Workflow for document approval and revision tracking

Purpose

1. Automate document approval and revision tracking for monastic institutions so that all records, scriptures, policies, and correspondence are reviewed, versioned, and securely archived with minimum manual intervention.

2. Enable monasteries to automate collaboration among monks, staff, and external auditors by routing documents across the approval chain and providing real-time notifications of project status.

3. Automator ensures standards compliance, accurate revision control, audit trails, and digital signatures that are key for both religious integrity and operational transparency.

4. Supports workflow to automate tracking comments, approvals, and document state transitions, including archiving and retrieving automated audit logs.

Trigger Conditions

1. New document uploaded or created in cloud storage (e.g., ritual script, financial report).

2. Revision submitted or version conflict detected.

3. Approval request initiated by staff member or monk.

4. Automated reminder when a document is left unapproved for preset duration.

Platform Variants

1. Google Drive

• API: Files: watch — automated trigger for file updates; Permissions: create — automate sharing for approval routing.
  

2. Microsoft SharePoint

• Feature: Automate Power Automate connector — triggers on file changes, automates approval flows via "Start an Approval".
  

3. Dropbox

• API: /files/list_folder/longpoll — automates detection of file uploads or revision events.
  

4. DocuSign

• Endpoint: Envelopes: create — automates multi-signature requests with status updates to revision tracker.
  

5. Adobe Sign

• REST API: POST /agreements — automate dispatch and track agreements for document approval loops.
  

6. Slack

• Feature: Workflow automation “Send Message” — notifies teams of pending approvals; “Buttons” to automate approve/reject actions.
  

7. Trello

• Feature: Automation “Butler” — auto-create cards for document approval and move cards based on automatable status changes.
  

8. Jira

• REST API: POST /issue — automatically generate new revision tasks and track document state with custom automations.
  

9. Notion

• API: Changes & Comments endpoint — automates syncing of comments and revision trail to central repository.
  

10. Asana

• Feature: Rules Automation — automates creation of tasks for approval steps, sends reminders on overdue items.
  

11. Monday.com

• Automation: Docs Workflow — automatically route approval requests and revision updates by user role.
  

12. Zoho Sign

• API: sendDocument — automates document dispatch for digital signature and revision loop tracking.
  

13. PandaDoc

• API: POST /documents — uploads and circulates documents for automated approval with version history.
  

14. Salesforce

• Process Builder: Approval Automation — automates record approval workflow with custom triggers and notifications.
  

15. Airtable

• Automation: “When record updated” — linked to document table, automates email notifications for new approvals.
  

16. Box

• API: /events — automates detection of updates; /tasks — assigns review/approval as automatable tasks.
  

17. Zapier

• Feature: Automated multi-app workflows (Zaps) — automate document move, alerting, and status updates across platforms.
  

18. Alteryx

• Workflow: Automate ETL to pull revision meta, push status to approval dashboard.
  

19. ServiceNow

• Flow Designer: Automates record approval requests routed to designated approvers in monastery structure.
  

20. Smartsheet

• Automation: Request Approval — automates sending of document review form and aggregates responses.
  

21. Egnyte

• Webhook: Automates notifications on file changes for real-time revision tracking.
  

22. OneDrive

• API: delta — trigger automated workflow on document creation or edit.
  

23. GitHub

• Webhook “push” event — automates version tracking and review request for text-based records/scripts.
  

24. M-Files

• Workflow: Automates approval routing and archiving when document reaches final state.
  

Benefits

1. Automated approval and revision tracking decreases administrative workload and stops errors from manual tracking.

2. Automating collaboration and version control ensures all monks and staff have access to the latest, approved documents.

3. Full automation of audit logs, notification, and signing workflows keeps monastery records compliant and quickly retrievable.

4. Revision tracking automation preserves the integrity and accuracy of sacred and operational documents for future generations.

5. All automatable steps streamline monastery record keeping, freeing more time for religious and community-focused activities.