Documents & imports · Guide 11 of 37
Build a workspace from your files
Let documents suggest departments and widgets, then approve structure and SOPs in two separate stages.
Before you start
- Sign in as the workspace owner or an admin. Read-only members cannot change workspace content.
- Have AI credits available. Review the proposed result before applying changes.
- Choose up to 50 representative documents, not confidential material intended for another workspace.
Step-by-step walkthrough
Step 1
Open Build from files
Use the wand button in the workspace top bar. Its accessible name is Build workspace from files; the dialog is titled Build my workspace from my files.
Step 2
Add representative documents
Drop files or click the document chooser. AI reads their names and excerpts to propose departments, folders and widgets. This analysis uses 1 credit; document structuring afterward is a separate AI workflow.
Step 3
Select the proposed structure
Review Suggested tabs and Suggested widgets. Uncheck items you do not need and rename tabs before building. Keep at least one tab; a widget tied to a discarded department is not added.
Step 4
Build, then review the SOP drafts
Select Build my workspace to add the approved structure. The same files then enter the normal SOP import review. Inspect and approve those SOP drafts separately; approving the structure does not approve their contents.
Cloopp / Step 4: Build, then review the SOP draftsStep 4: Build, then review the SOP draftsActual Cloopp screen · Sample workspace
Practical example
Files define the organization
A batch containing handover, reporting and invoice procedures may suggest Client Success and Finance. Keep only useful departments and rename them to the terms your team uses.
Common issues and fixes
- A suggested tab duplicates one I already use
- Uncheck or rename it before approval. The build is additive; do not assume it replaces or merges existing tabs automatically.
- I approved the tabs but cannot search the documents
- Finish the separate SOP review and approval. Tabs and widgets can exist before their source documents become approved SOPs.
What success looks like
Selected departments and widgets are added, and document content remains approval-gated.
Still need help? Contact Cloopp support
Next guide: Review and approve new SOPs