What Are Workflows?
Workflows is a codeless automation tool that allows you to create complex logic flows by integrating several services, third-party providers, data and AI driven decisions, and more.
We provide you with a real-time, customizable solution that helps you:
Streamline your document handling, processes, and integrations.
Receive timely notifications.
Get all the data you need into your accounting software or generate reports in your preferred format.
Workflow Structure
Veryfi Workflows consist of three different types of nodes.
Input Triggers (Start the Workflow)
These detect when something new happens and kick off a workflow.
Trigger | What It Does | How to Use |
API IMPORT | Starts workflow when a document is sent via API. | Useful if you already use Veryfi APIs; documents sent this way will queue the workflow. |
DOCUMENT AGGREGATOR | Triggers a workflow after a period of time, collecting all docs uploaded during that period that match some filter. | Useful for reports on number or contents of documents over a day, week, month, quarter, year. |
GDRIVE IMPORT | Runs workflow when a new file is added to a Google Drive folder. | Link your Google account → Pick a folder → Workflow runs when a file appears. |
GMAIL INPUT | Triggers when a new email with attachment arrives. | Authenticate Gmail → Define filters (e.g., sender, subject) → Runs workflow on matched attachments. |
Process Steps (Middle of Workflow)
These are the actions or logic that manipulate or analyze the input.
Step | What It Does | Example Use |
AI AGENT | A general-purpose AI node (possibly for advanced logic or classification). | Classify receipts as personal vs. business. |
CONVERT TO CSV | Converts input data to CSV format. | If you want to analyze expense data in Excel. |
CONVERT TO EXCEL | Outputs a structured Excel file. | Suitable for accounting teams or reports. |
DECISION | Branching logic like “if/else.” | e.g., If total > $1000 → flag for review. |
DOCUMENT CLASSIFIER | Categorizes documents (receipt, invoice, etc.). | Automates sorting into document types. |
EMAIL APPROVAL | Sends an email asking someone to approve/reject. | Useful for invoice review processes. |
EXTRACT DATA | Runs Veryfi OCR to extract structured data. | The core step to get line items, totals, vendors, etc. |
Output Actions (End of Workflow)
These define where the final result should go.
Action | What It Does | Use Case |
EMAIL FILE | Sends processed result to a defined email address. | Email Excel reports to finance team. |
GDRIVE OUTPUT | Uploads final file to a Google Drive folder. | Store processed receipts centrally. |
DROPBOX OUTPUT | Uploads final file to a Dropbox folder. | Store processed receipts centrally. |
UPLOAD TO GSHEETS | Appends result to a Google Sheet. | Maintain a live-updated spreadsheet log.
|
XERO EXPORT | Uploads processed results to your predefined organization inside Xero | Automate data entry for the finance team. |
How do I start creating workflows?
Sign up for Veryfi: Create an account at app.veryfi.com
Go to the workflow section in your account.
Click + Create Workflow
Start dragging and dropping the required nodes for your workflow.
Examples of Workflows
Decision making Report based on document total
GMAIL INPUT - You send your document via email to Veryfi
DATA EXTRACT - Veryfi Extracts the data from the emailed file
DECISION: total > 20 - Once extracted, the workflow validates if the document total is more than 20
UPLOAD TO GSHEETS - The results are uploaded to a Google Sheet
Use AI agent to filter documents before exporting to Xero
API IMPORT - You upload a document to Veryfi
DATA EXTRACT - Veryfi Extracts the data from the uploaded document
DECISION - Validates if the uploaded document is an invoice or a receipt
XERO EXPORT - When step 3 is true, the document is exported into Xero
UPLOAD TO GSHEETS - When step 3 is false, the results are uploaded to a Google Sheet
Workflow Creation Walkthrough