Approve and archive documents with Zapier
Business document management automation connects your tools and triggers workflows across Document approval workflows, Document archival and retrieval, Document processing, and Document version control.
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Explore use cases for business owners
Business document management automation connects your tools and triggers real-time actions across Document processing, Document approval workflows, Document version control, and Document archival and retrieval. Build workflows that eliminate manual work and keep your operation running without constant oversight.
Document archival & retrieval
Simplify document access with automated file routing, archive logging, and retrieval alerts
Document approval workflows
Speed up document approvals with automated routing, approval reminders, and record updates
Document processing
Accelerate document workflows with automated file capture, data extraction, and record routing
Document version control
Protect file accuracy with automated version tracking, change alerts, and approval routing
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
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Transform your document management with Zapier
Zapier helps you modernize document management automation for your business. Route approvals, organize records, and track document versions—and that’s just the start.
Document approval workflows
Approvals move without bottlenecks
Automate document review and approval routing from the moment a file is submitted. Send contracts or policy files from Google Drive or Docusign into Slack for signoff, then log outcomes automatically. Keep business approvals moving with less follow-up.
Approval request capture
Capture new approval requests from forms or shared folders and send them to the right reviewer fast, without inbox triage.
Real-time approver alerts
Notify approvers in Slack or Gmail when a document needs review, so decisions happen faster and fewer requests stall.
Conditional review routing
Route documents by type, owner, or amount, so contracts, policies, and invoices follow the right review path automatically.
Signed document handoff
Send completed files to Google Drive or Dropbox after approval, then alert stakeholders that the final document is ready.
Escalation deadline tracking
Track pending approvals against due dates and trigger reminders or escalations before business document workflows slow down.
仕組み
Business document management automation connects your tools, detects document status changes and file events, and triggers workflows automatically. Route approvals, log revisions, and track archives in real time—without manually chasing files.
ステップ 1
Connect your tools
Integrate platforms like Google Drive, Dropbox, Docusign, file storage tools, and approval systems to centralize document data.
ステップ 2
Define triggers
Set conditions for approval requests, archive triggers, processing errors, version changes, or retrieval requests.
ステップ 3
Automate & measure
Route approvals, create records, send alerts, and continuously track document workflow improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.