# Elementum Documentation

## Docs

- [Access Management](https://docs.elementum.io/administration/access-management.md): Create and manage users and groups in your Elementum organization
- [Activity Log](https://docs.elementum.io/administration/activity-log.md): Review who changed what, when, and through which channel across your Elementum organization.
- [Connecting Snowflake to Elementum](https://docs.elementum.io/administration/connect-snowflake-to-elementum.md): Complete guide for setting up secure CloudLink connection between Snowflake and Elementum
- [Set Up Custom Email Domains](https://docs.elementum.io/administration/custom-email-domains.md): Send email from your organization's domain using DNS verification and DKIM authentication
- [Data Access](https://docs.elementum.io/administration/data-access.md): Control who can view and edit records through dynamic access policies and filtering
- [Set up Environments and Deploy Apps](https://docs.elementum.io/administration/environments-setup.md): Create isolated environments for development and testing, configure CloudLinks, and deploy apps between environments
- [Global Filters](https://docs.elementum.io/administration/global-filters.md): Apply consistent filtering across all workspace widgets for unified cross-functional data analysis
- [Multi-Factor Authentication (MFA)](https://docs.elementum.io/administration/multi-factor-authentication.md): Add an extra layer of security to your Elementum account with time-based one-time passwords
- [Notifications](https://docs.elementum.io/administration/notifications.md): Configure app-level and user-level notification preferences with multi-tier notification resolution
- [Org Structure](https://docs.elementum.io/administration/org-structure.md): Define your organization's employee hierarchy to enable dynamic manager-based approval routing
- [Roles & Permissions](https://docs.elementum.io/administration/roles-permissions.md): Manage access control through role-based permissions for secure enterprise workflows
- [Service Accounts](https://docs.elementum.io/administration/service-accounts.md): Create dedicated API users for agents and automations with managed permissions and security controls
- [CloudLink](https://docs.elementum.io/administration/setup-cloudlink.md): Connect your data warehouse to Elementum—concepts, authentication, platform schema rules, security, performance, BI access, and links to warehouse setup guides.
- [Accessing Files from Snowflake Stages](https://docs.elementum.io/administration/snowflake-stages.md): Complete guide to accessing and processing files stored in Snowflake stages through Elementum automations
- [Single Sign-On (SSO) with SAML 2.0](https://docs.elementum.io/administration/sso-saml-setup.md): Configure SAML 2.0-based Single Sign-On and SCIM provisioning for secure, centralized authentication in Elementum
- [Trace Forwarding](https://docs.elementum.io/administration/trace-forwarding.md): Configure OpenTelemetry endpoints to stream trace data from Elementum to your observability and AI evaluation platforms.
- [Understand Organization Environments](https://docs.elementum.io/administration/understand-organization-environments.md): How environments isolate development and testing from production, how app deployment works, and CloudLink requirements for each environment
- [User Settings](https://docs.elementum.io/administration/user-settings.md): Manage your personal profile, notifications, security, and integrations in Elementum
- [Agent Gateways](https://docs.elementum.io/ai-agents/agent-gateways.md): Set up unified entrypoints to all agents in your organization
- [Agent Architecture & A2A Protocol](https://docs.elementum.io/ai-agents/agent-interactions.md): How Elementum agents are structured internally, coordinate with external agents via the A2A protocol, and integrate into deterministic workflows
- [Agent tools, deployment, and integrations](https://docs.elementum.io/ai-agents/agents-architecture.md): Configure agent tools, deploy agents to workflows and channels, use external agents from App Intelligence, and integrate via the A2A protocol
- [Building Agents](https://docs.elementum.io/ai-agents/agents-experience.md): Create, configure, and deploy conversational AI agents for your workflows
- [Agent Phone Integration](https://docs.elementum.io/ai-agents/agents-phone-integration.md): Enable phone call functionality for your agents using Twilio integration
- [Agent Skills](https://docs.elementum.io/ai-agents/agents-skills.md): Create and manage modular, reusable Skills that agents discover and execute at runtime
- [Agent Slack Integration](https://docs.elementum.io/ai-agents/agents-slack-integration.md): Deploy your conversational AI agents directly in Slack channels for intelligent team collaboration
- [Agent Starting Actions](https://docs.elementum.io/ai-agents/agents-starting-actions.md): Configure clickable action chips that greet users and kick off common tasks without typing
- [Agent Microsoft Teams Integration](https://docs.elementum.io/ai-agents/agents-teams-integration.md): Run conversational agents in Microsoft Teams with conversations tracked in your Elementum app
- [AI in Automations](https://docs.elementum.io/ai-agents/ai-automations.md): Intelligent automation actions that analyze, classify, and transform data using artificial intelligence
- [AI Models](https://docs.elementum.io/ai-agents/ai-models.md): Comprehensive guide to available AI models, their capabilities, and when to use them
- [AI Overview](https://docs.elementum.io/ai-agents/ai-overview.md): How Elementum integrates AI providers, services, and agents into your workflows
- [AI Search](https://docs.elementum.io/ai-agents/ai-search.md): Enable intelligent semantic search across your data using AI embeddings
- [AI Services](https://docs.elementum.io/ai-agents/ai-services.md): Create and manage AI services for LLMs and embeddings using your configured providers
- [AWS Bedrock Setup](https://docs.elementum.io/ai-agents/bedrock-agents-setup.md): Configure AWS Bedrock as an AI provider for Claude models, AI Services, and Bedrock Agents in Elementum
- [Google Gemini Setup](https://docs.elementum.io/ai-agents/gemini-setup.md): Configure Google Gemini as your AI provider for language model services
- [OpenAI Setup](https://docs.elementum.io/ai-agents/openai-setup.md): Configure OpenAI as your AI provider for language model services
- [Automating AI Document OCR with Elementum and Snowflake](https://docs.elementum.io/ai-agents/snowflake-ai-ocr.md): Extract text from PDFs and images stored in Snowflake stages using AI_PARSE_DOCUMENT OCR capabilities and automated workflows
- [Snowflake Cortex Agents Setup](https://docs.elementum.io/ai-agents/snowflake-cortex-agents-setup.md): Complete guide to integrating Snowflake Cortex Agents into Elementum Apps through Intelligence configuration
- [Snowflake Cortex Setup](https://docs.elementum.io/ai-agents/snowflake-cortex-setup.md): Configure Snowflake Cortex as your AI provider for language model and embedding services
- [Elementum API](https://docs.elementum.io/api-reference/api-introduction.md): Get started with the Elementum API to integrate with your systems and streamline workflow automation.
- [Request an access token](https://docs.elementum.io/api-reference/endpoints/access-token/request-an-access-token.md): Obtain a Bearer token using OAuth 2.0 client credentials. Send either (1) JSON body with client_id, client_secret, and grant_type, or (2) application/x-www-form-urlencoded body with grant_type=client_credentials and Basic Auth header (Client ID as username, Client Secret as password). Tokens expire…
- [Add a link](https://docs.elementum.io/api-reference/endpoints/attachments/add-a-link.md)
- [Add an Attachment](https://docs.elementum.io/api-reference/endpoints/attachments/add-an-attachment.md): Upload a file attachment to a specific record
- [Delete a record attachment](https://docs.elementum.io/api-reference/endpoints/attachments/delete-a-record-attachment.md)
- [Download attachment content](https://docs.elementum.io/api-reference/endpoints/attachments/download-attachment-content.md)
- [Find an attachment by ID](https://docs.elementum.io/api-reference/endpoints/attachments/find-an-attachment-by-id.md)
- [Get the list of attachments](https://docs.elementum.io/api-reference/endpoints/attachments/get-the-list-of-attachments.md)
- [Add a comment](https://docs.elementum.io/api-reference/endpoints/comments/add-a-comment.md)
- [Get the list of comments](https://docs.elementum.io/api-reference/endpoints/comments/get-the-list-of-comments.md)
- [Add users to a group](https://docs.elementum.io/api-reference/endpoints/groups/add-users-to-a-group.md)
- [Get a group by ID](https://docs.elementum.io/api-reference/endpoints/groups/get-a-group-by-id.md)
- [List groups in your organization](https://docs.elementum.io/api-reference/endpoints/groups/list-groups.md)
- [List users in a group](https://docs.elementum.io/api-reference/endpoints/groups/list-users-in-a-group.md)
- [Remove users from a group](https://docs.elementum.io/api-reference/endpoints/groups/remove-users-from-a-group.md)
- [Create a record](https://docs.elementum.io/api-reference/endpoints/records/create-a-record.md)
- [Find a record by ID](https://docs.elementum.io/api-reference/endpoints/records/find-a-record-by-id.md)
- [Get the list of records](https://docs.elementum.io/api-reference/endpoints/records/get-the-list-of-records.md)
- [Update a record](https://docs.elementum.io/api-reference/endpoints/records/update-a-record.md)
- [Add a related item](https://docs.elementum.io/api-reference/endpoints/related-items/add-a-related-item.md)
- [Get the list of related items](https://docs.elementum.io/api-reference/endpoints/related-items/get-the-list-of-related-items.md)
- [Remove a related item](https://docs.elementum.io/api-reference/endpoints/related-items/remove-a-related-item.md)
- [Create a user in your organization](https://docs.elementum.io/api-reference/endpoints/users/create-a-user.md)
- [Deactivate a user](https://docs.elementum.io/api-reference/endpoints/users/deactivate-a-user.md)
- [Get a user by ID](https://docs.elementum.io/api-reference/endpoints/users/get-a-user-by-id.md)
- [List users in your organization](https://docs.elementum.io/api-reference/endpoints/users/list-users.md)
- [Add a watcher](https://docs.elementum.io/api-reference/endpoints/watchers/add-a-watcher.md)
- [Delete a watcher](https://docs.elementum.io/api-reference/endpoints/watchers/delete-a-watcher.md)
- [Get the list of watchers](https://docs.elementum.io/api-reference/endpoints/watchers/get-the-list-of-watchers.md)
- [Analytics](https://docs.elementum.io/data/analytics.md): Build charts and dashboards from Apps, Elements, Tasks, Tables, and CloudLinks data with aggregations, time ranges, and filters
- [Calculations](https://docs.elementum.io/data/calculations.md): Build formulas to transform values, aggregate related records, and evaluate conditions—in automations, layouts, and anywhere calculations are supported.
- [Data Management](https://docs.elementum.io/data/data-best-practices.md): Guidelines for organizing, sharing, and managing data in Elementum
- [Data Mining](https://docs.elementum.io/data/data-mining.md): Monitor CloudLink-backed table data on a schedule, track per-record match state, and start automations when conditions are met or cleared.
- [Reports](https://docs.elementum.io/data/reports.md): Generate dynamic Excel and PDF reports from your data with customizable layouts and automated workflows
- [Configure Related Records](https://docs.elementum.io/data/showing-relationships.md): Show, filter, and link related records on record detail layouts using the Related Items widget and record action buttons
- [Tables](https://docs.elementum.io/data/tables.md): Reusable grid views of your data that stay current with underlying sources—shape what you show, combine related information, and share a consistent view with your team.
- [Best Practices](https://docs.elementum.io/getting-started/best-practices.md): Essential patterns and strategies for building effective Elementum workflows
- [Build an App](https://docs.elementum.io/getting-started/build-an-app.md): A step-by-step walkthrough for creating your first Elementum app, from initial setup through testing and launch.
- [Core Concepts](https://docs.elementum.io/getting-started/fundamentals/core-concepts.md): Foundational building blocks for creating custom business workflows in Elementum
- [Home Page](https://docs.elementum.io/getting-started/home-page.md): An overview of the Elementum home page, including assignments, approvals, and Workspaces.
- [Getting Started](https://docs.elementum.io/getting-started/quickstart.md): An overview of what it takes to build your first business workflow in Elementum.
- [Your Guide to Mastering Elementum](https://docs.elementum.io/getting-started/welcome-to-elementum.md): Get started with intelligent workflows used by the world's largest companies.
- [April 2026](https://docs.elementum.io/release-notes/april-2026.md): Elementum platform releases for April 2026.
- [February 2026](https://docs.elementum.io/release-notes/february-2026.md): Elementum platform releases for February 2026.
- [March 2026](https://docs.elementum.io/release-notes/march-2026.md): Elementum platform releases for March 2026.
- [Release Notes](https://docs.elementum.io/release-notes/overview.md): Monthly release summaries, upcoming features, and earlier platform releases for Elementum.
- [Previous Releases](https://docs.elementum.io/release-notes/previous-releases.md): Elementum platform releases prior to February 2026.
- [Upcoming Features](https://docs.elementum.io/release-notes/upcoming-features.md): See what we're working on at Elementum
- [Objects FAQ](https://docs.elementum.io/support/faq/faq-apps.md): Frequently asked questions about Elementum Objects, including Apps, Elements, Tasks, Tables, and Services.
- [MFA FAQ](https://docs.elementum.io/support/faq/faq-mfa.md): Frequently asked questions about Multi-Factor Authentication in Elementum
- [Connect AI Agents to the Docs](https://docs.elementum.io/support/mcp-server.md): Give AI tools like Cursor, Claude, and ChatGPT real-time access to the Elementum documentation through our Model Context Protocol (MCP) server.
- [Platform Status](https://docs.elementum.io/support/platform-status.md): Stay informed about the current status of Elementum’s platform and services through our real-time status page
- [Help & Resources](https://docs.elementum.io/support/resources.md): Get help and support for Elementum
- [Date and Time Handling](https://docs.elementum.io/support/troubleshooting/date-time-handling.md): This guide explains how Elementum handles date and time values throughout the platform, particularly when integrating with external data sources.
- [General Troubleshooting](https://docs.elementum.io/support/troubleshooting/general-troubleshooting.md): Common issues and solutions for the Elementum platform, including bulk imports on Snowflake-backed objects and GraphQL API configuration.
- [Agent Task Automation](https://docs.elementum.io/workflows/agent-task-automation.md): Bridge structured and unstructured workflows by combining deterministic automation with intelligent agent autonomy
- [Populate Dropdown Fields from External APIs](https://docs.elementum.io/workflows/api-powered-dropdowns.md): Configure dropdown fields that fetch options dynamically from external APIs
- [App Health](https://docs.elementum.io/workflows/app-health.md): Monitor automation performance and system health
- [Approval Processes](https://docs.elementum.io/workflows/approval-processes.md): Configure and manage review and sign-off workflows in your applications
- [Assignment Rules](https://docs.elementum.io/workflows/assignment-rules.md): Automatically assign work to the right team members using configurable routing strategies
- [Actions Reference](https://docs.elementum.io/workflows/automation-actions-reference.md): Complete reference guide for all automation actions with configuration details, conditions, and walkthrough examples
- [Automation Best Practices](https://docs.elementum.io/workflows/automation-best-practices.md): Design principles, performance strategies, and proven patterns for building reliable automations
- [Automation Buttons](https://docs.elementum.io/workflows/automation-buttons.md): Start automations from record details with configurable buttons so users can take actions without leaving the record
- [Overview](https://docs.elementum.io/workflows/automation-system.md): Event-driven automation that monitors system events and executes predefined actions when conditions are met.
- [Triggers Reference](https://docs.elementum.io/workflows/automation-triggers-reference.md): Complete reference guide for all automation triggers with configuration examples and use cases
- [Create a Record](https://docs.elementum.io/workflows/create-a-record.md): All the ways to create records in objects, like Apps and Elements, from manual entry to automated workflows
- [Elementum Intelligence File Reader](https://docs.elementum.io/workflows/elementum-intelligence-file-reader.md): AI-powered document analysis for complex text, image, and PDF documents with custom system prompts
- [File Reader Overview](https://docs.elementum.io/workflows/file-reader-overview.md): Transform documents and data files into structured information for your automation workflows
- [File Uploads & Attachments Guide](https://docs.elementum.io/workflows/file-uploads-attachments.md): Complete guide to working with files and attachments in Elementum
- [Configure Record Creation Layout](https://docs.elementum.io/workflows/form-builder.md): Create custom forms to start new workflows and create records manually
- [JSON File Reader](https://docs.elementum.io/workflows/json-file-reader.md): Parse JSON data intelligently with AI-assisted field detection and automatic type mapping
- [Layout Builder](https://docs.elementum.io/workflows/layouts.md): Design, organize, and manage workflow data and features with layouts
- [Managed Views](https://docs.elementum.io/workflows/managed-views.md): Configure admin-managed List, Kanban, Calendar, Dashboard, and Agent views that users across your organization can share.
- [Purchase Orders File Reader](https://docs.elementum.io/workflows/purchase-orders-file-reader.md): Process purchase orders with OCR trained specifically on PO fields and formats
- [QR Code Scanner](https://docs.elementum.io/workflows/qr-code-scanner.md): Scan QR codes directly from records to automatically populate fields without manual data entry
- [Service Level Agreements](https://docs.elementum.io/workflows/service-level-agreements.md): Define and enforce time-based targets for resolving records in your Elementum apps
- [Enable Record Creation through Services](https://docs.elementum.io/workflows/services.md): Enable Services on Apps and Tasks for customer support, help desk, and self-service request portals in Elementum
- [Surveys](https://docs.elementum.io/workflows/survey-system.md): Streamline information gathering from external parties through survey workflows integrated into your business processes
- [Table File Reader](https://docs.elementum.io/workflows/table-file-reader.md): Read Excel and CSV files with support for thousands of rows and multiple sheets
- [Tasks](https://docs.elementum.io/workflows/tasks.md): Create, configure, and manage task-based workflows for assignments and follow-up work
- [Text File Reader](https://docs.elementum.io/workflows/text-file-reader.md): Extract raw text from images, text documents, and PDFs using OCR technology
- [Language Settings](https://docs.elementum.io/workflows/translations.md): Localize your app with multi-language support using AI-powered translations

## OpenAPI Specs

- [openapi](https://docs.elementum.io/api-reference/openapi.json)