US 12,450,539 B2
Metadata-based recommendations of workflows for data files
Matthew Croy Bosch, Satellite Beach, FL (US); Riley Scott Herman, Austin, TX (US); Dallas Hall, Marysville, WA (US); and Kathryn Gallagher, Austin, TX (US)
Assigned to Procore Technologies, Inc., Carpinteria, CA (US)
Filed by Procore Technologies, Inc., Carpinteria, CA (US)
Filed on Jan. 19, 2022, as Appl. No. 17/578,894.
Prior Publication US 2023/0230006 A1, Jul. 20, 2023
Int. Cl. G06Q 10/00 (2023.01); G06Q 10/0633 (2023.01); G06Q 50/08 (2012.01)
CPC G06Q 10/0633 (2013.01) [G06Q 50/08 (2013.01)] 17 Claims
OG exemplary drawing
 
1. A computing platform comprising:
a network interface;
at least one processor;
at least one non-transitory computer-readable medium; and
program instructions stored on the at least one non-transitory computer-readable medium that are executable by the at least one processor such that the computing platform is configured to:
provide a common data environment (CDE) for electronic data files that serves as a source of truth for electronic data files associated with a construction project;
receive, from a first client station, a data file;
based on determined categories of metadata that have more influence compared to other categories with respect to determining workflows to be carried out with respect to data files, obtain, from a set of metadata associated with the data file, a subset of metadata associated with the data file;
input the obtained subset of metadata into one or more machine-learning models, wherein the one or more machine-learning models are trained based on historical data regarding workflow assignments for construction projects;
use the one or more machine-learning models to output, for each respective workflow in a universe of workflows that are available for assignment to data files, a predicted likelihood that the respective workflow is appropriate for the data file;
determine, based on the predicted likelihoods and a predefined threshold value, at least one recommended workflow for assignment to the data file, wherein each workflow of the at least one recommended workflow (i) defines a set of one or more actions that are to be taken in connection with the data file and (ii) is associated with a respective predicted likelihood that exceeds the predefined threshold value;
display, via a second client station, a graphical user interface (GUI) including a user-selectable button presented to a user to select a given recommended workflow for assignment to the data file, wherein the user-selectable button presented to the user includes an element to select an indicator that allows the user to dismiss the given recommended workflow as an option for assignment to the data file;
prior to promoting the data file to the CDE, assign a selected workflow from the at least one recommended workflow as an associated workflow for the data file;
in response to assigning the selected workflow from the at least one recommended workflow as an associated workflow for the data file, automatically initiate the selected workflow by generating a communication regarding the selected workflow and sending, to a third client station that is associated with an individual responsible for performing a first action of the selected workflow, the communication regarding the selected workflow, wherein the communication regarding the selected workflow includes information about the data file, an action required, and a due date of the action; and
after the selected workflow is completed, promote the data file to the CDE.