Create a Workflow

This page walks you through creating a new workflow (document-processing flow) inside a project. A workflow defines the steps that uploaded files will go through.

Prerequisites

Complete the Create a Project step first.
You must have at least one existing project to work in.

Step-by-Step

In the project list, click the name of the project where you want to add a workflow to open the project detail screen.
In the left sidebar, select the Workflow menu.
In the workflow list, click the Create Workflow button in the top-right.
In the dialog, choose a starting template (for example, Blank for an empty workflow).
Enter a workflow name. Optionally enter a description.
Click the Create button. The workflow is created and you are taken to the workflow editor.
In the editor, drag in the nodes you need (for example, ingestion, classification, conversion) and connect them to compose the processing flow. Then save.

You can create multiple workflows and run any of them against files in the same project.

Next Step

Upload Files and Run →: Process real files with the workflow you just created.