Home / Automation
Workflows & rules

Decide once. It runs on every document.

Write the rule the way you'd say it out loud, and Docurensic runs it on every scan — so the routine calls make themselves. Then tune the engine itself with your own detection, no code required.

§01 / WORKFLOWS
Smart Workflows

WHEN. IF. THEN.

Every finished scan can trigger a workflow. Add conditions to narrow it down, then choose what happens — automatically, every time, with every action logged.

  • Triggers — high risk, a specific verdict, a threat, an expired or duplicate document, low confidence, and more.
  • Conditions — document type, amount over a threshold, or one of your custom rules.
  • Actions — inbox alert, email, Slack or Teams, tag, set status, move, quarantine, open a case, or call a webhook.
Rule · High-value invoice check● Active
WHENa scan finishes with a Review or Reject verdict
IFthe document is an invoice over $10,000
THENalert my inbox, move to Review, and open a case
§02 / CUSTOM RULES
Custom rule · Suspicious bank change● Draft
MATCHforensic layer flags a font substitution
ANDthe document contains a bank account field
THENrequire review and tag "verify payee"
Engine customization

Tune the engine to your risk.

Build your own detection with a visual formula editor — combine the engine's own signals, thresholds, and document fields into rules that fit how your fraud actually looks. No code, no waiting on us.

Rules route and flag — they never fabricate risk. The forensic score stays the engine's alone; your rules decide what to do about it.

  • Thresholds & sensitivity per document type — quiet the noise or turn it up.
  • Combine signals with AND / OR / NOT and simple math — a real formula builder.
  • Matched rules tag the report and can trigger a workflow — customization and automation, connected.
§03 / ACTIONS
What a rule can do

Six families of actions.

Alert & notify

In-app inbox alerts, email, Slack, or Microsoft Teams the moment something needs a human.

Tag & set status

Label the report and set its review disposition so your queue stays organized.

Route & quarantine

Move a document to a folder, quarantine a risky file, or delete a vault copy.

Open a case

Spin up a case so related documents link together for investigation.

Call a webhook

Fire a signed webhook to your own systems — or hand off to Slack and Teams.

Chain workflows

Trigger another rule to build multi-step automations from simple pieces.

Put the routine calls on autopilot.

Set a rule once and let every future scan follow it.