Pipeline Builder

What this screen is for

Pipeline Builder shows how document-processing steps are arranged. Use it to understand which steps prepare uploads, extract details, create review items, and hand work to bookkeeping.

Before you start

Know the document type or workflow you are checking. Have a small example file ready if you need to test the pipeline.

Basic walkthrough

1. Open Automations from the Workspace group.
2. Open Pipeline Builder.
3. Review the step order and labels.
4. Check which step prepares review work and which step sends it onward.
5. Test with a small case before relying on the workflow for a larger batch.

What to check next

Use Automations for recurring workflow behavior. Use Bookkeeping to review the items created by the pipeline.