Help & FAQ PaperOffice AI Web & Desktop Agents and workflows

Agents and workflows

IDP agents, human review and workflow agents in PaperOffice AI.

  • A required field is missing: human reviewWhen a required field is missing or a workflow asks for approval, the task sits under Workflow AI in Human In The Loop. Complete it there, not in the document l...
  • How do I create a workflow agent?Workflow AI → Workflow Agents → Create Workflow Agent. A name is required. A new agent stays inactive until the prompt is approved and a test succeeds.
  • How do I create an IDP agent?An IDP agent is created from a sample document: select the document, Actions, Create new IDP agent, choose a template, adjust fields in the editor.