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Private preview

Automation

Automation helps teams schedule pipelines and run folder-based automation as part of a controlled DocuZeus workflow.

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ToolboxBrowse the capability directoryWorkflowBrowse pathsAPIRoutes, scopes, and recipesProofInspect evidence

Problem

High-volume teams lose time and consistency when repeated document preparation work is rebuilt manually for each queue.

Use

Save approved steps as pipelines, run them against one file or a batch, and monitor generated artifacts.

Evidence plan

What this unlocks

  • Schedule pipelines and run folder-based automation
  • Run from the document workspace once signed in
  • Available through a scoped private-preview pilot

Workflow

Explore the workflow
Simple pathForm W-9

Quick OCR and field check

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

  1. 1Upload the W-9
  2. 2Run OCR
  3. 3Inspect detected text and form regions
  4. 4Save a searchable copy

Tool chain

OCRForms Ops StudioSet Metadata Studio
Searchable PDFField review notesClean source metadata
Explore the workflow
Complex pathForm W-9

Secure intake pipeline

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

  1. 1Upload the form batch
  2. 2OCR and extract fields
  3. 3Apply redaction policy
  4. 4Verify redaction
  5. 5Compress and export packet
  6. 6Attach audit trail

Tool chain

Pipeline BuilderOCRExtract TablesRedact & RemoveCompress PDFProvenance Ledger
Redacted PDFStructured field exportRedaction verification report
Explore the workflow

Inputs & outputs

Accepted formats
pdf
Produced formats
pdf

Common use cases

  • Automate intake normalization
  • Run batch OCR and compression
  • Package artifacts for delivery

Workflow steps

  1. 1Build a pipeline from approved steps
  2. 2Choose single-document, batch, or scheduled input
  3. 3Monitor jobs and download output artifacts

Outputs

  • Pipeline run
  • Batch job timeline
  • Output artifact package

Review checks

  • Use policy profiles for allowed steps
  • Monitor retries and failures
  • Retain run history for operations review

API

Endpoint family: /v1/pipelines, /v1/jobs, /v1/artifacts
POST/v1/documents/uploadPOST/v1/ocr/{document_id}GET/v1/jobs/{job_id}/downloadPOST/v1/pipelines/run-adhocPOST/v1/processing/redactGET/v1/forensics/{document_id}/redaction-verify
  • Pipeline runs use saved pipeline IDs and the async job model.
  • Use API keys with pipelines:read and pipelines:run scopes for headless automation.
Integration overview

Limits

Availability
Private preview
Readiness
beta
Automation
Single-document workflow

Confirm entitlement, input requirements, and deployment fit in the package and API documentation before you automate this capability.

Integration overview

Evidence

Browse proof
Evidence is published with the related workflow and proof artifact when it is available for this capability.

Public example workflows

Integration overview
Simple

Quick OCR and field check

Form W-9

Turn a scanned form into a searchable PDF and verify the obvious fields before routing it.

Proof artifacts

Searchable PDF, Field review notes

Complex

Secure intake pipeline

Form W-9

Run a repeatable intake path that extracts fields, redacts sensitive identifiers, verifies removal, compresses the output, and records evidence.

Proof artifacts

Structured field export, Redaction verification report

Roles and use cases

Operations teams

Operations Automation

Normalize high-volume document streams with repeatable pipelines.

Connected tools

Pipeline Builder, Policy Profiles, OCR

Activity trail: Pipeline run historyAudit record: Batch audit

Governance and compliance teams

Compliance / Audit

Validate standards, signatures, audit trails, and retention posture.

Connected tools

Standards Preflight, Trust Chain Validation, Retention + Redaction

Preflight report: Standards preflight reportVerification result: Trust-chain verdict

Security teams

Security / IT

Control self-hosted processing, active content, and data paths.

Connected tools

Sanitize, JavaScript Control, Codec Policy

Review report: X-ray reportGenerated artifact: Parser diff scan