For the complete documentation index, see llms.txt. This page is also available as Markdown.
Standard Workflow
The Standard Workflow builder is the linear, card-based editor for automating document processing. A workflow is made of three groups of cards — When (the trigger), And (additional conditions) and Then (the actions to run). When a document matches the When/And conditions, the Then actions run automatically.
How to access
Open Workflow Dashboard → Workflow List, then click Add Workflow to create a new Standard workflow, or click an existing workflow to edit it.
The Workflow List — each row is a workflow you can open, toggle on/off or edit.
The When / And / Then model
The Standard Workflow canvas. This example triggers on invoices in a sub-organization and assigns them to a user.
When — the trigger that starts the workflow (e.g. Document type is Invoice).
And — extra conditions that must also be true (e.g. Document is part of sub-organization). Leave empty to run on every match of the When card.
Then — the actions to perform (e.g. Assign the document to the user, create a task, call an API, send an email).
Adding cards
Click Add Card in any group to open the card library. Cards are organised by category so you can find the building block you need:
The Add Card library — condition cards, comparison cards, action cards and more, grouped by category.
Save with Save Workflow, or save the layout as a reusable template with Save Template.
Next steps
See what each card does in the Cards section.
Combine cards into proven solutions with the Workflow Pattern Guides.
For branching flows with parallel paths (Wait ALL / Wait ANY / OR), use the Advanced Workflow builder.
