Compliance & ReportingPurpose
1.2. Ensures all regulatory, health, and financial records are stored, categorized, and accessible for audits, inspections, and internal reporting.
1.3. Automatedly supports multi-format documents: invoices, health certificates, employee training, and customer feedback, with retention aligned to legal mandates.
Trigger Conditions
2.2. Scheduled compliance reporting interval (monthly/quarterly/annually).
2.3. Change in regulatory requirements or updates from compliance software.
2.4. On-demand user request for document retrieval through portal or chatbot.
2.5. API webhook from POS or HRM system indicating new document generation.
Platform Variants
• Feature/Setting: Drive API “Files: create” for automated upload; “Files: list” for retrieval.
3.2. Dropbox
• Feature/Setting: “/files/upload” endpoint to automate document archival; “/files/search” for automating fetch.
3.3. Microsoft OneDrive
• Feature/Setting: “CreateUploadSession” for large files automation; “/search(q=)” API for automating document lookup.
3.4. Box
• Feature/Setting: Box “Upload File” automation via API; “Search Items” for document fetching.
3.5. AWS S3
• Feature/Setting: “PutObject” API for automated document storing; “GetObject” automates retrieval.
3.6. Azure Blob Storage
• Feature/Setting: “Put Blob” REST API for automating archival; “Get Blob” for retrieval automation.
3.7. Egnyte
• Feature/Setting: “/pubapi/v1/fs-content” for automated archival, “/search” for retrieval.
3.8. Zoho WorkDrive
• Feature/Setting: “uploadFile” API automates archive; “search” endpoint for document retrieval.
3.9. SharePoint Online
• Feature/Setting: “Files.Add” automator for archival, “Files.Search” for automating lookup.
3.10. DocuWare
• Feature/Setting: “POST /Documents” automates archival; “GET /Documents/Search” for automating retrieval.
3.11. M-Files
• Feature/Setting: M-Files REST API “Objects” for automation of uploads; search via metadata automation.
3.12. Evernote
• Feature/Setting: API “createNote” for automated archival; “findNotes” for automated search.
3.13. Notion
• Feature/Setting: “blocks.children.append” automates document copy; search via “search” endpoint.
3.14. Airtable
• Feature/Setting: “Create Record” automates storing; “List records” for automating retrieval.
3.15. Smartsheet
• Feature/Setting: “Add Row” automates archival; “Search Sheet” for retrieval automator.
3.16. SAP Document Management System
• Feature/Setting: OData “Create Document” API automation; “Search Document” for automating access.
3.17. Salesforce
• Feature/Setting: “ContentVersion” object automator for archival; “ContentDocumentLink” search for retrieval.
3.18. NetSuite
• Feature/Setting: “POST /file” automation for archive; “GET /file/search” automates fetching.
3.19. Oracle Content Management
• Feature/Setting: REST “Upload” automator for archival; “Search” API automates lookup.
3.20. Monday.com
• Feature/Setting: “files_add_column_value” automation for archives; “items” query automates document finding.
3.21. Trello
• Feature/Setting: “cards/attachments” automates saving docs; “search” automates retrievals.
3.22. Slack
• Feature/Setting: “files.upload” automator for archive; “search.files” for automating document lookup.
3.23. Asana
• Feature/Setting: “attachments” endpoint automates storage; “search_tasks” automates retrieval by keyword.
Benefits
4.2. Automated audit-readiness with precise, indexed search and instant access.
4.3. Reduces compliance risk by automating retention and destroying expired files according to regulations.
4.4. Secure, role-based access automatedly restricts sensitive documents.
4.5. Accelerates reporting and compliance preparation with automated document mapping.
4.6. Empowers business continuity through automated backups and redundancy.
4.7. Enhances accuracy by automating manual data entry, categorization, and version control.