Automate every document workflow, end to end.
Event-driven document processing pipelines that parse, extract, validate, route, and act on documents automatically. From intake to resolution without human intervention.
How document workflows work
Four-step pipeline from document intake to automated action and resolution.
Intake
Receive documents via email, upload portal, or API integration. Automatically triggered on arrival.
Process
Parse documents, extract structured data, validate against rules and business logic.
Route
Conditionally route to approval workflows, human review, escalation, or exceptions.
Act
Update backend systems, trigger downstream actions, send notifications, close the loop.
Pre-built workflow templates
Industry-specific pipelines ready to deploy or customize for your use case.
Invoice Processing Pipeline
Intake → Parse → Extract → Validate against PO → Route for approval → Update ERP
Contract Review Pipeline
Upload → Parse → Extract key terms → Risk assessment → Route to legal → Track obligations
Claims Processing Pipeline
Submit → Parse forms → Extract data → Cross-reference policy → Adjudicate → Notify
Compliance Audit Pipeline
Collect docs → Parse → Extract requirements → Gap analysis → Generate report → Route findings
Onboarding Document Pipeline
Receive docs → Parse ID/forms → Extract data → Validate → Create records → Notify
RFP Response Pipeline
Parse RFP → Extract requirements → Match capabilities → Draft responses → Route for review
Key capabilities
Everything you need to build, deploy, and manage document workflows at scale.
Event-Driven Triggers
Automatically start workflows on document arrival, API calls, or scheduled intervals.
Conditional Branching
Route documents based on type, content, metadata, or business rules in real time.
Human-in-the-Loop
Escalate complex decisions to human reviewers with context and suggested actions.
Validation & Exception Handling
Catch invalid or missing data and trigger specific remediation workflows.
System Integrations
Connect to 300+ enterprise systems: ERPs, CRMs, legal platforms, databases, and APIs.
Complete Audit Trail
Every document movement, extraction, decision, and action is logged and compliant.
Measurable impact
Real results from real workflows.
Documents that flow end-to-end without human intervention
Full workflows complete in minutes instead of days or weeks
Pre-built integrations to your existing tech stack
Complete trail of every document, decision, and action
Ready to automate your document workflows?
Schedule a demo to see Document Workflows in action. Learn how assistents automates your document processes end-to-end.