Document classification and protection for sensitive files — with retention reminders

The scenario reads each new document, determines how sensitive it is, password-protects the ones that need it, computes retention and sets a reminder.

  • Sensitive documents never sit unprotected
  • You define the retention rules yourself, in a sheet
  • Retention dates are computed and land in your calendar
  • Contacts found in documents flow into your CRM
Google DriveAirtableGoogle CalendarHubSpot