Workflows API¶

DAG-based document automation for Team+ subscribers.

Overview¶

The Workflows API enables creation and management of multi-step document processing workflows using Directed Acyclic Graphs (DAGs).

Key Features:

• Visual Workflow Designer - Build complex workflows graphically
• AI Processing Nodes - Automated document analysis and extraction
• Human Approval - Inject human decision points
• External Integration - Call external APIs and MCP tools
• Real-time Status - Monitor workflow execution progress

Availability: Team+ tier required

Quick Start¶

Create a Simple Workflow¶

{
  "name": "Invoice Processing",
  "trigger": {
    "type": "document_upload",
    "conditions": {
      "folder_path": "/invoices/*",
      "file_types": ["pdf"]
    }
  },
  "nodes": [
    {
      "id": "extract",
      "type": "ai_extract",
      "config": {
        "document_id": "{{trigger.document_id}}",
        "extraction_schema": {
          "vendor_name": "string",
          "invoice_number": "string",
          "amount": "number",
          "due_date": "date"
        }
      }
    },
    {
      "id": "approval",
      "type": "human_approval",
      "config": {
        "assignee_type": "role",
        "assignee_value": "finance_manager",
        "title": "Approve Invoice"
      },
      "depends_on": ["extract"]
    }
  ]
}

Workflow Management¶

Create Workflow¶

POST /api/v1/dag/workflows

See full DAG API documentation

Execute Workflow¶

POST /api/v1/dag/workflows/{workflow_id}/execute

Request:

{
  "trigger_data": {
    "document_id": "doc_xyz789"
  },
  "priority": "high"
}

Node Types¶

AI Nodes¶

• ai_summarize - Generate document summary
• ai_analyze - Deep document analysis
• ai_extract - Extract structured data
• ai_classify - Categorize documents
• ai_qa - Answer questions about documents

Human Nodes¶

• human_approval - Approve/reject decisions
• human_review - Review with edits
• human_assignment - Route to users

Control Nodes¶

• condition - If/else branching
• switch - Multi-way branching
• parallel - Parallel execution
• join - Wait for parallel branches
• loop - Iterate over collections

Integration Nodes¶

• http_request - Call external APIs
• mcp_tool - Execute MCP tools
• notification - Send notifications

Complete Documentation¶

For full workflow documentation, see:

• DAG Orchestration Architecture
• Workflow Automation Capabilities
• Full DAG API Reference

Next Steps¶