Quarantine documents the moment PII appears
When SSNs or other tenant-flagged PII are extracted from a scanned document, the document is quarantined and a compliance review task is assigned — downstream automations pause until cleared.
Trigger: PII is extracted from a scanned document.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1PII detectedTrigger
Fires when sensitive data is found in a doc.
- 2Quarantine documentAction
Locks the document from downstream use.
- 3Assign compliance reviewAction
Routes it to a reviewer to clear.
What it does for your team
Sensitive documents are contained automatically
Downstream automations pause until a human clears them
Your PII handling is provably consistent
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Questions about this template
When SSNs or other tenant-flagged PII are extracted from a scanned document, the document is quarantined and a compliance review task is assigned — downstream automations pause until cleared.
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