Features

Smart Workflows

Create powerful automated workflows that process documents exactly how you need them. Use our visual workflow builder to design complex document processing pipelines without writing a single line of code.

5:30

Introduction to Workflows

Learn the basics of creating workflows in Dropie

What are Workflows?

Workflows in Dropie are automated sequences of actions that process your documents from input to output. They can include document analysis, data extraction, validation, routing, approvals, and integration with other systems.

Visual Builder

Drag and drop interface to create workflows without coding

Conditional Logic

Route documents based on content, metadata, or custom rules

Real-time Processing

Process documents instantly as they arrive

Scheduled Workflows

Run workflows on a schedule for batch processing

Workflow Components

1. Triggers

Every workflow starts with a trigger that initiates the process:

Document Upload

Triggered when documents are uploaded

Email Receipt

Triggered by incoming emails

Schedule

Run at specific times or intervals

API Call

Triggered via REST API

2. Actions

Actions are the steps that process your documents:

Extract Data: Use AI to extract information from documents
Transform: Convert, merge, split, or modify documents
Validate: Check data accuracy and completeness
Approve: Route for human review and approval
Integrate: Send data to other systems or databases

3. Conditions

Add logic to your workflows with conditional branching:

Example: Invoice Processing

IF invoice amount > $10,000
→ Route to senior approval

ELSE IF vendor is new
→ Require additional verification

ELSE
→ Auto-approve and process payment

Creating Your First Workflow

8:15

Building Your First Workflow

Step-by-step tutorial on creating a document processing workflow

Choose a Template

Start with one of our pre-built templates or create from scratch:

Invoice Processing

Extract, validate, and route invoices

Contract Review

Analyze contracts and extract key terms

Add Workflow Steps

Drag and drop actions from the component library to build your workflow. Connect them in the order you want them to execute.

Configure Each Step

Click on each step to configure its settings, such as which fields to extract, validation rules, or approval requirements.

Test Your Workflow

Use sample documents to test your workflow and ensure it's working correctly. Make adjustments as needed.

Deploy & Monitor

Activate your workflow and monitor its performance. View analytics and make optimizations over time.

Advanced Features

Parallel Processing

Split workflows to process multiple actions simultaneously, then merge results.

Enterprise

Custom Scripts

Add custom JavaScript or Python scripts for complex transformations.

Pro & Enterprise

External Data Sources

Enrich documents with data from external APIs or databases during processing.

All Plans

Ready to Build Your First Workflow?

Start with our workflow templates or build your own from scratch.