Document Retention Compliance Sweep
A done-for-you professional services automation built for the Records Manager, connecting Slack, Airtable, and Google Sheets so the work below happens on its own.
What this automation does, step by step
The automation automatically flags documents that have reached the end of their required retention period, routing them for archiving or destruction according to the firm's compliance policy instead of a records manager periodically combing through file storage trying to remember what's actually due for disposal.
Every flagged document goes through a review step before anything is destroyed, so nothing important is lost by mistake, and the firm gains a clean, dated log proving its retention policy is actually being followed rather than existing only as a written policy nobody consistently enforces.
- Google Drive or SharePoint (deliverable storage)
- Zapier or Make.com
- Slack (internal deadline alerts)
- Google Sheets or Airtable (return status dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a records manager has to notice problems after they've already happened, then scramble to fix them manually one at a time.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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