Automatically file and track HR and legal documents after upload

Turns a scanned contract or ID into a filed, tracked, and confirmed HR record automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"document uploaded or scanned"]:::trig s0["check for duplicate document"]:::task s1[("file document in Drive")]:::store s2[("update Airtable record")]:::store s3["send confirmation email"]:::task trig --> s0 s1 --> s2 s2 --> s3 gx{"× is document already on file"}:::gate s0 --> gx p00["rename and file in Drive"]:::task gx -->|"new document"| p00 p01["update Airtable record"]:::task p00 --> p01 p10["skip filing"]:::task gx -->|"duplicate found"| p10 jn{"○ send confirmation"}:::gate p01 --> jn p10 --> jn jn --> s1 out[/"document filed and tracked"/]:::out pay{{"reliable compliant document record"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Knowledge Base & RAGEmail AutomationSpreadsheet & Database OpsAPI & Webhook IntegrationFile & Cloud Storage
Connects
Google DriveAirtableGmail

The problem it solves

HR and legal teams deal with scanned contracts and IDs piling up unfiled, with no reliable way to confirm what's been received, where it lives, or whether it's a duplicate.

Who it fits

HR departments or legal teams handling employee contracts and compliance paperwork.

How it works

  1. A signed contract or ID is uploaded, by scan or link
  2. The system checks whether that employee's document is already on file to avoid duplicates
  3. The document is renamed and filed into the correct Drive folder by year, department, and employee
  4. An Airtable record is created or updated to mark the document as received
  5. HR and the employee get an email confirmation with links to the filed document
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per month
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes freed staff time is redirected to other work and that filing time was consistent across documents.

What you get

A properly filed document in Drive, an updated Airtable tracking record, and a confirmation email.

What you need

A Google Workspace account, an Airtable account, and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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