Welcome to OL Connect Workflow 2026.1

This online documentation covers version 2026.1. To view the documentation of previous versions please see the guide selection drop-down menu at the top-right corner of this page.

Workflow plays a major role in many of our solutions. Working in conjunction with OL Connect, CaptureOnTheGO, Imaging, Fax, and a variety of plugins, it helps improve your communications processes. Processes such as communication creation, interaction, distribution and even maintenance.

Workflow is a "super dispatcher". It caters for inputs from a huge variety of sources, such as email, web pages, databases, individual files (PDF, csv, XML, etc), print streams, FTP, Telnet and ERP systems. This data can then be analyzed, modified, stored, verified, routed and used as triggers for other processes from entirely within Workflow. Finally it is passed to one of our other products (or not) to be outputted in multiple ways (printed, emailed, posted, archived, sent to third party solutions, etc..).

Consider Workflow as a set of buildings blocks that enable you to build your own customized automated processes which will fit your environment and not the other way around. Create processes that will save you time and money!

Notes in this guide

Notes are used throughout this guide to draw your attention to certain information.

Note: Important information that deserves your attention.

Tip: Information that may help you use OL Connect Workflow better or that suggests an easier method.

Caution: Information that is potentially critical to using OL Connect Workflow

Automate versus Workflow

OL Connect Automate is a workflow automation tool designed to streamline business communications and document composition processes. It enables the creation of highly personalized customer communications, though print, email, and web, by combining the power of the OL Connect composition and data processing engine with a modern, visual flow-based interface.

The OL Connect Automate stack for Node-RED was born out of the need to provide users of OL Connect with a modern, web-based, cloud-friendly, unicode-aware automation tool. For years, this job has been handled by OL Connect Workflow (aka Workflow), whose first version dates back to the turn of the century.

However, as powerful and efficient as Workflow is, its evolution is hampered by its original design: a native-code, 32-bit, on-premise application that only partially supports unicode. For next-generation automation, we are developing automation methods that can complement, and ultimately replace, Workflow. The packages that are part of the OL Connect Automate stack are the first step in this direction.