Cards

Cards are the building blocks of every workflow. You combine them in the When / And / Then groups to describe when a workflow runs and what it does. This section explains the available cards and what each one does.

The Add Card library — cards are grouped by category.

Card groups

• When — the trigger cards that start a workflow (e.g. document type, document type one of).

• And — condition cards that must also be true before the actions run. These include Compare with Purchase Order (PO matching), Document Field comparisons, Date & Time, Logic, Status, Table and Assignee conditions.

• Then — action cards that do the work: set fields, approve/reject, change status, export, create tasks, assign documents, manipulate tables, and run actions (Call API, Send HTTPS request, Run Workflow, AI calculations).

Card reference guides

For a complete reference of each card and its options, see the complete guide pages in this section (Condition Cards, PO Matching Cards, Assignment & User Cards, Task Cards, Field & Table Cards, and the Action cards).

Combining cards

To see proven combinations of cards that solve common business scenarios, see the Workflow Pattern Guides.