Turn manual paperwork into workflows that run themselves.

Connect AI, deterministic logic, people, and systems to automate paperwork from intake to completion.

Capability vs. process

Running a capability is one step. Automating a process is the job.

A capability does one thing well. Parse a file, extract fields, populate a document, request a signature. Valuable on its own but still a single step that someone has to start, check, and hand off.

Automation connects those steps into a process. Extract the data, validate it against your rules, route the exception to an approver, populate the contract, send it for signature, then update the system of record. One execution, one result to track.

Parse → Extract → Validate → Generate → Approve → Sign

Capabilities describe what CloudRaker can do. Automation describes how they work together and execute at scale across files, people, systems, and AI.

Building blocks

Five ways to automate

Action runslatest first
Generate packetIn review8/12
Approve fileComplete14/14
Update recordNeeds review6/9

Pipelines

Run several capabilities across the same file set in a single execution. Every file is parsed once, the steps run in sequence, and the whole chain reports under one run ID. Parse, classify, split, extract, validate, convert: one call, one result, less processing overhead.

Comments on term length3
AM

Amelia flagged the renewal notice.

RO

CloudRaker found page 6 and attached the source.

@Marc

Ready for approval after clause update.

Approve with note

Agents

Let AI coordinate the work that needs judgment. Agents read context, choose an approved action, reason across several steps, and request a human approval when policy requires one. They operate inside defined permissions, not with open-ended autonomy.

PRJ-42Acme onboarding
Open
Agreement.pdfUploaded
Approval packetGenerated
3 runs active12 records collected

Automations

Paperwork moves without waiting for someone to press start. Trigger a capability, a pipeline, or a full workflow from an event, a condition, a schedule, or a business rule, and define what happens next.

Field reviewsettled
Coverage limit$1,250,0005/5
Signature packetIssuedlocked
Evidence hashRecordedok
  1. Draft approved by Legal

  2. Signature packet issued

  3. Hash recorded on evidence log

Webhooks

React to CloudRaker events in real time. Notify your systems the moment a run, action, approval, or workflow changes state. Every delivery carries a public-key-signed JWT verified against a published JWKS, so there is no shared secret to store or rotate.

Template editorv04
client_namemapped
policy_limitmapped
effective_datesample

Template looks good

Rendered previewPDF
Clause inserted from template

Action Library

Save a capability configuration once, then reuse it across API calls, pipelines, agents, and workflows. Update it in one place and every caller inherits the change: approved, versioned, and traceable.

How automation works

How an automated run executes

  • Workflow builderdraft
    TriggerFile approvedset
    ActionCreate packetnew
    OwnerLegal opsset

    Clause task queued

    Trigger

    A file lands, a form is submitted, a record changes, a renewal date arrives, or a schedule fires. The run starts itself; no one has to press start.

  • Packet intakemapped
    FileNDA v04ok
    PartyHunan Ruixip.1
    Date2026-06-18p.3

    Source span attached

    Process

    Capabilities do the work in the order your pipeline defines: parse, classify, split, extract, convert, generate. Every file is parsed once.

  • Evidence logsealed
    Extract12 fieldshash
    ReviewAmeliasign
    PacketIssuedlog

    Append-only record

    Decide and approve

    Business rules and confidence thresholds separate the clean cases from the exceptions. Work that needs a review waits for a person, then resumes from that decision.

  • Action handofflive
    ApproveComplete14/14
    UpdateCRMqueued
    NotifyMarcnext

    Waiting on final field

    Act and update

    CloudRaker completes the paperwork (populates the document, sends it for signature, issues the certificate), then writes the result back to your CRM, ERP, or case system with the run history attached.

Precision automation

Intelligence without losing control.

Not every step should depend on a model. CloudRaker combines probabilistic and deterministic execution inside the same run.

Probabilistic AI
Reads messy inputs, interprets context, and handles the judgment calls that rules cannot express.
Deterministic logic
Runs the steps that must return the same result every time: calculations, formatting, routing, and field mapping.
Business rules
Encode your policy once (limits, eligibility, mandatory fields, segregation of duties) and CloudRaker applies it on every run.
Confidence thresholds
Set the score a result must reach to continue. Anything below it stops for review instead of moving on.
Validations
Check values against your source of truth, external registries, and each other before the workflow commits.
Human approvals
Require a named approver at the steps where accountability belongs to a person, not to a model.
Human-in-the-loop

Automation that knows when to stop.

People stay in the workflow where they belong. A run can pause for an approval, escalate an exception, or ask for a missing document before it continues. Nothing commits because a model was confident.

Reviewers see the extracted values beside the source page, the rule that triggered the stop, and everything the run did before it reached them. They approve, correct, or reject and the workflow resumes from that decision.

Trigger from anywhere

Build once. Run it from anywhere.

Workflows do not have to start in the CloudRaker interface. The same approved automation runs wherever the work already happens.

API
Call any capability, pipeline, or saved action over REST with one bearer token.
Email
Forward a document to a monitored address and the workflow starts on arrival.
File upload
A new file in a workspace triggers the pipeline attached to that workspace.
Schedules
Run reconciliations, renewals, and compliance sweeps on a fixed cadence.
MCP clients
Drive the same approved actions from Claude, ChatGPT, or Codex through the native MCP server.
Collaboration surfaces
Start a run and receive the result in Microsoft Teams or Slack.
Enterprise systems
Let a CRM, ERP, or case system fire the workflow when a record changes.
Webhooks
React to a CloudRaker event, or to an event posted by any system you already run.
Governed automation

Every run stays accountable.

Automation is not unsupervised AI. Each control below applies to automated runs exactly as it applies to work a person starts by hand.

  1. 01

    Permissions

    Agents, pipelines, and automations inherit the permissions of the identity that owns them. They reach the files, actions, and systems you granted, and nothing else.

    RBACScopesSSO
  2. 02

    Approved actions

    Automated work can only call configurations you approved. New actions enter through the Action Library, with a version history behind every change.

    Action LibraryVersioning
  3. 03

    Run history

    Every run keeps its inputs, its steps, the model output, the rule that fired, and the person who approved it. Open any result and see how it was produced.

    ObservabilityTraceability
  4. 04

    Metering

    Automated volume is metered per action, so you can see what a workflow costs before you scale it across the business.

    CreditsUsage
  5. 05

    Auditability

    Export the record. Run history, approvals, and source references stay attached to the output for audit, regulator, and client review.

    Audit logEvidenceSOC 2
Automation

Build the workflow once. Run it everywhere.

Combine capabilities, rules, and approvals into governed automation, then trigger it from your systems, your inbox, or your API.