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Workflows

DocJacket runs automated workflows behind the scenes to handle routine operations — like processing incoming emails, running compliance checks, sending reminders, and extracting data from documents.

You don't create or configure workflows yourself. They run automatically based on events in your transactions. But you can monitor them and approve or reject steps that need your input.

Monitoring workflows​

Go to Settings > Workflows to see:

  • Running workflows — What's currently being processed
  • Completed workflows — What finished successfully
  • Failed workflows — Anything that hit an error (with retry options)
  • Awaiting approval — Steps that need your manual approval before continuing

Approval steps​

Some workflows pause and wait for your input. For example, AI might extract data from a document and ask you to approve the results before saving them. When this happens, you'll see the workflow in "Awaiting Approval" status.

From the workflow detail view, you can:

  • Approve — Let the workflow continue with the suggested action
  • Reject — Stop the workflow from proceeding
  • Retry — Re-run a failed step
  • Cancel — Stop the workflow entirely

What workflows handle​

Behind the scenes, workflows power features like:

  • Document processing and compliance scanning
  • Email intake and routing
  • AI data extraction
  • Reminder notifications
  • Morning briefings
  • Task and milestone completion actions