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Articles on:Workflows
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  • Workflow Builder: Triggers, Steps, and Outputs
    What is the Workflow Builder? The Workflow Builder is Lido's automation tool that lets you create end-to-end document processing pipelines. Instead of manually uploading files, extracting data, and exporting results, you can build a workflow that does all of this automatically. A workflow is a series of connected steps: a trigger starts it, processing nodes do the work, and output nodes deliver the results. How do I create a workflow in Lido? Step 1: Open the WorkfFew readers
  • Triggers: how workflows start
    Every workflow starts with a trigger. The trigger determines *when* the workflow runs and *what data* it starts with. This article covers the seven trigger types, when to pick which, and the configuration that matters for each.Few readers
  • Error handling and retries
    Workflows that process real-world data will fail. Files get corrupted, APIs go down, AI models refuse, networks hiccup. The difference between a workflow you trust and one you don't is how it handles failure. This article covers the three error-handling patterns and when to use each.Few readers
  • Node deep dive: Data Extractor
    The **Data Extractor** is the most-used node in Lido workflows. It takes a file or email and returns structured data using the same engine that powers the spreadsheet UI.Few readers

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