⚡ Workflow Automation
Overview
Create sophisticated document processing workflows that automatically handle document monitoring, compliance checking, anonymization, and notifications based on various triggers.
Features
Document Monitoring
- Multiple source monitoring:
- FTP folders
- SharePoint directories
- Office 365 locations
- Case Management Systems
- Real-time file change detection
- Tag/label-based workflow triggers
- Automated compliance checking
Compliance & Privacy Features
- WCAG compliance validation
- Language level assessment
- GDPR content detection
- Automated document anonymization
- Warning tag application
- Email notifications
- Dashboard alerts
Workflow Capabilities
- Visual workflow designer
- Conditional routing
- Multi-step processing
- Approval chains
- Status tracking
- Event triggers
- Integration hooks
Quick Start
- Setup Monitoring
- Create Workflow
- Dashboard Integration
// Configure document source monitoring
$monitor = $workflowService->createMonitor([
'source' => [
'type' => 'sharepoint',
'config' => [
'site' => 'https://company.sharepoint.com/sites/docs',
'library' => 'Contracts'
]
],
'triggers' => [
'on_create' => true,
'on_update' => true,
'on_delete' => true,
'tags' => ['personal-info', 'confidential']
]
]);
// Define an anonymization workflow
$workflow = $workflowService->create([
'name' => 'Document Anonymization',
'steps' => [
[
'type' => 'gdpr_scan',
'config' => ['sensitivity' => 'high']
],
[
'type' => 'anonymize',
'config' => [
'target' => 'new_file',
'elements' => ['names', 'addresses', 'ids']
]
],
[
'type' => 'compliance_check',
'config' => [
'wcag' => true,
'language_level' => 'B1',
'on_failure' => [
'tag_document' => 'compliance-warning',
'notify_email' => 'compliance@company.com'
]
]
]
]
]);
// Retrieve compliance warnings for dashboard
$warnings = $workflowService->getWarnings([
'types' => ['wcag', 'language', 'gdpr'],
'status' => 'active',
'period' => 'last_30_days'
]);
Automation
Automatically protect privacy and ensure compliance across all documents with minimal manual intervention.
Monitoring
Configure multiple document sources and trigger conditions to create comprehensive document handling workflows.
Use Cases
- Automated document anonymization
- GDPR compliance monitoring
- WCAG accessibility validation
- Language level assessment
- Multi-department document processing
- Compliance reporting and alerting