What is a workflow?

A workflow in Xtracta is a customized set of AI procedures designed to extract and format required data fields from a document, performing validations to ensure accurate and complete data extraction and output. When a document is uploaded to a workflow, it is assigned a status that updates as it progresses through the workflow cycle. Each workflow is configured to handle a specific document type, such as invoices, receipts, or statements.

Workflows are initially configured by the administrator and, if required, the Xtracta support team. Once properly configured and trained, workflows automatically process and output the majority of uploaded documents.

Image	Name	Description
	Add Standard Workflow	An Standard workflow allows the administrator to create a customized workflow to process documents with full control of key aspects such as fields, data output locations, formatting, transformations, and error handling.
	Add Connected Workflow	Add Connected Workflow allows administrators to conveniently create workflows for Xero clients. Currently, the workflow wizard can only create Xero workflows. However, our support team can assist in connecting WorkflowMax and SimPro as well.
	Add Workflow Template	Create a workflow template which can be used later for the quick creation of new workflows.

ID: Every workflow is assigned a unique ID upon creation, which helps users and the Xtracta Support team identify fields, document types, documents, and training applied to it. This ID is automatically generated by Xtracta and cannot be customized.

Name: The workflow name can be set by the user. Xtracta recommends using a descriptive name to help users locate and identify the type of documents processed by the workflow.

Users: Once created, the administrator can decide which users have access to the workflow.