1.Detect new or updated file
Integrate Microsoft SharePoint and file storage to capture file body and file name into an object key for the upload.
Copy updated equity reports to secure analytics bucket
Automatically monitor new or updated equity report files across Microsoft SharePoint and Amazon S3. Instantly upload qualifying reports when filenames match your report pattern or when updates land in your folder or when objects collide—so you can protect one source for modeling and dashboards without manual downloads.
How this automation centralizes equity report files
When updated equity reports sit scattered in SharePoint, teams lose time coordinating inputs for modeling and dashboards. This automation maps file content, filters by report name pattern, and uploads qualifying files to an analytics bucket—so your team can model from one source.
Microsoft SharePointor swap with your favorite app
2.Filter by report name pattern
Integrate Zapier and record filtering to continue only when the file name matches your configured report name pattern.
Filter by Zapieror swap with your favorite app
3.Upload to analytics bucket
Integrate Amazon S3 and bucket storage to upload qualifying files using mapped content, object key, and overwrite behavior.
Amazon S3or swap with your favorite app
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Copy new inventory files to ETL-ready storage bucket
Your inventory pricing files land in a supplier bucket and never reach ETL, leaving product prices stale. The workflow moves files to ETL storage so pricing updates run reliably before nightly feeds.
- Apps: Amazon S3, OneDriveSwap with your favorite apps.
Create cloud drive copies of new storage files
Booking export files land in object storage, leaving ops and reporting without updated dashboard data. Save copies to your shared drive so IT and operations have updated files for dashboards same day.
- Apps: Zoom, Delay by Zapier, Webhooks by ZapierSwap with your favorite apps.
Deliver meeting transcripts and metadata to processing API
Your meeting recordings and transcripts can sit unprocessed, delaying searchability and insights. Deliver them to your processing API so they’re indexed and available within minutes.
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Accelerate data movement with automated file routing, export handling, and record transfers
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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