Workflows

Automate document processing with triggers, steps, and integrations.

What are Workflows?

Workflows automate repetitive document tasks. Define a trigger, add processing steps, and connect integrations to create end-to-end automation.

Example workflow:

1. New PDF uploaded to “Invoices” knowledge base
2. Extract invoice data using “Invoice” schema
3. Send Slack notification with extracted amounts
4. Add to monthly report

Creating a Workflow

From the Dashboard

1. Go to Workflows in the sidebar
2. Click Create Workflow
3. Name your workflow
4. Configure trigger
5. Add steps
6. Enable the workflow

From a Template

Templates provide pre-built workflows for common scenarios:

Triggers

Triggers define when a workflow runs.

Event Triggers

React to platform events:

With filters:

{
  "event": "document.uploaded",
  "filters": {
    "file_type": "pdf",
    "knowledge_base_id": "kb-uuid"
  }
}

Scheduled Triggers

Run on a schedule using cron expressions:

Manual Triggers

Run on-demand via the dashboard or API.

Webhook Triggers

Trigger from external systems via webhook URL.

Steps

Steps define what the workflow does.

Parse Step

Parse documents to extract content:

{
  "type": "parse",
  "config": {
    "agentic": false
  }
}

Extract Step

Extract structured data:

{
  "type": "extract",
  "config": {
    "schema_id": "invoice-schema"
  }
}

Transform Step

Transform extracted data:

{
  "type": "transform",
  "config": {
    "expression": "data.total_amount * 1.1"
  }
}

Condition Step

Branch based on conditions:

{
  "type": "condition",
  "config": {
    "condition": "data.total_amount > 10000",
    "true_branch": "high_value",
    "false_branch": "standard"
  }
}

Integration Step

Send to external services:

{
  "type": "integration",
  "config": {
    "integration_id": "slack-uuid",
    "template": "New invoice: {{invoice_number}} for ${{total_amount}}"
  }
}

Integrations

Connect workflows to external services.

Slack

Send notifications to Slack channels:

{
  "integration_type": "slack",
  "config": {
    "webhook_url": "https://hooks.slack.com/...",
    "channel": "#invoices"
  }
}

Email

Send email notifications:

{
  "integration_type": "email",
  "config": {
    "to": "team@company.com",
    "subject": "New Document Processed",
    "template": "Document {{name}} has been processed."
  }
}

Webhook

Call external APIs:

{
  "integration_type": "webhook",
  "config": {
    "url": "https://api.example.com/documents",
    "method": "POST",
    "headers": {
      "Authorization": "Bearer token"
    }
  }
}

Template Variables

Use variables in integration messages:

Example:

Invoice {{invoice_number}} processed.
Vendor: {{vendor_name}}
Amount: ${{total_amount}}
Due: {{due_date}}

Monitoring

Execution History

View past executions from the workflow page:

• Status (completed, failed, running)
• Duration
• Step-by-step log
• Errors and retries

Execution Log

Each execution includes a detailed log:

{
  "steps": [
    {
      "step_id": "parse",
      "status": "completed",
      "duration_ms": 5000,
      "output": {...}
    },
    {
      "step_id": "extract",
      "status": "completed",
      "duration_ms": 3000,
      "output": {...}
    }
  ]
}

Scheduling

Schedule workflows to run automatically:

1. Open a workflow
2. Click Schedule
3. Enter cron expression
4. Set timezone
5. Enable

Schedule Management

• View next run time
• See last run status
• Enable/disable schedule
• Modify cron expression

Best Practices

1. Start simple - Begin with one trigger, few steps
2. Test manually - Run manually before enabling triggers
3. Handle errors - Add error notifications
4. Use conditions - Branch for different scenarios
5. Monitor executions - Review logs regularly
6. Version control - Document workflow changes

API Reference

See the Workflows API for programmatic access.