Cradl AI

#490 most-used

Extract structured data from any document with AI

ProductivityDocumentsDeveloperAIAutomation

Cradl AI is a document processing platform that runs production-grade AI agents to extract and validate structured data from invoices, contracts, forms, and any other document type. Connect it to Actionist and your agents can submit documents for processing, monitor extraction runs, retrieve validated data, and route low-confidence results to a human-in-the-loop review queue — all without manual data entry.

Average time saved
14 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of reading PDFs, transcribing fields into internal systems, and chasing reviewers for low-confidence extractions — replacing it with automated submission, extraction, and downstream data writing.

Schedule

What your Cradl AI agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Wed–Fri
Wed
Thu
Fri
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Cradl AI × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
8Apps spanned
~21 hrsSaved / week
6Personas served
For finance
Featured4 apps

Invoice arrives, ERP records created without human touch

When a PDF invoice arrives in the shared inbox, the Finance Agent submits it to Cradl AI for extraction, waits for the structured result — supplier, amount, line items, due date — and writes a new payable record directly into the ERP. Invoices that need human review because of low-confidence fields are routed to a validation task in Cradl AI and the reviewer is notified via Slack. The entire journey from inbox to ERP takes the team zero keystrokes.

~8 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a vendor invoice PDF lands in the shared inbox
Result
Submit PDF attachment for invoice data extractionNotify reviewer via Slack if low-confidence fields require validationWrite extracted invoice data to the AP tracking sheet
The win
Saved per run
12 min
Runs / week
~40×
Zero manual data entry per invoice
Driven byFinance Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    60 min / week
    Manual PO and contract data entry

    Reps receive purchase order and contract PDFs and manually copy PO numbers, line items, and key terms into the CRM — taking 10–15 minutes per document and introducing transcription errors that cause downstream billing issues.

    Sales Agent
    0 min
    Agent extracts and writes structured deal data

    The Sales Agent submits each PO or contract PDF to Cradl AI and writes the extracted structured data directly to the CRM deal record within about a minute of receiving the document — zero keystrokes from the rep.

  • Marketing
    45 min / week
    Manual brief and report transcription

    Campaign managers read PDF media briefs and agency performance reports and re-enter key figures into the campaign management system — a slow, error-prone step that delays campaign kick-off and post-campaign analysis.

    Marketing Agent
    0 min
    Agent extracts campaign data from PDFs on arrival

    The Marketing Agent submits each media brief and agency report to Cradl AI for extraction and writes the structured fields — budget, targets, performance metrics — to the campaign system before the team's first briefing meeting.

  • Customer Support
    90 min / week
    Manual warranty claim and complaint data entry

    Support staff read scanned warranty forms and complaint letters and manually create structured tickets by re-typing customer details, product information, and defect descriptions — adding minutes to every claim and creating a backlog on Mondays.

    Customer Support Agent
    0 min
    Agent processes claim forms and creates structured tickets

    The Support Agent submits each scanned form to Cradl AI, receives the structured fields, and creates the support ticket automatically — the support team reviews pre-populated tickets instead of blank forms.

  • Human Resources
    50 min / week
    Manual onboarding form data entry

    HR coordinators manually read new-hire paperwork and type names, addresses, tax codes, and bank details into the HRIS — taking 20–30 minutes per new hire and delaying payroll setup for starters who join in batches.

    Human Resources Agent
    0 min
    Agent pre-populates HRIS from paperwork before day one

    The HR Agent submits each new-hire document to Cradl AI, extracts the structured employee fields, and pre-populates the HRIS record before the new starter's first day — no manual data entry from the HR team.

  • Finance
    120 min / week
    Manual invoice and expense data entry

    AP staff open each invoice PDF, read line items, and manually enter supplier names, amounts, and due dates into the accounting system — 5–10 minutes per invoice adds up to hours per week for high-volume teams.

    Finance Agent
    0 min
    Agent extracts invoice data and creates ERP records

    The Finance Agent submits each invoice PDF to Cradl AI for extraction and writes the structured payable record to the ERP automatically — the AP team reviews clean structured records, not raw PDFs.

  • Operations
    60 min / week
    Manual pipeline configuration audits

    The platform team manually logs into Cradl AI to verify that all agents have correct webhook configurations — a slow, undocumented check that is often skipped until a silent extraction failure exposes an orphaned hook.

    Operations Agent
    0 min
    Agent audits pipeline configuration automatically each week

    The Operations Agent retrieves the full Cradl AI resource inventory every Monday, reconciles it against the approved configuration, and flags any anomaly in the incident management system before the week's batch runs begin.

  • Legal
    80 min / week
    Manual contract term transcription

    Lawyers and paralegals read signed contracts page by page and manually enter party names, dates, renewal provisions, and key obligations into the contract management system — a 20–40 minute task per contract that creates a backlog at busy signing periods.

    Legal Agent
    0 min
    Agent extracts contract terms and sets renewal reminders

    The Legal Agent submits each signed contract to Cradl AI for extraction of all key terms and writes them to the contract register, with renewal reminders set automatically — no manual reading or data entry per contract.

+ 100s of other Cradl AI automations
Average time saved
51 hrs / person / month
Calculator

Calculate what your team saves

Team size
8 people
Hourly rate
$30 / hr
Hours saved / week
28
Hours saved / year
1,400
Annual ROI
$42,000

Based on Cradl AI's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Cradl AI into Actionist

Pick the connection method that suits your environment.

Connect Actionist to Cradl AI using your account's OAuth2 credentials. Generate a Client ID and Client Secret in the Cradl AI API settings, enter them in Actionist, and the agent authenticates automatically via the OAuth2 client-credentials flow.

1
Open Cradl AI API settings

Go to rc.app.cradl.ai, navigate to Account Settings, then API. Locate the Client ID and Client Secret under API credentials.

2
Enter credentials in Actionist

In Actionist's Apps tab, find Cradl AI and click Connect. Paste your Client ID and Client Secret into the fields provided.

3
Test the connection

Actionist calls the Cradl AI /organizations/me endpoint to verify the credentials. A successful test means your agent is ready to submit documents and receive extraction results.

Credentials you'll need
Client ID*
Find under Account Settings > API in the Cradl AI platform at rc.app.cradl.ai
Client Secret*
Find under Account Settings > API. This is also used as the default HMAC secret for webhook verification.
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

1 event your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Cradl AI + Actionist

How does Actionist connect to Cradl AI?
Go to the Apps tab in Actionist, find Cradl AI, and click Connect. Enter your Cradl AI Client ID and Client Secret, which you can generate from Account Settings > API in the Cradl AI platform at rc.app.cradl.ai. Actionist uses the OAuth2 client-credentials flow to obtain a bearer token automatically — you never need to paste a token manually. A test call to /organizations/me confirms the connection is working before any documents are processed.
What kinds of documents can Cradl AI process through Actionist?
Cradl AI is a general-purpose document AI platform — it processes any document type for which you have configured an extraction agent in your Cradl AI account. Common use cases include invoices, purchase orders, expense receipts, contracts, NDAs, onboarding forms, warranty claims, and regulatory submissions. The Actionist integration submits whatever binary document your agent receives to whichever Cradl AI agent you select — the platform handles the rest. You define the extraction schema in Cradl AI; Actionist handles the submission and downstream data routing.
How does human-in-the-loop review work with Actionist?
Cradl AI natively routes low-confidence extractions to a human validation queue before finalising results. With Actionist you have two options: if you enable 'Wait for Results' on the Extract Data From Document action, the agent pauses and resumes automatically when the human review step completes — delivering fully reviewed data to the downstream system. Alternatively, use the On Extracted Data From Document trigger, which fires after the validation step finishes, so a separate agent flow handles the reviewed data. Either way, only human-approved fields reach your database.
Can I process documents asynchronously and pick up results later?
Yes. Set 'Wait for Results' to disabled on the Extract Data From Document action — the agent submits the document and continues immediately, returning the run ID. You then use the On Extracted Data From Document trigger to receive the completed result when Cradl AI finishes processing. This is the right pattern for high-volume batch submissions where you do not want to block the submitting workflow for the full processing time. The trigger fires within about a minute of the extraction completing.
How do I route different document types to different Cradl AI agents?
Use the List Agents action to retrieve all agents configured in your Cradl AI account, then match the incoming document's source folder, email subject, or file name pattern to the correct agent ID. The Extract Data From Document action accepts any agent ID as a parameter, so your Actionist agent can dynamically select the right extraction model for each document type without hardcoded IDs. If you have a small number of document types, a simple conditional branch in the agent logic is sufficient; for larger taxonomies, store the document-type-to-agent-ID mapping in a lookup table.
What is the HMAC secret used for, and do I need to configure it?
Cradl AI signs each webhook callback with an HMAC-SHA256 signature computed from the request headers and body. Actionist verifies this signature before accepting the payload, preventing unauthorised callbacks from reaching your agent. By default, Cradl AI uses your Client Secret as the HMAC secret — so if you have entered your credentials correctly, signature verification works with no additional configuration. For production environments you should set a dedicated HMAC secret that is different from your Client Secret, which you can specify in the Advanced Options of the Cradl AI connection settings.
How do I audit which Cradl AI webhooks and hooks are active?
Use the List Agents, List Hooks, and Get Action actions in a scheduled agent task. This combination retrieves the full resource inventory — every agent, every hook wired to a trigger event, and every webhook action pointing to an external URL. Running this check weekly and comparing the results against an approved configuration stored in Notion or Google Sheets gives you an automated compliance record and catches orphaned hooks or misconfigured endpoints before they cause a silent extraction failure.
Can I use Cradl AI with other apps in the same Actionist agent task?
Yes — Cradl AI is designed to sit in the middle of a broader data pipeline. A typical pattern is: receive a document from Gmail or Google Drive, submit it to Cradl AI for extraction, then write the structured result to HubSpot, Notion, Google Sheets, or an ERP. You can also combine Cradl AI with Slack for human-review notifications, with ClickUp for exception tasks, or with Google Calendar for deadline reminders derived from extracted dates. Any of Actionist's connected apps can participate alongside Cradl AI in the same agent task.
Get started

Connect your apps in minutes.

Start with a free instant demo, or talk to our team about a deployment designed for your business.