Create workflows with Conditional Logic

All conditional logic workflows start with a single-select option which can be used to funnel entities that match specific conditions into separate stages.

Use conditional logic to create a “manual review” stage for specific categories of files, or to set up separate document understanding automations within a single project based on document type.

To set up conditional logic:

1. Add a property with one or more single-select options

2. Connect one or more single select options to a stage and create a new stage

3. Configure each stage. This will be no different than creating a new project, but the inputs from all other stages will be available when creating properties.

4. Add any additional stages (Tip: You can add stages within stages) and review your workflow