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workflow builder

Don't wait for IT to build your document workflow. Build it yourself.

Don't wait for IT to build your document workflow.
Build it yourself.

Don't wait for IT to build your document workflow. Build it yourself.

Connect document intake, extraction, validation, and output into one flow without writing code, without filing a ticket, without waiting weeks for IT to find the time.

Connect document intake, extraction, validation, and output into one flow without writing code, without filing a ticket, without waiting weeks for IT to find the time.

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Workflow Builder is where you connect every Docxster module into a single, working flow.

Workflow Builder is where you connect every Docxster module into a single, working flow.

Workflow Builder is where you connect every Docxster module into a single, working flow.

Built for the team that runs the process,
not the team that codes it.

Built for the team that runs the process,
not the team that codes it.

HUMan input

Docxster Forms

Document AI

Document Processing

Validation

Document Reconciliation

approvals

Internal approvals

Build a document workflow without code

HUMan input

Docxster Forms

Document AI

Document Processing

Validation

Document Reconciliation

approvals

Internal approvals

YOUR MODULES, CONNECTED

Build a document workflow without code

Finance Lead

Approves invoices

Ops manager

Owns workflows

Compliance Head

Tracks expiry

Finance Lead

Approves invoices

Procurement

Vets vendors

Finance Lead

Approves invoices

Finance and ops own the workflow

Finance Lead

Approves invoices

Ops manager

Owns workflows

Compliance Head

Tracks expiry

Finance Lead

Approves invoices

Procurement

Vets vendors

BUILT FOR YOUR TEAM

Finance and ops own the workflow

workflow

exceptions

OCR < 80%

Manual review

PO mismatch

Buyer review

Unknown vendor

Onboarding flow

Duplicate found

AP flag & alert

Because exceptions are the default

workflow

exceptions

OCR < 80%

Manual review

PO mismatch

Buyer review

Unknown vendor

Onboarding flow

Duplicate found

AP flag & alert

BUILT FOR EXCEPTIONS

Because exceptions are the default

custom-validator.js

edited

1

2

3

4

5

6

function approve (invoice) {

if (invoice.amount > 10000) {

return 'cfo';

}

return 'manager';

}

Custom logic available for the rare edge case

custom-validator.js

edited

1

2

3

4

5

6

function approve (invoice) {

if (invoice.amount > 10000) {

return 'cfo';

}

return 'manager';

}

PULL IN IT ONLY WHEN YOU NEED TO

Custom logic available for the rare edge case

Commercial Invoice

bill of lading

rate conformation

Build it once, use it across every document type

Commercial Invoice

bill of lading

rate conformation

REUSE EVERYTHING

Build it once, use it across every document type

Connects to the tools you already use

100+ CONNECTORS

Connects to the tools you already use

Real workflows. Real teams.

A look at how everyday document work actually runs on Docxster, end to end.

Vendor Onboarding & Approval

100%

Drag and zoom to explore the full workflow

Vendor Onboarding & Approval

100%

Drag and zoom to explore the full workflow

Vendor Onboarding & Approval

Onboard new vendors from one form. No manual data entry.

Compliance Tracking and Expiry Management

100%

Drag and zoom to explore the full workflow

100%

Drag and zoom to explore the full workflow

100%

Drag and zoom to explore the full workflow

Website Lead Gen

100%

Drag and zoom to explore the full workflow

The order your workflow follows.
The modules that make it work.

The order your workflow follows.
The modules that make it work.

01 INGESTION

Custom Forms and Chats

Financial Report

PDF

Hey, I need to run a check on this invoice.

Sure, go ahead.

Got it. Extracting the details now. I’ll need a quick confirmation on a couple of fields. Ready when you are.

How data and documents come into Docxster.

01 INGESTION

Custom Forms and Chats

Financial Report

PDF

Hey, I need to run a check on this invoice.

Sure, go ahead.

Got it. Extracting the details now. I’ll need a quick confirmation on a couple of fields. Ready when you are.

How data and documents come into Docxster.

02 EXTRACTION

Intelligent Document Processing

How documents get read and turned into structured data.

02 EXTRACTION

Intelligent Document Processing

How documents get read and turned into structured data.

03 VALIDATION

Validations and Approvals

VALIDATION

FIELD

VAlue

results

Total

$48,200

PO amount

Tax ID

47-1234567

W-9 on file

Sales tax

8.25%

rate mismatch

Line items

MEM · 38103

3-way matched

How the data gets checked, by rules and by humans.

03 VALIDATION

Validations and Approvals

VALIDATION

FIELD

VAlue

results

Total

$48,200

PO amount

Tax ID

47-1234567

W-9 on file

Sales tax

8.25%

rate mismatch

Line items

MEM · 38103

3-way matched

3 of 4 rules passed

Reject

Approve

How the data gets checked, by rules and by humans.

04 OUTPUT

Tables and Structured Data

How the data lands somewhere queryable and connects to your other systems.

04 OUTPUT

Tables and Structured Data

How the data lands somewhere queryable and connects to your other systems.

05 STORAGE

Drive and Document Intelligence

Where the source documents live, indexed and searchable.

05 STORAGE

Drive and Document Intelligence

Where the source documents live, indexed and searchable.

Pre-built integrations
with 100+ applications.

Pre-built integrations
with 100+ applications.

Questions you might be asking.

Questions you might be asking.

Do I need to know code to build a workflow?

No. Workflow Builder is fully no-code. Finance leads, ops managers, and compliance heads build production workflows on Docxster every day. The only time code is needed is for a rare custom calculation and even then, your IT team only drops in once.

What modules does Workflow Builder include?

Workflow Builder connects all of Docxster's modules: Custom Forms and Chats, Intelligent Document Processing, Validations and Approvals, Tables and Structured Data, and Drive and Document Intelligence. Each module is a building block. Workflow Builder is how they fit together.

Can I create multiple paths using conditional logic?

Yes. Workflow Builder has routers that branch based on any field document type, amount, vendor, region, anything. You can build as many branches as you need, each with its own logic.

What if I don't see an integration I need?

Docxster ships with 80+ pre-built connectors including SAP, Tally, QuickBooks, Salesforce, HubSpot, Zoho, and most of the Microsoft and Google ecosystems. For anything else, the HTTP connector can connect to any system with an API. If you have a specific system in mind, ask us we'll show you how it would connect.

What happens if a step fails in the workflow?

Every step is monitored. If something fails an API doesn't respond, a document can't be read, a connector times out the workflow logs the failure, notifies the right person, and lets you retry from the exact step that broke. Nothing silently disappears.

How long does it take to build one workflow?

Most production workflows are live within a week. Simple ones like vendor onboarding or invoice intake can be built and tested in a day. Complex ones with multiple branches and integrations take longer, but never more than a few weeks.

What if my team already uses SAP, Tally, or Zoho?

Docxster connects to all of them. Workflows can read from and write to your existing systems, no migration required. Your ERP stays your ERP. Docxster handles the messy document layer that feeds into it.

Who on my team should own this?

Whoever owns the process. If finance owns the invoice flow, finance builds it. If ops owns vendor onboarding, ops builds it. You don't need IT to be the bottleneck, you need them when you genuinely have a custom calculation, and that's it.

Why not test-drive Docxster with your own document workflow?

Bring one workflow your team currently runs by hand. We'll show you how it would run on Docxster — in your tenant, with your data, in under an hour.

Book a demo

© 2026 Docxster. All rights reserved.

See how Docxster handles your freight documents

Every logistics operation has its own document complexity — different carriers, different formats, different systems. Book a demo and we'll show you how Docxster works with yours.

Book a demo

See how Docxster handles your freight documents

Every logistics operation has its own document complexity — different carriers, different formats, different systems. Book a demo and we'll show you how Docxster works with yours.

Book a demo

© 2026 Docxster. All rights reserved.