https://platform.instabase.com/docs/26.01/automate-workflows/index.html Recent content in Automate workflows on Instabase Platform Documentation Hugo -- gohugo.io en-us https://platform.instabase.com/docs/26.01/automate-workflows/about-flow/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/about-flow/index.html An Instabase flow, short for workflow, stitches together the steps that make up an Instabase solution, from digitizing documents to extracting and validating data. The Instabase Marketplace offers many pre-built flows in the form of solution accelerators that address particular use cases. If the documents you’re processing match an existing Marketplace solution, you might be able to skip or fast-track flow development by basing your solution on a Marketplace offering. https://platform.instabase.com/docs/26.01/automate-workflows/developing-flows/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/developing-flows/index.html Table of Contents Planning a flow Flow modules How checkpoints work and where to position them Flow development involves configuring the steps of your workflow and testing your flow using sample documents. Flows integrate the modules you create in other Instabase apps, including classification and extraction models, refiners, validations, and other code. If the documents you’re processing match an existing Marketplace solution, you might be able to skip or fast-track flow development by basing your solution on a Marketplace offering. https://platform.instabase.com/docs/26.01/automate-workflows/flow-v2-guide/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/flow-v2-guide/index.html Table of Contents Prerequisites 1. Instabase workspaces Creating a workspace 2. Introducing Instabase project templates Generating a project template 3. .ibflow (the long way) Running a Flow 4. Viewing a project template Navigating a project template 5. Automating a Refiner process Refining Paystubs 6. Updating an existing Flow A completed Flow Conclusion Next steps Instabase’s term for an automation pipeline is a Flow. After you’ve built a Flow, the result is a reusable pipeline that can be used to perform repetitive processes on similar document types. https://platform.instabase.com/docs/26.01/automate-workflows/step-config-reference/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/step-config-reference/index.html Use this reference to help you configure required and optional settings in flow steps. Apply CheckpointVerify details identified in a previous step according to validation formulas, and trigger a review for failed validations. Apply ClassifierIdentify record type based on a classification model. Apply Redactor to Refined FieldsRedact extracted data. Apply RefinerReformat extracted data according to your specifications. Document GenerationGenerate Word documents that report extracted data. Map RecordsSpecify how multipage documents are parsed. https://platform.instabase.com/docs/26.01/automate-workflows/integrate-flows/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/integrate-flows/index.html Table of Contents Upstream integration Flow APIs Webhooks Scheduler automatic schedule Trigger flow Downstream integration Post-flow UDF After you’ve created and compiled a flow, integrate it into your existing business processes to achieve maximum value. Flow integration occurs in two stages: Ingesting documents into a flow, referred to as upstream integration. Sending results at the end of a flow, referred to as downstream integration. For example, in a mortgage processing flow, users upload documents to a mortgage lending application like Blend. https://platform.instabase.com/docs/26.01/automate-workflows/load-resources/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/load-resources/index.html Table of Contents Load testing Load test recommendations Running a load test Sample config.json file Sample runtime configuration Resource management Creating groups Running flows Load testing and resource management can help you optimize flow processing. Load testing Load testing can help you estimate Instabase performance during real workloads. Perform load tests after upgrading to check if the new version requires additional resources. Load test recommendations Before each load test, run a similar flow to cache any models. https://platform.instabase.com/docs/26.01/automate-workflows/debug-flows/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/debug-flows/index.html Table of Contents Using the Flow dashboard in Grafana Flow Services Availability Flow System Degradation Flow Execution Stats Troubleshoot failing or slow flows using logs and debugging tools. To troubleshoot a single flow job, use logs and traces. To troubleshoot overall Flow performance or availability, use the Flow dashboard in Grafana. Tip You can retry flows with errors from Flow Dashboard. In the Job Status column, click the Retry Job icon and select Retry files that have any step errors. https://platform.instabase.com/docs/26.01/automate-workflows/accuracy/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.01/automate-workflows/accuracy/index.html Table of Contents Configuring and editing ground truth sets Viewing and comparing accuracy reports Accuracy metrics Verify flow accuracy with a ground truth set, which specifies accurate data for a set of documents. By comparing the ground truth set to actual data generated from a flow, you can see how accurate your solution is. Ground truth sets are associated with a specific flow. For a 1:1 comparison, you must use the same set of input documents to generate the ground truth set and test the flow.