Store and organize regulatory documentation

Purpose

1.1. To automate the capture, storage, classification, versioning, and retrieval of regulatory documents for horse boarding stables.
1.2. Ensures automated regulatory compliance with local, state, and federal guidelines.
1.3. Automates document retention schedules, oversees expiration automation for permits, automates policies for periodic reviews, and automates audit trail generation.
1.4. Enables automated alerts for upcoming compliance deadlines and empowers team members to access the latest documentation automatically.

Trigger Conditions

2.1. New regulatory documents uploaded or received via email, web, or drive.
2.2. Changes detected in regulations or laws affecting boarding stables.
2.3. Automated calendar dates for compliance reviews or renewals.
2.4. Automated manual or bulk import initiated for historical documentation.

Platform Variants

3.1. Google Drive
• Feature/Setting: Use "Files: create" API to automate upload and "Files: list" to organize by label/folder; configure triggers for new file events.

3.2. Microsoft SharePoint
• Feature/Setting: Automate with "Create File" and "Create Folder" endpoints; use automated document library triggers and versioning options.

3.3. Dropbox
• Feature/Setting: "files/upload" and "files/list_folder" APIs for automation of cloud storage and structuring; webhook for file changes.

3.4. Box
• Feature/Setting: "Upload File" API automates storage; "Search" and "Folders" APIs for automated organization; configure automated retention/expiration.

3.5. OneDrive
• Feature/Setting: Configure "Create File" and "List Items" for automated file storage/organization in compliance folders.

3.6. DocuSign
• Feature/Setting: "Envelopes: list" and "Documents: download" APIs allow automated archiving of executed documents in compliance folders.

3.7. AWS S3
• Feature/Setting: Use "PutObject" to automate upload; "ListObjectsV2" to organize; set up automated lifecycle rules for archival.

3.8. Google Workspace (Gmail + Drive)
• Feature/Setting: Gmail API with Drive API automates detection of regulatory docs and drives automated transfers to compliance folders.

3.9. Slack
• Feature/Setting: Use "Files.upload" API for automated team visibility and "Files.list" for status; establish compliance-specific channels.

3.10. Notion
• Feature/Setting: Automate with "Pages.create" for document entries, use relational databases for structured regulatory tracking.

3.11. Airtable
• Feature/Setting: "Create record" and "Attachment field" automation for document reference/organization; automate reminders with Airtable Automations.

3.12. Trello
• Feature/Setting: Automate "Create Card" with attachments for document tracking; use Butler automation to move cards for review expiry.

3.13. Monday.com
• Feature/Setting: Use "items.create" for document tracking, automate item movement between boards for review cycles.

3.14. Zoho Docs
• Feature/Setting: Automates intake and classification using Zoho Docs API "Upload"; organize with "Folder" API.

3.15. M-Files
• Feature/Setting: Automate document capture with M-Files API; set rules for automated retention and expiry/tagging.

3.16. Egnyte
• Feature/Setting: "Upload File" and "Search" API automates archival and document discovery; automate permission management.

3.17. SAP Document Management System
• Feature/Setting: Use SAP DMS REST API to automate document creation, categorization, and review workflows.

3.18. Adobe Document Cloud
• Feature/Setting: Automate file intake using PDF Services API, organize with Document Library API.

3.19. Laserfiche
• Feature/Setting: Automates ingest with "Import" action; use workflow automation to tag and store regulatory docs.

3.20. Alfresco
• Feature/Setting: REST API for automated content ingestion and folder creation; automate versioning and policy assignment.

3.21. Zoho WorkDrive
• Feature/Setting: Automate creation of folders and uploading documents via "Files API", schedule compliance folder checks.

3.22. Asana
• Feature/Setting: Automates task creation for compliance reviews; attach docs, set recurring audit automation.

Benefits

4.1. Automated process eliminates manual document sorting, prevents oversight, and streamlines version control.
4.2. Automated notifications for upcoming expiry or review dates reduce compliance risk.
4.3. Centralized, automated document access and audit trails facilitate efficient external inspections.
4.4. Automated workflows ensure regulatory documents are always up-to-date, accessible, and well-organized.
4.5. Automation enhances data security with strict access controls and reduces human error in document handling.