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Project Document Review

Category: Documents

New documents uploaded and you need a quick review of what's come in? This task reviews newly uploaded project documents within a specified time period — with flexible filtering by title, originating organisation, document type, status, category, and file extension. Generates a PlanOps report with document analysis and summary.

Input Parameters​

ParameterTypeRequiredDescription
Period to Search (Days)NumberNoNumber of days in the past to search for newly uploaded documents based on uploaded_at.
File TypesMultiple SelectionNoSelect the file types/extensions to include in the review. Leave empty to include all file types.
Accepted Documents OnlyBooleanNoIf enabled, include only documents with processing_status = ACCEPTED. Otherwise, include all proc...
Title / Description SearchTextNoSearch for documents whose title, description, or document reference contains this text.
Originating OrganisationOrganization PickerNoFilter documents by the originating organisation (e.g. structural engineer, architect). Leave emp...
Document TypeMultiple SelectionNoFilter by document type classification. Leave empty to include all types.
Document StatusDropdownNoFilter by document status. Leave empty to include all statuses.
CategoryTextNoFilter documents by category. Leave empty to include all categories.
Additional Review ContextTextNoOptional additional information or specific areas to focus on during the document review.

Parameter Details​

Period to Search (Days)

Number of days in the past to search for newly uploaded documents based on uploaded_at.

Default: 1

File Types

Select the file types/extensions to include in the review. Leave empty to include all file types.

Options:

  • pdf - PDF
  • xlsx - XLSX (Excel)
  • xls - XLS (Excel Legacy)
  • docx - DOCX (Word)
  • doc - DOC (Word Legacy)
  • csv - CSV
  • txt - TXT
  • png - PNG
  • jpg - JPG/JPEG
  • dwg - DWG (AutoCAD)
  • dxf - DXF
  • pptx - PPTX (PowerPoint)
  • msg - MSG (Outlook)
  • eml - EML (Email)
  • zip - ZIP

Accepted Documents Only

If enabled, include only documents with processing_status = ACCEPTED. Otherwise, include all processing statuses.

Default: False

Document Type

Filter by document type classification. Leave empty to include all types.

Options:

  • DRAWING - Drawing
  • SPECIFICATION - Specification
  • REPORT - Report
  • SCHEDULE - Schedule
  • CALCULATIONS - Calculations
  • CERTIFICATE - Certificate
  • CONTRACT - Contract
  • METHOD_STATEMENT - Method Statement
  • RISK_ASSESSMENT - Risk Assessment
  • WARRANTY - Warranty
  • BROCHURE - Brochure
  • CATALOG - Catalog
  • PDF - PDF
  • OTHER - Other

Document Status

Filter by document status. Leave empty to include all statuses.

Options:

  • DRAFT - Draft
  • FOR_REVIEW - For Review
  • FOR_COORDINATION - For Coordination
  • FOR_APPROVAL - For Approval
  • APPROVED - Approved
  • CONSTRUCTION - Construction
  • FINAL_CONSTRUCTION - Final Construction
  • CONSTRUCTION_RECORD - Construction Record
  • PRELIMINARY - Preliminary
  • IN_PROGRESS - In Progress
  • AS_BUILT - As Built
  • ARCHIVED - Archived
  • UNCLASSIFIED - Unclassified

Outputs​

Summary​

Type: Text/Markdown

Summary

Outputs​

Type: Array

Outputs

Completion Time​

Type: String

Completion Time

Example Use Cases​

Recent Drawing Uploads​

Review documents uploaded in the last 7 days filtered by drawings.

Configuration:

  • Period Days: 7
  • File Types: ['dwg', 'pdf']

Tags: documents · review · project-documents · planops-report

Last updated: 2026-06-27