The Flows API enables you to run pre-configured workflows that combine multiple document processing steps. Flows can include extraction, reconciliation, verification, and review steps to create end-to-end document processing pipelines.

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Key Features

  • Multi-step workflows: Chain together multiple processing steps
  • Extraction steps: Extract data from one or multiple documents
  • Reconciliation: Compare and match data between documents
  • Verification: Validate extracted data against business rules
  • Review steps: Add human-in-the-loop approval processes
  • Rerun capability: Automatically retry failed extractions

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Common Use Cases

  • Purchase order to invoice matching
  • Multi-document reconciliation workflows
  • Document verification with automatic reprocessing
  • Human review and approval processes
  • Complex data validation pipelines

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Flow Execution Workflow

1

Get Available Flows

List available flows using the flows endpoint
2

Run Flow

Execute a flow with your documents using the run flow endpoint
3

Monitor Progress

Check flow execution status using the flow run endpoint
4

Access Results

Retrieve extraction IDs and results from the completed flow run

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Flow Run Status

Flow runs progress through these status states:
  • processing - The flow is currently executing
  • review - The flow is paused pending human review
  • completed - All flow steps completed successfully
  • failed - The flow failed (check the error field)

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Webhooks

You can receive real-time notifications when flow runs complete or fail. The webhook events are:
  • flow.run.completed - Fired when a flow run completes successfully
  • flow.run.failed - Fired when a flow run fails
The webhook payload includes flow metadata and execution details. Learn more in the webhooks documentation.

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Flow Components

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Extraction Steps

Extract data from uploaded documents using AI-powered templates.

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Reconciliation Steps

Compare and match data between multiple extractions (e.g., PO to invoice matching).

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Verification Steps

Validate extracted data against business rules with automatic rerun capability.

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Review Steps

Pause the flow for human review and approval before continuing.

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Next Steps