Operations and advanced users8 min read

Workflow Builder Overview

Workflow Builder turns repeated document tasks into reusable multi-step processes with monitoring and control states.

Workflow capabilities

  • Chain multiple document operations in sequence.
  • Apply validation before and between steps.
  • Monitor runs and handle retry, skip, or cancel actions.
  • Target files or folders for repeatable operations.

Plan and access considerations

The workflows experience is plan-sensitive. In the current app surface, users without workflow access are prompted to upgrade before using the full workflow feature set.

Good workflow candidates

  • High-volume conversion pipelines.
  • Inbound document cleanup before indexing.
  • Intake processing after guest uploads.
  • Repeated PDF finalization steps for outgoing documents.

Control model

Workflows are not just step chains. They are operating controls. Validation, monitoring, retries, skips, and cancellations matter because document inputs vary. The goal is a process that fails visibly and recoverably rather than silently.

Plans, statuses and triggers

  • Workflows are included on the Starter, Pro and Business plans. The Free plan doesn't include them.
  • A run tracks every file through every step as queued, running, completed, failed or canceled, and individual steps can be retried or skipped.
  • A workflow can run automatically when members of the workspace upload files to a folder you choose.
  • Each step runs an existing tool, so it uses the same daily conversion quota as running that tool by hand. In team workspaces, usage counts against the owner's plan.
  • Outputs are saved to the folder you pick when you start the run, and each file's step history stays in the run details.