Smart Workflows

Automate what happens to every document — and on a schedule. Build flows visually: when something happens, if it matters, then alert, route, tag, investigate, wait, or split.
Test run

Start from a template

Prebuilt flows you can customize before saving — including scheduled digests and split-path triage.

Run workflow now

Pick a recent document to run this flow against — for real, side effects included — or use the sample document (a dry run: nothing is modified).
Recent documents

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