Getting started
Before you start building a Workflow, we highly recommend setting up your files as document templates (and use Document AI to accelerate your template creation) first.
Well set up templates streamline the Workflow creation process and help you get the most out of your time. For example, if there are any duplicate fields within or across documents, assigning them the same field alias, field name, and field type in your template can help deduplicate and map fields correctly within your Workflow.
Creating Workflows with Anvil Document AI
Once your templates are built, you’re ready to build Workflows. Anvil Document AI is enabled by default and we encourage you to use it.
In the following tutorial, we’ll walk you through creating Workflows with AI as well as cover some additional steps you can take to further streamline your Workflow.
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