Workflow AI Features

In addition to the end-user and builder AI features described in this section, DocMgt provides a family of AI Workflow 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 & Builder AI	AI Workflow 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 workflow usage is shown on the AI Workflow report and is billed separately from other AI tokens — see AI Tokens & Limits. Having AI Workflow tokens separated from End User and Builder 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.