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person-running-fastQuick Start

Get up and running with Kognitos in just a few minutes.

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Overview

Ready to see Kognitos in action? In the next few minutes, you'll create your first automation by describing a task in plain English. No code — just conversation.

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Logging In

Get started by logging into your account.

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New Here? Check out the Onboarding guide to create and set up your account.

chevron-rightHow do I log into Kognitos? 💡hashtag

  1. Navigate to app.us-1.kognitos.comarrow-up-right.

  2. Enter your email or select Continue with Google .

  3. Check your inbox for an email from Kognitos with the subject line "Login to Kognitos". The email will contain a 6-digit verification code.

  1. Copy the code and enter it into Kognitos, then click Continue to verify your identity.

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See Onboarding for more details.

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Your First Draft

Let's create your first draft. In Kognitos, an automation is a workflow that handles a specific business task and always starts as a draft, allowing you to build and test safely.

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Navigate to Drafts

Click on Drafts in the left navigation menu. You'll see a prompt waiting for your instructions.

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Describe Your Task

Describe what you want to automate in plain English. You can be as detailed or high-level as you like. You'll refine it together with Kognitos.

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Have an SOP, process document, or workflow description? Click the + button to upload it directly. Kognitos will read your file and generate a starting point for your automation.

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Refine

Kognitos will chat with you to understand exactly what you want to automate. It'll ask clarifying questions about your process, help you connect any tools you need, and make sure it has all the details to build your automation correctly.

You might see questions like:

  • "Where are your documents stored?"

  • "What format are the invoices in — PDF or CSV?"

  • "Should the $500 threshold include or exclude tax?"

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Think of this as Kognitos gathering everything it needs to get started: the details of your process, access to your tools, and clarity on any decisions the automation needs to make.

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Review

Once Kognitos understands your task and has everything it needs to proceed, it will generate the automation steps. Review the workflow to make sure it matches your expectations. You can edit continue the conversation to make adjustments as needed.

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Add Inputs

Once you've reviewed the automation document, run and test it by providing inputs. Inputs are pieces of information your automation needs at the start of (or during) a run. They can come from you, the Kognitos platform, or external systems. For example:

  • A folder path where documents are stored

  • A date range for processing invoices

  • A recipient email address

chevron-rightHow to Add Inputs? 🔢hashtag

  1. Click the Inputs & Triggers button at the bottom of the workflow document.

  1. Review the detected inputs — the system automatically found them from your instructions.

  2. Add in any required values:

    1. Text fields (names, numbers, references)

    2. File uploads (PDFs, Excel files, images)

    3. Dates, times, or selections from dropdowns

  3. Click Save to save your inputs.

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If you click ▶️ to run the draft without providing inputs first, you'll see the Almost There - Add Inputs First screen prompting you to add them.

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Run

Click on the ▶️ button in the top-right to execute your workflow.

After the run completes, you can:

  • Review the outputs

  • Back to edit the automation if needed

  • Run again to re-execute

  • Publish the draft to turn it into an automation

  • Chat with the Run Assistant for further questions or clarifications

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What's Next?

Now that you've created your first automation, you're ready to explore more:

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