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Articles on:Workflows
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  • PDF extraction
  • Account management
  • Automations & Workflows
  • Integrations & Exports
  • Formulas & Calculations
  • Compliance & security
  • Getting started
  • Workflows
  • AI & extraction
  • Integrations & auth
  • Spreadsheet
  • API & developers
  • Account & billing
  • 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
  • Nodes reference (overview)
    Workflow nodes are organized into seven categories. This article is the map: it lists every node, says what it does in one line, and points to the right specialized article when you need depth. Use it as the index when you're building a workflow and trying to find the right node.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
  • Node deep dive: AI Agent
    The **AI Agent** node lets you run an LLM call inside a workflow. Use it for transforming, classifying, summarizing, or generating content at any step. Where the **Data Extractor** is purpose-built for "document → structured data," the AI Agent is general-purpose.Few readers

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