Workflow AI Features


In addition to the end-user and configuration AI features described in this section, DocMgt provides a family of AI Automation Actions — AI-powered steps that run automatically inside your workflow processes. Use them to read, understand and act on documents as records move through their lifecycle, without anyone having to push a button.


The full list of Workflow AI Actions can be found here - AI Actions


How they differ from the end-user / builder AI

End-User & Configuration AI

AI Automation Actions

Triggered by

A person clicking a button

As Records / Documents move through workflow

Runs when

On demand

Documents move through workflow

Where it's configured

Built into the UI

Inside a Work Trigger's action list

Token pool

End-User or Builder

Counted as workflow usage

Reported under

AI Usage report

AI Workflow report



What they have in common with the rest of AI


Every AI workflow action shares the same fundamentals as the rest of DocMgt AI:


  • Tokens - Each call consumes tokens. AI automation usage is shown on the AI Workflow report and is billed separately from other AI tokens — see AI Tokens & Limits. Having AI Automation tokens separated from End User and Configuration tokens keeps workflow running ever after other token limits have been hit.
  • Quality levels - Most actions offer a quality choice (typically Economy / Balanced / Maximum, or Balanced / Maximum). Higher quality reads more carefully but costs more tokens. Each action's help page describes its options.
  • Fees and verification - AI work may incur extra fees — check with your sales rep. And, as with every AI feature, results should be verified; for high-stakes data, validate against a lookup or require human review downstream.