CloudRaker user guide
Set up document-heavy processes once, then run them in spaces — the assistant drafts, you approve.
CloudRaker is a back-office automation platform. You set up a document-heavy process once — intake, invoice processing, contract review, vendor onboarding, claims, and the like — then run it inside a space whenever you need it. The AI assistant reads documents, pre-fills forms, and drafts records — but nothing becomes real data on its own.
The assistant drafts; you decide what to approve. Every value the assistant produces arrives as a draft, marked and pre-filled for review. You edit, accept, or reject it before it commits. No step becomes real data without a human approval.
Home
Sign in at app.cloudraker.com and you land on Home. Two things matter here: the runs waiting on your approval, and where to pick your work back up.
A brand-new organization
If your organization has no spaces yet, admins see a Getting started checklist — “Three steps to get your organization running”: create a space template, create a space, and install actions. Everyone else sees an empty state (“Nothing here yet”) pointing them to ask an admin to create the first space.
An established organization
Once work is flowing, Home shows:
- Work summary badges — counts that appear only when there’s something to show: how many runs need approval, are in progress, or are done today.
- Needs your approval — the runs waiting on your sign-off, each with an Open run action.
- Recent spaces — the spaces you’ve touched most recently, with an All spaces link.
- Recent activity — an organization-wide feed of runs, uploads, approvals, new spaces, and members joining.
When nothing is waiting on you, Home shows “Nothing needs you right now.”
Explore by area
What CloudRaker is, the draft-then-approve model, and a quickstart that runs one process end to end.
The workspace for one piece of work — its files, playbooks, data, and people.
Reusable, multi-step processes the assistant runs task by task, with approvals where they matter.
The AI capabilities playbooks and runs call on — extract data, generate and fill documents.
The structured records your processes produce, and the record types that shape them.
Organization settings, members and roles, and API keys.
Building an integration? The Developers section covers the CloudRaker API at api.cloudraker.com.