Document Management and CompliancePurpose
1.2. Automates retention policy alignment, searchability, compliance, and support for cross-departmental collaboration.
1.3. Streamlines document processing, ensures automating regulatory adherence, reduces manual work, and increases data accuracy.
1.4. Creates automated audit trails, enables consistent metadata assignment, and supports workflow automation and business continuity.
Trigger Conditions
2.2. Manual or automated form submission (public or internal).
2.3. Scheduled automation scan of directories or repositories.
2.4. Detection of untagged or unclassified files via recurrent automation jobs.
Platform Variants
3.1. Microsoft SharePoint
• Feature/Setting: Automate Document Library > Power Automate flows for document classification and tagging using AI Builder "Classify Documents."
• Sample: Configure trigger "When a file is created" > AI Builder > Update file metadata with automated tags.
3.2. Google Workspace (Drive with Apps Script)
• Feature/Setting: Automate with Apps Script to monitor folders, classify content using Google Cloud Natural Language API.
• Sample: Script triggers on upload > calls NL API > applies Drive labels automatedly.
3.3. Box
• Feature/Setting: Automate file classification via Box Skills and automated metadata assignment.
• Sample: Box Skills trigger on upload > process file > set automated metadata template fields.
3.4. DocuWare
• Feature/Setting: Workflow automation for document auto-indexing and classification using Intelligent Indexing.
• Sample: Documents ingested trigger automated indexer > assign tags and folder.
3.5. OpenText Content Server
• Feature/Setting: Configure Classification Engine to automate document taxonomy and metadata population.
• Sample: Automated server process runs on document entry > assigns class and tags.
3.6. M-Files
• Feature/Setting: Use metadata-driven automated classification rules and M-Files Intelligent Metadata Layer.
• Sample: On document add, automates context analysis > applies class and tags.
3.7. Laserfiche
• Feature/Setting: Workflow automation to classify and tag using Laserfiche Workflow.
• Sample: "Entry Created" trigger > Classification activity > Tag/field update.
3.8. Dropbox Business
• Feature/Setting: Zapier automation for new uploads > Classify via ML API > Write results to file property.
• Sample: "New File" Zap > ML tagger > Dropbox file properties automatedly set.
3.9. Alfresco
• Feature/Setting: Automated rules and AI/ML integrations for folder-based document classification.
• Sample: Rule setup for folder > runs classification script > applies automated tags.
3.10. IBM FileNet
• Feature/Setting: Content Classification Service to automate content taxonomy.
• Sample: Automated service on ingest > assigns class/metadata.
3.11. Zoho WorkDrive
• Feature/Setting: Zoho Flow automation to utilize Zoho AI/NLP APIs for classification.
• Sample: New File trigger > NLP Service > Property updater action.
3.12. AWS S3 with Comprehend
• Feature/Setting: Lambda function to trigger on file upload, classify using Comprehend, store as S3 tags.
• Sample: S3 Event > Lambda > Comprehend detectEntities > Tagging.
3.13. Azure Blob Storage + Form Recognizer
• Feature/Setting: Logic Apps for new blob trigger > Form Recognizer > Set Blob metadata.
• Sample: Logic App, automate classification, update metadata.
3.14. Smartsheet
• Feature/Setting: Smartsheet Data Shuttle for automation of abstract extraction and tagging on upload.
• Sample: New Row trigger > Data Shuttle/AI extract > Automated cell fill.
3.15. Evernote Business
• Feature/Setting: Automated tagging via Zapier using NLP/AI services.
• Sample: New note trigger > AI API for automated tagging > Update note with tags.
3.16. OnBase by Hyland
• Feature/Setting: Automated Document Import Processor with Intelligent Capture and Classification.
• Sample: Automated import trigger > OCR/categorize > Assign document type and tags.
3.17. Notion
• Feature/Setting: Automate Notion API updates via integration platforms—classify and tag upon new page/entry.
• Sample: API trigger > ML classifier > Automated page property update.
3.18. OneDrive for Business
• Feature/Setting: Power Automate triggers on file creation, integrates with AI Builder for tagging.
• Sample: File created trigger > AI tagging > Automated property update.
3.19. Egnyte
• Feature/Setting: Egnyte Protect automate content classification (compliance, PII, keywords).
• Sample: Egnyte automation engine run > classify > flag/tag files.
3.20. SAP Document Management
• Feature/Setting: Workflow automation to classify documents using custom classification rules/API calls.
• Sample: Upload trigger > Rule Engine/API call > Metadata update.
3.21. Salesforce Files
• Feature/Setting: Flow Builder triggers, invokes AI/ML for automated tagging, and updates files via API.
• Sample: File upload trigger > AI-based classifier > Automates tag writing.
3.22. Relativity
• Feature/Setting: Automated document classification in RelativityOne via Analytics > Structured analytics set.
• Sample: Load data > Run structured analytics > Automated tags applied.
Benefits
4.2. Accelerates automatable document searches, supports automated discovery and audit processes.
4.3. Reduces workload with automated tagging at scale, increasing office automator efficiency.
4.4. Standardizes document management across departments via automation, minimizing risks.
4.5. Enables automated, up-to-date records management, ensuring robust retention and disposition automation.