Purpose
1.2. Automatedly ensure electronic files, R&D data, customer records, and operational documents are retained or deleted according to regulatory and internal data governance requirements.
1.3. Automating reporting and audit trails for compliance departments, reducing human error, and mitigating risk of non-compliance.
Trigger Conditions
2.2. Automated detection of data age reaching defined threshold (e.g., file creation/modification date exceeding policy limits).
2.3. Automated receipt of regulatory change notifications requiring updating compliance rules.
2.4. Automated flag from legal/compliance review or internal ticketing automator system.
Platform Variants
– Feature/Setting: Retention Policies API, configure automated rule for mailbox and OneDrive deletion after X years.
3.2. Google Workspace
– Feature/Setting: Vault API, automate retention and expunge processes for Drive, Gmail, Chat.
3.3. AWS S3
– Feature/Setting: Lifecycle configuration JSON, automatedly expire or transition objects after policy schedules.
3.4. Box
– Feature/Setting: Retention Policy API, automate content lifecycle and deletion triggers.
3.5. Dropbox Business
– Feature/Setting: Data Governance API, automate file retention tagging and automated deletions.
3.6. Egnyte
– Feature/Setting: Automated File Retention Policy, configure automated governance enforcement.
3.7. Atlassian Confluence
– Feature/Setting: Automated page/archive cleanup using REST API and retention plug-ins.
3.8. SharePoint Online
– Feature/Setting: Information management policies, automate rules for records centers.
3.9. SAP
– Feature/Setting: Information Lifecycle Management (ILM), automated data destruction workflows.
3.10. Salesforce
– Feature/Setting: Data Retention Policy Metadata API, automate case/contact record purges.
3.11. NetSuite
– Feature/Setting: Saved Search Automation + REST Web Services, purge obsolete transaction data.
3.12. Smartsheet
– Feature/Setting: Automated workflows for row/data deletion based on date fields.
3.13. ServiceNow
– Feature/Setting: Automated data retention lifecycle events in Configuration Management Database (CMDB).
3.14. Zendesk
– Feature/Setting: Ticket retention automation, configure through custom API triggers.
3.15. Monday.com
– Feature/Setting: Automations Center, scheduled automated item/archive deletion.
3.16. HubSpot
– Feature/Setting: GDPR delete automation via Workflow Automator for contacts/communications.
3.17. Slack
– Feature/Setting: Retention & Exports settings API, automate message/file deletion for all channels.
3.18. Okta
– Feature/Setting: Lifecycle Management API, automate de-provisioning/deletion of dormant users.
3.19. Workday
– Feature/Setting: Business Process Framework, automate record retention triggers for HR data.
3.20. Jira
– Feature/Setting: Automation for Jira script, automate ticket/attachment expiration and deletion.
3.21. IBM Cloud Object Storage
– Feature/Setting: Archive Policy Automation via REST API, set longevity & automated expiry.
3.22. Oracle Cloud Infrastructure
– Feature/Setting: Object Lifecycle Policies, automated deletion by object tags/date.
Benefits
4.2. Automates risk mitigation by systematically deleting obsolete data as per regulations.
4.3. Automated audit trails and compliance history for internal and external reviews.
4.4. Cost reduction by automating storage cleanup, saving on unnecessary data retention.
4.5. Automator-driven, always-on policy execution reduces human error and boosts governance confidence.