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.

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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).

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.

Creating a Custom Workflow

1. Create a new workflow

   1. Go to the Workflows section.

   

   b. Click Create Workflow (top-right).

   

2. Input workflow details

   1. Enter the Workflow name and Description.

   

   b. (Optional) Use AI Assist from the description section to generate a starter field set.

1. 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.

   

2. Assign validation to stages

   1. Click Continue to go to the Stages step.

   

   b. Assign the required validation checks to each stage.

   c. Confirm validations match your screening requirements and compliance rules.

   

3. Finish and find your workflow

   1. Complete the workflow setup.
   2. Return to the Workflows page.
   3. Your custom workflow will now appear in the workflows list.

   

4. Create a session and review the table

   1. Select your newly created custom workflow.
   2. Create a new session.
   3. Open the session to view the screening table.

Next steps