Background workflow
How do I make a document workflow run in the background without users opening the tool?
Direct answer for teams evaluating document automation workflows.
Short answer
Connect the intake trigger, extraction steps, review rules, and export destination so the workflow runs automatically and users only enter the tool for exceptions or QA.
Direct answer
A mature document automation workflow should not require users to upload every file manually or babysit every extraction job.
The workflow can be triggered by a new email, file arrival, API request, folder update, or scheduled process, then run classification, extraction, validation, and export in the background.
What the workflow should include
Background automation still needs visibility: job status, failures, review queues, export logs, and notifications for documents that need attention.
The team should decide which users need access to the automation tool and which users only need the approved output in a spreadsheet or downstream system.
How Lido helps
Lido workflows can be set up around triggers, document processing steps, validation, and downstream actions so day-to-day users do not have to live inside the interface.
That helps teams automate recurring document operations while keeping human review available where it adds value.
Example workflow
- Choose the event that should trigger processing: email, folder, API, upload, or schedule.
- Configure extraction, classification, validation, and export steps.
- Send only exceptions or review-needed documents to users.
- Monitor job status and downstream handoff results.