Workflow Automation · Workflow Builder

Build the Document-to-Action Workflow Step by Step

Artificio Workflow Builder defines what should happen from the moment a document enters the platform. Receive attachments through a workflow-linked active email account, classify the document, extract data, verify page and table values, branch on rule outcomes, and send validated data to SAP or another downstream system.

Attach an active email ID to a workflow so incoming attachments automatically enter the configured process

Add reusable steps such as AI OCR, AI Search / Discover Files, Classification, Table Classification, Entity Extraction, Data Verification, Email Transmission and Integration Model

Configure different rule sequences for page data, line items, schedule lines or any other Table View

Use page selection, skew/orientation correction and Skip on Error where the process needs them

See an automatically generated workflow preview with success and exception branches

No-code workflow automation · Document-aware · Rule-driven · ERP-ready

1Auto Datagroup Classification

Classify incoming document into the correct Data Group.

2Pretrained Model

Extract structured header and line-item data.

3Data Verification

Run rule sequence against extracted data.

Verification complete?

4Integration Model · SAP

Send validated data to the configured SAP integration.

Email Intake

Active workflow mailbox

Composable

Add steps as needed

Conditional

Rule-based branches

Integrated

SAP / API / email

How it works

From document arrival to downstream action.

The workflow defines the ordered processing steps that every incoming document should follow. Each step receives the output of the prior step and can add its own model, rule sequence, data source or integration behavior.

Receive

Email attachment or upload

Classify / Extract

OCR, AI Search, models

Verify

Rules on page & table data

Branch

Success or exception

Integrate

SAP / API / email

Business use cases

Use one builder for recurring document-driven processes.

SAP Sales

Purchase order to sales order

PO → extract → validate header and line items → schedule-line rules → SAP sales order integration.

Accounts Payable

Invoice automation

Invoice email → classify → extract → PO / GR verification → exception handling → supplier invoice posting.

Quality

Inspection & COA processing

Quality document → extract characteristics → validate tolerances → route exception or post results.

Onboarding

Vendor / customer intake

Documents and forms → extraction → validation → approval → master-data integration.

Logistics

POD & shipping documents

Delivery documents → classify → extract → verify → ERP update.

Routing

Mixed document inbox

Classify different document types into Data Groups and send each one into the correct workflow.

Visual workflow preview

Build the steps on the left. See the business flow on the right.

As users add workflow steps, Artificio automatically builds a visual preview. Decision outcomes from verification rules appear as branches, making the process easier to understand and troubleshoot.

Auto Datagroup ClassificationCLASSIFY

Pretrained ModelEXTRACT

Data Verification · Page ViewRULES

Data Verification · Table ViewRULES

Integration Model · SAPCLASSIFY

FAQ

Common questions about Workflow Builder.

How does a workflow receive documents?

A workflow can be associated with an active email ID in the Artificio account. Attachments received by that configured mailbox can enter the workflow automatically.

What kinds of steps can I add?

Examples shown in the Workflow Builder include AI OCR, AI Search / Discover Files, Classification, Selection Group, Table Classification, Entity Extraction, Data Verification, Email Transmission, Integration Model, Data Selection and Auto Data Group Classification.

Can I validate both header and line-item data?

Yes. Data Verification can target Page View or Table View data and use different rule sequences for each structure.

Can validation create different workflow outcomes?

Yes. The visual preview can show conditional outcomes such as success and exception paths based on verification results.

Can I send the result to SAP?

Yes. An Integration Model can be used as a downstream workflow step and configured for SAP.

Can steps be skipped on error?

The screenshots show a Skip on Error option on individual steps, allowing the workflow to be configured around nonfatal step failures.

NO-CODE WORKFLOWEMAIL INTAKEDOCUMENT AIAI SEARCHRULE SEQUENCESCONDITIONAL BRANCHESSAP INTEGRATION

Workflow automation connected to the rest of Artificio.

Use document AI, rules, approvals, forms, communication, integrations, scheduling and agent actions together instead of stitching separate point tools into every business process.

See it on your process

Bring one document process your team still moves manually.

We'll show how to turn inbox monitoring, extraction, validation, exception handling and ERP entry into one visible, reusable Artificio workflow.

Request a demo →Explore Workflow Automation