Workflows Overview

Workflows let you automate document processing from end to end. Instead of manually uploading, parsing, and filling, build a pipeline that runs automatically.

What is a workflow?

A workflow is a visual pipeline made of connected nodes:

Trigger → Process → Transform → Act

For example:

Email arrives → Parse document → Map to Excel → Send email with results

The Workflow Builder

The visual builder uses a drag-and-drop canvas (powered by React Flow). You:

1. Drag nodes from the toolbar onto the canvas
2. Connect them by drawing edges between outputs and inputs
3. Configure each node's settings
4. Save and activate the workflow

Node categories

Category	Purpose	Nodes
Triggers	Start the workflow	Schedule, Webhook, Email Inbox
Database	Read/write data	Source Database, Target Database
Transform	Modify data flow	Map, Filter, Join, Condition, Switch, Merge
Document	Process documents	Parse, Excel Template, Document Template, Fill, Get Document, Sub-Workflow
Actions	Do something with results	Upload to Drive, Send Email, Call API, Execute Query

Building your first workflow

1. Go to Clouds > Workflows in the sidebar
2. Click New Workflow
3. Drag a Trigger node (start with Webhook for testing)
4. Drag a Parse Document node and connect it
5. Drag a Send Email node and connect it
6. Configure each node's settings
7. Save the workflow

Now when the webhook is triggered, the document is parsed and results are emailed.

Interactive tutorials

qomplement includes built-in tutorials accessible from the Workflows section:

• Simple Tutorial (~5 min) — Database → Email pipeline
• Intermediate Tutorial (~10 min) — Filter, Map, Multi-output pipeline

Next steps

• Triggers → — what starts a workflow
• Transform nodes → — shape your data
• Action nodes → — what to do with results
• Schedules → — run workflows on a timer