DocFilaDocFila Workflows
Choose a trigger, add conditions and steps, and DocFila runs them on your cloud documents. A workflow can read and summarize a document, tag and file it, notify you, merge or stamp a PDF, send it for signature, or post a notice to a webhook you choose.
What a workflow can do
Triggers
A scan, an import, a tag change, an approaching expiry date, a daily, weekly or monthly schedule, or a call to the workflow's own webhook URL.
AI steps
Summarize, extract fields, classify, translate, draft an email or write a report from a document. Drafts and reports are text for you to use; DocFila does not send the email.
Document steps
Add a tag, move to a folder, create a to-do, notify you in the app, merge, split or stamp a PDF, fill a form, or send the document as a signature request.
Control
Conditions decide which documents a workflow runs on: document type, tag, category, words in the title, an amount above or below a figure, the vendor, extraction confidence, or whether a field is present. Every condition must match; there is no else branch. A Stop step ends a run early. Run a workflow in Draft-only, Require-approval or Auto-run mode, see every run in the history, and review results in the Agent inbox.
Examples that work today
File new imports
When a document is imported, classify it, add a tag and move it to a folder.
Expiry reminders
When a document's expiry date is close, notify you in the app and create a to-do.
Send for signature
When a document gets a particular tag, send it as a signature request.
What Workflows does not do
Workflows cannot read your email inbox, watch a folder, or push to Google Sheets, Notion, QuickBooks, Salesforce or Slack: those connectors do not exist yet (see integrations). The outbound webhook sends only a short notice — the workflow, the document's ID, title and type, and the time — never the document itself. You build a workflow in a four-step wizard (trigger, conditions, steps, name), not by describing it in plain English; the Agents hub's Delegate sheet is where plain-English requests go.
Plans: up to 3 workflows on Free, 10 on Premium and Pro.
Related DocFila tools
Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.