Quick Start

Use this path to launch your first production-ready workflow.

Prerequisites

• Mimic workspace with admin access
• At least one agent provisioned (rpa or openclaw)
• Test credentials for the target portal
• A sample CSV for batch validation

Step 1: Create your workspace baseline

• Invite operators and reviewers.
• Set plan and billing in /app/settings/billing.
• Confirm one organization admin can access /app/admin.

Step 2: Provision an agent

• Open /app/agents/new.
• Choose mode:
  • rpa: deterministic browser automation from recorded steps.
  • openclaw: conversational execution with tool calls.
• Wait until agent status is healthy before running tests.

Step 3: Record and generate workflow steps

• Upload a task recording in Studio.
• Verify generated steps and variables.
• Replace hard-coded credentials with secure variables.

Step 4: Run a single test job

• Launch a test from Studio or POST /api/jobs/launch.
• Confirm terminal status in Jobs.
• Inspect logs and screenshots for step-level quality.

Step 5: Move to batch mode

• Prepare a CSV with one row per case.
• Map CSV columns to workflow variables.
• Run a small canary batch (5 to 20 rows) before full volume.

Step 6: Monitor operations and ROI

• Track completion rate, flagged volume, and error taxonomy.
• Review pilot dashboards for readiness and ROI trends.
• Export pilot evidence when required by partner review cycles.