Automation Cloud admin guide

Last updated Feb 27, 2026

Creating indexes

Creating indexes is supported only in shared folders.

To create an index, take the following steps:

From the Indexes page, select the Add Index button. The Add Indexes window is displayed.
Under General Details, add an Index name and a Description.

Note: Index names cannot include the following characters: (, ), or -. Storage bucket names do not have these restrictions. Keep this in mind if you plan to use matching names for indexes and storage buckets.
Under Data Settings, configure your preferred data source: Storage Bucket or Connector. Ensure your data is stored within shared folders.
1. If you choose Storage bucket:
  - Select the Orchestrator folder containing the bucket.
  - Choose the file type matching the files in your specified bucket. Select All for all file types. Note that certain file types or large scale of documents may take longer to ingest.
  - Upload files directly using one of the following options:
    - Drag and drop files into the File Upload box.
    - Select Add files to open the file picker.
  - Review the uploaded files. You can remove individual files before saving.
2. If you select Connector:
  - Navigate to the desired Orchestrator folder for connection creation.
  - Select the appropriate Integration Service connector.
  - Choose an existing connection or create a new one.
  After establishing the connection, select the Data Source location (the folder in the external storage system), and the File type. Optional: Enable Include subfolders to access nested directories.
Under Additional settings, specify the ingestion pattern:
- Basic – Ingests text-based documents.
- Advanced – Ingests both image-based and text-based documents. This option entails specific costs. For details, refer to Context Grounding licensing.
Use the Enable schedule toggle to turn on scheduling to run ingestions automatically. When scheduling ingestions, you can configure the following options:
- Timezone – Select the timezone in which the ingestion will run.
- Frequency – Choose how often the ingestion runs:
  - Daily – Runs every day at a specified hour.
  - Weekly (default) – Runs on one or more selected weekdays at a specified hour.
  - Monthly – Runs on one or more selected dates of the month. You can also choose from two preconfigured options: Last day of the month, or Last working day of the month.
Select Save.

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