Add an IDP Step

Last Updated: May 19, 2026

Use this procedure to add an Intelligent Document Processing (IDP) step to a workflow and configure it for document classification and field extraction.

Requirements

Review the Intelligent Document Processing Requirements before configuring this feature.

Edit a Workflow

You cannot edit a workflow that has the Published status. If you started the published workflow previously, you must make a copy and edit the copy. If you have not started the published workflow before, you can unpublish the workflow to edit it.

Do the following to unpublish a workflow:

  1. In Vasion Automate select Workflow from the left-side navigation.
  2. Select Business Process.

  3. Select the More menu More menu. to the right of the workflow.

    Workflow: Business Process page showing published workflow and expanded More menu.

  4. Select Unpublish.
  5. In the modal select Unpublish.

The status changes to Draft, and you can now edit the workflow.

Add IDP Step

  1. In the Vasion Automate console, select Workflow, then Business Process.

  2. Select the draft workflow to open it, or select the More icon to the right of the desired workflow and select the Edit option.

    "More" menu selected with options available to draft workflows showing.

  3. Expand the Advanced Steps section from the left-side.
  4. Drag the Intelligent Document Processing option to the desired location and connect it to the workflow path.
  5. In the Intelligent Doc Processing modal:
    1. Data Source: Select the output from a prior workflow step to use as input for the agent.
    2. Blueprint: Select from an existing blueprint or select Create or Edit Blueprint. For more details refer to Blueprints.
  6. Add any additional modals needed after the IDP step.
  7. Save or Publish the draft when finished.

"Intelligent Doc Processing" modal as seen in the workflow builder.

Blueprints

The sections below guide you through creating and managing workflow blueprints.

Create a Blueprint

  1. In the Blueprint dropdown of the Intelligent Doc Processing modal, select Create or Edit Blueprint.

  2. In the Manage Blueprints modal, select + Create New Blueprint.

    "Manage Blueprints" modal showing the available blueprints and the options to create, edit, or delete the blueprints.

  3. Give the blueprint a unique name.

  4. For Blueprint Type, select from Document, Image, or Audio.

    "Create New Blueprint" modal with a name entered.

  5. Select Next.
  6. On the Create New Blueprint modal, select + Add Field.
    1. Field Name: Give the field a unique name.
    2. Format: Select the value type, including String, Array of String, Boolean, Number, and Array of Number.
    3. Instruction: Enter a natural language explanation of what the field represents.
  7. Repeat as necessary for additional fields, then select Create when finished with the blueprint.
  8. Select the desired blueprint from the Manage Blueprints modal.
  9. Add any additional modals needed after the IDP step.
  10. Save or Publish the draft when finished.

"Create New Blueprint" modal with a field being configured.

Edit Blueprints

To edit a workflow blueprint, complete the following:

  1. In the Intelligent Doc Processing modal, select Create or Edit Blueprint.

  2. In the Manage Blueprints modal, select the Edit icon next to the blueprint.

    "Manage Blueprints" modal showing the available blueprints and the options to create, edit, or delete the blueprints.

  3. Adjust the name and type as needed, then select Next.
  4. On the Edit New Blueprint modal:
    1. Select the line items to expand the field information.
    2. Update the field values as needed.
    3. Select + New Field to add more fields.
    4. Use the Delete Delete icon. icons to the right to completely remove the field.
  5. Select Update when finished.
  6. Adjust any surrounding modals impacted by the change.
  7. Save or Publish the draft when finished.

Delete Blueprint

  1. Select Create or Edit Blueprint.

  2. In the Manage Blueprints modal, select the Delete Delete icon. icon next to the blueprint.

    "Manage Blueprints" modal showing the available blueprints and the options to create, edit, or delete the blueprints.

  3. Select the Delete button in the popup modal.

    Modal showing the deletion confirmation dialog.

The blueprint is removed as an option in the Manage Blueprints modal.

Next Steps