Running Workflows

How to Run a Workflow

Navigate to Workflows

Click Workflows in the sidebar.

Select a Workflow

Choose the workflow you want to execute from the list.

Choose a Project

Select which project’s documents you want to review.

Select Documents

Choose which documents to include in the review (project and/or organization documents).

Run the Workflow

Click “Run” or “Execute” to start the AI review.

Wait for Processing

The AI will analyze your documents against the workflow items.

View Results

Navigate to the Results section to review findings.

[SCREENSHOT PLACEHOLDER: Run workflow modal showing project and document selection]

Document Selection

When running a workflow, you select which documents the AI should analyze.

Project Documents

Choose from documents uploaded to the selected project:

Select specific documents (e.g., only structural drawings)
Select all project documents
Mix and match as needed

Organization Documents

Optionally include organization-level documents as reference context:

Design standards
Building codes
Company guidelines

The AI will use organization documents to inform its review and check compliance.

Selection Tips

Include Relevant Standards - Add organization documents (like building codes) to provide context for compliance checks.

Select Complete Sets - Include all related drawings and specifications for comprehensive reviews.

Execution Process

Once you click “Run”:

Queueing - Your workflow execution is queued
Document Analysis - AI processes selected documents
Item Evaluation - Each workflow item is checked
Finding Generation - Issues and observations are identified
Results Ready - Navigate to Results to view findings

Processing Time

Workflow execution time varies based on:

Number of documents selected
Size and complexity of documents
Number of workflow items
Current system load

Typical execution times range from a few minutes to 30+ minutes for large document sets.

Monitoring Progress

While a workflow runs:

You can navigate away and return later
Check the Workflows or Results section for status updates
You may receive notifications when execution completes

[SCREENSHOT PLACEHOLDER: Workflow execution progress indicator]

After Execution

Once complete:

Navigate to Results in the sidebar
Select the completed workflow execution
Review findings organized by workflow item
Respond to findings as needed
Export results to Excel

See Results Overview for detailed guidance on reviewing findings.