Upload your best report, proposal, or analysis and Build From Document reverse-engineers it into a deterministic AI Workflow you can run on demand or on schedule across different data sources. Your institutional knowledge — the structure, analytical approach, and presentation style refined over months of real work — becomes a reusable automation that anyone on your team can execute.
Reverse-engineer your best work. Upload a finished document and get a production-grade workflow in minutes — no coding required.
Smart variable extraction. AI identifies dynamic elements — names, dates, financial figures, reporting periods — and turns them into configurable variables.
Benchmarked against your original. Generated output is compared to your document for readability, accuracy, clarity, tone, and engagement. Sections that fall short are automatically refined.
Powered by leading models: governed by your rules
Most automation tools ask you to start from scratch. But most business processes aren't new — they've been refined through months or years of real work, and the best expression of that refinement is the polished document your team already produces. Build From Document flips the approach: upload the finished product and let the system figure out the process.
The people who know your processes best — the analyst who writes the quarterly report, the coordinator who assembles the board packet — don't need to learn workflow design or prompt engineering. They upload their best work and get a deterministic workflow that replicates it. Schedule workflows to run automatically — hourly, daily, or weekly — or trigger them on demand and via webhooks from external systems.
Don't have a finished document to start from? Describe With AI is the companion path — describe what you need in plain language, answer a few clarifying questions, and receive a production-grade AI Workflow ready to deploy. Both paths produce the same type of deterministic workflow in the same visual editor.
Why AI Workflow Builder is different
From manual workflow creation to AI-powered document-to-automation that transforms examples into production-ready pipelines.
- Upload Word, PDF, PowerPoint, or other formats.
- Select Sites with data similar to what your document analyzes.
- Pick your best example — the one that got the most positive feedback.
- Extracts tone, style, structure, and analytical patterns.
- Identifies dynamic variables (names, dates, figures, periods).
- Benchmarks output against your original for quality.
- Every step, prompt, and variable is visible and editable.
- Schedule hourly, daily, weekly, or trigger via webhooks.
- Run on different data by changing variable values.
Choose the right plan for your team
Start free and scale as you grow. All plans include enterprise-grade security and AI-powered features.
Need more users or custom features?
Contact SalesUpload a finished document and the system runs a multi-stage process: it analyzes structure and logical flow, discovers dynamic variables (names, dates, figures, periods), generates optimized prompts that preserve your tone and analytical approach, benchmarks the output against your original for quality, then assembles the complete workflow. The result is a deterministic pipeline that replicates your methodology.
The system identifies company names, person names, locations, financial figures, percentages, dates, reporting periods, product names, and other dynamic elements. It also recognizes structural elements like section headers, data tables, and analytical patterns including comparison frameworks and decision criteria — all of which become configurable variables in the generated workflow.
Yes. Upload a complete due diligence report and the builder generates a workflow that extracts financial metrics, assesses risks, and produces comparable reports for any new investment target. The deterministic approach means every analysis follows the same rigorous process, making results defensible and comparable across opportunities.
The build process includes an automated benchmarking stage that compares generated output against your original document for readability, accuracy, clarity, tone, and engagement. Sections that fall short are automatically refined. You can also add custom validation steps in the visual editor.
Use Describe With AI instead — describe what you need in plain language, answer a few clarifying questions, and receive a production-grade workflow. Both paths produce the same type of deterministic workflow in the same visual editor. You can also start from downloadable workflow templates for common use cases like financial analysis, contract review, and expense processing.
Yes. Schedule any workflow to run hourly, daily, weekly, or monthly. You can also trigger workflows on demand or via webhooks from external systems. Your weekly operations report can generate itself every Monday morning; quarterly board materials compile automatically at month-end.