AI Workflow Builder: From Document to Automation

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.

Try AI Workflow Builder now
Sign up today to unlock premium features, receive personalized updates, and join our community of professionals
Get Started For Free
No credit card required

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.

Reverse-Engineer Your Best Work
Upload a finished document and the system analyzes structure, extracts variables, generates optimized prompts, and benchmarks against your original — all automatically.
Smart Variable Discovery
Company names, dates, financial figures, reporting periods, and other dynamic elements are extracted as configurable variables. Run the same workflow on different data by changing variable values.
Quality Assurance
Built-in benchmarking and automated scoring ensure outputs meet your standards with continuous improvement through feedback.
No-Code Automation
Visual drag-and-drop interface makes complex AI workflows accessible to business users without programming expertise.
Get started in 3 simple steps
From document upload to workflow deployment in three simple steps. See how teams transform manual processes into automated workflows.
1. Select File & Site
Upload the document you want to replicate — your best quarterly report, most thorough due diligence, or gold-standard executive briefing. Select the Sites that contain your verified source data.
  • 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.
2. AI Builds Your Workflow
Clear Ideas runs a multi-stage process: structure analysis, variable discovery, prompt generation, benchmarking against your original, and finalization.
  • Extracts tone, style, structure, and analytical patterns.
  • Identifies dynamic variables (names, dates, figures, periods).
  • Benchmarks output against your original for quality.
3. Refine, Schedule & Scale
Open the generated workflow in the visual editor. Refine prompts, add steps, and schedule it to run automatically on any cadence.
  • 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.

Professional
Advanced features for individual users with limited sharing needs
$15/month
up to 50 GB
storage to manage documents and media
Content Indexing Included
indexing included with your storage allocation
1 User Seat
Included in plan
No External Collaborators
Internal use only
Full Access to AI Workflows
to automate document generation
250K AI Credits per month
purchase additional AI credits; BYO via MCP supported
Business
Advanced AI, security, and management capabilities for organizations
$249/month
up to 1 TB
storage to manage documents and media
Content Indexing Included
indexing included with your storage allocation
25 User Seats
From same business domain, $10 per additional seat per month
Unlimited External Collaborators
Collaborate with external partners
Full Access to AI Workflows
to automate document generation
5M AI Credits per month
purchase additional AI credits; BYO models via MCP supported

Need more users or custom features?

Contact Sales
Enterprise controls that scale
AI Workflow Builder brings together governance, security, and intelligence so you can automate with confidence.
Role-Based Permissions
Map access to org structure, projects, and stakeholders. Aligns with least-privilege by default.
Audit & Watermarking
Track views, searches, AI interactions, and workflow runs. Watermark sensitive docs; view in-app without downloads.
Multi-Model Access
Use leading models within workflows and connect others via MCP. Swap providers as your strategy evolves.
Integration-Ready
Expose governed context to external assistants and apps. No uncontrolled data copies; policy and permissions enforced.
Frequently Asked Questions

Upload 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.

Ready to get started?
Experience the future of secure information sharing and analysis. Empower your team, protect your data, and unlock the full potential of your information with Clear Ideas™.
Get Started For Free
No credit card required
Watch Demo
Need help?
Get personalized assistance
Speak with our sales team to find the perfect plan for your organization.
Technical support & resources
Access our comprehensive support center, documentation, and help guides.