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Streamline Document Permissions with Docupanda Automation with Make.com, N8N and Zapier

Your No-code and AI Automation Partner

Automate Document Permissions with Docupanda

Simplify your document sharing process by automating permissions based on team roles with Docupanda and BambooHR. Ensure consistent and secure access across Google Drive and OneDrive.

When a Document Created

1. New Document Detection

Trigger automation upon document creation.

Retrieve Team Roles

2. Fetch Team Roles

Get team roles from BambooHR for permissions.

Check Permissions Checklist

3. Apply Permissions

Run checklist to apply correct permissions.

Update Document Permissions

4. Set Permissions in Docupanda

Apply the determined permissions to the document.

Mirror Permissions

5. Update Google Drive Permissions

Sync permissions to Google Drive.

Mirror Permissions

6. Update OneDrive Permissions

Sync permissions to OneDrive.

- Repeat -

Automation Benefits

Unlock the full potential of your document management with these key benefits.

Secure Document Sharing

Minimize risks of unauthorized document access.

Time-Saving Process

Reduce manual steps in managing document permissions.

Enhanced Collaboration

Streamline document access across teams and platforms.

Consistent Policy Enforcement

Ensure all documents follow organizational policies.

Effortless Compliance

Easily align with compliance standards for document access.

Scalable Solution

Adapt automation as your team grows and changes.

Features

Key Features

Discover how this automation can enhance your document management system.

1
Automated Permissions Alignment
Automatically align document permissions with team roles from BambooHR.
2
Cross-Platform Consistency
Ensure consistent permissions across Docupanda, Google Drive, and OneDrive.
3
Enhanced Security Protocols
Reduce risks of unauthorized access by automating permission settings.

Outcomes

Expected Outcomes

Implementing this automation can lead to substantial improvements in your document management system.

80%

Reduced Unauthorized Access

95%

Improved Compliance

70%

Increased Collaboration Efficiency

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FAQ

Automation FAQs

Answers to common questions about automating document permissions with Docupanda.

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Pricing Plans

Our pricing plans

Choose a plan that's suitable for your needs.

One-Time

One-time Fee

Pay once for build out.

Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly

Build Fee + Maintenance Fee

from 300$/month

Pay for build + lower recurring maintenance fee.

Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required

Recurring

from $600/month

Use our pre-built solution with no changes.

Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.