---
schema_version: "1"
id: da72fd17002ae3ffc096c41efa2e2ae737eb3df273f1e9971096488fdf323453
title: Example Document Processing Workflows
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_flow_concepts_example_document_processing_workflows.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_flow_concepts_example_document_processing_workflows.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: afd5a4a5cc0f5ffdfa858cdb9cf395659fc6e77a5122915bd68a329594262bbd
description: Walk through end-to-end examples that combine document extraction with human review, from a single flow path to record-triggered flows with approval and orchestration.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Example Document Processing Workflows

Walk through end-to-end examples that combine document extraction with human review, from a single flow path to record-triggered flows with approval and orchestration.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">This feature requires the MuleSoft for Flow: IDP add-on. <strong>Professional</strong> Edition requires the API access add-on. To purchase, contact your Salesforce account executive.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Document processing features require <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein generative AI</a> turned on in Setup, and Data 360 provisioned and enabled for your org.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">MuleSoft for Flow: IDP features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.</td></tr></tbody></table>

- **[Review Contract Data and Update Records Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_task_example_contract_review_hitl.htm&release=264.0.0&type=5)**  
    This example walks through a screen flow where a sales operations analyst reviews extracted contract data, corrects low-confidence values, then updates Contract and Opportunity records.
- **[Process and Review Attached Documents Example](https://help.salesforce.com/s/articleView?id=platform.automate_flow_task_example_record_triggered_attachment_hitl.htm&release=264.0.0&type=5)**  
    This example walks through a record-triggered flow that runs when a user attaches a document to a record. The flow extracts data, routes to an approval action and flow orchestration, then to a screen flow where the user reviews and corrects extracted values before the flow updates the record.