Store all documentation securely in organized digital folders

Purpose

1.1. Automate the collection, categorization, and storage of invoices, contracts, receipts, payments, and compliance documents in specified digital folders.
1.2. Automating ensures all billing, payments, and project documentation for countertop retail is securely centralized and retrievable, with proper version control and permissions.
1.3. Complies with industry standards for home improvement documentation, payment record keeping, and audit requirements.
1.4. Enables automated document sharing, workflow triggers, periodic backups, encryption, and retention policies for streamlined and secure operations.

Trigger Conditions

2.1. Automated upload from point-of-sale system after invoice or payment completion.
2.2. Contractor or staff submits new documentation via web form or email attachment.
2.3. Automatedly scheduled import from integrated accounting/ERP system on file creation or approval.
2.4. Automation of document generation triggers from CRM upon deal status change.
2.5. Automator for email inbox filters for keywords: "invoice", "payment", "PO#", automating file capture.
2.6. Automated scan and upload from multi-function printer/copier through cloud drive integration.

Platform Variants

3.1. Google Drive
• API: Files.create, Permissions.create — configure to automate folder creation for each project and document type.
3.2. Microsoft OneDrive
• Endpoint: /drive/root/children — automates uploading, metadata tagging, and structuring.
3.3. Dropbox
• Function: files_upload, sharing_create_shared_link — automatable secure upload and permission sets per document.
3.4. Box
• API: Folders.create, Files.upload — automate folder tree construction and storage lifecycles.
3.5. Egnyte
• Endpoint: /v1/fs-content — automates file transfer for industry-compliant archiving.
3.6. SharePoint Online
• REST API: /_api/web/folders — automator for structured document libraries and access control.
3.7. Zoho WorkDrive
• API: uploadFile, createFolder — automating workspace setup and document uploads.
3.8. Citrix ShareFile
• Feature: File Box automation — integrated upload, automates distribution into client subfolders.
3.9. M-Files
• Function: VaultObjectOperations — automates document classification and storage policies.
3.10. Alfresco
• API: /api/-default-/public/alfresco/versions/1/nodes — automate repository upload and tagging.
3.11. pCloud
• Function: uploadfile, createfolder — automates filing by customer/job number.
3.12. Nextcloud
• API: WebDAV endpoint — automator to allocate project-specific folders upon contract close.
3.13. DocuWare
• Feature: Intelligent Indexing API — automating scanned document storage and keyword extraction.
3.14. Amazon S3
• Operation: PutObject, CreateBucket — automatable archival and encryption for documents.
3.15. Azure Blob Storage
• API: Put Blob/Container — automate mapping retail locations or job numbers to containers.
3.16. Google Cloud Storage
• Function: objects.insert — automate storing, labeling, and retention management.
3.17. SAP Document Management
• API: /sap/opu/odata — automates storing records from SAP modules.
3.18. Monday.com
• Automation: Files column upload via API — automator sync of workflow-generated docs.
3.19. Slack
• App: Files.upload — automate capturing and routing paperwork dropped in channels.
3.20. Trello
• Power-Up: Attachment automation — automatedly sorts and transfers documents based on board actions.

Benefits

4.1. Automated digital storage reduces manual errors and misfiling in countertop retail workflows.
4.2. Automation strengthens data security with access management and compliance for sensitive documents.
4.3. Automating folder structures and retention policies accelerates audit prep and e-discovery for home improvement retailers.
4.4. Automator ensures business continuity by automatedly backing up and organizing documents offsite.
4.5. End-to-end automation frees staff from repetitive tasks, automates visibility, and improves response times to documentation requests.