What is an automated workflow? #

It is a sequence of actions that run one after another without manual steps.

Typical steps #

• 1. Add a file: upload a document to the project.
• 2. Extract data: use an action to read content or fields.
• 3. Generate a report: create a document or summary automatically.
• 4. Send or store: export the result, send an email, or save a file.

Why use an automated workflow? #

• To save time on repetitive tasks.
• To reduce manual errors.
• To get consistent results each time.

Simple example #

You can set up:

• Uploading a medical report
• Extracting the main data
• Automatically creating a DOCX report
• Sending the report by email

Tip #

Start with one simple flow first. Then add more steps as needed.