Getting Started

Learn what Rapidfolio is, how it works, and build your first automation in minutes.

What is Rapidfolio?

Rapidfolio lets your team automate financial operations — customer onboarding, payments, compliance checks, reconciliation — without writing a pipeline from scratch.

You build a procedure: a visual flowchart of steps. An AI agent executes it: calling your integrations, evaluating conditions, pausing for a human to approve when needed, and logging every action it takes. Every run is fully traceable — what happened, what was sent, who approved it, when.

The result is automation your finance and compliance teams can actually trust.

Your first procedure: a simple example

Let's say you want to automate this sequence:

A new customer signs up
Run an Onfido identity check
If the result is clear, send them a welcome Slack message
If the result is consider, route it to a compliance reviewer

In Rapidfolio, that's a four-node procedure:

[Start] → [Tool Call: onfido.createCheck] → [Condition: result === "clear"]
                                                    ↓ true          ↓ false
                                          [Tool Call: slack.sendMessage]  [Human Review]

You draw this in the editor, configure each node with the right inputs, run it in sandbox to verify it works, and publish. From that point on it runs every time you trigger it — from your own backend, from a webhook, on a schedule, or manually from the dashboard.

That's Rapidfolio. The rest of this page walks you through each step.

Step 1 — Create a procedure

Go to Procedures in the Rapidfolio dashboard and click New Procedure. Give it a name and open the editor.

The editor has three panels: a node list on the left, a canvas in the center, and a configuration inspector on the right. Click + on the canvas to add your first node.

Every procedure starts with a Start node and ends at one or more End nodes. In between, you add the steps that make up your workflow.

→ See Procedures → Editor for a full walkthrough of the editor.

Step 2 — Connect an integration

Before a Tool Call node can do anything, it needs a connection — an authenticated link to your account at the external service.

Go to Connections and click New Connection. Select the integration, follow the OAuth or API key setup, and name it (e.g. Onfido Sandbox). Connections are environment-scoped, so your sandbox Onfido account and your live Onfido account are separate connections.

Once saved, go back to your Tool Call node, select the integration and action, then pick the connection.

→ See Integrations → Connections for setup details.

Step 3 — Run it

There are two ways to start a procedure:

From the API:

curl -X POST https://run.rapidfolio.com/v1/procedures/{procedureId}/sandbox \
  -H "Authorization: Bearer rsk_sandbox_xxxxxxxxxxxx" \
  -H "Content-Type: application/json" \
  -d '{ "data": { "customerId": "cust_abc" } }'

You get back a runId. Poll or subscribe to webhooks to know when it completes.

From a trigger:

Go to your procedure, click Triggers, and attach a trigger — Slack message, Stripe event, cron schedule, or a webhook from any of the supported services. When the event fires, a run starts automatically.

→ See Triggers for trigger setup guides.

Step 4 — Watch it run

Open Runs in the dashboard and click your run. You'll see:

Status — running, awaiting_review, completed, or failed
Step log — every node that executed, with its exact inputs and outputs
Timeline — how long each step took

If your procedure includes a Human Review node, the run pauses there and appears in Pending Reviews. Open it, look at the data, and click Approve or Reject. The approval is logged permanently — who decided, when, and what they saw.

→ See Concepts → Runs for the full run lifecycle.

Step 5 — Get notified

Subscribe to webhook events so your systems know what's happening:

POST https://app.rapid.io/api/v1/webhooks
Authorization: Bearer <api_key>
Content-Type: application/json

{
  "url": "https://your-app.example.com/webhooks/rapid",
  "events": ["run_completed", "run_failed", "human_review_requested"]
}

Rapidfolio sends a signed POST to your URL for each event. Verify the signature using the X-Rapidfolio-Signature header.

→ See API → Webhooks for signature verification and delivery details.

Where to go next

If you want to…	Go here
Understand how procedures work	Concepts → Procedures
Understand what runs are and how to inspect them	Concepts → Runs
Learn why Rapidfolio is safe for financial automation	Concepts → Determinism
Build your first procedure step by step	Procedures → Editor
Add human approval gates	Procedures → Human Review
Test before going live	Procedures → Scenarios
Connect Stripe, GoCardless, Onfido, or other services	Integrations
Connect an internal system that isn't on the internet	Connection SDK
Trigger from Slack, Jira, Linear, or a schedule	Triggers
Call the API directly	API Reference