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

# Workspace app

## Docs

- [What CloudRaker is](https://docs.cloudraker.com/workspace/get-started/introduction.md): Understand what CloudRaker does, who it is for, and how its pieces fit together.
- [Quickstart](https://docs.cloudraker.com/workspace/get-started/quickstart.md): Run your first playbook end to end, from signing in to approving the assistant's work.
- [Key concepts](https://docs.cloudraker.com/workspace/get-started/concepts.md): Plain-language definitions of every term you will meet in CloudRaker.
- [Spaces overview](https://docs.cloudraker.com/workspace/spaces/overview.md): What a space is, the tabs inside one, and how members and archiving work.
- [Create a space](https://docs.cloudraker.com/workspace/spaces/create-a-space.md): Start a new space from one of your space types in two steps.
- [Space types](https://docs.cloudraker.com/workspace/spaces/space-types.md): The reusable templates every space is created from, and how their settings shape each space.
- [Files in a space](https://docs.cloudraker.com/workspace/spaces/files.md): Upload documents and audio, monitor their processing, and preview them in the file drawer.
- [Search and the knowledge graph](https://docs.cloudraker.com/workspace/spaces/search-and-graph.md): Find passages across a space's documents, explore the entities inside them, and open the exact source.
- [Playbooks overview](https://docs.cloudraker.com/workspace/playbooks/overview.md): What an agentic playbook is, how it moves from draft to active, and why every run starts with a person.
- [Build a playbook](https://docs.cloudraker.com/workspace/playbooks/build-a-playbook.md): Set the goal, list the tasks, choose which actions the agent can run, and activate.
- [Run a playbook](https://docs.cloudraker.com/workspace/playbooks/run-a-playbook.md): Start a run in a space, then follow the agent's live timeline, tasks, and comments.
- [Approvals, steering, and run controls](https://docs.cloudraker.com/workspace/playbooks/approvals-and-steering.md): Approve or reject what the agent proposes, guide it mid-run, and pause, stop, or skip.
- [Actions and the library](https://docs.cloudraker.com/workspace/actions/overview.md): Install actions from the library, configure them, and run them on your documents.
- [Run an action](https://docs.cloudraker.com/workspace/actions/run-an-action.md): Launch a single action over one or many files in a space. Follow it on the run page.
- [Extract data from documents](https://docs.cloudraker.com/workspace/actions/extract-data.md): Extract structured fields from each source document. Review the fields against their sources and import the results as records.
- [Fill and sign documents](https://docs.cloudraker.com/workspace/actions/document-generation.md): Set up the Fill form and Sign actions. Review drafted values and track a signing envelope from the sender's side.
- [Records in a space](https://docs.cloudraker.com/workspace/data/records.md): Work with the structured records that a space collects on its Data tab.
- [Record types](https://docs.cloudraker.com/workspace/data/record-types.md): Define the record types and fields that your organization collects.
- [Organization settings](https://docs.cloudraker.com/workspace/admin/organization-settings.md): Set your organization's logo and switch between organizations.
- [Members and roles](https://docs.cloudraker.com/workspace/admin/members-and-roles.md): Invite people and assign roles. Learn how org roles relate to space access.
- [API keys](https://docs.cloudraker.com/workspace/admin/api-keys.md): Create and revoke keys that let other systems work with your organization.
- [Language and developer mode](https://docs.cloudraker.com/workspace/admin/preferences.md): Two personal preferences that follow you across sessions and devices.

## API Docs

- Workspace API > Workspace Spaces [Resolve the organization's default space](https://docs.cloudraker.com/workspace/api/workspace-spaces/get-organization-default-space.md)
- Workspace API > Workspace Spaces [List space types](https://docs.cloudraker.com/workspace/api/workspace-spaces/list-space-types.md)
- Workspace API > Workspace Spaces [Create a space type](https://docs.cloudraker.com/workspace/api/workspace-spaces/create-space-type.md)
- Workspace API > Workspace Spaces [Update a space type](https://docs.cloudraker.com/workspace/api/workspace-spaces/update-space-type.md)
- Workspace API > Workspace Spaces [List spaces](https://docs.cloudraker.com/workspace/api/workspace-spaces/list-spaces.md)
- Workspace API > Workspace Spaces [Get a space](https://docs.cloudraker.com/workspace/api/workspace-spaces/get-space.md)
- Workspace API > Workspace Spaces [Archive a space](https://docs.cloudraker.com/workspace/api/workspace-spaces/archive-space.md)
- Workspace API > Workspace Spaces [Create a space](https://docs.cloudraker.com/workspace/api/workspace-spaces/create-space.md)
- Workspace API > Workspace Spaces [Who can see this space](https://docs.cloudraker.com/workspace/api/workspace-spaces/list-space-participants.md)
- Workspace API > Workspace Spaces [Mint Space Embed Token](https://docs.cloudraker.com/workspace/api/workspace-spaces/mint-space-embed-token.md)
- Workspace API > Space Runs [List action runs in a space](https://docs.cloudraker.com/workspace/api/space-runs/list-space-runs.md)
- Workspace API > Space Runs [Start an action run in a space](https://docs.cloudraker.com/workspace/api/space-runs/create-run.md)
- Workspace API > Space Runs [Get one action run](https://docs.cloudraker.com/workspace/api/space-runs/get-space-run.md)
- Workspace API > Space Runs [Cancel an action run](https://docs.cloudraker.com/workspace/api/space-runs/cancel-space-run.md)
- Workspace API > Space Runs [Download a run output file](https://docs.cloudraker.com/workspace/api/space-runs/get-space-run-output.md)
- Workspace API > Space Runs [Get a run result](https://docs.cloudraker.com/workspace/api/space-runs/get-space-run-result.md)
- Workspace API > Space Runs [Edit an extracted document of a run](https://docs.cloudraker.com/workspace/api/space-runs/patch-space-run-doc.md)
- Workspace API > Space Runs [Get the pending Fill Form review task](https://docs.cloudraker.com/workspace/api/space-runs/get-space-run-task.md)
- Workspace API > Space Runs [Submit the Fill Form review](https://docs.cloudraker.com/workspace/api/space-runs/submit-space-run-task.md)
- Workspace API > Space Runs [Download the Fill Form review template PDF](https://docs.cloudraker.com/workspace/api/space-runs/get-space-run-task-pdf.md)
- Workspace API > Space Runs [Get the e-signature envelope for a sign-document run](https://docs.cloudraker.com/workspace/api/space-runs/get-space-run-envelope.md)
- Workspace API > Space Runs [Re-send a signer their invitation](https://docs.cloudraker.com/workspace/api/space-runs/resend-space-run-signer.md)
- Workspace API > Space Runs [Void an e-signature envelope](https://docs.cloudraker.com/workspace/api/space-runs/void-space-run-envelope.md)
- Workspace API > Space Runs [Download the signature audit trail](https://docs.cloudraker.com/workspace/api/space-runs/get-space-run-audit-trail.md)
- Workspace API > Installed Actions [List action manifests](https://docs.cloudraker.com/workspace/api/installed-actions/list-action-library.md)
- Workspace API > Installed Actions [List installable catalog entries](https://docs.cloudraker.com/workspace/api/installed-actions/list-action-catalog.md)
- Workspace API > Installed Actions [List installed actions](https://docs.cloudraker.com/workspace/api/installed-actions/list-installed-actions.md)
- Workspace API > Installed Actions [Install an action](https://docs.cloudraker.com/workspace/api/installed-actions/install-action.md)
- Workspace API > Installed Actions [Get an action's default install](https://docs.cloudraker.com/workspace/api/installed-actions/get-default-installed-action.md)
- Workspace API > Installed Actions [Get an installed action](https://docs.cloudraker.com/workspace/api/installed-actions/get-installed-action.md)
- Workspace API > Installed Actions [Uninstall an action](https://docs.cloudraker.com/workspace/api/installed-actions/uninstall-action.md)
- Workspace API > Installed Actions [Update an installed action](https://docs.cloudraker.com/workspace/api/installed-actions/update-installed-action.md)
- Workspace API > Playbooks [List playbook definitions](https://docs.cloudraker.com/workspace/api/playbooks/list-playbooks.md)
- Workspace API > Playbooks [Create a playbook definition](https://docs.cloudraker.com/workspace/api/playbooks/create-playbook.md)
- Workspace API > Playbooks [Get a playbook definition](https://docs.cloudraker.com/workspace/api/playbooks/get-playbook.md)
- Workspace API > Playbooks [Delete a playbook definition](https://docs.cloudraker.com/workspace/api/playbooks/delete-playbook.md)
- Workspace API > Playbooks [Update a playbook definition](https://docs.cloudraker.com/workspace/api/playbooks/update-playbook.md)
- Workspace API > Playbooks [Validate a playbook definition](https://docs.cloudraker.com/workspace/api/playbooks/validate-playbook.md)
- Workspace API > Playbooks [Activate a playbook definition](https://docs.cloudraker.com/workspace/api/playbooks/activate-playbook.md)
- Workspace API > Playbooks [Archive a playbook definition](https://docs.cloudraker.com/workspace/api/playbooks/archive-playbook.md)
- Workspace API > Playbooks [List active playbooks available in a space](https://docs.cloudraker.com/workspace/api/playbooks/list-space-playbooks.md)
- Workspace API > Playbooks [List playbook runs in a space](https://docs.cloudraker.com/workspace/api/playbooks/list-playbook-runs.md)
- Workspace API > Playbooks [Start a playbook run in a space](https://docs.cloudraker.com/workspace/api/playbooks/create-playbook-run.md)
- Workspace API > Playbooks [Get one playbook run](https://docs.cloudraker.com/workspace/api/playbooks/get-playbook-run.md)
- Workspace API > Playbooks [Get a playbook run timeline](https://docs.cloudraker.com/workspace/api/playbooks/get-playbook-run-timeline.md)
- Workspace API > Playbooks [List approvals for a playbook run](https://docs.cloudraker.com/workspace/api/playbooks/list-playbook-run-approvals.md)
- Workspace API > Playbooks [Decide a playbook run approval](https://docs.cloudraker.com/workspace/api/playbooks/decide-playbook-run-approval.md)
- Workspace API > Playbooks [Decide a batch of playbook run approvals](https://docs.cloudraker.com/workspace/api/playbooks/decide-playbook-run-approvals-batch.md)
- Workspace API > Playbooks [Claim a human task](https://docs.cloudraker.com/workspace/api/playbooks/claim-playbook-run-task.md)
- Workspace API > Playbooks [Complete a human task](https://docs.cloudraker.com/workspace/api/playbooks/complete-playbook-run-task.md)
- Workspace API > Playbooks [Skip a human task](https://docs.cloudraker.com/workspace/api/playbooks/skip-playbook-run-task.md)
- Workspace API > Playbooks [Steer a running playbook](https://docs.cloudraker.com/workspace/api/playbooks/steer-playbook-run.md)
- Workspace API > Playbooks [Pause a playbook run](https://docs.cloudraker.com/workspace/api/playbooks/pause-playbook-run.md)
- Workspace API > Playbooks [Resume a paused playbook run](https://docs.cloudraker.com/workspace/api/playbooks/resume-playbook-run.md)
- Workspace API > Playbooks [Skip the action a run is waiting on](https://docs.cloudraker.com/workspace/api/playbooks/skip-playbook-run-action.md)
- Workspace API > Playbooks [Start (or fetch) the browser session of a user-triggered playbook action](https://docs.cloudraker.com/workspace/api/playbooks/start-playbook-run-browser-action.md)
- Workspace API > Playbooks [Skip a user-triggered browser action](https://docs.cloudraker.com/workspace/api/playbooks/skip-playbook-run-browser-action.md)
- Workspace API > Playbooks [Cancel a playbook run](https://docs.cloudraker.com/workspace/api/playbooks/cancel-playbook-run.md)
- Workspace API > Playbooks [Mint a live WebSocket ticket for a run](https://docs.cloudraker.com/workspace/api/playbooks/mint-playbook-run-ws-ticket.md)
- Workspace API > Playbooks [List playbooks with their binding to a space type](https://docs.cloudraker.com/workspace/api/playbooks/list-space-type-playbooks.md)
- Workspace API > Playbooks [Set the playbooks explicitly bound to a space type](https://docs.cloudraker.com/workspace/api/playbooks/set-space-type-playbooks.md)
- Workspace API > Playbooks [List the skills the org’s agents can read](https://docs.cloudraker.com/workspace/api/playbooks/list-skills.md)
- Workspace API > Playbooks [Create an organization or agent skill](https://docs.cloudraker.com/workspace/api/playbooks/create-skill.md)
- Workspace API > Playbooks [Read one skill, including its files](https://docs.cloudraker.com/workspace/api/playbooks/get-skill.md)
- Workspace API > Playbooks [Delete an organization or agent skill](https://docs.cloudraker.com/workspace/api/playbooks/delete-skill.md)
- Workspace API > Playbooks [Replace a skill’s files](https://docs.cloudraker.com/workspace/api/playbooks/update-skill.md)
- Workspace API > Playbooks [Read the organization prompt policy](https://docs.cloudraker.com/workspace/api/playbooks/get-agent-policy.md)
- Workspace API > Playbooks [Set the organization prompt policy](https://docs.cloudraker.com/workspace/api/playbooks/put-agent-policy.md)
- Workspace API > Data Objects [List data-object definitions](https://docs.cloudraker.com/workspace/api/data-objects/list-object-definitions.md)
- Workspace API > Data Objects [Create a data-object definition](https://docs.cloudraker.com/workspace/api/data-objects/create-object-definition.md)
- Workspace API > Data Objects [Get a data-object definition](https://docs.cloudraker.com/workspace/api/data-objects/get-object-definition.md)
- Workspace API > Data Objects [Archive (or purge) a data-object definition](https://docs.cloudraker.com/workspace/api/data-objects/delete-object-definition.md)
- Workspace API > Data Objects [Update a data-object definition](https://docs.cloudraker.com/workspace/api/data-objects/update-object-definition.md)
- Workspace API > Data Objects [Get a definition compiled to JSON Schema](https://docs.cloudraker.com/workspace/api/data-objects/get-object-definition-schema.md)
- Workspace API > Data Objects [Count objects per definition in a space](https://docs.cloudraker.com/workspace/api/data-objects/count-space-objects.md)
- Workspace API > Data Objects [List objects of a definition in a space](https://docs.cloudraker.com/workspace/api/data-objects/list-objects.md)
- Workspace API > Data Objects [Create an object](https://docs.cloudraker.com/workspace/api/data-objects/create-object.md)
- Workspace API > Data Objects [List saved views for a definition in a space](https://docs.cloudraker.com/workspace/api/data-objects/list-object-views.md)
- Workspace API > Data Objects [Create a saved view](https://docs.cloudraker.com/workspace/api/data-objects/create-object-view.md)
- Workspace API > Data Objects [Delete a saved view](https://docs.cloudraker.com/workspace/api/data-objects/delete-object-view.md)
- Workspace API > Data Objects [Update a saved view](https://docs.cloudraker.com/workspace/api/data-objects/update-object-view.md)
- Workspace API > Data Objects [Batch-import objects into a space](https://docs.cloudraker.com/workspace/api/data-objects/batch-create-objects.md)
- Workspace API > Data Objects [Get one object](https://docs.cloudraker.com/workspace/api/data-objects/get-object.md)
- Workspace API > Data Objects [Delete an object](https://docs.cloudraker.com/workspace/api/data-objects/delete-object.md)
- Workspace API > Data Objects [Update an object](https://docs.cloudraker.com/workspace/api/data-objects/update-object.md)
- Workspace API > Data Objects [Bulk-review an object's fields](https://docs.cloudraker.com/workspace/api/data-objects/review-object.md)
- Workspace API > Data Objects [Review a single object field](https://docs.cloudraker.com/workspace/api/data-objects/review-object-field.md)
- Workspace API > Ontology [Get a space's entity/relation knowledge graph](https://docs.cloudraker.com/workspace/api/ontology/get-space-ontology.md)
- Workspace API > Ontology [Get one entity and its grounded mentions in a space](https://docs.cloudraker.com/workspace/api/ontology/get-space-ontology-entity.md)
- Workspace API > Ontology [Walk the graph outward from an entity in a space](https://docs.cloudraker.com/workspace/api/ontology/get-space-ontology-related-entities.md)
- Workspace API > Ontology [List the entities extracted from one file, within a space](https://docs.cloudraker.com/workspace/api/ontology/list-file-entities.md)
- Workspace API > Ontology [Find other files in the space that share entities with this one](https://docs.cloudraker.com/workspace/api/ontology/list-related-files.md)
- Workspace API > Ontology [Get one document's own standalone knowledge graph](https://docs.cloudraker.com/workspace/api/ontology/get-file-ontology-graph.md)
- Workspace API > Ontology [Semantic entity search within a space's graph](https://docs.cloudraker.com/workspace/api/ontology/search-space-ontology.md)
- Workspace API > Ontology [Extract a file into the ontology (doc + space + org levels)](https://docs.cloudraker.com/workspace/api/ontology/ingest-file-ontology.md)
- Workspace API > Ontology [Get the org-wide aggregate knowledge graph](https://docs.cloudraker.com/workspace/api/ontology/get-org-ontology.md)
- Workspace API > Ontology [Get one entity and its mentions from the org-wide graph](https://docs.cloudraker.com/workspace/api/ontology/get-org-ontology-entity.md)
- Workspace API > Ontology [Walk the org-wide graph outward from an entity](https://docs.cloudraker.com/workspace/api/ontology/get-org-ontology-related-entities.md)
- Workspace API > Ontology [Semantic entity search across the org-wide graph](https://docs.cloudraker.com/workspace/api/ontology/search-org-ontology.md)
- Workspace API > Search [Semantic search over a space's indexed files](https://docs.cloudraker.com/workspace/api/search/space.md)
- Workspace API > Organization Templates [List the organization's template files](https://docs.cloudraker.com/workspace/api/organization-templates/list-org-templates.md)
- Workspace API > Organization Templates [Register an org-level template file and get a presigned upload URL](https://docs.cloudraker.com/workspace/api/organization-templates/create-org-template.md)
- Workspace API > Organization Templates [Get an org template file with download URLs](https://docs.cloudraker.com/workspace/api/organization-templates/get-org-template.md)
- Workspace API > Organization Templates [Delete an org template file](https://docs.cloudraker.com/workspace/api/organization-templates/delete-org-template.md)
- Workspace API > Organization Settings [Get the current organization](https://docs.cloudraker.com/workspace/api/organization-settings/get-organization.md)
- Workspace API > Organization Settings [Rename the current organization](https://docs.cloudraker.com/workspace/api/organization-settings/update-organization.md)
- Workspace API > Organization Settings [List organization users](https://docs.cloudraker.com/workspace/api/organization-settings/list-users.md)
- Workspace API > Organization Settings [Invite a member](https://docs.cloudraker.com/workspace/api/organization-settings/invite-user.md)
- Workspace API > Organization Settings [Revoke an invitation](https://docs.cloudraker.com/workspace/api/organization-settings/revoke-invitation.md)
- Workspace API > Organization Settings [Remove a member](https://docs.cloudraker.com/workspace/api/organization-settings/remove-member.md)
- Workspace API > Organization Settings [List organization roles](https://docs.cloudraker.com/workspace/api/organization-settings/list-roles.md)
- Workspace API > Organization Settings [List my memberships](https://docs.cloudraker.com/workspace/api/organization-settings/list-memberships.md)
- Workspace API > Organization Settings [Get organization logo URL](https://docs.cloudraker.com/workspace/api/organization-settings/get-organization-logo.md)
- Workspace API > Organization Settings [Upload organization logo](https://docs.cloudraker.com/workspace/api/organization-settings/update-organization-logo.md)
- Workspace API > Organization Settings [Mint a widget access token](https://docs.cloudraker.com/workspace/api/organization-settings/get-widget-token.md)
- Workspace API > Authorization [Check the current user’s permissions on resources](https://docs.cloudraker.com/workspace/api/authorization/check-my-access.md)
- Workspace API > Authorization [List resources the current user can access for a permission](https://docs.cloudraker.com/workspace/api/authorization/list-my-accessible-resources.md)
- Workspace API > Authorization [List the current user’s effective permissions on a resource](https://docs.cloudraker.com/workspace/api/authorization/list-my-permissions.md)
- Workspace API > Authorization [List the groups (teams) the current user belongs to](https://docs.cloudraker.com/workspace/api/authorization/list-my-groups.md)
- Workspace API > Authorization [Grant a role on a resource to a subject](https://docs.cloudraker.com/workspace/api/authorization/create-grant.md)
- Workspace API > Authorization [Revoke a role grant on a resource from a subject](https://docs.cloudraker.com/workspace/api/authorization/delete-grant.md)
- Workspace API > Authorization [List the grants (shares) on a resource](https://docs.cloudraker.com/workspace/api/authorization/list-resource-grants.md)
- Workspace API > Authorization [List the grants held by a subject (membership or group)](https://docs.cloudraker.com/workspace/api/authorization/list-subject-grants.md)
- Workspace API > Authorization [List all groups (teams) in the organization](https://docs.cloudraker.com/workspace/api/authorization/list-groups.md)
- Workspace API > Authorization [Create a group (team)](https://docs.cloudraker.com/workspace/api/authorization/create-group.md)
- Workspace API > Authorization [Get a single group (team) by id](https://docs.cloudraker.com/workspace/api/authorization/get-group.md)
- Workspace API > Authorization [Delete a group (team)](https://docs.cloudraker.com/workspace/api/authorization/delete-group.md)
- Workspace API > Authorization [Update a group (team)](https://docs.cloudraker.com/workspace/api/authorization/update-group.md)
- Workspace API > Authorization [List the members of a group (team)](https://docs.cloudraker.com/workspace/api/authorization/list-group-members.md)
- Workspace API > Authorization [Add a member to a group (team)](https://docs.cloudraker.com/workspace/api/authorization/add-group-member.md)
- Workspace API > Authorization [Remove a member from a group (team)](https://docs.cloudraker.com/workspace/api/authorization/remove-group-member.md)
- Workspace API > Me [The caller's preferences](https://docs.cloudraker.com/workspace/api/me/get-my-preferences.md)
- Workspace API > Me [Update the caller's preferences](https://docs.cloudraker.com/workspace/api/me/update-my-preferences.md)
- Workspace API > Me [Get (and lazily create) the caller's desk space](https://docs.cloudraker.com/workspace/api/me/get-my-desk.md)
- Workspace API > Me [The caller's work queue](https://docs.cloudraker.com/workspace/api/me/get-my-work.md)
- Workspace API > Me [Start a thread with the default agent](https://docs.cloudraker.com/workspace/api/me/create-thread.md)
- Workspace API > Me [Send a message to a thread](https://docs.cloudraker.com/workspace/api/me/send-thread-message.md)
- Workspace API > Me [Continue a thread in a shared space](https://docs.cloudraker.com/workspace/api/me/share-thread.md)
- Workspace API > Me [Mark a thread as seen](https://docs.cloudraker.com/workspace/api/me/mark-thread-viewed.md)
- Workspace API > Me [The caller's agent runs (and threads)](https://docs.cloudraker.com/workspace/api/me/list-my-agent-runs.md)
- Workspace API > Home [Landing dashboard for the current user](https://docs.cloudraker.com/workspace/api/home/get-home.md)
- Workspace API > Channels [List channels](https://docs.cloudraker.com/workspace/api/channels/list-channels.md)
- Workspace API > Channels [Create a channel](https://docs.cloudraker.com/workspace/api/channels/create-channel.md)
- Workspace API > Channels [Get a channel](https://docs.cloudraker.com/workspace/api/channels/get-channel.md)
- Workspace API > Channels [Update a channel](https://docs.cloudraker.com/workspace/api/channels/update-channel.md)
- Workspace API > Channels [Rotate a webhook channel's signing secret](https://docs.cloudraker.com/workspace/api/channels/rotate-channel-secret.md)
- Workspace API > Channels [Send a signed test event to a webhook channel](https://docs.cloudraker.com/workspace/api/channels/send-channel-test-event.md)
- Workspace API > Channels [Advance a webhook channel's route-setup conversation](https://docs.cloudraker.com/workspace/api/channels/advance-channel-setup-conversation.md)
- Workspace API > Channels [Archive a channel](https://docs.cloudraker.com/workspace/api/channels/archive-channel.md)
- Workspace API > Channels [Unarchive a channel](https://docs.cloudraker.com/workspace/api/channels/unarchive-channel.md)
- Workspace API > Channels [List channel routes](https://docs.cloudraker.com/workspace/api/channels/list-channel-routes.md)
- Workspace API > Channels [Create a channel route](https://docs.cloudraker.com/workspace/api/channels/create-channel-route.md)
- Workspace API > Channels [Delete a channel route](https://docs.cloudraker.com/workspace/api/channels/delete-channel-route.md)
- Workspace API > Channels [Update a channel route](https://docs.cloudraker.com/workspace/api/channels/update-channel-route.md)
- Workspace API > Channels [List channel deliveries](https://docs.cloudraker.com/workspace/api/channels/list-channel-deliveries.md)
- Workspace API > Org Automations [List the organization’s automations](https://docs.cloudraker.com/workspace/api/org-automations/list-automations.md)
- Workspace API > Org Automations [Create an automation](https://docs.cloudraker.com/workspace/api/org-automations/create-automation.md)
- Workspace API > Org Automations [Read one automation](https://docs.cloudraker.com/workspace/api/org-automations/get-automation.md)
- Workspace API > Org Automations [Delete an automation](https://docs.cloudraker.com/workspace/api/org-automations/delete-automation.md)
- Workspace API > Org Automations [Update an automation](https://docs.cloudraker.com/workspace/api/org-automations/update-automation.md)
- Workspace API > Org Automations [List an automation’s fire history](https://docs.cloudraker.com/workspace/api/org-automations/list-automation-runs.md)
- Workspace API > Org Automations [Rotate the inbound trigger secret](https://docs.cloudraker.com/workspace/api/org-automations/rotate-automation-secret.md)
- Workspace API > Org Automations [Run an automation now](https://docs.cloudraker.com/workspace/api/org-automations/run-automation-now.md)
- Workspace API > Connections [List the connections available in a space](https://docs.cloudraker.com/workspace/api/connections/list-connections.md)
- Workspace API > Connections [Add a connection to a space](https://docs.cloudraker.com/workspace/api/connections/create-connection.md)
- Workspace API > Connections [Probe a URL for an OpenAPI surface](https://docs.cloudraker.com/workspace/api/connections/discover-connection.md)
- Workspace API > Connections [Read one connection](https://docs.cloudraker.com/workspace/api/connections/get-connection.md)
- Workspace API > Connections [Delete a connection](https://docs.cloudraker.com/workspace/api/connections/delete-connection.md)
- Workspace API > Connections [Update a connection](https://docs.cloudraker.com/workspace/api/connections/update-connection.md)
- Workspace API > Connections [List a connection’s callable methods](https://docs.cloudraker.com/workspace/api/connections/list-connection-methods.md)
- Workspace API > Connections [Verify a connection now](https://docs.cloudraker.com/workspace/api/connections/verify-connection.md)
- Workspace API > Connections [Store a connection credential](https://docs.cloudraker.com/workspace/api/connections/put-connection-credential.md)
- Workspace API > Developer Observability [List recent request and run traces](https://docs.cloudraker.com/workspace/api/developer-observability/list-developer-observations.md)
- Workspace API > Developer Observability [Inspect one request or run trace](https://docs.cloudraker.com/workspace/api/developer-observability/get-developer-observation-trace.md)
- Workspace API > Onboarding [The caller's existing organization, if any](https://docs.cloudraker.com/workspace/api/onboarding/get-onboarding-membership.md)
- Workspace API > Onboarding [Create the caller's organization](https://docs.cloudraker.com/workspace/api/onboarding/create-onboarding-organization.md)
- Workspace API > Onboarding [Ensure the caller's organization has its default space](https://docs.cloudraker.com/workspace/api/onboarding/ensure-onboarding-default-space.md)
- Workspace API > Onboarding [Seed the sample document matching step 2's installed preset](https://docs.cloudraker.com/workspace/api/onboarding/seed-onboarding-preset-document.md)

## OpenAPI Specification

The raw OpenAPI 3.1 specification for this API is available at:
- [OpenAPI JSON](https://docs.cloudraker.com/workspace/openapi.json)
- [OpenAPI YAML](https://docs.cloudraker.com/workspace/openapi.yaml)


> **Note:** This page contains both a page directory (above) and the landing page content (below). The page directory is generated for agent use and does not appear on the landing page.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.cloudraker.com/workspace/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.

> **Note**
>
> **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."**

![The Home dashboard for an established organization showing a work summary badge, the 'Go to' shortcuts, Recent spaces, and the Recent activity feed](/_fern-img/8e6d6d081ebedc67e85e74bbbeca5ebf77e286ccb21bc2d6d28f6d54dfd08696.webp)

## 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.

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