Forms and operations / Complex path
Secure intake
Collect supplier or employee forms, extract the obvious fields, remove sensitive identifiers, and ship a verified packet.
Finance, HR, procurement, and operations teams
Conversion paths
Take this workflow into evaluation
Start the product path, run this recipe in the demo, copy implementation recipes, or inspect the proof view attached to the workflow.
Buyer path
Request access, compare packages, and route the right workflow to the right team.
Request accessDemo path
Pick a public PDF and see the generated tool chain before committing to a rollout.
Run demoDeveloper path
Copy TypeScript, Python, or curl recipes and map them to canonical /v1 routes.
Integration overviewReviewer path
Inspect screenshots, security controls, evidence artifacts, and proof surfaces.
Inspect proof
Example PDF
Form W-9 from Internal Revenue Service
Screenshot
Redaction verification
API reference
Map routes to jobs, artifacts, and webhooks.
Toolbox
Browse every tool used in this pattern.
Workflow Steps
- 1Upload the W-9 batch
- 2Run OCR and field extraction
- 3Apply a redaction policy
- 4Verify sensitive text removal
- 5Compress the release copy
- 6Export the audit packet
API Route Sequence
POST /v1/documents/uploadPOST /v1/pipelines/run-adhocPOST /v1/processing/redactGET /v1/forensics/{document_id}/redaction-verifyAutomation Blocks
Trigger
- Upload the W-9 batch
- Batch or saved pipeline
Watch
- Poll job status
- Handle retry or timeout
Verify
- Searchable PDF
- Structured field export
Implementation notes
Idempotency
Send one stable key per document and operation.
Feedback
Surface queued, running, completed, and failed states.
Artifacts
Download outputs only after the job succeeds.