# RakerOne user guide

> Set up document-heavy back-office processes once, then let Florent draft while you review and approve.

## Docs

- [RakerOne user guide](https://helpcenter.raker.one/index.md): Set up document-heavy processes once, then let Florent draft while you review and approve.
- [What RakerOne is](https://helpcenter.raker.one/get-started/introduction.md): Understand what RakerOne does, who it is for, and how its pieces fit together.
- [Quickstart](https://helpcenter.raker.one/get-started/quickstart.md): Run your first playbook end to end — from opening a project to approving Florent's work.
- [Key concepts](https://helpcenter.raker.one/get-started/concepts.md): Plain-language definitions of every term you will meet in RakerOne.
- [My work](https://helpcenter.raker.one/work/my-work.md): Find, claim, and stay on top of the tasks waiting on you across every project.
- [Complete a task](https://helpcenter.raker.one/work/completing-tasks.md): Fill in Form tasks, upload files, and submit your work for approval.
- [Review AI work](https://helpcenter.raker.one/work/reviewing-ai-work.md): Approve, correct, or reject what Florent drafted — value by value, with citations to the source.
- [Chat with Florent](https://helpcenter.raker.one/work/florent.md): Ask Florent to look things up and draft work — and know what it will and will not do.
- [Comments and notifications](https://helpcenter.raker.one/work/collaboration.md): Discuss work with @mentions and keep up with your Inbox.
- [Projects overview](https://helpcenter.raker.one/projects/overview.md): What a project is and how its tabs organize your files, records, runs, and people.
- [Create a project](https://helpcenter.raker.one/projects/create-a-project.md): Start a project from scratch or a template, set who has access, and manage its status.
- [Project files](https://helpcenter.raker.one/projects/files.md): Upload, organize, and reuse the files a project works with.
- [Run a playbook](https://helpcenter.raker.one/projects/run-a-playbook.md): Start a run and work through its tasks in the run workspace.
- [Project data](https://helpcenter.raker.one/projects/data.md): Work with the records a project has collected using tables and saved views.
- [Project templates](https://helpcenter.raker.one/projects/project-templates.md): Build reusable project starting points so teams spin up work the same way every time.
- [Playbooks overview](https://helpcenter.raker.one/playbooks/overview.md): What playbooks are, and the difference between a playbook and a run.
- [Build a playbook](https://helpcenter.raker.one/playbooks/build-a-playbook.md): Assemble a process from tasks, set their order and approvals, then publish it.
- [Task types](https://helpcenter.raker.one/playbooks/task-types.md): The five kinds of task you can add to a playbook, and when to use each.
- [Assignments and approvals](https://helpcenter.raker.one/playbooks/assignments-and-approvals.md): Decide who owns each task, who signs it off, and how deadlines escalate.
- [Triggers](https://helpcenter.raker.one/playbooks/triggers.md): Start runs without anyone clicking Run, such as from a webhook.
- [Record types overview](https://helpcenter.raker.one/record-types/overview.md): What record types are and where they live.
- [Build a record type](https://helpcenter.raker.one/record-types/build-a-record-type.md): Shape a record type's fields and settings in the schema editor.
- [Actions overview](https://helpcenter.raker.one/actions/overview.md): What actions are, and the difference between built-in and custom actions.
- [Extract data from documents](https://helpcenter.raker.one/actions/extract-data.md): Build an action that reads documents and pulls structured records out of them.
- [Generate documents](https://helpcenter.raker.one/actions/document-templates.md): Turn a Word template and your records into finished PDFs or Word files.
- [Run an action in bulk](https://helpcenter.raker.one/actions/batch-runs.md): Run an action across many files or records and review every result before it lands.
- [Organization settings](https://helpcenter.raker.one/admin/organization-settings.md): Configure your organization and switch between organizations.
- [Members and invites](https://helpcenter.raker.one/admin/members-and-invites.md): See who is in your organization and understand how people are added and removed.
- [Roles and permissions](https://helpcenter.raker.one/admin/roles-and-permissions.md): The four roles and exactly what each one can do.
- [API keys](https://helpcenter.raker.one/admin/api-keys.md): Create and revoke keys that let other systems work with RakerOne.
- [Language](https://helpcenter.raker.one/admin/language.md): Switch between English and Québécois French, and see what is translated.