Document collection and secure file transfer

Purpose

1.1. Automatedly standardize, accelerate, and secure the process of collecting, tracking, and transferring documents between consultants, clients, and stakeholders.
1.2. Automate document requests, intake, reminders, version monitoring, classification, and storage with audit logging.
1.3. Automate file transfer using security protocols, encrypted channels, and verifiable delivery for compliance.
1.4. Automate integration of documents into project/task management workflows, reducing manual input and error.

Trigger Conditions

2.1. Automated email intake receipt with file list triggers intake workflow.
2.2. Project phase updates trigger automated document requests to assigned contacts.
2.3. Scheduled reminders automate based on task deadlines or missing files.
2.4. API webhook receipt for new upload triggers automated transfer or notification.
2.5. Folder activity (e.g., new file in ‘To Review’) initiates transfer sequence.

Platform Variants

3.1. Google Drive
• Feature/Setting: Use "Files: list" and "Files: watch" APIs to automate file detection; "Files: create" for auto-upload; automate sharing with "Permissions: create".
3.2. Microsoft OneDrive
• Feature/Setting: "listChildren" and "createUploadSession" APIs to automate file ingestion and structured upload.
3.3. Dropbox
• Feature/Setting: "files/list_folder" and "files/upload" for automating monitoring and transfer; "sharing/create_shared_link" for automated delivery.
3.4. Box
• Feature/Setting: "Events" and "File Upload API" to automate triggers and secure document collection; "Collaborations API" for client access.
3.5. DocuSign
• Feature/Setting: Use "Envelopes: create" and "Envelopes: listStatusChanges" to automate sending and monitoring signed documents.
3.6. ShareFile (Citrix)
• Feature/Setting: APIs for automating file upload, download, and request automation; "GetFile", "CreateFile".
3.7. Egnyte
• Feature/Setting: "Link API" for automating file requests and "File Upload API" for secure delivery.
3.8. Slack
• Feature/Setting: "files.upload" for document submissions; automated notifications via "chat.postMessage".
3.9. AWS S3
• Feature/Setting: Automate using "PutObject", "GetObject" API; S3 event notifications to trigger automating file movement workflows.
3.10. Azure Blob Storage
• Feature/Setting: "Put Blob", "Get Blob" for automating document transfer; automate with event grid.
3.11. FileInvite
• Feature/Setting: API for sending automated document requests, reminders, and tracking responses.
3.12. PandaDoc
• Feature/Setting: "Documents API" to automate sending, tracking, and receiving signed files.
3.13. Zapier
• Feature/Setting: Automation trigger—"New File in Folder"; automate downstream file transfer.
3.14. WeTransfer
• Feature/Setting: Developer API to automate file upload and secure sharing via unique transfer links.
3.15. Salesforce
• Feature/Setting: Automate document requests with "ContentVersion" and "Chatter Files" APIs.
3.16. Trello
• Feature/Setting: "Card Attachments" API to automate document linking to project tasks.
3.17. Monday.com
• Feature/Setting: Automate file collection via "Files" column and file integration API.
3.18. Zoho Docs
• Feature/Setting: "Zoho Docs API" for automated document upload, sharing, and workflow linking.
3.19. SFTP Servers
• Feature/Setting: Automating connections and transfers using "PUT" and "GET" FTP/SFTP commands.
3.20. Google Forms
• Feature/Setting: File upload fields automate document collection; script export and file transfer.
3.21. Adobe Sign
• Feature/Setting: "Agreements API" to automate signature collection plus document return workflow.
3.22. Asana
• Feature/Setting: "Attachments" API to automate file additions on project tasks and tracking.

Benefits

4.1. Automates document request, reduces manual outreach, ensuring timely client submissions.
4.2. Automated collection eliminates errors, enables standardized file tracking and easy audit.
4.3. Automation improves data integrity, confidentiality, and proof of secure file delivery.
4.4. Automates integration of files into project/task pipelines for real-time collaboration.
4.5. Automator ensures compliance with secure logging, versioning, and access control.
4.6. Accelerates consulting project delivery by automating intake and transfer bottlenecks.