Skip to content

Included in Better

Pipeline Builder

Pipeline Builder turns repeated PDF operations into reusable, governed workflows for teams and automations.

Request accessContact supportView capability
ToolboxBrowse the capability directoryWorkflowSecure intakeAPIRoutes, scopes, and recipesProofRedaction verification

Problem

Recurring document queues become inconsistent when every operator has to remember the same sequence of manual steps.

Use

Compose approved tools into a reusable pipeline with configured inputs, policies, and output handling.

Evidence plan

What this unlocks

  • Build automated document workflows
  • Run from the document workspace once signed in
  • Better package access keeps the path explicit

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

  • Normalize intake folders
  • Run OCR, watermark, and compress in sequence
  • Batch process recurring document streams

Workflow steps

  1. 1Choose approved steps from the palette
  2. 2Configure input, page scope, and output policy
  3. 3Run manually, in batch, or on a schedule

Outputs

  • Pipeline template
  • Run timeline
  • Artifact bundle

Review checks

  • Use named versions for production pipelines
  • Review failed rows before retrying
  • Attach policy profiles to governed runs

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
  • Create or select a pipeline, then call the pipeline run endpoint with document input.
  • Poll job and batch endpoints to monitor progress and collect artifacts.
Integration overview

Limits

Availability
Included in Better
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

Redaction verification

3 API

Evidence that sensitive text was removed from the generated PDF rather than covered by a visual overlay.

View proof

Evidence

Preflight reports

3 API

Standards, accessibility, metadata, and archival checks packaged as a reviewable publishing report.

View proof

Evidence

Evidence bundles

3 API

A packet of generated files, findings, screenshots, route history, and linked source documents for audits or handoffs.

View proof

Evidence

Decision logs

3 API

Reviewer choices, comments, citations, approvals, and exceptions captured alongside the document workflow.

View proof

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

Policy Profiles, OCR, Compress PDF

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