Visual Workflow Builder

Automate Everything, Visually

Drag, drop, connect. Build entire document workflows without writing code. 9 trigger types, 40+ node types, conditional branching, human approvals, and multi-cloud file operations.
Configure and review the workflow with your own data.

40+Node Types9Triggers0Code RequiredHumanApproval Steps
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Build the handoffs into the process.

Combine reusable source records, buyer questionnaires, document review, and delivery steps. Pause for required information or a reviewer, then continue when that step is complete. Configure recovery paths and follow-up tasks for exceptions.

Use the purchase simulator and workflow evaluations to test the buyer and staff experience before launch. Shared products can carry the company’s workflow while allowing the association choices you permit.

Explore fulfillment and automation controls
Revolutionary Automation

Visual Workflows That
No Competitor Has

Design your entire document process visually. Drag nodes, connect them, and watch documents flow from purchase to delivery — automatically.

A six-step document workflow from purchase to deliveryThe example moves through purchase, information collection, file preparation, review, notification, and delivery. The highlighted step illustrates progress, not a live order.A clear path from request to deliveryIllustrative workflow · review before delivery01PurchaseStart the request02Collect detailsRequired inputs03Prepare filesBuild the package04ReviewApproval step05NotifySend the update06DeliverComplete handoff
Automated
Workflow Runs
Human
Approval Steps
Live
Status Updates

40+ Automation Nodes

Forms, letters, emails, approvals, file operations, conditional logic, and more — all drag-and-drop.

Multiple Triggers

Start workflows automatically on purchase, manually by staff, or on a schedule.

Zero Manual Work

From customer purchase to document delivery — fully automated, no human intervention needed.

Approval Gates

Add human review steps when needed. Workflows pause and resume automatically.

40+
Node Types
Automation building blocks
9
Trigger Types
Purchase, manual, schedule...
∞
Flow Combinations
Unlimited possibilities
0
Code Required
Pure visual building
Workflow Automation

Automation That Actually Delivers

Not a flowchart generator. DocuSeller's workflow engine executes real business logic — document generation, multi-cloud file operations, campaign management, human approvals, and error recovery — all from a visual canvas.

A visual builder connects document preparation to conditional review pathsA toolbox supplies document, condition, and action nodes. The example branches to request information when a document is incomplete, or to human review when it is ready.Build the path, including the exceptionsTOOLBOXDocumentConditionActionGenerate document?Complete?NoYesRequest infoHuman review
01

Visual Drag-and-Drop Builder

Build Without Code

Design complex document workflows with a visual canvas. Drag nodes, connect them with edges, and add conditional branching — all without writing a single line of code. Every workflow runs exactly as you designed it.

  • 40+ node types across documents, approvals, emails, file ops, and logic
  • Conditional branching with If/Switch nodes for smart routing
  • Mini-map, node labels, and compact badges for managing complex flows
Different events can start the same workflowA purchase, staff action, scheduled event, or incoming webhook can initiate a defined workflow. These are examples of starting points.Choose how the work beginsPurchaseStaff actionScheduleWebhookRun workflowFollow the defined stepsONE PROCESS
02

9 Trigger Types

Start Anywhere

Workflows start however you need them to. Automatically on purchase, manually by staff, on a schedule, via webhook from external systems, or when a campaign response comes in. Sub-workflows let you compose reusable pieces.

  • Auto-trigger on purchase for zero-touch document delivery
  • Scheduled triggers for recurring reports and notifications
  • Webhook and sub-workflow triggers for system integrations
A shared campaign collects responses and feeds the next workflow stepA form is shared through a campaign link. Responses are tracked individually, with received, review, and waiting states shown as an example.Each response has a next stepCampaign formShare linkReceivedIn reviewWaitingIllustrative response states
03

Campaign Automation

Campaigns That Drive Workflows

Create shareable campaigns with forms, letters, and files — then automate what happens when people respond. Set expiration dates, response limits, device-based throttling, and even require approval before accepting submissions.

  • Shareable links with password protection and device limiting
  • Wait for all, any, or each response with flexible trigger modes
  • Campaign responses feed directly into downstream workflow steps
Files from connected sources move through one preparation sequenceTelebria cloud files, read-only accounting records, and shared files feed a read, watermark, and package sequence before delivery.Bring the right files into one workflowTelebria cloudConnected filesAccountingRead-only sourceShared filesConnected files1Read2Watermark3PackagePrepared for delivery
04

Multi-Cloud File Operations

Every Cloud, One Workflow

Read files from your Telebria cloud, accounting system, or company shared files — then transform, watermark, zip, and deliver them in a single workflow. Full read/write access to your cloud with read-only integration for accounting data.

  • Read, upload, create folders, download, and delete from Telebria cloud
  • Accounting cloud integration for ledgers, invoices, and statements
  • Generate PDFs, add watermarks, and zip files as automated steps
A workflow failure routes to retry or an assigned recovery taskA failed step can be retried using a configured policy, or routed to a team task with context and a notification. The appropriate recovery depends on the configured workflow.Step needs attentionRetry the stepConfigured attemptsWait between retriesAssign recoveryKeep the error contextNotify the right team
05

Error Handling & Recovery

Failures Don't Stop You

Every step can be configured with retry logic, timeouts, and continue-on-fail behavior. Dedicated error handler nodes catch failures and route them to recovery paths — create tasks, send alerts, or gracefully skip problematic steps.

  • Per-step retry counts with configurable wait times between attempts
  • Error handler nodes with dedicated recovery workflow paths
  • Continue-on-fail option keeps workflows running through non-critical failures

Full Visibility Into Every Execution

Track every workflow instance from start to finish with real-time status updates and step-level execution details.

▶

Running

Currently executing steps

⏳

Waiting

Paused for user input or schedule

✓

Completed

Successfully finished

!

Failed

Error caught, recovery options available

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Ready to Simplify the Work?

Bring a real resale package, your fee schedule, and one difficult exception. See how DocuSeller connects the work for your team.

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Questions? Email us at sales@telebria.com