Methods for categorizing information from a platform in a document management system

A method for automatically processing data for meetings and discussions in a document management system, the method comprising:

• defining a project within the document management system;
• using a processing engine, calling an application programming interface to retrieve a card from a task management system related to the project;
• retrieving textual data from a third-party meeting platform related to the project or the card;
• processing the textual data to identify at least one keyword associated with the project using the processing engine;
• generating a document from the textual data;
• categorizing the document according to the at least one keyword into a category under the project within the document management system;
• storing the document at a document management server under the category for the project;
• receiving a request to access the document from the category within the document management system;
• and
• allowing access to the document based on a policy related to the project at the document management server.

A method for automatically processing data for meetings and discussions in a document management system, the method comprising:

• defining a group within the document management system, wherein the group includes at least one member account;
• retrieving textual data from a third-party meeting platform related to the group;
• processing the textual data to identify the at least one member account associated with the group using a processing engine;
• generating a document from the textual data;
• categorizing the document according to the at least one member account into a category for the group within the document management system;
• storing the one document at a document management server under the group;
• receiving a request to access the document from the category within the document management system;
• and
• allowing access to the document based on a policy related to the project at the document management server.