs

Every action AE Automate takes is logged: what was created, where, when, and from which ERP event, for full operational visibility.

Error Handling and Retry

If folder creation fails, whether from a locked path, a permissions issue, or a brief network interruption, AE Automate retries automatically and flags issues that need attention.

Future Storage Provider Support

Windows file servers are the first supported destination, with Egnyte, Newforma, and SharePoint provisioning planned as the platform expands.

Naming Templates

Consistent naming, every time

Define your top-level folder name once using variables, and AE Automate applies it to every new project automatically.

              {ProjectNumber} - {ProjectName}
            

Available variables include project number, project name, client name, office, discipline, and project type, pulled directly from your ERP at the time of creation.

Example Output

A complete project workspace

Here's what a new project folder looks like the moment AE Automate finishes setup.

240123.00 - Smith Office Renovation

01 Contracts
02 Correspondence
03 Drawings
04 RFIs
05 Submittals
06 Billing
07 Photos
08 Closeout

Ready to standardize project setup?

See how AE Automate can automate project folder creation for your firm.