Example workflows

Walkthroughs of document workflows from intake to output, modelled on how the platform works.

Making a contract folder searchable

Illustrative scenario. A modelled scenario: a folder of contracts becomes structured, searchable data with natural-language questions that cite the source documents.

Read the workflow

Sorting a mixed inbox into schemas

Illustrative scenario. A modelled scenario: an unsorted set of invoices, receipts and contracts is classified into schemas and grouped into smart folders.

Read the workflow