In today’s fast-paced world, manual document processing is a bottleneck that slows down businesses, introduces errors, and frustrates teams. From invoices piling up in inboxes to contracts buried in cloud storage, the challenge is clear: how do you turn chaotic document flows into streamlined, actionable data without drowning in complexity? At Veryfi, we’ve built a solution that doesn’t just address this, it redefines what’s possible. Introducing Veryfi Workflows, a no-code platform that empowers anyone to automate document intake, understanding, and delivery with unmatched flexibility and precision.
Why Traditional Document Automation Falls Short
Conventional automation tools often promise efficiency but deliver rigidity. They rely on pre-set templates or require coding expertise to handle real-world messiness – varied document types, inconsistent formats, or nuanced decision-making. Small businesses need quick wins, like routing receipts to Google Sheets. Enterprises demand sophisticated guardrails, like conditional approvals before posting to QuickBooks. Most tools struggle to bridge this gap, leaving teams with partial solutions or manual workarounds.
Veryfi Workflows changes the game. It’s not just about automating tasks – it’s about giving you the power to design intelligent, adaptive pipelines that fit your unique needs, all without writing a single line of code.
Veryfi’s Breakthrough: No-Code Workflows with AI-Powered Precision
Veryfi Workflows reimagines document automation with a visual, drag-and-drop builder that’s as intuitive as it is powerful. Here’s how it works:
- Visual Canvas: Drag nodes for inputs (Gmail, API), processing (OCR, AI Agents), and outputs (QuickBooks, CSV). Connect them to create your flow in minutes.
- Smart Configurations: Each node offers simple forms to set parameters – no scripts required.
- Dynamic Logic: Use conditions like “amount > $1000” or AI-driven evaluations like “Is this a draft invoice?” to route documents intelligently.
- Human Oversight: Add approval steps to ensure control where it matters most.
This approach delivers automation that’s both accessible and enterprise-grade. Whether you’re a startup automating expense tracking or a global team managing complex compliance, Veryfi Workflows scales effortlessly.
Real-World Example: From Inbox to ERP
Consider a retailer processing invoices from Gmail. With Veryfi Workflows:
- Input: Import invoices from a Gmail inbox.
- Processing: A Document Classifier identifies invoices; OCR extracts line items and totals.
- Logic: If the amount exceeds $1000, route to an approval step. If the AI flags a potential duplicate, send it to a review queue.
- Output: Approved invoices post to QuickBooks; others land in a Google Sheets exceptions list.
This flow, built in minutes, ensures high-value invoices get oversight while smaller ones process automatically—saving time and reducing errors.
Real-World Impact: Efficiency Meets Control
Veryfi Workflows delivers measurable results across industries:
- Higher Automation Rates: Process documents straight-through, minimizing manual intervention.
- Error Reduction: AI-driven decisions and precise OCR cut down on costly mistakes.
- Flexible Scaling: Start with a simple Gmail-to-Google Sheets flow and expand to multi-branch pipelines with ERP integrations.
- Compliance Made Easy: Transparent routing and audit trails ensure every decision is traceable.
Beyond Simple Automation: A Platform for Every Use Case
Veryfi Workflows isn’t just for invoices or receipts – it’s built for any document-driven process:
- Expense Management: Import receipts from Dropbox, extract data, and export to Xero.
- Financial Operations: Ingest multi-page invoices via API, apply conditional logic, and post to QuickBooks.
- Custom Workflows: Tailor fields with Blueprints and routes based on custom rules, like currency or naming conventions.
As businesses shift to mobile-first and cloud-based operations, Veryfi Workflows meets documents where they are – email, cloud storage, or APIs – processing them in real-time or on a schedule.
Why Veryfi Leads the Way
Veryfi’s advantage is rooted in real-world expertise:
- Battle-Tested AI: Trained on millions of documents, from crumpled receipts to multi-page contracts.
- Seamless Integrations: Connects to Gmail, Google Drive, Dropbox, QuickBooks, Xero, and more.
- Compliance First: SOC 2 Type 2, GDPR, and HIPAA compliance ensure secure data handling.
- Developer-Friendly: APIs and SDKs make low-code integrations a breeze.
Unlike generic automation tools, Veryfi Workflows is purpose-built for document-heavy workflows, tackling the toughest edge cases with precision.
Get Started in Minutes
Ready to transform your document processes? Here’s how to build your first workflow:
- Pick an Input: Gmail, Google Drive, Dropbox, or API.
- Add Processing: Use Document Classifier for type detection or OCR for data extraction.
- Define Logic: Set conditions (e.g., “amount > $1000”) or AI Agent prompts (e.g., “Is this a duplicate?”).
- Choose Outputs: Export to Google Sheets, QuickBooks, Xero, or CSV.
- Test and Deploy: Run a sample, validate results, and go live.
Example Workflow: AI-Assisted Compliance
- Flow: Dropbox import → OCR Data Extraction → AI Agent (“Is this a contract draft?”) → True: Approval → Xero export; False: CSV export; Unknown: Google Sheets exceptions.
- Outcome: Automate contract reviews with AI precision, escalating only when needed.
Conclusion: Redefining Document Automation
The future of business efficiency lies in automating document workflows without sacrificing control or flexibility. Veryfi Workflows delivers on this promise, combining no-code simplicity with AI-driven intelligence to handle real-world complexity. From quick wins to enterprise-grade systems, it empowers teams to work smarter, not harder.
Join the automation revolution. Visit Veryfi to start building your workflows today.
– George Rykunov
Author Bio: George develops Lens for Browser and Appsmith internal tools end to end. He is also working on Workflows Studio product’s frontend.
