Workflow

What are Workflows?

Workflows in Docsumo help you automate document processing — from ingestion to data extraction, validation, and export — without needing to manually trigger each step.

Instead of processing each document individually, you can build automated flows that handle multiple operations seamlessly.
For example:

• Extract invoice data from email attachments
• Match invoices with purchase orders
• Validate extracted data before export

Each Workflow defines a sequence of connected steps, where each step performs a specific function such as document upload, extraction, classification, validation, or routing.

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Why Use Workflows?

Workflows make document automation:

• Systematic: Standardize how documents are processed and reduce manual errors
• Faster: Automatically handle repetitive multi-step document tasks
• Smarter: Use AI to classify, extract, and validate data intelligently
• Integrated: Connect inputs and outputs via API or email ingestion

With Workflows, you can design, test, and run your document processes exactly how your business needs them — all within Docsumo.

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Key Terms

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Where to Find Workflows

1. Go to the left-hand sidebar in the Docsumo app.
2. Click on Workflows — you’ll see three sections:
   • All Workflows: Displays all workflows you’ve created
   • All Runs: Shows execution history and status of workflow runs
   • Templates: Browse pre-built workflow templates by use case

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Creating Your First Workflow

You can start in two ways:

1. Create Workflow: Build a new workflow from scratch (Custom Workflow)
2. Use Template: Select from ready-to-use workflows like SMB Lending or Document Processing

After choosing an option, you’ll enter the Workflow Builder — a visual interface for connecting workflow blocks and defining your process.