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What is a workflow?

A workflow is a repeatable operation you run on documents. Each workflow is designed to:
  • Work on one type of document
  • Extract one specific structure of data
If you need to perform different operations, you should create different workflows.

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How to think about workflows

The mental model is simple:
1

Create

Define what data you want
2

Refine

Refine the result until it’s correct
3

Publish

Publish the workflow
4

Run at scale

Apply it to many documents
Workflows turn one successful run into something reliable.

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The role of the schema

The first step in any workflow is defining the schema. The schema defines:
  • What fields exist
  • What type of data they contain
  • What “correct” output looks like
Workflows don’t work without schemas. They apply schemas consistently to documents.

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Where workflows live

You can:
  • Create workflows from the home
  • Access existing workflows from:
    • Home
    • The Workflows section
Once published, workflows become reusable assets.

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What’s next?

Creating Workflows

Learn how to create and configure your first workflow

Validation & Review

Review and validate extracted data at scale

Versions & Templates

Use templates to get started faster

Analytics & Quality

Understand and improve quality over time