Data Management & CompliancePurpose
1.2. Automates data hygiene to maintain accurate records for regulatory requirements and automated audit processes.
1.3. Automating document recognition and tagging minimizes human error, reduces workload, and guarantees files are consistently categorized according to industry-relevant and advisor-specific taxonomies.
Trigger Conditions
2.2. Change or addition of metadata (such as client, document type, or date).
2.3. Automated file creation through e-signature completion or document scanning.
2.4. Periodic sweeping for untagged/uncategorized files for automated processing.
2.5. Manual user request for ad hoc automated tagging for specific files or batches.
Platform Variants
3.1. Microsoft SharePoint
• Feature: Power Automate — Automates file tagging flows using AI Builder document processing.
• Configure: Set Power Automate trigger on "File Created" with AI Builder action to evaluate and tag categories.
3.2. Google Drive
• Feature: Apps Script API — Automates label assignment on file upload.
• Configure: Script triggers on file addition, analyzes content, and sets Drive labels via Drive API.
3.3. Dropbox
• Feature: Content Tagging API — Automates smart content classification.
• Configure: Use /files/upload and /files/add_tag endpoints for automated tagging on ingestion.
3.4. Box
• Feature: Metadata Templates API — Automates metadata application on new files.
• Configure: Automation launches on file event using templates and classification rules.
3.5. DocuSign
• Feature: Connect Listener & Envelope Custom Field API — Automates extracting data and tagging files.
• Configure: Webhook triggers on envelope completion, tagging by custom field via Envelopes: update.
3.6. Salesforce
• Feature: Files Connect with Process Builder — Automates categorizing attachments.
• Configure: Use Process Builder or Flow for automated file tagging during upload to client records.
3.7. Egnyte
• Feature: Egnyte Workflows API — Automates folder-based categorization.
• Configure: Automation applies tags/metadata as files are uploaded using HTTP API.
3.8. Zoho WorkDrive
• Feature: Event Management API — Automates response on new document creation.
• Configure: Use automation to analyze document properties and add relevant tags.
3.9. OneDrive for Business
• Feature: Graph API — Automates tagging via Microsoft Graph on upload.
• Configure: Automation on "item created" event, using Graph API to update tags.
3.10. M-Files
• Feature: Automatic Classification Engine — Automates classifying/indexing upon file ingestion.
• Configure: Configure rules for file types; automated processing tags according to client/project.
3.11. NetDocuments
• Feature: CollabSpaces Metadata API — Automates tagging when saving/importing.
• Configure: Event listener triggers, parses file content, updates metadata fields for use case.
3.12. Laserfiche
• Feature: Workflow Automation — Automates document recognition and tagging.
• Configure: Create workflow based on document type to apply standard automation labels.
3.13. Alfresco
• Feature: Rules Engine & Smart Folders — Automates classifying content in real time.
• Configure: Set up folder rules to auto-tag based on document or metadata inspection.
3.14. Adobe Document Cloud
• Feature: Document Services API — Automates extracting and tagging file profiles.
• Configure: Integrate API for auto-tagging PDFs based on content extraction.
3.15. IBM FileNet
• Feature: Content Classification Services — Automates metadata population on new objects.
• Configure: Configure rules that run upon import, automatedly tagging by content/keywords.
3.16. SAP Document Management Service
• Feature: Intelligent Tagging with SAP AI Business Services — Automates AI-powered tagging.
• Configure: Set workflow to trigger AI service to tag docs as soon as uploaded.
3.17. Smartsheet
• Feature: Automated Workflows — Automates action based on new file attachment in rows.
• Configure: Trigger automation when a new file is attached, update metadata column/tags.
3.18. Airtable
• Feature: Automation Scripts — Automates categorizing records/files per custom fields.
• Configure: Use automation triggers on new attachment; script categorizes in Attachment column.
3.19. Trello
• Feature: Power-Ups & Automation — Automates labeling of document cards.
• Configure: Setup rule: "When file attachment added, add label by content/board category."
3.20. Notion
• Feature: API + Integration Bots — Automates tagging files uploaded in databases.
• Configure: Automation listens for file property change/new file, updates "Tag" property via API.
3.21. Pipedrive
• Feature: Automation — Automates tagging documents in deal records.
• Configure: Set up automation: "On file upload in deal, set category field by file content."
3.22. Monday.com
• Feature: Automations — Automates tagging attachments in pulse items.
• Configure: Rule: "When file uploaded, set status/category column based on filename/fields."
3.23. Slack
• Feature: Workflow Builder — Automates auto-tagging uploaded docs in channels.
• Configure: Workflow: When file shared, call NLP service, set file title/metadata with automated tags.
Benefits
4.2. Automates compliance controls and retention policies, reducing compliance risk.
4.3. Streamlines back-office with reduced manual categorization and rework.
4.4. Supports audit trails through uniform automated tagging, improving oversight.
4.5. Scales efficiently as client base or document volume increases, reducing bottlenecks.
4.6. Enhances accuracy and consistency versus manual tagging approaches within automatable systems.