What are AI Workflows?

AI Workflows are visual, multi-step automation pipelines that combine artificial intelligence with business logic to process documents, analyze data, and generate insights automatically—providing a structured approach to complex document processing that can be designed once and applied to any dataset, making them ideal for recurring business processes like financial due diligence, compliance reporting, and market research analysis, where consistency and efficiency are paramount.

Process documents systematically. AI Workflows break down complex analysis into manageable steps with built-in quality controls and conditional logic.

Extract data consistently. Automated workflows ensure uniform data extraction across all documents, regardless of format or complexity.

Generate insights at scale. Apply sophisticated analysis to any dataset with reusable workflows that maintain professional standards.

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Business teams face repetitive analysis tasks that consume hours of manual effort, leading to inconsistent results and missed opportunities. Clear Ideas addresses these challenges by providing visual, multi-step AI Workflows that combine artificial intelligence with business logic to process documents, extract data, and generate insights automatically.

Start by designing workflows that mirror your analytical processes. Connect AI processing steps with conditional logic to handle complex business rules. Apply workflows to any dataset with consistent quality and professional formatting. Scale operations without proportional increases in headcount.

An automation-first approach starts with structured, repeatable processes, not one-off scripts. With Clear Ideas, teams transform complex document analysis from time-consuming manual work into automated, reliable outputs. Built-in quality controls and comprehensive analytics ensure consistent results and continuous improvement.

Why AI Workflows are different

From simple automation to sophisticated multi-step AI processing that understands context and adapts to complex business requirements.

Multi-Step Intelligence
Combine AI processing with conditional logic and data transformations for sophisticated analysis that adapts to your specific business requirements.
Cross-Dataset Consistency
Design once and deploy everywhere, ensuring uniform analysis quality across all documents, regardless of format or complexity.
Quality Assurance
Built-in benchmarking and automated scoring ensure outputs meet your standards with continuous improvement through actionable 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 design to deployment in three simple steps. See how teams transform complex document processing into automated workflows.
1. Design Your Process
Use the visual workflow builder to create multi-step analysis pipelines with drag-and-drop simplicity, connecting AI processing steps, conditional logic, and data transformations.
  • Visual drag-and-drop interface—no coding required.
  • Connect AI steps with conditional logic and loops.
  • Test workflows on sample data before deployment.
2. Apply to Any Dataset
Deploy your workflow to new documents instantly, ensuring consistent analysis quality across all datasets regardless of format or complexity.
  • One-click deployment to new data sources.
  • Automatic handling of different document formats.
  • Consistent results across all applications.
3. Monitor and Optimize
Track workflow performance with built-in analytics, review quality scores, and continuously improve through automated benchmarking and feedback.
  • Real-time performance monitoring and alerts.
  • Automated quality scoring and benchmarking.
  • Continuous optimization through data-driven insights.

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?

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Enterprise controls that scale
AI Workflows bring 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 or mix 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 Workflows fundamentally differ from traditional automation by understanding unstructured content, extracting meaningful insights from documents, and making intelligent decisions through advanced natural language processing capabilities, whereas traditional automation systems work only with structured data and predefined rules that limit their flexibility and analytical depth—AI Workflows include sophisticated built-in AI reasoning that can automatically process diverse document formats including PDFs, Word documents, and images without manual intervention.

Creating multi-step AI Workflows becomes remarkably accessible through a visual drag-and-drop interface that allows business users to connect AI processing steps, conditional logic, and data transformations into sophisticated automation pipelines, enabling complex workflow design without requiring any coding expertise, technical training, or programming knowledge whatsoever.

Absolutely, AI Workflows excel at automating comprehensive financial due diligence processes by automatically extracting key financial metrics from diverse document formats, generating standardized analysis reports that enable easy comparison across multiple companies, and intelligently flagging potential risks across different data sources—allowing you to design your due diligence methodology once and then apply it instantly to any new investment opportunity or company dataset with complete consistency.

AI Workflows ensure consistent, high-quality outputs through sophisticated automated quality benchmarking systems that rigorously evaluate results against multiple criteria including readability, factual accuracy, clarity, and tone, incorporating built-in quality controls that provide comprehensive consistency checks, automated scoring mechanisms, and detailed revision tracking to guarantee professional results every single time.

AI Workflows support sophisticated loop and conditional logic capabilities that enable iteration over lists or data structures while allowing dynamic branching of execution paths based on specific conditions, empowering users to create complex business rules and decision trees that can intelligently process multiple documents or data points iteratively within a single automated workflow framework.

Organizations implementing AI Workflows typically experience dramatic time savings including 10x faster processing of complex document analysis tasks and a 90% reduction in manual review time for recurring processes, while the structured automation approach ensures consistent quality across all analyses and enables scalable operations that grow seamlessly with business needs without requiring proportional increases in staff headcount.

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