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Datasheet: Workflow Agents
Waiting for someone to code every process? Now one sentence is enough. Workflow Agents run document processes that you describe in plain words: move documents, set fields, create tasks, report results.
This datasheet is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- Prompt Studio
- Testing without side effects
- Automation only after approval
- Minimum AI-DMS tier
- People in the process
- Results to your systems
- Technical data
- In practice
- Frequently asked questions
Who it is for
Built for business teams, operations and IT.
Key facts
- Triggers: After AI-DMS, metafield change, completed task, approval, signature, or manual
- Tools: Set fields, move, rename, redact, create tasks and review requests
- Control: Dry-run before automation, optional execution approval, a log for every run
- Access: Web app, REST API and MCP, included in the Professional plan
Questions and answers
Frequently asked questions about this download
Do I need programming skills?
You describe the process in your own words, and Prompt Studio turns it into the instruction. Developers can also create agents through the REST API or MCP and run them on individual documents.
How do I stay in control?
Before automation comes the dry-run, in which changing actions are simulated. Automation mode stays locked until the prompt is approved. With execution approval, a person also confirms every run.
Which model works in the workflow?
You choose per agent: Basic for simple, clearly structured flows, Premium for multi-step workflows with conditions and Ultra for complex analysis and trade-offs.
Can I see what an agent did?
Yes. Under “Executions”, every run is listed with status, document and duration, plus the step history and a tool timeline showing every change. Simulated steps are marked as simulations.
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