Automation & Workflows

Create custom workflows to automate your entire document processing pipeline, from ingestion to integration.

Workflow Builder

Visual Workflow Designer

Build workflows with our drag-and-drop interface:

No coding required
Real-time validation
Test mode for safe experimentation
Version control and rollback

Workflow Components

Triggers

Start workflows based on events:

Document Upload - When a new document arrives
Email Received - Process email attachments
Schedule - Run at specified times
API Call - Trigger via API
Manual - Start from dashboard
Integration Event - From connected systems

Conditions

Route documents based on criteria:

Document type
Customer/vendor
Value thresholds
Date ranges
Custom fields
Confidence scores

Actions

Process and route documents:

Extract data
Validate fields
Transform formats
Send notifications
Update systems
Create tasks
Generate reports

Pre-built Workflows

Invoice Processing

Automated accounts payable workflow:

Receive Invoice → Email or portal upload
Extract Data → Pull invoice details
Match PO → Find corresponding purchase order
Validate → Check amounts and terms
Route Approval → Based on amount thresholds
Post to ERP → Update accounting system
Archive → Store in document management

Shipment Documentation

Complete shipping document workflow:

Collect Documents → BOL, invoice, packing list
Cross-validate → Ensure consistency
Check Compliance → Verify requirements
Update TMS → Push to transport system
Notify Parties → Alert relevant stakeholders
Generate Reports → Create summary documents

Customs Clearance

Streamline customs documentation:

Gather Documents → All required docs
Validate Completeness → Check for missing items
Extract HS Codes → Identify classification
Calculate Duties → Estimate costs
Submit to Customs → Electronic filing
Track Status → Monitor clearance
Update Systems → Record completion

Automation Rules

Rule Types

Field Validation Rules

Ensure data quality:

// Example: Validate invoice amount
if (invoice.amount > purchase_order.amount * 1.1) {
  flag_for_review("Invoice exceeds PO by more than 10%");
}

Routing Rules

Direct documents appropriately:

// Example: Route by amount
if (invoice.amount > 10000) {
  route_to("senior_approver");
} else {
  route_to("standard_approver");
}

Transformation Rules

Convert data formats:

// Example: Standardize date format
date = convert_date(invoice.date, "MM/DD/YYYY", "YYYY-MM-DD");

Rule Conditions

Build complex logic with:

AND/OR operators - Combine multiple conditions
Nested conditions - Create sophisticated rules
Regular expressions - Pattern matching
Lookup tables - Reference master data
External APIs - Call third-party services

Approval Workflows

Multi-level Approvals

Configure approval chains:

Sequential approvals
Parallel approvals
Conditional routing
Escalation rules
Delegation support

Approval Interface

Users can approve via:

Web dashboard
Mobile app
Email links
Slack/Teams integration

Approval Features

Comments - Add notes to approvals
Attachments - Include supporting docs
History - Full audit trail
Analytics - Approval time metrics

Notifications & Alerts

Notification Channels

Email
SMS
Slack
Microsoft Teams
Webhooks
In-app notifications

Alert Types

Processing Complete - Document ready
Validation Error - Issues found
Approval Required - Awaiting action
Exception - Manual review needed
SLA Warning - Approaching deadline
System Alert - Technical issues

Notification Templates

Customize message content:

Subject: Invoice {{invoice_number}} Processed

Hi {{approver_name}},

Invoice {{invoice_number}} from {{vendor_name}}
has been processed and requires your approval.

Amount: {{currency}} {{amount}}
Due Date: {{due_date}}

[Approve] [Reject] [View Details]