Creating an Automated Document Review Process

Creating an Automated Document Review Process

N.B. Name accountable [EnablementOwners] and secure manager time in advance. Coordinate with HR on competencies and with Finance on SPIFFs if used.

📄 Prompt Template

Design an automated process for periodically reviewing archived documents at [CompanyName] for continued relevance and compliance with retention policies. The process should include:
Automated workflows to flag documents nearing the end of their retention period.
Criteria for determining if a document should be destroyed, archived longer, or updated based on [Regulation].
Integration with existing document management systems like [SystemName] to ensure seamless operation.
Notifications for document owners and department heads when documents are flagged for review or action.
A report summarizing the review findings, with action steps for document disposition.
The output should be in the form of a detailed workflow diagram with action triggers and notifications.

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