1.Detect new or updated files
Integrate Amazon S3 to detect new or updated files in your ingestion bucket and trigger governed archiving.
Amazon S3or swap with your favorite appCreate governed file copies to archive and document store
Automatically detect new or updated file uploads across Amazon S3 ingestion and SharePoint document repositories. Create and update when qualifying documents pass filename rules and approved typesβso you can upload to an archival bucket, store audit-ready originals, and skip exact duplicate copies without manual archiving.
How this automation preserves your audit-ready documents
When new or updated files land in your ingestion bucket, unmanaged copies can break audit readiness and create duplicate clutter. This automation detects qualifying uploads, normalizes filenames, and uploads archive and repository copiesβso your team can preserve originals and document history.
2.Filters qualifying document uploads
Integrate Filter by Zapier and automation rules to check approved file extensions and filename patterns before continuing.
Filter by Zapieror swap with your favorite app
3.Normalizes filenames for storage
Integrate Formatter by Zapier and filename normalization rules to map source filenames to standardized destination names.
Formatter by Zapieror swap with your favorite app
4.Uploads file to archival bucket
Integrate Amazon S3 and archival storage to upload normalized files to your configured archival bucket with mapped object keys.
5.Uploads file to document repository
Integrate Microsoft SharePoint and document libraries to upload standardized files to your configured repository without overwriting originals.
Microsoft SharePointor swap with your favorite app
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Simplify document access with automated file routing, archive logging, and retrieval alerts
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