SHEET 01Document AIWORKFLOWS

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.

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  • Event-Driven
  • Multi-Step
  • Human-in-Loop
  • Validation Rules
  • Auto-Routing
  • Audit Trails
01INTAKE02PROCESS03ROUTE04ACT03bEXCEPTION
SHEET 02How It WorksPIPELINE

How document workflows work

Four-step pipeline from document intake to automated action and resolution.

Document workflow pipelineActive
01Step 1
Intake

Receive documents via email, upload portal, or API integration. Automatically triggered on arrival.

02Step 2
Process

Parse documents, extract structured data, validate against rules and business logic.

03Step 3
Route

Conditionally route to approval workflows, human review, escalation, or exceptions.

04Step 4
Act

Update backend systems, trigger downstream actions, send notifications, close the loop.

Intake Process Route Act

SHEET 03TemplatesTPL-01..06

Pre-built workflow templates

Industry-specific pipelines ready to deploy or customize for your use case.

TPL-01Ready

Invoice Processing Pipeline

  1. Intake
  2. Parse
  3. Extract
  4. Validate against PO
  5. Route for approval
  6. Update ERP
TPL-02Ready

Contract Review Pipeline

  1. Upload
  2. Parse
  3. Extract key terms
  4. Risk assessment
  5. Route to legal
  6. Track obligations
TPL-03Ready

Claims Processing Pipeline

  1. Submit
  2. Parse forms
  3. Extract data
  4. Cross-reference policy
  5. Adjudicate
  6. Notify
TPL-04Ready

Compliance Audit Pipeline

  1. Collect docs
  2. Parse
  3. Extract requirements
  4. Gap analysis
  5. Generate report
  6. Route findings
TPL-05Ready

Onboarding Document Pipeline

  1. Receive docs
  2. Parse ID/forms
  3. Extract data
  4. Validate
  5. Create records
  6. Notify
TPL-06Ready

RFP Response Pipeline

  1. Parse RFP
  2. Extract requirements
  3. Match capabilities
  4. Draft responses
  5. Route for review
SHEET 04Key CapabilitiesCAP-01..06

Key capabilities

Everything you need to build, deploy, and manage document workflows at scale.

CAP-01Active

Event-Driven Triggers

Automatically start workflows on document arrival, API calls, or scheduled intervals.

CAP-02Active

Conditional Branching

Route documents based on type, content, metadata, or business rules in real time.

CAP-03Active

Human-in-the-Loop

Escalate complex decisions to human reviewers with context and suggested actions.

CAP-04Active

Validation & Exception Handling

Catch invalid or missing data and trigger specific remediation workflows.

CAP-05Active

System Integrations

Connect to 300+ enterprise systems: ERPs, CRMs, legal platforms, databases, and APIs.

CAP-06Active

Complete Audit Trail

Every document movement, extraction, decision, and action is logged and compliant.

SHEET 05ImpactMEASURED

Measurable impact

Real results from real workflows.

90%+Straight-through processing

Documents that flow end-to-end without human intervention

Minutes not daysProcessing time

Full workflows complete in minutes instead of days or weeks

300+System connectors

Pre-built integrations to your existing tech stack

100%Auditable

Complete trail of every document, decision, and action

SHEET 06Sign-offREADY

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.

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Product
Document AI · Workflows
Pipeline
Intake · Process · Route · Act
Connectors
300+ systems · Open APIs
Sheet
06 of 06 · Workflows