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Automated backup of critical documents

Purpose

1.1. Automate the secure backup and archiving of all compliance-critical metal machinery documents, ensuring retrieval in audits, legal checks, and operational reviews.
1.2. Automatedly reduce human error, automate version control, and automate retention of updated supplier certifications, invoices, and shipment logs for wholesale metal machinery supplies.
1.3. Automates protection against data loss and automates compliance with ISO, OSHA, and industry regulations through regularly scheduled backup automation.

Trigger Conditions

2.1. Automator triggers on file upload, modification, or scheduled intervals (e.g., nightly, weekly) for all compliance and documentation folders.
2.2. Automating based on detection of specific file types (PDF, DOCX, XLSX, CAD) or presence in pre-defined directories.
2.3. Automatable webhook triggers upon internal ERP or DMS actions, such as completing a supplier onboarding or contract amendment.

Platform Variants


3.1. Microsoft OneDrive
• Feature/Setting: File synchronization API – Automates folder-level backup using “/drive/root:/compliance:/children” endpoint.
3.2. Google Drive
• Feature/Setting: Files API – Automates file-level backup and change detection using “files.watch” and “files.copy”.
3.3. Dropbox
• Feature/Setting: /files/list_folder – Automator tracks changes and automates document syncing.
3.4. Box
• Feature/Setting: Events API – Automates backup workflows via “POST /events”.
3.5. Amazon S3
• Feature/Setting: S3 PUT/GET API – Scheduled automated pushes via “PutObject”.
3.6. Azure Blob Storage
• Feature/Setting: REST API “Put Blob” – Automates document archiving from ERP with metadata.
3.7. Egnyte
• Feature/Setting: Public API file upload – Automator sends compliance files using “/pubapi/v1/fs-content”.
3.8. Apple iCloud Drive
• Feature/Setting: CloudKit API – Automates periodic backup via “CKModifyRecordsOperation”.
3.9. SAP Document Management System (DMS)
• Feature/Setting: ArchiveLink API – Automates linking and backup of certification docs.
3.10. SharePoint
• Feature/Setting: REST API “/lists/getByTitle” – Automates export and backup in document libraries.
3.11. Zoho WorkDrive
• Feature/Setting: APIs for “uploadFile” automates upload to dedicated compliance folders.
3.12. M-Files
• Feature/Setting: Vault export automation via M-Files API “/objects/latest”.
3.13. Citrix ShareFile
• Feature/Setting: Secure file automation using /Folders API – automates document movement to compliance folder.
3.14. Nextcloud
• Feature/Setting: WebDAV API – Automatedly pushes local compliance docs to cloud.
3.15. Tresorit
• Feature/Setting: Tresorit API – Automates encrypted backup for sensitive machinery documents.
3.16. pCloud
• Feature/Setting: File Upload API with automator task for regular compliance folder sync.
3.17. Synology NAS
• Feature/Setting: File Station API – Automates scheduled sync from ERP output.
3.18. Backblaze B2
• Feature/Setting: B2 Native API “b2_upload_file” – Automates off-site compliance archiving.
3.19. Wasabi Hot Cloud Storage
• Feature/Setting: S3 Compatible API – Automates direct file transfer for backup.
3.20. Egencia
• Feature/Setting: Document export API – Automates travel compliance document backup.
3.21. Oracle Content and Experience
• Feature/Setting: REST API “/documents” – Automates archiving and compliance automation.

Benefits

4.1. Automates reliable off-site and on-prem backup for audits and retrieval.
4.2. Automatedly reduces manual effort, ensuring audit-readiness and streamlining regulatory compliance.
4.3. Automator improves disaster recovery, continuity, and automates audit trails for every backup event.
4.4. Automates scheduling, redundancy, and multi-system compatibility, future-proofing compliance operations.
4.5. Automated document backup integrates into existing digital workflows, keeping compliance maintained and accessible at all times.

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