DOCUMENT OPS
Snapshot and archive the finalized board deck with a metadata record
When the board deck is marked final in Slack, exports a frozen PDF copy to a dated archive folder in Google Drive and logs an immutable version record in Snowflake for audit.
How it runs
The automated pipeline, trigger to output.
- TriggerSlack approval action marks deck finalSlack
- ActionExport board deck as flattened PDFGoogle Drive
- ActionCopy PDF to dated archive folderGoogle Drive
- ActionLog immutable version record in SnowflakeSnowflake
- OutputConfirm archive link and version ID in SlackSlack
What it does
Locks in the board deck once it is signed off, producing a tamper-evident archive. It exports a read-only PDF to a dated board-meeting folder and writes a version record so you always have an auditable trail of exactly what was presented and when.
When to use it
Run it the moment the deck is approved for distribution. Essential for companies that need defensible records of board materials for governance, diligence, or audit, where the live editable doc can keep changing afterward.
How it works
- 1A Slack action — a reaction or slash command on the approval thread — triggers the workflow.
- 2It exports the current board deck from Google Drive as a flattened PDF.
- 3It copies the PDF into a dated, access-restricted archive folder in Google Drive.
- 4It writes an immutable version record to Snowflake capturing the meeting date, file hash, approver, and archive path.
- 5It posts a Slack confirmation with the archive link and version ID so distribution can proceed from the frozen copy.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect SnowflakeWarehouses, queries, shares.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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