---
title: Workflows
sidebar_label: Overview
sidebar_position: 1
description: Monitor automated workflow executions in DocJacket — document processing, email routing, reminders, approvals, retries, and failures.
---

<!-- Canonical: https://help.docjacket.com/docs/workflows -->
<!-- Source: docs/workflows/index.mdx -->

# Workflows

DocJacket runs automated workflows behind the scenes to handle routine operations — like routing incoming email, sending reminders, extracting data from documents, and pausing for approval when a step needs review.

You don't create workflow definitions yourself. They run automatically based on events in your transactions. You can monitor execution history and act on steps that need input.

## Monitoring workflows

Open **Workflows** from the sidebar to see workflow execution history.

The Workflows page shows:

- **Summary cards** — Total, running, completed, failed, and awaiting approval
- **Status filter** — Limit the list to running, completed, failed, or paused executions
- **Execution table** — Workflow type, status, progress, trigger source, and start time
- **Execution details** — Step-by-step progress for a specific run

![Workflow executions dashboard](/img/workflows/workflow-executions.png)

## 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 execution 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 when retry is available
- **Cancel** — Stop a pending, scheduled, or awaiting-approval step

If you reject a step, you can enter an optional reason so the team understands why it was stopped.

## Step statuses

Individual workflow steps can show statuses such as:

- Pending
- Running
- Completed
- Failed
- Awaiting Approval
- Scheduled
- Dead Letter
- Cancelled

Use these statuses to understand whether a workflow is still moving, waiting for a user, or stuck on a failure.

## What workflows handle

Behind the scenes, workflows power features like:

- Document processing
- Email intake and routing
- AI data extraction
- Reminder notifications
- Morning briefings
- Task and key date completion actions