DOCUMENT OPS

Daily audit of a Drive folder for unredacted sensitive documents

Runs each morning over a Google Drive folder, scans every document for PII and secrets, and posts a Slack digest ranking the riskiest files that still need redaction.

CategoryDocument Ops
Enginesim
Difficultyintermediate
Triggerschedule
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule fires
  • ActionList and read documents in Drive folderGoogle DriveGoogle Drive
  • ActionScan each file for PII and secretsOpenAI
  • LogicScore risk per file and drop clean files
  • ActionLog flagged files to Airtable audit tableAirtableAirtable
  • OutputPost ranked exposure digest to SlackSlack

What it does

On a daily schedule, sweeps a chosen Google Drive folder, scans every document for PII and secrets, scores each file's exposure risk, and delivers a prioritized digest so owners know exactly what to redact today.

When to use it

Use it for ongoing hygiene on a shared deliverables or archive folder where files accumulate and you want a recurring sweep rather than per-file gating. Good for compliance owners who need a standing audit trail and a daily worklist.

How it works

  1. 1A scheduled trigger fires each morning.
  2. 2The workflow lists all documents in the target Drive folder and reads their text.
  3. 3An OpenAI scan returns findings per file with categories and severity.
  4. 4A logic step aggregates findings into a per-file risk score and filters out clean files.
  5. 5The flagged files are recorded as rows in an Airtable audit table with category, severity, and link.
  6. 6A ranked Slack digest summarizes the top exposures and links the Airtable view for follow-up.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect Google DriveDocs, sheets, slides, files.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect AirtableBases, tables, views, automations.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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