Instant Visibility
See every document status update in real time without checking multiple apps.
- Document Automation
- AI Document Tracking
AI Document Tracking
AI-powered Document Tracking automatically captures, tags, and records every document event—uploads, signings, task creations, and more—across your communication and storage apps. Zapier routes this data into the systems you already use, eliminating manual logging and ensuring up-to-date records. Users gain complete operational visibility, faster workflows, and reliable audit trails.
Unified Records
Centralize all document interactions in one source of truth to simplify auditing and collaboration.
Data Insights
Leverage logged events to analyze process bottlenecks and optimize document workflows.
Featured use cases
Use AI to extract receipt data and log it automatically into spreadsheets, eliminating manual entry and speeding up expense tracking.
+ moreAutomatically log tagged content into a spreadsheet with summaries to keep your information organized and easily accessible.
+ moreAutomatically convert task messages into a structured to-do list in a shared document using AI and webhooks.
+ moreAutomatically detect new document uploads, produce AI summaries, and maintain organized logs for streamlined management.
+ moreAutomatically log and track issued documents with AI-powered extraction and centralized record keeping for improved accuracy and efficiency.
+ moreAutomatically log signed documents into a spreadsheet for real-time tracking and recordkeeping with AI assistance.
+ more