Business workflow automation
Coordinate document intake, data preparation and system handoffs in one workflow. Flow connects the steps across your business and brings exceptions to the people who can resolve them.
How Syntext Flow works
A schedule, trigger or request begins the process.
Collect requests, email replies and attachments.
Classify documents, extract information and update connected systems.
Bring in a person for exceptions, then deliver the consolidated result.
Product features
Connect document intake to the lookups, transformations and checks your process needs. Flow coordinates configured remediation steps and routes unresolved information to a person before the next handoff.
Bring AP Automate, Scribe, business systems and human decisions into the workflow where they are needed. Track progress and exceptions across the sequence rather than losing the work between systems.
Use Flow as a standalone product, or combine it where useful. Neither AP Automate nor Syntext Scribe is mandatory.
Flow is optional when another product already meets the need; an ordinary API or ERP connection alone does not require it.
Flow can also coordinate collection and follow-up around Syntext Recon, available Q1 2027, where supplier statement reconciliation needs a wider workflow.
Syntext maps the trigger, sequence, system boundaries, human decisions, exception paths and useful reporting before implementation.
APIs and file transfers are assessed against your systems. Where an API is unavailable, a customer-specific RPA approach can be configured and validated during implementation. The supported steps and maintenance needs are agreed with you.
Explore ERP & app integrationsYes. Flow is independently available. It can also complement AP Automate or Scribe where a process needs coordination across people and systems.
A workflow can begin from an agreed schedule, trigger or request. The start condition and the sequence that follows are configured for the specific process.
Yes. A configured workflow can send email requests and process replies and attachments, while keeping progress and missing responses visible.
Flow coordinates document classification, extraction, business-data lookups and transformations where the workflow needs them. It can connect AP Automate or Scribe to the surrounding process, with the required checks and review boundaries defined during implementation.
An unclear, missing or blocked step can be routed to a person with the available context. Exception ownership and the action that resumes the workflow are agreed during implementation.
Scoped APIs and file transfers can exchange information with agreed systems. Compatibility, access, mappings, retries and failure ownership are confirmed for the actual integration.
Security credentials
ISO 27001 certified, SOC 2 compliant and committed to protecting personal information. Security is built into how we develop, implement and support your document workflows.
Syntext's information security management system is ISO 27001 certified.
Independently audited controls protect the security, availability and confidentiality of customer data.
We process personal information lawfully, securely and transparently, with safeguards and governance that protect individual privacy rights.
Tell us about your work, documents and systems. We’ll help identify what is worth evaluating.
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