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Workflows

This tutorial will guide you through using the Workflow Builder within FileForge to create and run automated workflows. You will learn how to build a workflow that processes files and exports data for AI applications.

1. Select Workflow Builder Tool

To begin this process, select the Workflow Builder tool from the menu bar on the bottom left.

Select Workflow Builder Tool

2. Start New Workflow Creation

Begin by selecting Build New Workflow.

Start New Workflow Creation

3. Add First Workflow Step

Select Step 1 to add your first step.

Add First Workflow Step

4. Make PDFs Searchable

Select a tool. In this example, I will select Make PDFs Searchable.

Make PDFs Searchable

5. Add Image Searchable Step

Step two that you can add is the ability to Make Images Searchable.

Add Image Searchable Step

6. Add Image Search Step

For Making Images Searchable, you can add instructions into the prompt and save them.

Add Image Search Step

7. Add AI-Optimized Export Step

The last example step to add is an AI-Optimized Export.

Add AI-Optimized Export Step

8. AI-Optimized Export Details

Select your AI provider and output type.

AI-Optimized Export Details

9. Name and Save Workflow

Name your Workflow and then Save.

Name and Save Workflow

10. Run Workflow Execution

Select your workflow and then select Run Workflow to run through the three steps.

Run Workflow Execution

11. Access Exported File

View the file by selecting your export folder. This file can now be uploaded to your AI system.

Access Exported File
You have successfully created and run a workflow in FileForge that makes PDFs and images searchable and exports the data for AI use. You can explore customizing workflows further or exporting files for other AI providers.
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