Use Cases

How A&E firms put AE Automate to work

From day-one folder automation to future document management provisioning, AE Automate is built around real project operations workflows.

New Project Folder Creation

The moment a project is created in your ERP, AE Automate automatically builds the standardized folder structure on your file server, with no manual setup required.

Secure Project Routing

Project folders are created only in the correct, pre-approved locations, reducing the risk of data landing in the wrong place.

Office-Specific Folder Standards

Multi-office firms can apply different folder templates and root locations per office, while keeping firmwide governance intact.

Discipline-Specific Templates

Architecture, structural, MEP, and civil teams can each use folder templates tailored to how their discipline organizes project work.

Project Closeout and Archiving

Future

Automatically reorganize or archive project folders when a project reaches closeout, keeping active and completed work clearly separated.

ERP-to-Document-Management Provisioning

Future

Extend automated provisioning beyond file servers to document management platforms like Egnyte, Newforma, and SharePoint.

IT Operations Automation

Future

Reduce recurring IT tickets by automating other repetitive project setup tasks alongside folder creation.

Ready to standardize project setup?

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