- File & Folder Automation
- File & Folder Management
- Metadata-driven folder creation
Facilitate organization by creating folders based on specific metadata
This automation category streamlines folder organization by creating structured directories based on incoming metadata from documents, projects, or status updates. It ensures that relevant files are automatically sorted into designated folders, reducing manual filing errors and saving time. Users gain consistent organization, faster access to critical files, and improved collaboration across teams.
Filter by common apps:
PandaDoc
Microsoft SharePoint
Clio
Sub-Zap by Zapier
Zoho WorkDrive
Docusign
Filter by Zapier
Box
- Create a structured folder in SharePoint when a document is completed in PandaDoc
- Create a communications folder and initial file review task in Clio when a new matter is initiated
Create a communications folder and initial file review task in Clio when a new matter is initiated
- Create folder in Zoho WorkDrive, upload file, and return from Sub-Zap
Create folder in Zoho WorkDrive, upload file, and return from Sub-Zap
- Organize documents in Box based on Docusign envelope status updates
Organize documents in Box based on Docusign envelope status updates
- Create a folder in Zoho WorkDrive, and upload a file based on metadata
Create a folder in Zoho WorkDrive, and upload a file based on metadata