# Getting Started



## Workspace Dashboard

<img src="/images/forge/forge-workspace.png" alt="Forge workspace dashboard" />

This is the main Forge workspace screen that appears after login. From here you can view existing agents, search for agents, and start creating a new workflow.

Key areas on this screen:

* **Home** — Returns you to the main workspace dashboard.
* **Library** — Opens the resource or document library.
* **All Agents** — Shows all agents available in the workspace.
* **Models** — Opens the model configuration page.
* **Audit Logs** — Displays activity and system logs.
* **Settings** — Lets you manage integrations, users, and workspace settings.
* **New Agent** — Starts the process of creating a new agent.

Begin here whenever you want to create a fresh automation workflow. Click **New Agent** in the top-right corner to get started.

***

## Models Configuration

Before creating an agent, models need to be configured.

<img src="/images/forge/new-model-config.png" alt="Models configuration screen" />

This screen is used to create and manage language models inside Forge. Models configured here become available across all agents in the workspace.

The model setup form includes the following fields:

* **Provider**
* **Model Name** — You can give any name of your choice.
* **API Key**
* **Host URL**

<Callout type="info">
  Host URL is set by default for each provider. It is not recommended to change it.
</Callout>

This page is generally used by an administrator or technical user responsible for connecting external model providers. Typical tasks include:

* Adding a new model provider
* Making a provider available for agents across the organization
* Testing the API key connection and usage

If providers are already configured for the workspace, end users typically do not need to make changes here. They can simply choose the model made available by that API key when configuring fields.

***

## Create a New Agent

<img src="/images/forge/create-agent.png" alt="Create new agent screen" />

This screen appears after clicking **New Agent**. Fill in the following:

* **Agent Name** — A clear, specific name so the agent is easy to identify later.
* **Description** — A short explanation of what the agent is intended to do and what kind of documents it will process.

After entering the details, click **Create Agent**.

<img src="/images/forge/agent-fields.png" alt="Agent created — ready to define fields" />

Once the agent is created, click the **+** icon next to the File field to define the fields Forge should extract from your documents.

***

## Uploading Files

### Google Drive Integration

<img src="/images/forge/drive-connect.png" alt="Settings — Google Drive integration" />

You can connect Google Drive to enable automatic file fetching from a linked folder.

To connect Google Drive:

1. Open **Settings**.
2. Stay on the **Integrations** tab.
3. Click **Connect to Google Drive**.
4. Sign in with the required Google account and grant access permissions.

<img src="/images/forge/drive-linked.png" alt="Google Drive folder linked to agent" />

Once connected, link a folder to an agent. Forge will automatically fetch and process any files added to that folder, removing the need to upload manually.

The Settings screen can also be used to add new members, manage people in the workspace, and control organization-level access.

### Manual Upload

<img src="/images/forge/manual-upload.png" alt="Manual file upload" />

To upload files directly from your system, use the **Upload Files** option and either click to browse or drag and drop files onto the upload area.

***

## Field Creation

Fields define what information Forge extracts from your documents. Forge supports six field types:

**Single Select** — Returns only one response from a set of specified options.

<img src="/images/forge/field-single-select.png" alt="Single select field" />

**Multi Select** — Returns one or more responses from a set of specified options.

<img src="/images/forge/field-multi-select.png" alt="Multi select field" />

**Collection** — Used for nested structured data.

<img src="/images/forge/field-collection.png" alt="Collection field" />

**Text** — Used for free-text outputs such as names, titles, or summaries.

**Number** — Used for numeric outputs. The Custom Data Format option lets you define the precision the model should follow, and you can enable a thousands separator for comma-formatted values.

<img src="/images/forge/field-number.png" alt="Number field configuration" />

**URL** — Used for links such as LinkedIn URLs or website addresses.

### Assigning a Model to a Field

<img src="/images/forge/model-selection-field.png" alt="Assigning a model to a field" />

You can assign a specific model to each field directly from the field settings.

### Choose Source

The **Choose Source** option lets you add context to a field by selecting any file from the library (shown in the dropdown). This gives the model additional reference material when extracting values for that field.

***

## Triggering Evaluations

You can trigger an evaluation in two ways:

**Field Level** — Select one or more columns to run extraction for those specific fields across all files.

<img src="/images/forge/eval-field-level.png" alt="Field-level evaluation trigger" />

**Asset Level** — Select one or more rows to run extraction for those specific files across all fields.

<img src="/images/forge/eval-asset-level.png" alt="Asset-level evaluation trigger" />

***

## Agent Output & Results

<img src="/images/forge/agent-output.png" alt="Agent output view" />

This screen shows the extracted results for your agent. Each row represents one processed file, and each column represents a field defined in the agent.

Use this screen to:

* Review extracted values for each file
* Compare results across multiple documents
* Verify whether the output is correct
* Export the processed data

### Views

At the bottom of the results table you will see multiple views — for example **Main** and **Need Human Review** — and the option to create a **New View**.

Views help you organize processed data and separate records that may require manual checking.

**Creating a View** — View creation is supported for Single Select and Multi Select field types. You can create a view from the field settings or from the bottom bar, then link it to a specific option to automatically filter assets into that view.

<img src="/images/forge/create-view.png" alt="Creating a view" />

***

## Full Workflow Summary

Here is the complete end-to-end journey in Forge:

1. Start on the **Home** screen.
2. Click **New Agent** and enter the agent name and description.
3. Define the **fields** the agent should extract.
4. Configure or select an existing **model**.
5. Connect **Google Drive** in Settings (or upload files manually).
6. Let Forge fetch and process files automatically.
7. Review the **extracted results** in the agent table view.