Tables and Structured Data
Structured storage, built into your workflows.
Record
Type
Status
Invoice #2208
Number
Vendor · Globex
Text
Due date
Date
Approval
Select
Store data in rows and columns.
invoice.pdf
EXTRACTED → TABLE
Invoice no
2208
Vendor
Globex
Amount
$12,400
Date
—
Pull data straight from documents.
VENDORS · EDITING
Status
Active
Owner
J. Lee
Renewal
2027-01
Edit your data anytime.
lookup vendor where po = 2208
Globex Corp
Terms · NET-30
SEARCHING
Feed data back into workflows.
IMPORT · vendors.csv
IMPORTING
684 / 1,500 records
Globex Corp
NET-30
Initech LLC
NET-15
Umbrella Co
NET-45
Import a CSV in seconds.
Vendors table
1,240 rows
CSV
ERP
CRM
Ready to export
Export your data anywhere.
What's the difference between an approval, a review, and a validation?
An approval is a sign-off on a decision — someone saying yes or no to a transaction. A review is a check on a single document, making sure the AI extracted it correctly. A validation is a check across documents, making sure the data on one matches the data on another. Each process gets its own purpose-built view inside the Action Center.
How do reviewers know they have something to do?
Reviewers see their pending items in the Action Center, sorted by what’s assigned to them. If you want active notifications going to Slack, Teams, or email, those can be added as workflow steps so approvers get pinged where they already work.
Who decides what gets reviewed versus auto-processed?
You do. You can thresholds in the workflow based on confidence score, amount, vendor, document type, or any combination. The workflow handles everything from there.
Can we have different reviewers for different conditions?
Yes. Route by amount, vendor, region, document type, or any field in the workflow, with different conditions going to different reviewers or through different chains.
What if an approver isn't available?
Build a fallback into the workflow — a timeout, a backup approver, an escalation to a manager, or whatever matches your team’s policy. Workflows never get stuck waiting on someone on vacation.
Can we change a validation rule after the workflow is live?
Yes. Validation rules can be edited any time, and the next document that comes through uses the updated logic — no re-deployment, no IT involvement.
Is the audit trail enough for compliance?
Every action is logged automatically with full context — who, what, when, and what changed. Most teams find this enough for internal audit, and the logs export to whatever format your compliance team needs.
What happens to documents that fail validation?
They route to whoever you assigned in the workflow, usually a reviewer in the Action Center. The reviewer sees the failing rule, the two documents side by side, and the disputed fields highlighted — then overrides or rejects in one click.
