AI
Openasset
19 min
openasset is a digital asset management and ai assisted proposal platform for aec firms, streamlining asset organization and proposal creation integrating with make com enables automated workflows, improving efficiency in managing assets, rfps, and marketing materials across connected tools this is ai generated content based on official openasset documentation the content may still contain errors—please verify important information if you have questions, contact openasset support directly how to get support on openasset openasset is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=openasset\&app slug=openasset community\&app unique id=openasset a6x3hp requirements to use the openasset app in make, you must have an active openasset account and an authentication token, create your account on openasset app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect openasset and {{product name}} to get started, you must first create a connection between openasset and {{product name}} , allowing the two services to communicate you can connect using the following method token authentication token authentication instructions you need to generate an authentication token and retrieve its token id and token string log in to your openasset platform using your credentials navigate to the security settings section of your openasset system locate the section for authentication tokens create a new authentication token note the generated token id note the generated token string some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=openasset\&app slug=openasset community\&app unique id=openasset a6x3hp create the connection in {{product name}} log in in your make account , add the openasset module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your openasset or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application openasset modules after connecting to the openasset app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a new field add a new field to your database or form, allowing you to store and organize additional information as needed create a new project creates a brand new project, allowing you to organize and manage related tasks, files, or activities within your workspace delete a specific employee remove a particular employee from your system by permanently deleting their record delete a specific field removes a particular field of your choice from a selected record, helping you keep your data organized and up to date delete a specific file delete a specific file removes a particular file you specify from your storage simply choose the file you want to delete, and this module will permanently remove it from your system delete a specific project remove a particular project from your account by permanently deleting it with this module get all employees retrieve a complete list of all employees from your system, including their details get all fields retrieves a complete list of all available fields from your selected resource, helping you see and use all the data options you can work with get all files retrieve all files this module allows you to fetch a complete list of all files stored in your connected account or specified folder, making it easy to view and manage your documents in one place get all projects retrieves a complete list of all your projects, allowing you to view and manage every project in your account get a specific employee retrieve detailed information about a particular employee get a specific field retrieve a particular field from your data, allowing you to access exactly the information you need from a record or dataset get a specific file retrieve a particular file from your chosen source, allowing you to access and work with exactly the file you need get a specific project retrieve detailed information about a particular project by specifying its unique identifier this module allows you to access all the key details related to a specific project make an api call perform a custom api request to interact directly with the selected service, allowing you to access specific endpoints, retrieve data, or trigger actions not covered by the standard modules update a specific employee update details for a specific employee in your system, such as their contact information, job title, or other profile fields update a specific field update a specific field this module lets you update the value of a particular field in an existing record simply choose which field you want to change and provide the new information—perfect for keeping your data accurate and up to date! update a specific file update a specific file this module allows you to update the contents or details of a particular file you choose use it when you need to make changes to an existing file, such as modifying its data or updating its properties update a specific project update details of a selected project templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} openasset resources you can have access to more resources related to this app on the following links openasset website openasset documentation openasset api documentation openasset page on make