LI
Line Items

Workflow
Automation

Automate your AP processes with a visual workflow builder. Create rules for matching, approvals, and notifications without writing code.

No-Code Builder

Visual Workflow Builder

Design automation rules with an intuitive drag-and-drop interface.

Workflow Execution Demo
Yes path
No path
Execution Log
Click "Run Test" to start

Watch the workflow execute step-by-step with conditional branching and real-time logging.

Triggers

Workflow Triggers

Start workflows when specific events occur in your document lifecycle.

Invoice Events
Trigger workflows when invoices are uploaded, matched, or status changes.
  • Invoice upload
  • Approval requested
  • Invoice approved
PO Events
React to purchase order changes and fulfillment status.
  • PO upload
  • PO fulfilled
  • Quantity exceeded
Logistics Events
Trigger workflows when shipping documents are received.
  • Document upload
  • Delivery confirmed
  • Status change
Workflow Triggers
Click a trigger to fire
Available Triggers
Event Payload
Select a trigger to see its event data
Actions

Automated Actions

Take action automatically when conditions are met.

Smart Matching

Automatically find and link matching documents.

  • • Link invoice to PO
  • • Link logistics to invoice
  • • Match based on AI similarity

Approvals

Route documents through approval workflows.

  • • Request approval from specific users
  • • Auto-approve based on rules
  • • Reject with reason

Discrepancies

Automatically flag issues for review.

  • • Flag price variances
  • • Flag quantity mismatches
  • • Custom discrepancy types

Notifications

Keep stakeholders informed automatically.

  • • In-app notifications
  • • Email alerts
  • • Custom message templates
Rules

Conditional Logic

Build smart rules that adapt to different scenarios.

If-Then Rules
Create branching logic based on document attributes.
  • Amount thresholds
  • Supplier categories
  • Document types
Match Confidence
Route based on AI matching confidence scores.
  • High confidence auto-approve
  • Low confidence manual review
  • Configurable thresholds
Conditional Logic Demo
Adjust values to see path change
Invoice Data
$3,500
$92%
Yes
Rule Evaluation
Invoice Amount < $5000
FALSE
AND
Match Score > 90%
FALSE
AND
Preferred Supplier is Yes
FALSE
Route for Manual Review
Conditions not met → Invoice requires manual review
Management

Workflow Management

Test, version, and deploy workflows with confidence.

Draft Mode
Build and test workflows before going live.
  • Safe testing environment
  • Preview execution
  • No production impact
Version History
Track changes and roll back if needed.
  • Full version history
  • Compare versions
  • Quick rollback
Execution Tracking
See exactly what happened and when.
  • Step-by-step history
  • Success/failure status
  • Debug information
Templates

Common Workflows

Start with proven templates or build your own.

Invoice Auto-Match

Automatically match invoices to POs when uploaded

Invoice uploadedFind matching POLink documents

Three-Way Match Approval

Route for approval only when all three documents match

Check PO matchCheck logisticsRequest approval

Discrepancy Alert

Flag and notify when variances exceed thresholds

Detect varianceCreate discrepancyNotify reviewer

Low-Risk Auto-Approve

Automatically approve invoices meeting all criteria

Check amountVerify matchAuto-approve

Automate Your AP Processes

See how workflow automation can reduce manual work and accelerate invoice processing.