1.Detect new or updated object
Integrate Amazon S3 and cloud storage workflows to detect new or updated objects in your configured bucket to trigger archival.
Amazon S3or swap with your favorite appArchive new files and update document tracking records
Automatically monitor new object in bucket events across Amazon S3 and Google Drive. Create and update document tracking records when objects land, filenames classify, and storage paths resolveβso you can archive faster, organize automatically, and keep retrieval accurate without manual tracking.
How this automation preserves your retrieval-ready documents
When new files land but records stay manual, document retrieval slows and important metadata gets lost. This automation monitors new object events, extracts filename parts and routes files into the right folders, and updates tracking recordsβso your team can find archived documents instantly.
2.Extract filename classification
Integrate Formatter by Zapier and filename parsing tools to extract the extension and tokenized classification tokens to label new files.
Formatter by Zapieror swap with your favorite app
3.Find or create target folder
Integrate Google Drive and folder finder workflows to find the parsed path or folder token folder to organize archives.
Google Driveor swap with your favorite app
4.Upload file to the folder
Integrate Google Drive and file storage workflows to upload the archived file, rename it, and place it in the found folder.
5.Find or update tracking record
Integrate Zapier Tables and record matching workflows to find or update the document tracking record with file status, link, and parsed tokens.
Zapier Tablesor swap with your favorite app
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Explore all document archival & retrieval automations
Simplify document access with automated file routing, archive logging, and retrieval alerts
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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