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ChemCloud Exercises: Quality & Technical

Purpose: Hands-on walkthrough of core ChemCloud workflows for Quality and Technical teams, covering product setup, approvals, AI document analysis, and QC processes.

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What We Want to Get Out of This

  1. Show how an end-to-end workflow works — from product setup through approvals, documents, and QC checks
  2. Demonstrate the capability of AI — see how ChemCloud’s AI agents process documents, answer questions, and surface insights
  3. Feel how an AI agent can be like an additional member of the team — delegate tasks, ask questions, and let it handle the manual work

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Before You Start

  • Log in to the ChemCloud demo environment
  • Have some internal specification and supplier product documents to hand
  • Keyboard shortcut to remember: Cmd+K (Mac) or Ctrl+K (Windows) opens the AI search/chat anywhere in the app

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Exercise 1: Create a Product with an Internal Specification (~10 mins)

Objective: Pick a raw material you know well. Create it as a product in ChemCloud, fill in the details, set the document requirements, and upload an internal specification.
1

Create a Product

Go to Products in the top navigation (or use the + button). Click Add Product.
2

Enter Product Details

Fill in the raw material code, name, and any other details you’d normally track (annual usage, UOM, etc.).
3

Set Document Requirements

Configure which documents are required for this product — e.g., internal spec, SDS, COA.
4

Upload an Internal Specification

Upload your internal specification document against the product.
5

Try the AI

Open the AI Chat (Cmd+K) from the search bar in top navigation and try asking it questions about the product you just created. Also try to trip it up — ask something ambiguous, or something the system shouldn’t know yet.
Expected Outcome: Product created with an internal specification uploaded and document requirements set.

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Exercise 2: Set Up Approved Materials with Approvals (~15 mins)

Objective: For the product you created, add approved materials from different suppliers at different stages of the approval process. Upload supplier documents against each one.
1

Add Approved Materials

Go to Add Approved Material (from the + button in top navigation). Choose your product, select a supplier (or add a new one), and select the supplier’s product.
2

Set Approval Statuses

Set up a realistic mix — some fully approved, some in progress, some not started.
3

Upload Supplier Documents

Upload supplier documents (specs, SDS, etc.) against each approved material. See if the AI correctly detects document types and extracts dates.
4

Use Conversations

Try using the Conversations feature to leave notes or tag a colleague on one of the in-progress approvals.
5

Try the AI

Open the AI Chat and ask it questions about your approvals and documents — e.g., what’s pending, what’s missing, compare specs between two suppliers. Try to induce errors — ask about a supplier that doesn’t exist, or ask it to compare documents you haven’t uploaded yet.
Expected Outcome: Multiple approved materials set up with different approval statuses and supplier documents uploaded.

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Exercise 3: Send a Document to ChemCloud via Email (~5 mins)

Objective: Forward a supplier document to ChemCloud’s AI email agent and see how it processes it automatically.
1

Find Your Email Address

Navigate to ChemCloud AI → Email Inbox to find your ChemCloud email integration address.
2

Forward a Document

Forward a supplier document (spec, SDS, or COA) to that email address.
3

Check the Results

Check back in ChemCloud to see how it was processed. Did it get the right product? The right document type? Were the extracted details accurate?
4

Try the AI

Ask the AI about the document you just emailed in. Try asking it to summarise the document or compare it against something already in the system.
Expected Outcome: Document automatically filed against the correct product and supplier with key data extracted.

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Exercise 4: Use the AI to Compare Supplier Documents (~10 mins)

Objective: Now that you have documents uploaded against multiple suppliers, use the AI to compare them and flag key differences.
1

Ask for a Comparison

Open the AI Chat and ask it to compare two supplier specifications for the same product.
2

Test with Vague Prompts

Try a vague prompt — e.g., “compare these suppliers” without specifying what to compare on. See how it handles it.
3

Ask About Missing Data

Try asking about something that isn’t in the documents, or ask it to compare documents you haven’t uploaded yet.
4

Follow Up

Ask a follow-up question based on the AI’s first answer. Does it maintain context?
Expected Outcome: AI identifies and presents key differences between supplier specifications.

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Exercise 5: Place an Order, Upload a COA, Compare to Internal Spec (~20 mins)

Objective: This is the core QC workflow. Place an order, simulate receiving a delivery, upload a COA, and use the AI to check it against your internal specification.
1

Place an Order

Place an order for one of your approved materials. Complete the purchase steps.
2

Simulate a Delivery

Update the delivery status to simulate receiving the goods.
3

Upload a COA

Upload a Certificate of Analysis against the delivery.
4

Ask the AI to Check the COA

Ask the AI to check the COA against your internal spec and flag anything out of spec. Does it identify pass/fail on specific parameters? Does it flag borderline results?
5

Try to Catch It Out

Ask about a parameter that’s borderline. Ask it to make a release recommendation and see if it’s confident when it shouldn’t be.
Expected Outcome: End-to-end QC workflow completed with AI-powered COA analysis against internal specification.

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Exercise 6: Open-Ended AI Exploration (~10 mins)

Objective: Just play around. Ask the AI whatever questions come to mind about the data you’ve entered.
1

Document Compliance

Ask about document expiry or compliance gaps across your products.
2

Supplier Coverage

Ask about supplier coverage — which products have single-source suppliers?
3

COA Comparisons

Try comparing COAs across different batches or deliveries.
4

Try to Break It

Ask something the system definitely shouldn’t know. See if it admits uncertainty or confidently gives a wrong answer. Screenshot it if so!

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Things to Note

  • What questions did you want to ask that it couldn’t answer?
  • Were any responses wrong or misleading?
  • Did you manage to get it to confidently give a wrong answer? (Screenshot it if so!)