
Overviews
How it works?
Upload files from multiple sources
Automate file uploads to Pilvio from email attachments, form submissions, applications, or other cloud services, organizing incoming documents into appropriate folders with consistent naming conventions and metadata.
Organize files into folder structures
Create automated filing systems that analyze document types, content, or origin and route files to designated folders, maintaining organized storage that makes retrieval efficient and intuitive.
Share files with team members
Trigger automated file sharing when specific conditions are met, granting appropriate access permissions to team members, clients, or external collaborators based on project assignments or organizational roles.
Monitor storage usage and capacity
Track storage consumption across your Pilvio account and trigger alerts when thresholds are approached, enabling proactive capacity management and preventing disruptions to business operations.
Generate shareable download links
Create time-limited or password-protected download links for files stored in Pilvio and distribute them through automated communications, providing secure access to documents without requiring account credentials.
Sync files across platforms
Keep files synchronized between Pilvio and other storage services or applications, ensuring teams have access to the latest versions regardless of which platform they prefer to work from.
Archive and manage old files
Implement automated retention policies that identify files based on age, access patterns, or project status and move them to archive storage or delete them according to compliance requirements.
Process document modifications
Monitor files for updates or changes and trigger workflows when documents are modified, such as notifying stakeholders, creating backup versions, or initiating review processes for important files.

Configure
Build
Client document portal automation
Build a secure client-facing system that automatically creates dedicated Pilvio folders for new clients, uploads relevant documents, generates access links, and sends welcome emails with instructions for accessing their personalized document portal.
“You can’t do this anywhere else.”



















































Your stack,
connected.

