PaperlessZen™ for Microsoft Teams
The best reminder reaches you where you already are, and for teams inside the Microsoft world, that place is often Teams. A gift agreement gets filed, a reporting date is ninety days out, a contract is heading toward renewal, and the person who needs to know is more likely to see a Teams message than to check another dashboard.
PaperlessZen™ uses Teams to close the gap between something happening to a document and the right person knowing about it.
What connects
Through plain-language automations, PaperlessZen can post notifications to Teams when something worth knowing happens: a document is filed on a record someone owns, or an obligation is coming due. You choose what triggers a message and where it goes.
Where documents show up
The document itself stays in PaperlessZen, with its access controls and history intact. Teams carries the notice, not the confidential file, so a heads-up never becomes an uncontrolled copy sitting in a channel. People click through from the message to the governed document.
A three-step recipe
A deadline approaches
A reporting date on a tracked agreement comes within ninety days.
Teams gets the heads-up
An automation posts a notice to the responsible person's Teams channel.
They act in time
They click through to the document in PaperlessZen, read the exact terms, and act before the deadline.
Availability
PaperlessZen is in early beta. Teams notifications are on the near-term roadmap, built on the same automation platform that connects PaperlessZen to the rest of your stack. See also the Slack integration, or tell us how your team uses Teams.
Frequently asked questions
What can PaperlessZen post to Teams?
Notifications driven by automations: a message when a document is filed on a record someone owns, or a heads-up when an obligation is coming due. The notice goes to the channel or person you choose.
Does the confidential document go into Teams?
No. Teams carries the notification; the document itself, with its history and access controls, stays in PaperlessZen. People click through from the message to the governed document.