1.Detect updated record stage status
Integrate Zapier Tables and record tracking tools to detect stage status changes for qualifying archival records.
Mark completed spreadsheets and move files to archive
Automatically monitor row stage status changes in Zapier Tables across archive and file tools. Create and update when approval stage is reached, stage status flips, or terminal state is selectedβso you can complete tracker records, move files to archive, and notify the team without manual archiving.
How this automation completes your document archive
When tracker rows stay unarchived after approval, files remain hard to retrieve and work stalls. This automation updates record status, moves the linked file to archive, updates related processing records, and notifies your teamβso nothing gets left behind.
Zapier Tablesor swap with your favorite app
2.Continue only approved rows
Integrate Filter by Zapier and record filtering to continue only when the stage or status matches the configured approval value.
Filter by Zapieror swap with your favorite app
3.Update tracker to completed
Integrate Zapier Tables and record fields to update the tracker status to completed and surface the linked file id or URL.
4.Move file to archive folder
Integrate Google Drive and file storage organization to move the linked file into your configured archive or completed folder.
Google Driveor swap with your favorite app
5.Complete related processing records
Integrate Zapier Tables and data lookups to find related processing rows and update each to completed or terminal state.
6.Send deliverable link to team
Integrate Google Chat and team messaging to post a message with the mapped file URL and summary for visibility.
Google Chator swap with your favorite app
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