Processes
What is Document Workflow?
A document workflow is the end-to-end process a document follows from the moment it is received through extraction, validation, approval, posting, and archival.
Explanation
Accounting teams manage dozens of distinct document workflows: invoices follow one path, expense reports another, bank statements a third. Each workflow has defined steps, decision points, and approval requirements. In manual environments, document workflows are informal — documents move through email, shared drives, and institutional knowledge. Formalizing and automating document workflows provides consistency, auditability, and scalability. When a workflow is defined once and automated, it runs identically every time regardless of staff changes, volume spikes, or deadline pressure.
How Rima relates
Each Rima Blueprint is a formalized, automated document workflow. Your team defines the workflow once; Rima executes it automatically for every subsequent document.
See Blueprint automationRelated Terms
Workflow Automation
Using software to automatically execute a sequence of tasks that would otherwise require manual effort.
Blueprint Automation
A configurable automation for a specific document workflow, built by describing the process in plain language.
Intelligent Automation
The combination of AI and process automation to handle complex, judgment-intensive tasks.
See it in action
Rima automates the manual document workflows accounting teams spend hours on every week.