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DownloadGuidesPDF · EN8 pages

Short guide: Slow processes

Requests that sit for days? The next step starts on its own. A process rarely gets slow because the work takes long.

This guide is available in 21 languages; on this page you download the English version. Free, no registration.

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What's inside

  1. The problem
  2. The way with PaperOffice
  3. In the app
  4. An example
  5. Checklist
  6. Frequently asked questions
  7. How to start

Who it is for

A purchase request is checked quickly. Getting it approved still takes days: it sits in a mailbox, waits for the scan, for forwarding, for the manager's signature and for filing. Every handoff is one more desk where the process comes to a stop.

Key facts

  • Intake without lifting a finger
  • Read instead of retype
  • Fields with their source
  • The agent handles the steps
  • Approval with a deadline, on mobile too
Format
PDF
pages
8
Language
English
Last updated
10/2026

Questions and answers

Frequently asked questions about this download

Do we need to write code?

You describe the process in plain words in “Prompt Studio”, which turns it into the agent's instruction. Developers can also create agents through the REST API or MCP and run them on individual documents.

What starts a Workflow Agent?

Completion of AI-DMS processing, a changed metafield, a completed task, a completed approval or signature. You can also start it by button, REST API or MCP.

What happens if nobody approves?

The run waits until a person decides. The task carries a deadline; once it has passed, the task list flags it as overdue. With “Forward”, another person takes over.

Can we test the process first?

Yes. “Start dry-run” plays the instruction through on a test document. Changing actions are simulated, and the document stays unchanged. Automation can be switched on once the prompt is approved and a test has succeeded.

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