Documentation & Compliance AutomationPurpose
1.2. Enable secure, version-controlled storage and retrieval for deal teams, compliance officers, and sales teams across multiple devices and locations, reducing risk of data loss and human error.
1.3. Automate upload, categorization, metadata tagging, and secure retrieval of legal, financial, and technical documents related to aircraft sales and brokerage.
Trigger Conditions
2.2. Updates or version changes detected in core folders.
2.3. Deal status changes in CRM or DMS.
2.4. Compliance review or audit flagged in workflow.
Platform Variants
3.1. Microsoft SharePoint
• Feature: Document Library API — Configure to auto-create client/aircraft folders, set retention policies, and tag with metadata.
3.2. Google Drive
• Feature: Drive API — Automate creation of folders, apply document labels, auto-share with team, enforce permissions.
3.3. Dropbox Business
• Feature: Dropbox Business API — Sync local/network files, set shared link access, implement team folders for aircraft deals.
3.4. Box
• Feature: Box Content API — Trigger document intake flows, auto-classify files, apply governance templates.
3.5. DocuSign Rooms
• Feature: Rooms API — Route executed contracts to secure storage and sync with compliance folders.
3.6. Salesforce
• Feature: Files Connect/REST API — Pull documents from deals, push them to designated storage with data tags.
3.7. NetDocuments
• Feature: Workspace API — Auto-create matter workspaces, store regulatory and client documents by aircraft ID.
3.8. Egnyte
• Feature: Egnyte API — Automate migration from email/file servers, assign folder permissions by role.
3.9. M-Files
• Feature: Vault API — Workflow-triggered document archiving, versioning by contract phase.
3.10. OneDrive for Business
• Feature: Microsoft Graph API — Watch folders for new uploads; auto-move to secure vaults, set expiry.
3.11. HubSpot
• Feature: Engagements API/Files — Store deal attachments, trigger compliance review, tag by aircraft.
3.12. Pipedrive
• Feature: Files/Deals API — Sync attached contracts, push to central repository, categorize.
3.13. Airtable
• Feature: Attachments Field/API — Store and index documents per client and aircraft, set workflow triggers.
3.14. Monday.com
• Feature: Files Column/API — Structure document storage by deal stage, auto-notify compliance team.
3.15. Zoho CRM
• Feature: Files API — Archive email/notes/attachments with aircraft records, restrict by permissions.
3.16. Smartsheet
• Feature: Attachments API — Automate sheet row document collection, set reminders for review.
3.17. SAP Document Management
• Feature: Document Center API — Integrate with SAP sales module, automate agreement archiving.
3.18. Adobe Document Cloud
• Feature: Document Services API — Pull signed docs, push into secure folders, apply OCR for search.
3.19. Clio
• Feature: Documents API — Save and version legal documents, auto-index by client/aircraft matter.
3.20. iManage
• Feature: REST Work API — Sync legal docs, apply security/retention policies, trigger compliance review.
3.21. AWS S3
• Feature: Bucket Event API — Ingest files from emails, CRM, or web forms, tag by deal/contract type.
3.22. Azure Blob Storage
• Feature: Event Grid API — Route document upload events, set access tier and retention per document.
Benefits
4.2. Accelerates regulatory audits and due diligence with quick, indexed retrieval.
4.3. Ensures consistent compliance by automating access, tagging, and permissions.
4.4. Enhances collaboration among sales, legal, and compliance teams.
4.5. Supports granular access logs and version histories for audit trails.