Advanced Steps
Last Updated: May 19, 2026
Vasion Automate provides a variety of advanced capabilities to process information and documents. Utilize the complex processes with ease using the no code workflow designer and streamlined configuration options.
Key Points
Analyze and extract data, then act on it to determine the outcome of a workflow.
- Utilize Intelligent Document Processing (IDP) to classify the document type and extract data for further steps.
- Leverage AI with the Agent Step to process information and produce structured outputs that can be used 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.
General Requirements
Review these Requirements before you start.