Automate document processing with configurable workflows.
Workflows let you automate repetitive document processing tasks â things like extracting structured information, classifying content, or generating summaries at scale. This chapter covers what workflows are and how they work, how to set one up, how to run documents through it (including via email), how to view and export the results, the dedicated Submissions workflow for handling public submissions and objections end-to-end, and the Document Compare workflow for spotting exactly what changed between two versions of a document.
What Are Workflows?
Understand automated categorization and data extraction.
Set Up a Workflow
Create and configure a workflow with categories and fields.
Process Documents
Upload documents into a workflow and start processing.
View & Export Results
Browse the results table, review details, and export data.
Submissions Workflow
Receive, categorize, and respond to public submissions and objections by email.
Document Compare
Compare two versions of a document and get a paragraph-by-paragraph report of what changed.