The intelligence behind every workflow |
If X, then Y. Define intelligent business rules for automatic routing, approvals and notifications Without a single line of code.
Rules in Real-time
Every rule is evaluated in under one millisecond. Thousands of rules in parallel – without delay. Your documents are immediately routed, approved or escalated.
Conditional Logic in the
Workflow Designer
Rules and triggers are not separate software – they are the intelligence within every workflow. In the visual Workflow Designer, you combine Conditional Nodes, Triggers and Actions via drag & drop.
Visual Designer
Drag & drop nodes for conditions, triggers and actions – all visually connected.
AI Builder
Describe your rule in natural language – the AI builds the workflow.
50+ Building Blocks
AI-IDP, OCR, signatures, notifications – everything available as a node.
Human-in-the-Loop
For critical decisions, a human takes over – seamlessly integrated.
Workflows start
automatically
Every workflow begins with a trigger – the event that starts the automation.
Document Upload
Starts the workflow when a document is uploaded or received via email.
Schedule (Cron)
Runs workflows at specific times – daily, weekly or monthly.
Webhook
External systems trigger the workflow via HTTP request.
Folder Watch
Monitors a folder and starts automatically when new files appear.
API Call
Programmatically start a workflow via the REST API.
Form Submit
When a web form is submitted, the assigned workflow starts.
Email Inbox
Monitors a mailbox and automatically processes incoming emails.
Signature Event
Starts the next step after a digital signature is completed.
Automate everything that
follows rules
Routing Rules
Automatically forward documents to the right department, person or system.
- Route by document type
- Route by amount/value
- Route by sender
- Route by language
Approval Rules
Multi-level approval processes with escalation and substitution rules.
- Amount-based approval
- Four-eyes principle
- Substitute rules
- Escalation after timeout
Notification Rules
Notifications via email, SMS, Slack or Teams for important events.
- Deadline alerts
- Status updates
- Error messages
- Daily Digest
Validation Rules
Automatic checks and locks for rule violations.
- Required field check
- Value range check
- Duplicate detection
- Format validation
Tagging Rules
Automatic tagging and categorization according to rules.
- Auto-tags based on content
- Category assignment
- Priority marking
- Compliance flags
Retention Rules
Automatic archiving and deletion according to retention periods.
- GoBD-compliant periods
- Auto-archiving
- Deletion reminder
- Legal Hold
Why rules in the
Workflow Designer
Instead of a separate rules engine: Everything in one place, natively connected.
Standalone Tools
Separate software for rules, disconnected from the workflow.
- Separate configuration
- No visual representation
- No workflow context
- Extra license costs
- Fragmented overview
iPaaS Platforms
If/Then via connectors, but without Document AI.
- Simple If/Then logic
- No LLM / AI-OCR
- No Bounding Boxes
- Pay per execution
- Limited operators
Workflow Designer
Rules, triggers and 250+ AI features – natively in one designer.
- Visual Drag & Drop Builder
- 15+ operators + AND/OR
- 800+ specialized LLMs
- Unlimited in every tier
- <1ms rule execution
- Human-in-the-Loop integrated
Flexible
Conditions
Combine any number of conditions with AND/OR logic.
= equals≠ not equals> greater than< less than≥ greater/equal≤ less/equal∈ contains∉ not contains∅ is empty∃ exists∧ AND∨ ORregex Pattern Matchdate Date comparisonrange Value rangeRules in
Action
Three typical scenarios our customers set up in under 5 minutes.
Invoice Approval
Contract Reminder
Compliance Check
Rules API
Create & manage rules programmatically too.
# Create new rule
$ curl -X POST \
https://api.paperoffice.ai/v2/rules \
-H "Authorization: Bearer $API_KEY" \
-d '{
"name": "High-Value Invoice Approval",
"conditions": [
{"field": "document.type", "op": "eq", "value": "invoice"},
{"field": "document.amount", "op": "gt", "value": 5000}
],
"actions": [
{"type": "route", "target": "management"},
{"type": "notify", "channel": "email"}
]
}'
# Response
{"rule_id": "rule_abc123", "status": "active"} End-to-End Orchestration
Conditional Logic, Workflows and AI Agents – natively connected for seamless process automation.
Decision Engine
Rule-based decisions in real-time. <1ms execution. Unlimited complexity.
Orchestration
OCR, AI-IDP, Workflows, Signatures – all coordinated. One platform.
AI Agents
Autonomous agents that understand documents and act independently. 24/7.
Enterprise security
for your rules
EU Datacenter
Own data centers in the EU. No AWS, no Azure, no US cloud.
Audit Trail
Every rule evaluation is logged – tamper-proof and traceable.
AES-256 Encryption
All data encrypted at rest and in transit. RAM-disk processing.
GDPR & GoBD
100% compliant with European data protection and retention requirements.
FAQ
What is the difference between Automation Rules and the Workflow Designer?
Which operators are available for conditions?
How fast are rules executed?
Which trigger types are available?
Can I create rules without programming skills?
Do Automation Rules cost extra?
Can I create rules via API?
Are rule evaluations logged?
Customer Success Stories
Discover how businesses transformed their processes with PaperOffice AI.
Measurable customer success
"Enterprise document management for all our mining operations. World class."
"FDA-regulated pharmaceutical labels require seamless documentation. PaperOffice has reduced our approval process from days to hours."
"Technical documentation and order processing now run fully automatically."
"Digitization has revolutionized our administration. Citizen inquiries are now processed in minutes instead of days."
"Patient records, medical reports, and referrals are automatically captured and classified. Our practice team finally has time for their patients."
"8,000 employees and thousands of guest documents every day. PaperOffice has completely digitized our back-office processes."
"Loan applications and compliance documents are now processed in minutes instead of hours. The regulatory review is fully automated."
"Construction project documentation and compliance are now digital and traceable."
"Check-in forms, invoices, and guest communications are fully digital. Our concierge team now focuses on providing excellent service."
"Gas station billing, supplier documents, and compliance records from over 250 stations are automatically processed and archived."
"GMP-compliant documentation for pharmaceutical functional labels is now fully automated. Audit trails are seamless and instantly accessible."
"Blueprints, permits, and customer files for our wooden houses are now managed centrally. After six generations, we are finally paperless."
"Supplier contracts, certificates, and customs papers for hundreds of roasteries worldwide are automatically captured and assigned to the correct product."
"Temperature logs, CMR waybills, and food certificates are automatically scanned and assigned to the order. Misallocations are a thing of the past."
"Heavy transport permits, route plans, and project documentation are now instantly accessible digitally. No more searching through folders."
"Customs documents, warehouse receipts, and shipping orders for our Eastern European network are automatically classified. Four generations of logistics, finally digital."
"Printing specifications, customer approvals, and material certificates are now accessible centrally. The production error rate has dropped to near zero."
"Sustainability certificates, supplier contracts, and customer specifications are processed automatically. Swiss precision, now also digital."
"Building permits, subcontractor contracts, and acceptance protocols for our commercial properties are now fully documented digitally."
"Purchase agreements, exposés, and customer files from over 30 years of market leadership are now digitally searchable. Every agent finds everything in seconds."
"Ocean freight documents, customs declarations, and bills of lading are automatically captured. Baltic Sea logistics has never been so efficient."
"Thousands of custom packaging orders per week, including design approvals, print data, and delivery documents. PaperOffice keeps it all together."
"Pathology lab documentation and device certifications are now fully automated. Seamless traceability for every specimen."
"Loan documents, security papers, and customer correspondence are processed in minutes instead of hours. The regulatory review is seamless."
"Technical specifications, quality certificates, and recycling protocols for our steel production are central and instantly accessible."
"Pharma and cosmetic label specifications with regulatory requirements are automatically checked and approved. No more manual checklists."
"KYC documents, investment reports, and regulatory filings are classified in seconds. As an MAS-regulated robo-advisor, seamless compliance is essential."
"Safety data sheets, transport permits, and ADR documents for chemical logistics are automatically assigned. Zero tolerance for errors."
"Certificates of authenticity, supplier records, and customer warranties for our pearl collections are automatically archived and instantly accessible."
"SME loan applications, security documents, and regulatory reports are automatically classified. Our advisors have more time for customer consulting."
"Customer files from over 135 years of banking history are being successively digitized. 5,000 employees now have instant access to all documents."
"Microcredit applications and compliance documents for millions of customers are now processed in minutes instead of days. A game changer for financial inclusion."
"Hundreds of thousands of delivery notes and return slips per day are processed automatically. Vietnam's leading e-commerce logistics provider, now paperless."
"CNC manufacturing protocols, material certificates, and customer specifications for oil, gas, and aerospace projects are now fully documented digitally."
"Vision 2030 requires complete digitization. PaperOffice processes government documents for Saudi Arabia's digital backbone."
"Material certificates, hardening protocols, and customer specifications are automatically assigned to the correct order. Australia's only Q&T manufacturer, now paperless."
"Weld seam protocols, structural calculations, and project plans are managed digitally. Our workshop teams have access in real time."
"Aerospace certificates, CNC programs, and customer tolerances are automatically classified. AS9100 compliance has never been easier."
"Merchant contracts, KYC documents, and transaction receipts for hundreds of thousands of SMEs are processed in seconds. Mexico's payment revolution, paperless."
"Harvest documentation, export certificates, and quality protocols for our high-altitude Malbecs are automatically archived. 120 years of winemaking tradition, now digital."
"Millions of user verifications and regulatory documents are processed fully automatically. Scaling without paper."
"Merchant onboarding documents and compliance records for Africa's leading payment provider are processed in minutes instead of days."
"Organic certificates, supplier audits, and product labels for thousands of natural products are automatically checked and archived."
"Regulatory documents from 33 African countries, partner contracts, and audit trails are managed fully automatically. An enterprise DMS for a $3 billion fintech."
"Prescriptions and medication management now run fully automatically. More time for our patients."
"Centuries-old documents are now digitally searchable. A milestone for our historical archives."
"Our caregivers finally have more time for residents instead of paperwork."
"500,000+ records digitized. Our deputies now find all information instantly."
"Patient records management is now a breeze. Everything automatically captured and archived."
"Inheritance and estate documentation is now efficient and error-free."
"Digital property management for all our residential complexes. Tenants and owners are thrilled."
"With PaperOffice, we have accelerated our invoice processing by 99%. The AI automatically recognizes all relevant data and assigns it correctly."
"PaperOffice has become indispensable to our daily work. Orders, quotes, and invoices are now automated."
"The documentation of our care services is now digital and automated. More time for our patients."
"Technical drawings, bills of materials, and quality protocols are instantly searchable. A search that used to take 30 minutes now takes 30 seconds."
"Client receipts, tax assessments, and annual financial statements are automatically sorted and assigned to the correct client. Receipt chaos is a thing of the past."
"Project documentation, SLAs, and customer communication for our IT consulting projects are automatically classified and archived."
Define rules,
automate work
If/Then · Unlimited rules · Instantly active