File storage and automated document backup

Purpose

1.1. Automate secure document storage for home staging projects, proposals, contracts, and photos in centralized cloud repositories.
1.2. Automate document backup for staging plans, client communications, and compliance documentation to prevent data loss.
1.3. Automating transfer, renaming, and archiving of files when new project folders are created or updated.
1.4. Automate collaboration by granting document access to team members, agents, and clients with audit trails.
1.5. Automate deletion/retention in line with retention schedules for regulatory or client policy requirements.
1.6. Automates notifications on file uploads, downloads, or backup status to project managers and stakeholders.
1.7. Automating version control for contracts and before/after photos, ensuring latest files are available.

Trigger Conditions

2.1. New file upload into staging project folders by any team member or agent.
2.2. New project intake or project status update in CRM or staging management system.
2.3. Document edits or signature completions using electronic signature platforms.
2.4. Scheduled automated backup intervals (daily, hourly, real-time).
2.5. API triggers from client communication platforms (e.g. email, SMS, project portal messages).
2.6. Reaching predetermined data retention milestones (end-of-project or anniversary).
2.7. Error events or failed backup attempts for automated alerting.

Platform Variants

3.1. Google Drive
• Feature/Setting: Files API — automate upload/download/backup/sync; sample: configure file watch for folder changes, trigger on new files.
3.2. Dropbox
• Feature/Setting: Content API — automate file/folder creation, backup, sharing; sample: automate backup flow on every file update.
3.3. Microsoft OneDrive
• Feature/Setting: Graph Files API — automate file sync, restore deleted files, manage sharing; sample: automate daily project backup task.
3.4. Box
• Feature/Setting: Box API (Upload, Search) — automate copying new project documents; sample: automate file copy and permission assignment.
3.5. Amazon S3
• Feature/Setting: S3 PutObject, Lifecycle Management — automate upload and retention policies; sample: automate S3 upload, begin retention timer.
3.6. SharePoint
• Feature/Setting: REST API — automate team folder synchronizations and document workflow; sample: automate project task folder backup.
3.7. Egnyte
• Feature/Setting: Egnyte API (Files endpoints) — automate secure sharing and backup; sample: automate file sync to staging archive.
3.8. Zoho WorkDrive
• Feature/Setting: WorkDrive API — automate copy, backup, user permission changes; sample: automate contract backup after signing.
3.9. Citrix ShareFile
• Feature/Setting: API for File Operations — automate document upload, project backup with secure links.
3.10. pCloud
• Feature/Setting: API for automated upload, directory creation, sharing for staging files.
3.11. iDrive
• Feature/Setting: Automated scheduled backup settings — configure new folder backup and notification.
3.12. Tresorit
• Feature/Setting: Tresorit API — automate end-to-end encrypted file backup, automate access assignment on folder creation.
3.13. Backblaze B2
• Feature/Setting: B2 API (Upload & Bucket Policies) — automate uploads and automate lifecycle policies.
3.14. Nextcloud
• Feature/Setting: WebDAV API — automate upload/sync of project files; automate triggers on folder changes.
3.15. Wasabi
• Feature/Setting: S3 Compatible API — automate mass file backup for image and document archiving.
3.16. Sync.com
• Feature/Setting: Automated backup scheduling, API for large file upload automation.
3.17. Mega
• Feature/Setting: Mega API — automate client document sharing, automate image uploads.
3.18. Adobe Document Cloud
• Feature/Setting: Document Cloud API — automate archiving signed contracts and project presentations.
3.19. M-Files
• Feature/Setting: Automated workflows for file versioning, backup, and retention policy enforcement.
3.20. FileStack
• Feature/Setting: Upload API — automate immediate file transfer to designated backup storage.
3.21. Salesforce Files
• Feature/Setting: Files Connect API — automate staging-related document backup upon CRM update.
3.22. Smartsheet
• Feature/Setting: Attachments & Update Requests API — automate backup of project-related documents and images.
3.23. Airtable
• Feature/Setting: Attachments API — automate backup of receipted documentation and staging plans upon table update.

Benefits

4.1. Automates reliable backup of critical staging documents to eliminate risk of data loss.
4.2. Automating file organization minimizes manual labor and errors in file management.
4.3. Automated document sharing and access control speeds up client and team collaboration.
4.4. Automating compliance and retention schedules supports industry regulations.
4.5. Automation ensures always up-to-date project archives, facilitates rapid information retrieval.
4.6. Automated notifications and audit logs provide transparency and accountability.
4.7. Automates streamlined onboarding for new projects, eliminates workflow delays.
4.8. Automator can be modified to grow with business scale, supporting more storage or security needs.
4.9. Automating multi-platform use leverages software diversity and resilience.
4.10. Automatedly reduces time and costs associated with manual document handling and backup.