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File Storage & Document Management

Articles, blogs, guides and how-tos about business process automation.

  • Cloudinary

    Cloudinary

    Cloudinary is a cloud-based media management platform that handles image and video upload, storage, transformation, optimisation, and delivery via CDN. It replaces the need to build and maintain your own image processing infrastructure by providing an API and URL-based transformation system that works with any web application. The problem Cloudinary solves is straightforward: images and videos account for most of a web page’s file size, and poorly optimised media kills page load speed, user experience, and search rankings. Cloudinary automatically converts images to modern formats (WebP, AVIF), resizes them for different screen sizes, and serves them from edge servers close to your users. All of this happens through URL parameters or API calls, with no manual image editing required. At Osher, we integrate Cloudinary into content management and e-commerce workflows where media handling is a bottleneck. Using n8n, we build automated pipelines that process uploaded images through Cloudinary’s transformation API, apply consistent branding (watermarks, crops, overlays), and distribute optimised assets to websites, apps, and marketing platforms. Our system integration team connects Cloudinary to CMS platforms, product databases, and DAM systems so media management runs without manual intervention. Cloudinary suits any organisation with a media-heavy website or application that needs consistent, fast-loading images and videos without dedicating engineering time to image processing infrastructure.
    Cloudinary consultants
  • Grain

    Grain

    Grain is a meeting recording and highlights platform that captures video meetings and makes it easy to clip, share, and organise key moments. Rather than sharing full hour-long recordings that nobody watches, Grain lets teams create short, shareable video clips from meetings and interviews, complete with transcripts and annotations. The problem Grain solves is that meeting recordings are almost useless in their raw form. A 60-minute call recording sits in a folder and rarely gets watched. Grain makes meeting content accessible by enabling quick highlight clipping during or after the call, automatic transcription with searchable text, and shareable links that take viewers directly to the relevant moment. This is particularly valuable for sales teams sharing customer feedback, product teams capturing user research insights, and hiring teams reviewing interview moments. At Osher, we integrate Grain into broader knowledge management and sales workflows through our business automation services. Common projects include connecting Grain clips to CRM records so sales managers can review key call moments without watching full recordings, feeding user research highlights into product management tools, and building automated workflows that route meeting clips to relevant Slack channels or team members. Our system integration team handles the API connections between Grain and your existing tools. We’ve done similar structured data extraction work in our talent marketplace AI processing project.
    Grain consultants
  • Signaturit

    Signaturit

    Signaturit is a digital signature and electronic document platform that lets businesses send, sign, and manage contracts and agreements online. It covers the full lifecycle of document signing — from sending a contract for signature to tracking who has signed, sending reminders to those who haven’t, and securely storing the completed documents with a full audit trail. For businesses dealing with contracts, onboarding paperwork, or compliance documents, the bottleneck is rarely the signing itself. It’s everything around it: generating the document from CRM data, routing it to the right person for review, chasing signatures, and then filing the completed document back into the correct system. When these steps are manual, contracts sit in inboxes for days and signed documents end up scattered across email threads and shared drives. We integrate Signaturit with your CRM, document management, and business process automation tools using n8n. When a deal reaches a certain stage in your CRM, the contract can be auto-generated and sent for signature through Signaturit. When the document is signed, it’s filed automatically and the next step in your workflow triggers — whether that’s onboarding, invoicing, or notifying the relevant team. The result is fewer delays, no lost documents, and a clear audit trail for compliance.
    Signaturit consultants
  • Guru

    Guru

    Guru is a knowledge management platform that gives teams a single, searchable place for internal documentation, processes, and answers. Instead of information living in scattered Google Docs, Slack threads, and people’s heads, Guru organises it into verified “knowledge cards” that stay up to date through built-in review workflows. The core problem Guru solves is obvious to anyone who’s worked in a growing company: nobody can find anything. New starters spend weeks asking the same questions. Support teams toggle between six tabs looking for the right answer. Sales reps give slightly different information depending on who they ask. Guru puts verified, current answers where people already work — inside Slack, Chrome, or Microsoft Teams — so the answer comes to them instead of the other way around. Guru also has built-in verification workflows, which means content owners get prompted to review and confirm their cards on a schedule. This prevents the usual knowledge base problem where documentation goes stale within months and nobody trusts it anymore. For businesses running automated workflows, Guru’s API means you can programmatically create, update, and search knowledge cards. Using n8n, we can build workflows that automatically update Guru cards when processes change, create new cards from form submissions, or pull verified answers into chatbot responses. If your team is drowning in undocumented processes and tribal knowledge, our business automation services can help you get Guru set up properly and connected to the rest of your tools.
    Guru consultants
  • SignRequest

    SignRequest

    SignRequest is a digital document signing platform that lets you send contracts, agreements, and forms for legally binding electronic signatures. It removes the printing, scanning, and posting loop from document workflows and gives you an audit trail showing exactly who signed what and when. SignRequest supports multiple signers, signing order sequences, and document templates for contracts you send repeatedly. It integrates with Google Drive, Slack, and common business tools, and has an API for building signing workflows into your own applications or automation platforms like n8n. For businesses that process a high volume of contracts, onboarding documents, or approval forms, connecting SignRequest to your existing systems eliminates the manual chasing and status checking that slows things down. If you want to automate document routing so the right contracts go to the right people at the right time, our business automation team can help you build that workflow.
    SignRequest consultants
  • Missive

    Missive

    Missive is a team email and collaboration platform that replaces individual inboxes with shared ones. Instead of forwarding emails between colleagues, CC-ing managers, or losing track of who replied to what, Missive puts team communication in one place: shared inboxes, internal chat alongside email threads, and assignment rules that make sure every message gets handled. The tool supports email, SMS, WhatsApp, Facebook Messenger, and live chat from a single interface. Teams can assign conversations to specific people, add internal comments (visible only to the team, not the customer), set up rules to auto-route messages, and use canned responses for common replies. It is particularly useful for support teams, sales teams, and operations teams that handle high volumes of inbound communication. Missive has an API and integrates with n8n, which opens up automation possibilities: auto-assigning conversations based on keywords or sender domain, creating CRM records from email conversations, escalating messages that have been unanswered for too long, or syncing conversation data to a reporting tool. For teams drowning in email where things fall through the cracks, Missive adds structure and accountability. See how we automate team communication workflows.
    Missive consultants
  • Formstack Documents

    Formstack Documents

    Formstack Documents (formerly WebMerge) is a document generation platform that turns data from forms, CRMs, and databases into finished PDFs, Word documents, PowerPoint decks, and more. If your team is copying and pasting data into contracts, proposals, or invoices, Formstack Documents can remove that manual step entirely. The tool works by merging data into pre-built templates. You set up a document template with merge fields, connect a data source, and Formstack Documents produces the finished file automatically. It supports conditional logic (show or hide sections based on data values), e-signatures via Formstack Sign, and batch generation for producing hundreds of documents in one run. As an n8n node, Formstack Documents fits neatly into larger automation workflows. You can trigger document generation from a CRM update, a form submission, or a webhook, then route the finished file to email, cloud storage, or a signing platform without anyone touching a keyboard. For teams producing high volumes of standardised documents — think onboarding packs, insurance certificates, or client reports — this removes hours of repetitive formatting work each week. Talk to our automation team about connecting Formstack Documents into your existing stack.
    Formstack Documents consultants
  • Twake

    Twake

    Twake is an open-source workplace collaboration platform that bundles team messaging, task management, file storage, calendar, and video conferencing into a single application. It is developed by Linagora, a French open-source software company, and positions itself as a self-hosted alternative to Microsoft Teams or Google Workspace for organisations that need data sovereignty or want to avoid vendor lock-in. The platform supports channels for team messaging, threaded conversations, file sharing with version history, a Kanban-style task board, shared calendars, and Jitsi-based video conferencing. Because it is open-source and self-hostable, organisations can run Twake on their own servers or in a private cloud environment, keeping all data within their own infrastructure. This makes it relevant for government agencies, healthcare organisations, and businesses with strict data residency requirements. Twake’s API allows it to be connected to external systems for notifications and data exchange. Using n8n, you can post automated messages to Twake channels when events occur in your other business tools (CRM updates, deployment alerts, support ticket escalations). For Australian organisations looking to move off proprietary platforms while keeping their collaboration tools connected to the rest of their stack, our system integration services can handle the migration and integration work.
    Twake consultants
  • Twist

    Twist

    Twist is an asynchronous team communication tool made by the team behind Todoist (Doist). Unlike Slack or Microsoft Teams, Twist is designed around threads rather than real-time chat channels. Every conversation lives in a dedicated thread with a clear subject line, making it easier to follow discussions, catch up on decisions, and search past conversations without scrolling through pages of chat noise. The core idea behind Twist is that constant real-time messaging creates more interruptions than it solves. Threads are organised into channels by topic or team, but the default expectation is that responses happen when people are ready, not immediately. This makes it a better fit for remote teams across time zones or for teams that want to protect deep work time. Twist also offers direct messages, integrations with Google Drive and other tools, and mobile apps for iOS and Android. Twist has an API and supports webhooks, which means you can connect it to your other business tools through n8n. Automated notifications from your project management system, CRM, or monitoring tools can post to specific Twist threads, keeping your team informed without creating Slack-style notification overload. If you want to connect Twist to the rest of your operational tools, our system integration services can set that up for you.
    Twist consultants
  • Mindee

    Mindee

    Mindee is a document processing API that uses machine learning to extract structured data from invoices, receipts, passports, bank statements, and other document types. Instead of manually keying in data from PDFs or scanned images, you send the document to Mindee’s API and get back clean, structured fields like amounts, dates, vendor names, and line items. For businesses that process a high volume of documents, whether invoices from suppliers, receipts from employees, or identity documents from customers, Mindee removes the manual data entry bottleneck. Using n8n, we connect Mindee to your existing systems so extracted data flows directly into your accounting software, CRM, or database without human intervention. Osher builds Mindee integrations for Australian businesses that are still manually entering data from documents. If your team spends hours each week typing invoice details into Xero or copying receipt data into expense reports, our automated data processing work can cut that time dramatically.
    Mindee consultants
  • Grist

    Grist

    Grist is an open-source data management tool that blends the familiar interface of a spreadsheet with the structure of a relational database. It lets teams build custom data applications, complete with linked tables, formula columns, and filtered views, without needing to write code or hire a developer. For businesses that have outgrown spreadsheets but aren’t ready for a full custom database, Grist fills the gap. Using n8n, we connect Grist to the other systems your team relies on, whether that’s pulling form submissions into Grist tables, syncing Grist records with your CRM, or pushing Grist data into reporting dashboards. Osher helps Australian businesses turn Grist into the backbone of their automated data processing workflows. If you’re managing complex data in Google Sheets and hitting the limits of what a spreadsheet can do, Grist with proper integrations is often the right next step.
    Grist consultants
  • Raindrop

    Raindrop

    Raindrop.io is a bookmarking and content curation tool that lets teams save, organise, and share web pages, articles, and files in structured collections. It’s particularly useful for research-heavy teams, content marketers, and agencies that need a shared repository of reference material rather than scattered browser bookmarks. The real value of Raindrop.io comes when it’s connected to the rest of your workflow. Using n8n, we integrate Raindrop with tools like Slack, Notion, and Airtable so that saving a bookmark can automatically notify the right team, update a content calendar, or feed into a research database. This turns a simple bookmarking app into a genuine content pipeline. Osher helps Australian businesses connect Raindrop.io to their existing tools so content research doesn’t sit in silos. If your team spends time manually copying links between apps or loses track of shared resources, our system integration work can automate that entire process.
    Raindrop consultants
  • Microsoft OneDrive

    Microsoft OneDrive

    Microsoft OneDrive is the cloud storage and file-sharing service built into Microsoft 365. It gives users a place to store documents, spreadsheets, presentations, and other files with access from any device. For businesses on Microsoft 365, OneDrive is typically already available — it provides per-user storage, file versioning, sharing controls, and integration with the rest of the Microsoft ecosystem (Teams, SharePoint, Outlook). The n8n OneDrive node lets you automate file operations — uploading, downloading, copying, moving, and sharing files as part of a workflow. This is useful for scenarios like automatically saving email attachments to a project folder, generating reports and storing them in a shared drive, collecting form submissions as files, or syncing documents between OneDrive and other cloud storage services. Osher builds file automation workflows for Australian businesses that run on Microsoft 365. Common projects include automatically organising incoming documents into the right folder structure, generating PDFs from templates and uploading them to shared drives, and syncing files between OneDrive and external systems like client portals or CRMs. If your team spends time manually moving files around, our data processing team can automate those file workflows.
    Microsoft OneDrive consultants
  • S3

    S3

    Amazon S3 (Simple Storage Service) is AWS’s object storage service, used for storing and retrieving files of any size. It’s the backbone of file storage for a huge portion of the internet, handling everything from website assets and application backups to data lakes and media archives. S3 organises files into buckets and provides fine-grained access controls, versioning, lifecycle policies, and multiple storage tiers to optimise costs. The n8n node for S3 lets your automation workflows interact with S3 buckets directly: uploading files, downloading them, listing bucket contents, copying objects between buckets, and deleting objects. This is useful whenever a workflow needs to store, retrieve, or move files as part of a larger process. Common automation scenarios include saving report outputs or exported data to S3 for archiving, downloading files from S3 for processing through an AI model or data pipeline, syncing uploaded documents between S3 and other storage systems, and managing backup files across storage tiers. The n8n S3 node also works with S3-compatible storage providers like MinIO, Wasabi, and DigitalOcean Spaces, so you’re not locked into AWS. At Osher Digital, we incorporate S3 into n8n workflows whenever clients need reliable file storage as part of their automation. Whether it’s archiving processed documents, staging files for data pipelines, or managing media assets across platforms, we handle the bucket configuration, access policies, and n8n workflow logic. Learn more about our automated data processing services.
    S3 consultants