Creating the agent and the Start event

Overview of Workflow Agents

A Workflow Agent is an AI agent that processes your documents according to an instruction. You write the instruction not as a program, but in plain language. Your Workflow Agents can be found under Workflow AI. The list shows for each agent when it starts, whether automation is on, and which document intelligence it requires.

Creating the agent and the Start event

For the test, we will need the POFID of a small invoice, which is the document identifier. This is done with one click in the list: select the invoice, go to Actions, and choose POFID. Now the new Workflow Agent. It gets a name, Invoice approval, and a description in plain sentences: invoices over five thousand euros should wait for an approval, smaller ones are marked as reviewed. Under Document intelligence, you define how thoroughly a document must be read out beforehand. Premium is pre-selected and already reads the amount, supplier, and invoice number on its own. You determine exactly which fields are read out using IDP Agents; there is a separate episode for that. Then the start event. There are six of them. Manual only means: The agent starts only when you trigger it. After AI-DMS has completed, it starts with every new document as soon as it has been read out. Additionally, it can start when a metafield changes, when someone completes a task, when an approval is finished, or as soon as a document is fully signed. After AI-DMS has completed, the agent starts as soon as a new invoice has been fully extracted. Under Filters, we specify which documents this applies to: only in the Workspace Workflow-Demo and only for the document type Invoice. We don’t need to worry about repeated triggers here. This option prevents the same agent from starting multiple times in quick succession for the same document. Click Save, and the Prompt Studio will open.