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Document Lifecycle Management

Manage document creation, review, approval, versioning, retention, and archival workflows

Complexity: Moderate | Duration: 15-30m | Category: Operations/Process

Tags: #document-management #version-control #compliance #knowledge-management #archival

Workflow Diagram​

Steps​

Step 1: Document Creation​

Agent: documentation

writer - Author document using approved templates

Step 2: Metadata Tagging​

Agent: librarian

Add classification, keywords, retention schedule

Step 3: Peer Review​

Agent: technical

writer - Route to subject matter experts for feedback

Step 4: Approval Workflow​

Agent: compliance

specialist - Submit for management approval

Step 5: Version Control​

Agent: version

control-specialist - Publish to document repository with versioning

Step 6: Access Control​

Agent: security

specialist - Set permissions based on classification

Step 7: Review Scheduling​

Agent: process

optimizer - Set up periodic review reminders

Step 8: Update Management​

Agent: documentation

writer - Track changes and maintain revision history

Step 9: Retention Enforcement​

Agent: compliance

specialist - Auto-archive based on retention policy

Step 10: Disposal Workflow​

Agent: compliance

specialist - Secure deletion with audit trail

Usage​

To execute this workflow:

/workflow operations/process/document-lifecycle-management.workflow

See other workflows in this category for related automation patterns.