- Document Automation
- File Management
- Automated file organization
Manage and organize files based on specific conditions or updates
Automating file management ensures your documents are organized and up to date without manual effort. Rules triggered by updates or new records automatically create, move, replace, or label files based on your criteria. This streamlines workflows, prevents misplaced documents, and keeps all stakeholders informed without lifting a finger.
Filter by common apps:
Schedule by Zapier
Google Drive
Pipedrive
Google Forms
Google Sheets
Filter by Zapier
Pipefy
Formatter by Zapier
EasyFTP
Looping by Zapier
Airtable
Box
- Move specified file to designated folder in Google Drive on a custom schedule
- Update activities in Pipedrive when they match criteria in project management tool
Update activities in Pipedrive when they match criteria in project management tool
- Capture form responses, create folders, and upload reports to Google Drive
Capture form responses, create folders, and upload reports to Google Drive
- Rename, move, and update file status in Google Drive and Google Sheets
Rename, move, and update file status in Google Drive and Google Sheets
- Manage and update files in Google Drive based on specific criteria
Manage and update files in Google Drive based on specific criteria
- Save and organize files in Google Drive from Pipefy updates
Save and organize files in Google Drive from Pipefy updates
- Create or find a specific file in Google Drive when a new file is added
Create or find a specific file in Google Drive when a new file is added
- Process new files from EasyFTP, extract data with Formatter, loop through items, and add rows to Google Sheets
Process new files from EasyFTP, extract data with Formatter, loop through items, and add rows to Google Sheets
- Replicate files in Box from Airtable records, filter criteria, and lookup Google Sheets
Replicate files in Box from Airtable records, filter criteria, and lookup Google Sheets
