Client
Our client operates an innovative construction industry SaaS technology platform whose core value proposition centers on advanced document analysis, powered by their proprietary AI-driven Q&A functionality. Their business model requires them to ingest and analyze documentation provided by their end customers, making seamless file delivery a critical operational function necessary to fulfill contractual obligations.
Challenge
The client faced a critical sales and operational roadblock: their platform required end-customer files for analysis, but their target market relied on several major file management systems, including Box, Egnyte, Dropbox, and CMIC. To win and onboard new customers, they needed a reliable, standardized way to integrate with all these platforms.
Without automation, file delivery would remain manual, error-prone, and restricted to customers using only one pre-built system—severely limiting sales reach and platform adoption.
The core technical challenge was developing a robust, embedded integration template for each system that could:
- Replicate folder structures from the source system to the client’s platform
- Securely deliver new and updated files (or download links/metadata) on an hourly basis
- Be deployable through automated onboarding processes for individual customers
Solution
Dispatch partnered with the client to design and implement a suite of canonical file-management integrations built on Workato, transforming their ability to ingest customer data reliably and at scale.
The solution focused on creating standardized, low-maintenance templates:
- Platform of Choice: We utilized the Workato platform to build high-level workflows that manage data flow and exception handling.
- Batch Processing: All file and folder deliveries are handled via hourly batch actions to minimize system load and reduce processing costs.
Use Case Coverage: Each integration was scoped to support commonly used file-management operations, including folder creation, file uploads, file updates, and file deletion processing (for Egnyte and Dropbox).
Template Development: The final integrations were designed to be easily released as templates for individual customer deployments, supporting scalable and automated onboarding.
The result is a robust integration suite that automates the file delivery required for the client’s AI-driven Q&A engine to operate effectively.
Value Delivered
The canonical integration suite has transformed how the client sells and delivers its core service, providing value across multiple strategic priorities:
- Sales Enablement & Revenue Growth: Automated file delivery removes a major sales barrier by enabling the client to serve customers using Box, Egnyte, Dropbox, or CMIC—expanding their total addressable market and improving win rates.
- Contractual Reliability: The integration manages mission-critical functions necessary to fulfill customer contracts. Automation ensures that the Q&A engine always has the documentation required for analysis, protecting service delivery quality.
- Operational Efficiency & Cost Control: Hourly batch delivery and minimized redundant file updates reduce processing costs and optimize system performance.
- Scalable Onboarding: The template-based integration approach aligns seamlessly with the client’s automated onboarding workflows, significantly reducing the effort required to bring new customers live.
Summary
In a highly competitive platform market, seamless integration with a customer’s existing tech stack is non-negotiable. Our partnership with the client resulted in a powerful, unified suite of Workato integrations that solved the critical challenge of delivering files across multiple cloud-storage platforms.
By automating the flow of documentation, the client has successfully removed sales friction and strengthened the operational foundation needed to power their AI-driven insights at scale.
Andrew Castle is Principal Consultant at Dispatch Integration, helping businesses meet strategic goals by getting more out of their enterprise software. Andrew has supported clients across diverse industries, leveraging his skills in database management, workflow automation, and solution consulting to deliver measurable impact and operational efficiency.
