> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.cloudraker.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.cloudraker.com/_mcp/server.

# CloudRaker user guide

CloudRaker is a back-office automation platform. You set up a document-heavy process once, then run it inside a **space** when you need it. Example processes: intake, invoice processing, contract review, vendor onboarding, and claims. The AI assistant reads documents, pre-fills forms, and drafts records. 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](https://app.cloudraker.com) to land on **Home**. Two things matter here: the runs that wait 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". The steps are: create a space template, create a space, and install actions. Everyone else sees an empty state ("Nothing here yet") that tells them to ask an admin to create the first space.

#### An established organization

Once work flows, Home shows:

* **Work summary** badges — counts that appear only when there is something to show: how many runs *need approval*, are *in progress*, or are *done today*.
* **Needs your approval** — the runs that wait on your sign-off, each with an **Open run** action.
* **Recent spaces** — the spaces you 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 waits on you, Home shows **"Nothing needs you right now."**

<img src="https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/cloudraker.docs.buildwithfern.com/8e6d6d081ebedc67e85e74bbbeca5ebf77e286ccb21bc2d6d28f6d54dfd08696/docs/assets/images/guide/home/home-dashboard.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260824%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260824T001339Z&X-Amz-Expires=604800&X-Amz-Signature=8d570178adbd373f04fb220aa755726bf6130188fbb8a5f4f0ad25be95af4c0d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject" alt="The Home dashboard for an established organization showing a work summary badge, the 'Go to' shortcuts, Recent spaces, and the Recent activity feed" />

## Explore by area

#### [Get started](/get-started/introduction)

What CloudRaker is, the draft-then-approve model, and a quickstart that runs one process end to end.

#### [Spaces](/spaces/overview)

The workspace for one piece of work: its files, playbooks, data, and people.

#### [Playbooks](/playbooks/overview)

Reusable, multi-step processes the assistant runs task by task, with approvals where they matter.

#### [Actions](/actions/overview)

The AI capabilities playbooks and runs call on: extract data, generate and fill documents.

#### [Data](/data/records)

The structured records your processes produce, and the record types that shape them.

#### [Administration](/admin/organization-settings)

Organization settings, members and roles, and API keys.

Building an integration? The [Developers section](/developers/overview) covers the CloudRaker API at [api.cloudraker.com](https://api.cloudraker.com).