Document Management and ProcessingPurpose
1.2. Supports automating multi-stage reviews, auto-escalations for overdue approvals, synchronizing document statuses, and automatedly delivering approved or rejected documents to concerned agencies or the public archive.
Trigger Conditions
2.2. Workflow initiates when a document is assigned a specific state or tag (e.g., “Pending Approval”).
2.3. Automated triggers from email attachments, web forms, or uploads via integrated council portals.
2.4. Scheduled, automated document review cycles (e.g., weekly agenda processing).
2.5. Automation initiated by API calls from project management or citizen engagement platforms.
Platform Variants
• Feature/Setting: Configure "Start Approval" Flow; connect with SharePoint or OneDrive for automated document routing.
3.2. Google Workspace (Apps Script, Drive, Gmail)
• Feature/Setting: Apps Script trigger—auto-forward documents for approval; program Drive/Doc API for automating document status updates.
3.3. DocuSign
• Feature/Setting: Automated "Envelope Sent" and "Sign Completed" webhook events with templates for council approvals.
3.4. Adobe Acrobat Sign
• Feature/Setting: Automate workflow by configuring “Approval Groups” and automated form routing.
3.5. Zoho Creator
• Feature/Setting: Automator script for workflow transitions and deadline-based escalations.
3.6. Smartsheet
• Feature/Setting: Automated “Update Request” and “Approval Workflow” in sheet automation settings.
3.7. K2 (Nintex Automation)
• Feature/Setting: Automated process design; API call “StartWorkflow” for automating approval.
3.8. ServiceNow
• Feature/Setting: Configure “Flow Designer” to automate approval tasks and automated escalations.
3.9. Trello (Automation/Butler)
• Feature/Setting: Automated card triggers for “approval requested” label; auto-notify reviewers.
3.10. Slack
• Feature/Setting: Configure “Workflow Builder” for automated document submission & approval requests.
3.11. Jira
• Feature/Setting: Automated “Issue Transition” with approval step and auto-notification on status change.
3.12. Monday.com
• Feature/Setting: Automation recipe to “Move pulse to group” when document status is changed.
3.13. SAP
• Feature/Setting: Automate with “Workflow Management” to assign and escalate document approvals.
3.14. Asana
• Feature/Setting: Rule-based automation—"If file attached in task, request approval."
3.15. Box
• Feature/Setting: Automation with “Box Relay” for new/uploaded file approval flows.
3.16. Kissflow
• Feature/Setting: Automated approval pipelines for documents, using pre-set workflow steps.
3.17. Salesforce
• Feature/Setting: Configure “Process Builder” to automate approval requests after document upload.
3.18. Airtable
• Feature/Setting: Automator triggers on record update/attachment; send document for review.
3.19. SharePoint
• Feature/Setting: Configure “Power Automate” (as above) or built-in approval workflows.
3.20. Workato
• Feature/Setting: Automated “Approval Recipes” that trigger flows on file upload or change.
Benefits
4.2. Automated audit trails improve compliance and governance.
4.3. Automation ensures consistent notification/escalation for late or missed approvals.
4.4. Minimizes human error and automates repetitive approval review steps.
4.5. Automated communication reduces workload for administrative staff and automates multi-stakeholder visibility.
4.6. Enables automating document traceability and tracking for transparency and FOI compliance.
4.7. Automation optimizes resource allocation and enables data-driven process improvement in regional councils.