workflow_guide

Workflow Guide

Comprehensive guide to understanding and using workflows in ContractAI

Overview

This guide provides detailed information about ContractAI's workflow system, including workflow types, creation, management, and best practices.

Workflow Architecture

graph TD
    A[Workflow System] --> B[Types]
    A --> C[Components]
    A --> D[Management]

    B --> B1[Standard]
    B --> B2[Custom]
    B --> B3[Template]

    C --> C1[Steps]
    C --> C2[Actions]
    C --> C3[Rules]

    D --> D1[Creation]
    D --> D2[Execution]
    D --> D3[Monitoring]

Loading

Workflow Types

Standard Workflows

graph TD
    A[Standard Workflows] --> B[Contract]
    A --> C[Review]
    A --> D[Approval]

    B --> B1[Creation]
    B --> B2[Revision]
    B --> B3[Execution]

    C --> C1[Legal]
    C --> C2[Business]
    C --> C3[Compliance]

    D --> D1[Internal]
    D --> D2[External]
    D --> D3[Final]

Loading

Custom Workflows

graph TD
    A[Custom Workflows] --> B[Process]
    A --> C[Integration]
    A --> D[Automation]

    B --> B1[Design]
    B --> B2[Implementation]
    B --> B3[Testing]

    C --> C1[Systems]
    C --> C2[Services]
    C --> C3[APIs]

    D --> D1[Triggers]
    D --> D2[Actions]
    D --> D3[Conditions]

Loading

Workflow Components

Step Structure

graph TD
    A[Workflow Step] --> B[Input]
    A --> C[Process]
    A --> D[Output]

    B --> B1[Data]
    B --> B2[Documents]
    B --> B3[Approvals]

    C --> C1[Actions]
    C --> C2[Rules]
    C --> C3[Validation]

    D --> D1[Results]
    D --> D2[Status]
    D --> D3[Next Step]

Loading

Action Types

graph TD
    A[Actions] --> B[Document]
    A --> C[System]
    A --> D[User]

    B --> B1[Create]
    B --> B2[Modify]
    B --> B3[Sign]

    C --> C1[Process]
    C --> C2[Notify]
    C --> C3[Update]

    D --> D1[Review]
    D --> D2[Approve]
    D --> D3[Comment]

Loading

Workflow Management

Creation Process

sequenceDiagram
    participant U as User
    participant D as Designer
    participant V as Validator
    participant S as System

    U->>D: Create Workflow
    D->>V: Validate Design
    V->>S: Deploy
    S->>U: Confirm Active

Loading

Execution Flow

sequenceDiagram
    participant W as Workflow
    participant S as Step
    participant A as Action
    participant U as User

    W->>S: Initiate Step
    S->>A: Execute Action
    A->>U: Require Input
    U->>S: Provide Input
    S->>W: Complete Step

Loading

Workflow Features

Automation

graph TD
    A[Automation] --> B[Triggers]
    A --> C[Actions]
    A --> D[Conditions]

    B --> B1[Event]
    B --> B2[Schedule]
    B --> B3[Manual]

    C --> C1[System]
    C --> C2[Process]
    C --> C3[Notification]

    D --> D1[Rules]
    D --> D2[Validation]
    D --> D3[Branching]

Loading

Integration

graph TD
    A[Integration] --> B[Systems]
    A --> C[Services]
    A --> D[APIs]

    B --> B1[Internal]
    B --> B2[External]
    B --> B3[Cloud]

    C --> C1[Authentication]
    C --> C2[Data]
    C --> C3[Process]

    D --> D1[REST]
    D --> D2[GraphQL]
    D --> D3[Webhook]

Loading

Workflow Monitoring

Status Tracking

graph TD
    A[Monitoring] --> B[Status]
    A --> C[Performance]
    A --> D[Issues]

    B --> B1[Active]
    B --> B2[Complete]
    B --> B3[Error]

    C --> C1[Time]
    C --> C2[Resources]
    C --> C3[Efficiency]

    D --> D1[Detection]
    D --> D2[Resolution]
    D --> D3[Prevention]

Loading

Analytics

graph TD
    A[Analytics] --> B[Metrics]
    A --> C[Reports]
    A --> D[Insights]

    B --> B1[Time]
    B --> B2[Volume]
    B --> B3[Quality]

    C --> C1[Status]
    C --> C2[Performance]
    C --> C3[Trends]

    D --> D1[Patterns]
    D --> D2[Optimization]
    D --> D3[Recommendations]

Loading

Best Practices

Design

graph TD
    A[Design] --> B[Structure]
    A --> C[Logic]
    A --> D[Documentation]

    B --> B1[Simple]
    B --> B2[Clear]
    B --> B3[Maintainable]

    C --> C1[Efficient]
    C --> C2[Robust]
    C --> C3[Scalable]

    D --> D1[Process]
    D --> D2[Rules]
    D --> D3[Changes]

Loading

Implementation

graph TD
    A[Implementation] --> B[Setup]
    A --> C[Testing]
    A --> D[Deployment]

    B --> B1[Configuration]
    B --> B2[Integration]
    B --> B3[Security]

    C --> C1[Unit]
    C --> C2[Integration]
    C --> C3[User]

    D --> D1[Staging]
    D --> D2[Production]
    D --> D3[Monitoring]

Loading

Tools

Workflow Tools

graph TD
    A[Tools] --> B[Designer]
    A --> C[Manager]
    A --> D[Monitor]

    B --> B1[Editor]
    B --> B2[Validator]
    B --> B3[Simulator]

    C --> C1[Deployment]
    C --> C2[Control]
    C --> C3[Update]

    D --> D1[Status]
    D --> D2[Analytics]
    D --> D3[Alert]

Loading

Tool Flow

sequenceDiagram
    participant U as User
    participant T as Tool
    participant W as Workflow
    participant S as System

    U->>T: Use Tool
    T->>W: Apply Change
    W->>S: Update
    S->>U: Confirm

Loading

---

Need help? Contact our workflow team at workflows@contractai.com or visit our Workflow Portal

Next Steps

1. Review workflows
2. Design process
3. Create workflow
4. Test execution
5. Monitor performance
6. Optimize process

Additional Resources

• Workflow Templates
• Automation Guide
• Integration Guide
• Workflow Portal