AI Workflow Builder: From Document to Automation

Upload an example document and get a ready-to-use AI workflow in minutes through our intelligent document-to-automation transformation process. The AI Workflow Builder comprehensively analyzes your content structure, automatically extracts key variables, and creates sophisticated automated pipelines that you can immediately apply to similar documents—transforming any well-structured document into a reusable automation template without requiring coding expertise or complex setup procedures.

Document-to-workflow automation. Upload examples and get AI-generated workflows in minutes, no coding required.

Smart variable extraction. AI automatically identifies and extracts key data points, names, dates, and amounts from your documents.

Ready-to-run pipelines. Generated workflows include quality controls, conditional logic, and professional output formatting.

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Powered by leading models: governed by your rules

Business analysts and teams struggle with manual workflow creation that requires coding expertise and weeks of development time. Clear Ideas addresses these challenges by providing AI Workflow Builder that transforms example documents into automated, production-ready pipelines in minutes.

Start by uploading high-quality example documents that represent your desired analytical outcomes. The AI analyzes structure, patterns, and variables to create comprehensive workflows. Customize and deploy with built-in quality controls and professional formatting. Scale across your organization with consistent, reliable results.

A document-to-automation approach starts with your existing expertise, not blank canvases. With Clear Ideas, teams convert manual processes into automated workflows that preserve institutional knowledge. Variable extraction and conditional logic ensure workflows adapt to different datasets while maintaining quality standards.

Why AI Workflow Builder is different

From manual workflow creation to AI-powered document-to-automation that transforms examples into production-ready pipelines.

Document-to-Workflow
Upload examples and get AI-generated workflows in minutes, capturing your analytical methodology without manual coding.
Variable Extraction
AI automatically identifies and extracts key data points, names, dates, and amounts to create dynamic, reusable templates.
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. Upload Examples
Select high-quality documents that represent your desired analytical outcomes and workflow patterns.
  • Choose representative examples of your work.
  • Include source documents and final outputs.
  • Ensure documents showcase your methodology.
2. AI Analysis & Generation
AI analyzes document structure, extracts variables, and creates a complete workflow with conditional logic and quality controls.
  • Automatic content structure analysis.
  • Variable detection and extraction.
  • Workflow generation with built-in controls.
3. Test & Deploy
Review the generated workflow, test on sample data, and deploy to production with confidence in quality and consistency.
  • Test workflows on diverse data samples.
  • Refine variables and logic as needed.
  • Deploy to production environments.

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
Expansive Content Indexing
50K page equivalents, nominal charge thereafter
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
Expansive Content Indexing
250K page equivalents, nominal charge thereafter
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

AI Workflow Builder employs sophisticated Document-to-Workflow Reverse Engineering technology to analyze high-quality finished documents and systematically extract patterns, tone, structure, and variables that define your analytical approach. The advanced AI examines document structure, content patterns, and intricate data relationships to comprehensively map the logical flow from inputs to outputs, then creates a comprehensive multi-step workflow that faithfully replicates your entire analysis process from start to finish.

The Variable Extraction system automatically identifies a comprehensive range of entities including company names, person names, geographic locations, financial figures, percentages, ratios, dates, time periods, deadlines, and product names that appear throughout your documents. The AI also recognizes critical structural elements such as section headers, data tables, citation formats, and analytical patterns including comparison frameworks, performance metrics, and decision-making criteria.

Absolutely, you can upload a complete due diligence report as an example document and the AI Workflow Builder will generate a sophisticated automated process that systematically analyzes financial statements, extracts key performance metrics, assesses operational and market risks, and generates comparable reports for any new investment target. The workflow comprehensively captures your analytical methodology and applies it consistently across all new investment opportunities.

Quality Control Automation builds comprehensive validation steps directly based on the document quality standards and formatting conventions found in your example documents. The system creates rigorous consistency checks against your established formatting standards, implements advanced error detection and correction processes, and generates professional output templates that precisely match your branding, format preferences, and presentation standards while maintaining consistent styling throughout.

AI Workflow Builder can generate fully functional Ready-to-Run Pipelines in minutes rather than the weeks traditionally required for manual development. Simply upload your high-quality example documents, and the system immediately analyzes their structure, extracts key variables, and creates comprehensive workflows that you can test, deploy, and apply to new documents without any coding requirements or complex setup procedures.

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