DOCS · GUIDE

Getting started.

Create an account, choose personal or plant use, and complete a first grounded workflow.

Start safely

Create an account, verify your email, and choose individual or plant onboarding. Use non-sensitive sample data until your organization's data handling requirements are approved.

  1. Complete the legal acceptance gate.
  2. Choose an individual workspace or create a plant organization.
  3. Upload a bounded PDF, CSV, XLSX, Markdown, or Word file.
  4. Ask a source-specific question or generate a PDF report.

Workspace scope

Personal records stay attached to your user. Organization records are scoped to the active organization and roles control mutations.

Current limitations

  • A trial or paid plan is required after the trial ends.
  • AutoOps does not support PHI or export-controlled data.

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