Instant Filing
Auto-save new documents to the correct folders the moment they’re generated.
- Document Automation
- Document Organization
Document Organization
Document Organization automations automatically classify, name, and file your contracts, forms, employee packets, and project assets as soon as they’re created. Zapier connects your data sources—forms, CRMs, e-sign tools—to cloud storage, builds the right folder structures, and keeps everything searchable. You spend less time sorting files and more time acting on the information inside them.
エラーの削減
Eliminate misfiles and duplicate records by enforcing consistent naming and folder rules.
Access Speed
Retrieve any agreement, application, or note in seconds with standardized storage.
Featured use cases
Automatically generate organized folder structures and documents when new data entries are created to ensure consistent file management and collaboration.
+ moreAutomatically structure and store scholarship applications to save time, reduce errors, and improve team collaboration.
+ moreAutomate contract file management by creating folders, uploading agreements, and notifying teams to keep documents organized and stakeholders informed.
+ moreSet up automated workflows to create structured folders, format documents, and store files instantly, eliminating manual setup and ensuring consistent organization.
+ moreAutomatically organize project files, create documentation, and keep records up to date without manual effort.
+ moreAutomatically collect, organize, and secure new hire documents while updating access permissions based on role.
+ more