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Send monthly regulatory reports and archive source files

Automatically monitor new file additions in Google Drive review folders across Google Drive and Gmail. Create and update when finalized regulatory reports arrive or are moved—so you can send attachments, archive source files, and keep access controlled without manual reporting.

How this automation protects your audit trail

When a new file is added to the review folder, compliance reviewers can miss monthly reporting deadlines. This automation monitors uploads, sends email attachments, and moves source files to your archive—so your team can preserve regulatory evidence without manual filing.

  1. 1.Watches for new review folder files

    Integrate Google Drive and file storage to capture the new file and file ID for mapping, so your process starts automatically.

    Google-Laufwerkor swap with your favorite app
  2. 2.Sends compliance email with attachment

    Integrate Gmail and email distribution to send an attachment to the compliance group and apply file title mapping for subject lines.

    Gmail (Englisch)or swap with your favorite app
  3. 3.Moves sent file to archive folder

    Integrate Google Drive and file storage to move the source file to the archive folder and optionally set sharing to read-only.

    Google-Laufwerkor swap with your favorite app

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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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