Core Concepts
Flows
Automate business processes
Flows allow you to automate actions based on your extracted data, creating end-to-end automation workflows that connect with your existing systems.
What are Flows?
Flows are sequences that trigger when extractions are completed. They let you:- Process extracted data immediately after extraction
- Transform data to meet specific requirements
- Send data to other systems via webhooks and APIs
- Trigger actions in your business processes
- Compare and reconcile extractions from multiple files
- Facilitate human review for approval or manual edits before proceeding
Key Features
Event-Driven
Flows trigger automatically when documents are processed, ensuring immediate
action on new data.
Conditional Logic
Apply business rules and conditions to determine how data should be
processed based on content.
Integrations
Connect with external systems via webhooks, APIs, and pre-built connectors.
Data Transformation
Format and modify extracted data to match downstream system requirements.
Human Review
Enable team members to review, approve, or edit extracted data before it
continues through the workflow.
Common Use Cases
- ERP Integration: Send extracted invoice data directly to your accounting system
- CRM Updates: Automatically create or update customer records with extracted information
- Approval Workflows: Route documents to different team members based on extracted content
- Database Updates: Insert extracted data into your database systems automatically
- Custom API Calls: Trigger custom business logic in your application
- Data Reconciliation: Compare and reconcile extractions from multiple documents against each other for validation or matching