Downloading to upload
Someone downloads each agenda PDF and uploads it to the repository by hand, after every meeting.
Records managementSolution
File it once.
In the right folder, every time.
Agendas, minutes and permit folders land in Laserfiche automatically, in the folder for that board or record, with metadata filled in.
This solution
Records management
StartsOn a schedule · Every hour
SystemsCivicCA, Laserfiche Cloud, Accela Civic Platform, Microsoft 365 (Graph)
Templates3 ready-made flows to start from3
Stored recordsNone: pass-through, in memory only0
Preview any template on your own data before it writes anything.
§ The problem
What it looks like today.
Misfiled records
A new commission or a renamed board means documents land in the wrong folder for months.
Permit folders
Each new permit needs a repository folder named the same way, every time.
§ How it works
How it works: Records management
- 01Every hourFind newly published agendas and minutes
- 02Find the folderBoard-to-folder value map
- 03Transfer filePDF streamed through memory
- 04FiledWith board, date and type metadata
- 05Unknown board?Data-quality alert, not a misfile
§ 01 / Agendas and minutes
From CivicCA to the board's folder.
Each newly published agenda, and the minutes when they're ready, is filed in the folder for that board with meeting metadata. Each municipality sets its own boards-to-folders value map.
- Boards without a folder go to the data-quality alert
- Run live against sandboxes: 8 documents filed
- The file bytes are never stored
§ 02 / Permit folders
A folder for every new building record.
Every hour, SentraBridge creates a Laserfiche folder for each new Accela building record, named with the record number and address.
- Same naming every time
- Filter by record type
- Pairs with document transfer for permit PDFs
§ Templates
Ready-made flows for this.
CivicCA → Laserfiche Cloud
File CivicCA agendas and minutes in Laserfiche
Every hour, files each newly published CivicCA agenda and set of minutes in the city's Laserfiche repository, in the folder for that board, with…
Accela Civic Platform → Laserfiche CloudMake a Laserfiche folder for each new Accela permit
Every hour, creates a folder in Laserfiche for each new building record in Accela, named with the record number and address.
Data quality alert (sub-flow)
A reusable sub-flow: other flows hand it the records that failed their checks, and it emails the data team a summary with a CSV attached.
§ Systems
Works with
Pre-built connectors used in this solution. Anything else with an API, a database or SFTP works too.
CivicCASee your own systems connected.
We'll set up a workspace with your systems in a sandbox and build your first flow with you.