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Overview

Use this guide to create a new custom workflow from scratch. You will define basic workflow details, generate or add fields, and assign validations to stages. Once published, the workflow will appear on the Workflows page and can be used to create sessions.
This page covers how to create and use a custom workflow. Once your workflow is created, you can create sessions, upload documents, run processing, and export results from the session table.

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Before you start

  • You must have access to the Workflows section in ALK.
  • Have a clear idea of what you want to extract and validate (for example, key fields, red flags, routing rules).

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When to create a custom workflow

Create a custom workflow when you cannot find an existing workflow that matches the task you need to complete. This is most useful when you need a specific set of fields, validations, routing, or prompts that are not covered by the default workflows.

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Creating a custom workflow

1

Create a new workflow

Go to the Workflows section and click Create Workflow (top-right).
2

Input workflow details

Enter the Workflow name and Description. Optionally, use AI Assist from the description section to generate a starter field set.
3

Add and refine fields

In the Fields step:
  • If you used AI Assist, edit the generated fields to match your requirements.
  • Add any missing fields manually.
  • Update field definitions so they align with your intended extraction, validation, and routing behavior.
4

Assign validation to stages

Click Continue to go to the Stages step. Assign the required validation checks to each stage, and confirm validations match your screening requirements and compliance rules.
5

Finish and find your workflow

Complete the workflow setup and return to the Workflows page. Your custom workflow will now appear in the workflows list.
6

Create a session and review the table

Select your newly created custom workflow, create a new session, and open the session to view the screening table.

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Access a workflow

  1. Go to app.alk.work and sign in with your credentials.
  2. On the home page, select the Workflows tab on the navigation bar at the top.
  3. On the workflow page, scroll until you see Explore. Select the workflow you want to run. If you do not see it, click “See all”, then select the workflow.

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Create a new template session

After selecting a workflow, you will see three steps for setting up your workflow: Step 1: Overview. This shows the workflow name, what ALK can do, the description or instruction provided to ALK, and the workflow use cases. Feel free to edit the workflow name and instructions as needed. If you are satisfied with the default template name and instructions, click Continue. If you make any changes, Continue is replaced by Reset and AI Assist. Click AI Assist to continue to the fields and allow ALK to generate the necessary fields based on your updated instructions. Click Reset if you want to revert to the default template. If you selected AI Assist, you will be prompted to confirm whether you want to replace the default fields with the newly generated ones from ALK based on your updated instructions. Step 2: Fields. Here you will see the fields from either the default template or those newly generated from your updated instructions. There are five columns to note: field, task type, field type, dependency, and instructions. The field column contains the set of fields ALK generates based on your instructions, such as invoice number, vendor name, and other key information you typically review for the workflow you are running. For each field, you will see the task type. Some fields are Extraction, where ALK pulls information directly from the document. Others may be Classification, Validation, Reasoning, Summarization, or even Generate, depending on what you need. You can also choose the field type, such as text, number, or date. For example, if you want ALK to extract when an invoice was created, set the field type to date. Another powerful column is dependencies. For later fields, you can tell ALK which earlier fields to consider before answering, which helps keep outputs consistent across the entire screening. In the instructions column, you can fine-tune exactly what ALK should look for. For example, you might specify: “Extract the vendor’s tax identification number (TIN, EIN, VAT number, or equivalent).” These kinds of instructions help prevent common extraction mistakes and keep your results clean. You can also decide to add more fields where necessary. Step 3: Stages. Stages are the named stops in your workflow. They help you structure review and routing. They are essentially categories. You can create a stage that requires reviewer approval before moving forward.
To route properly to a stage, ensure you have a Recommendation, Decision, or Summary field set up. You can go back and change this field to a Single Select or Multi Select field type, then route it to one or more stages. Also ensure the instruction given to ALK clearly states what to return and where to route it. For example: “Using PO Number and Line Items, determine whether a goods receipt or delivery confirmation is present and matches the invoiced items. Return ‘Matched’ if receipt evidence aligns, ‘Partial’ if only some items are confirmed, or ‘No Receipt’ if no receipt documentation is found.”
You can also include approvals for each stage where necessary. You can create stages such as Pending Approval, Approved, and Paid. Some stages are created by default depending on the template. In this case, once an invoice is matched or updated, you can route it to the Approval stage and assign a reviewer. If rejected, you can route it to another stage, such as Pending Approval, or create a Not Approved stage. This makes it easier to find, approve, and review invoices, documents, or entries by category or stage. After doing this, go ahead to start the workflow. Next steps
  • Upload documents to the session table.
  • Click Run to process the session.
  • Review results in the table, then Export when ready.
  • If you need to edit fields or add new columns, see How To Add Custom Columns.

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Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include:
  • What you were trying to do
  • What happened instead
  • Any error messages
  • Steps to reproduce
  • Screenshots or recordings (if available)