Workflow agents are automated pipelines that process documents without you having to do anything manually each time. You set up the agent once — defining what to extract, how to process it, and where to send the results — and then run it whenever you have new documents to process.
You do not need agents if you only process documents occasionally or on a one-off basis. Manual extractions and reports work well in those cases.
Agents become valuable when you have a repeating task, such as:
Processing a batch of invoices every month
Checking new contracts against a set of rules automatically
Pushing extracted data to your CRM or accounting software as soon as documents arrive
Generating a weekly summary report from multiple document sources
Agents are available on the Starter plan (up to 2 agents) and above.