How to build document workflows and webforms in minutes
Building and maintaining your company’s document workflow processes isn’t (shouldn’t be) your core competency (we’ll go down that build vs. buy rabbit hole another day). You want to be great at providing fast insurance quotes, renewing or servicing a customer’s policy, onboarding a new employee, simplifying financial agreements, or closing real estate transactions. At Anvil, we think about this constantly; it keeps us up at night. How can we empower companies where paperwork is high-volume to spend less time building document automation and more time focusing on their differentiated products?
This is why we built Workflows, which allow you to collect information from your end users through webforms, automatically fill out necessary documents, and gather e-signatures. Your users get a modern data collection and signing experience, while you receive structured data that integrates directly into your application. Plus, everything can be embedded into your own application for a smooth, branded experience. Teams across industries like HR, insurance, financial services, real estate, and healthcare use Workflows to automate document-heavy processes and save time.
But setting up workflows manually can be tedious—templatizing documents, building webforms, mapping fields, organizing forms, and assigning signers. That’s where our AI-powered workflow generation comes in. Now, you can upload your documents and let our Document AI take care of all the details. No more repetitive setup work—just an automated workflow ready for signatures.
How Document AI detects fields and generates webforms
Anvil has always been about simplifying complex workflows. Now it’s even easier. When you upload a document, our AI steps in to automate the process:
- Automatic Field Detection: Document AI scans your documents—scanned PDFs, Word docs, or PDFs generated from Google Docs—and finds all the fields automatically. It identifies everything from text fields (like name, address, and phone) to signature and date fields. No need for manual box finding or template labeling.
- Organized Webforms: Once the fields are detected, Document AI organizes them into logical pages in a webform. It’ll group related fields together—like "Personal Info" or "Employment Details"—and connect them to the right fields on your uploaded documents. It even takes care of duplicates, ensuring data is clean, and asked from the user only once.
- Signers Automatically Identified: Document AI also recognizes who needs to sign the document, for example, a buyer and seller, employee and employer, or any other combination.
- Signature Fields Assigned: Once the signers are identified, the AI connects each signature field to the correct person. Just like that, your document is ready for signatures without any manual setup.
See Document AI in action
Watch (or try yourself - no signup required) how quickly Anvil’s AI-powered workflow generation can streamline your e-signature process:
Time saved: days to minutes
With Document AI handling the setup, you can have a functional workflow in just minutes. It saves you time and ensures everything is accurate from the start. Whether you’re dealing with contracts, agreements, policies, or any other forms that need data + signatures, this feature makes the whole build process faster.
And remember, you can embed the entire signing experience right into your application, fully branded with your custom CSS, for a seamless experience.
We’re focused on helping you get your work done faster, with less effort—so you can focus on the bigger, more important tasks at hand.