Quickstart
In this guide you sign in, open a space, upload documents, run a playbook, and approve the drafts that the AI assistant produces. Each step links to the page that covers the detail.
The assistant drafts; you decide what to approve. The agent and automated steps never commit data on their own. They produce drafts: proposed records, filled forms, and generated documents. You review, edit, approve, or reject before anything becomes real data.
What you’ll need
- A work account in a CloudRaker organization. Your company’s identity provider handles sign-in.
- A space to work in, or permission to create one.
- A few documents to work on, and a playbook that your space type makes available.
New to the terms? Read Key concepts for the glossary. Read What CloudRaker is for the big picture. Admins who set up an organization for the first time start with the Administration section, then space types, playbooks, and actions. This quickstart assumes those exist.
The happy path
Sign in
Go to app.cloudraker.com and sign in with your work account. Your organization’s identity provider handles the login. There is no CloudRaker password.
Open or create a space
A space is the workspace for one body of work. It holds the files, records, and people for that job.
In the sidebar, find the Spaces group. Spaces are listed under a collapsible header for each space type. Expand one and click a space to open it. To start fresh, click New space and create one from a space type.
The space type you pick matters. It decides which playbooks and actions are available inside the space. See Create a space and Space types.
Upload your documents
Open the space’s Files tab. Drag files onto the page, or use Upload files to pick them.
The app processes uploaded files automatically. There is nothing to trigger. Let processing finish before you run a playbook over the files. See Files.
Run a playbook
Open the space’s Playbooks tab and click Run playbook. Pick a playbook that fits the work. Choose which files the run may use: all files in the space or a selected subset. Then click Start run.
The run starts and the run page opens. Only playbooks that your space type makes available appear in the picker. See Run a playbook.
Follow the run and approve
On the run page, the agent works through the playbook’s tasks on its own. It pauses at approval cards when it has drafts for you.
Open a card to review the assistant’s drafted values. When the extraction action has grounding turned on, extracted values link back to their exact source. Grounding is off by default. The source is a page and region in a PDF, or a timecode in audio. Use the links to confirm each value before you approve. Then:
- Approve the drafts you trust.
- Reject anything wrong, with a note that says what to fix.
Your approval turns a draft into real data. See Approvals and steering.
Rejecting sends the work back. Write a specific note so the next attempt fixes the right thing.
See your results
Approved extraction records land in the space’s Data tab. There you can filter, sort, and reuse them. Generated files, such as filled forms and produced documents, land back in the Files tab.
See Records.
Where to go next
Plain-language definitions of every term you will meet in CloudRaker.
Go deeper on reviewing drafts, approving, and steering a run.
More on starting runs and choosing which files a run can use.
See how a space is organized across its Files, Playbooks, Data, and other tabs.