RakerOne user guide
Set up document-heavy processes once, then let Florent draft while you review and approve.
RakerOne is a back-office automation platform where you and the AI assistant Florent run document-heavy processes together — intake, invoice processing, contract review, vendor onboarding, claims, and the like. You define a process once and run it whenever you need it. Florent does the heavy lifting — reading documents, pre-filling forms, drafting records and documents — but you always review and approve before anything becomes real data.
In short: Florent drafts; you decide.
Start here
The product, who it’s for, and the mental model behind it.
Run your first playbook end to end, from project to approved records.
Every term defined once — playbook, run, task, record, and more.
Find, claim, and complete the tasks waiting on you.
Explore by area
The workspace for one piece of work — its files, records, runs, and people.
Reusable definitions of a multi-step process: the steps, their order, and what needs approval.
The shape of your data, like “Invoice” — and the records that fill it.
Automations that extract data, generate documents, and fill forms.
Roles, permissions, members, and organization settings.
New to RakerOne? Read What RakerOne is first, then follow the Quickstart to see the whole flow in one sitting.