Advanced Steps

Last Updated: June 12, 2026

Vasion Automate provides advanced capabilities to process information and documents. Create complex processes with ease using the no-code workflow builder and streamlined configuration options.

Key Points

Review the following key points:

  • Analyze and extract data, and then act on it to determine the outcome of a workflow.
  • Use Intelligent Document Processing (IDP) to classify the document type and extract data for further steps.
  • Use AI with the Agent step to process information and produce structured outputs for use in further steps.
  • Configure conditional branching to route the workflow to the appropriate actions based on data from other advanced steps or human-entered data from forms.

Some of these features are in beta. Capabilities, configuration, and availability might change as development continues.

Requirements

Review these Requirements before you start.

Next Steps

Refer to the following: