# No-code quickstart
Source: https://docs.file.ai/quickstart/app

> Create a workspace, upload your first files, confirm an AI Schema and export the results, all in the fileAI app.

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# No-code quickstart

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Create a workspace, upload your first files, confirm an AI Schema and export the results, all in the fileAI app.

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**What you’ll have at the end:** a workspace, a folder of processed files, a verified AI Schema and an export of the extracted data, with no code.

**You need:** a work email address. Use the app for your region: [orion.file.ai](https://orion.file.ai) by default, or your regional site from [Regions](/authentication#regions).

1

Create your account

Sign up with your work email and verify it. Once verified, you land in your dashboard. See [Sign up](/account/workspace-setup#sign-up).

2

Invite your team (optional)

Invite colleagues from **Settings** > **Members**. See [Invite and manage members](/account/workspace-setup#invite-and-manage-members).

3

Create a folder

In **Drive**, click **+** next to the Drive tab, name the folder and click **Create**. Folders keep related files together. See [Files and folders](/ingest/folders).

4

Upload files

Drag and drop files into the folder, or open it and click the upload button. Wait for the processing bar to finish; each file’s status updates as it moves through processing (for example _Transform_, _Processed_, _Review_). See [Supported file types](/ingest/supported-files) for what you can upload.

5

Review and verify the AI Schema

Open a processed file and click **AI Schema** in the upper right. fileAI has classified the file into a [file type](/concepts#file-type-mime-type-and-ai-schema) and suggested fields. Check each value against the document (with [citations](/verify/citations-validations), if they are on for your project), then:

*   Edit a field, or click the sparkle icon next to it to describe in plain words how it should be captured, then **Run** and **Save**.
*   Mark fields with thumbs up or thumbs down.
*   Open the **Verify AI Schema** dropdown in the upper right and confirm.

Verified schemas apply to files you upload next. Verify in the app is the same as approve in the API. See [AI Schemas](/extract/ai-schemas).

6

Lock your schemas (optional)

To stop fileAI from creating new file types, click **File Intelligence** in the left panel, open the **Extraction Schema** tab and turn on **Schema Locked**. New files are then classified only into the schemas you verified. See [Schema locking](/extract/schema-locking).

7

Export the data

Select a file, open the **AI Schema** tab and click **Download** in the upper right. Choose XLSX, XLS, CSV, JSON or PDF. When the download finishes, the file is saved to your Downloads folder.For bank statements bound for Xero, and to send invoices to Xero directly, see [Xero export](/deliver/xero-export).

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](#next-steps)

Next steps

## API quickstart

Do the same from code in about 5 minutes.

## Connect Claude

Ask questions about your files from Claude.

## AI Checklist

Check a folder’s files against your rules.

## Workspace setup

Members, roles and API keys.

[Previous](/quickstart/api)[

Authentication

Create an API key, pick the base URL for your region, and follow the conventions every request shares.

Next

](/authentication)

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## On this page

*   [Next steps](#next-steps)
