# Everything Automo does

> Every catalogued capability, tool and destination in Automo, one line each. The full pages, with where and how, are at https://automo.ai/docs.

## Create

Full page: https://automo.ai/docs/create

- **Design editor**: Full drag-and-drop design canvas for social posts, ads, print and anything else, shapes, text, images, layers and brand assets in one place. (`/create/editor?mode=blank&panel=templates`)
- **Pro Design (vector) editor**: Vector editing on our own engine, paths, nodes, boolean ops and precision work, at Illustrator level, in the browser. (`/create/editor?mode=blank&product=desygma`)
- **Website builder**: Build and publish multi-page sites with sections, responsive breakpoints, SEO fields and a custom domain. (`/create/website-editor`)
- **Email / newsletter builder**: Drag-and-drop email design with brand styling, AI copy generation and a spam-score pre-flight before you send. (`/create/email-editor`)
- **Video Studio**: Timeline video editing, trim, split, transitions, effects, text overlays and audio, rendered with FFmpeg. (`/create/video-editor`)
- **Document editor**: Rich collaborative documents with comments, tables, styles and AI writing help. (`/create/document-editor`)
- **Spreadsheet editor**: Spreadsheets with formulas, formatting and data grids, stored alongside the rest of your work. (`/create/sheet`)
- **Presentation editor**: Build decks with slide layouts, transitions, charts and brand styling, then export to PPTX or PDF. (`/create/presentation-editor`)
- **Whiteboard**: Infinite collaborative canvas for workshops, mapping and sketching, with sticky notes, connectors and freehand drawing. (`/create/editor?mode=blank&product=whiteboard`)
- **Photo AI editor**: Photo retouching with AI, background removal, cleanup, filters and adjustments. (`/create/photo-editor`)
- **Add text to a design**: Insert and style text boxes with full typography control, font, size, weight, line height, letter spacing and case. (`/create/editor`)
- **Add shapes**: Rectangles, circles, triangles, stars, arrows, polygons, callouts and custom paths, all styleable. (`/create/editor`)
- **Add a line, divider or connector**: Draw straight lines, rules and dividers, and connect elements with connector lines on the whiteboard. Style the stroke weight, colour, dash pattern and end caps. (`/create/editor`)
- **Add images to a design**: Place images on the canvas from your uploads, the brand library, stock photos, your camera, or a drag-and-drop. (`/create/editor`)
- **Stock photo library**: Search and insert free stock photography without leaving the editor. (`/create/editor`)
- **Layers panel**: See every element in stacking order, reorder, rename, hide, show and lock individual layers. (`/create/editor`)
- **Group and ungroup**: Combine elements so they move, scale and align as one object. (`/create/editor`)
- **Lock an element on the canvas**: Freeze an element so it can’t be moved or edited by accident while you work around it. (`/create/editor`)
- **Align and distribute**: Align edges and centres, and distribute spacing evenly across a selection. (`/create/editor`)
- **Crop and mask images**: Crop to frame an image, or mask it into any shape. (`/create/editor`)
- **Gradients, shadows and strokes**: Linear and radial gradients with stops and angle, drop and inner shadows, and stroke width, colour and style. (`/create/editor`)
- **Blend modes and filters**: Multiply, screen, overlay and friends, plus blur, brightness and contrast adjustments. (`/create/editor`)
- **Curved and warped text**: Bend text along an arc or a path for badges, seals and playful layouts. (`/create/editor`)
- **Magic Resize**: Re-lay-out a finished design into any other size, every social and print format, without rebuilding it. (`/create/editor`)
- **Undo, redo and keyboard shortcuts**: Full history undo/redo plus shortcut-driven editing for everything you do most. (`/create/editor`)
- **AI image generation**: Generate original images from a text prompt and drop them straight onto the canvas. (`/create/editor`)
- **Background removal**: Cut the background out of any photo in one click. (`/create/editor`)
- **AI writing assistant in documents and email**: Draft, rewrite, shorten or change the tone of copy inside the document and email editors. (`/create/document-editor`)
- **Migrate from Canva**: Bring your Canva designs over in batches: each PDF export becomes a brand template your team can reuse. (`/settings/connections?migrate=canva`)
- **Import from Figma**: Pull specific frames out of a Figma file. Paste a Figma personal access token (or, where offered, use Continue with Figma), then paste a file link or browse a team, and choose the frames to import. (`/create`)
- **Import PowerPoint, Word, InDesign and Google files**: Import PPTX, DOCX, IDML, Google Slides and Google Docs and keep editing them here. (`/create`)
- **Export PNG, JPG, WebP, TIFF and SVG**: Download your work at any scale in raster or vector formats, with no watermark on any plan. (`/create/editor`)
- **Export print-ready CMYK PDF**: Produce a press-ready PDF with bleed, crop marks, ICC profile and PDF/X compliance, plus EPS for older workflows. (`/create/editor`)
- **Export PPTX, DOCX, MP4, WebM and GIF**: Hand work off in the format the other side needs, decks to PowerPoint, docs to Word, video to MP4/WebM/GIF. (`/create/editor`)
- **Batch ZIP export**: Export many designs at once and get them back as a single ZIP. (`/create/projects`)
- **My Projects**: Every design, doc, deck, site and video you own, with folders, sharing and a trash bin. (`/create/projects`)
- **My personal colours, fonts and uploads**: Your own palette, fonts and uploaded files, separate from the shared brand library. (`/create/my-assets`)
- **PDF tools**: A full PDF suite, merge, split, compress, convert, unlock and more, free of a separate subscription. (`/create/pdf-tools`)
- **Merge PDFs**: Combine several PDFs into one file in the order you choose. (`/create/pdf-tools/merge`)
- **Split a PDF**: Break one PDF into separate files or pull out a page range. (`/create/pdf-tools/split`)
- **Compress a PDF**: Shrink a PDF so it fits an upload or email limit. (`/create/pdf-tools/compress`)
- **PDF to images (and back)**: Turn PDF pages into images, or build a PDF from images. (`/create/pdf-tools/pdf-to-images`)
- **Unlock a PDF**: Remove a password you hold from a PDF so it opens without one. (`/create/pdf-tools/unlock`)
- **Edit a PDF**: Open a PDF straight in the editor to change text, add pages, sign, annotate or watermark it. (`/create/editor?import=pdf`)
- **Recordings library**: Every screen and camera recording your team makes, in one browsable library with sharing. (`/social/recordings`)
- **Record your screen or camera**: Capture a screen or camera recording in the browser and share it as a link. (`/social/record`)
- **Change the font**: Pick any brand font, Google Font or uploaded font for the selected text. (`/create/editor`)
- **Font size**: Set text size numerically or with the stepper, including auto-fit to the box. (`/create/editor`)
- **Bold, italic, underline and strikethrough**: Standard type emphasis on the selected text or a selected range. (`/create/editor`)
- **Text alignment**: Left, centre, right and justified alignment inside the text box. (`/create/editor`)
- **Line height and paragraph spacing**: Control leading between lines and the gap between paragraphs. (`/create/editor`)
- **Letter spacing**: Tighten or open up tracking across the selected text. (`/create/editor`)
- **Text case**: Switch text to UPPERCASE, lowercase, Title Case or sentence case without retyping. (`/create/editor`)
- **Bulleted and numbered lists**: Turn text into a bulleted or numbered list with indent levels. (`/create/editor`)
- **Text columns**: Flow a text box into multiple columns with a gutter. (`/create/editor`)
- **Text outline, glow and shadow**: Add a stroke, glow or drop shadow to text for contrast on busy images. (`/create/editor`)
- **Upload a custom font**: Add your own font files so licensed brand fonts are available in the editors. (`/brand/studio/brand-hub`)
- **Spell check**: Flags misspelled words as you type in text-heavy surfaces. (`/create/document-editor`)
- **Find and replace**: Search the document and swap every occurrence at once. (`/create/document-editor`)
- **Colour picker**: Pick any colour by wheel, hex, RGB or HSL for fills, strokes and text. (`/create/editor`)
- **Eyedropper**: Sample a colour from anywhere on the canvas and apply it. (`/create/editor`)
- **Brand colour swatches in the editor**: Your brand palette appears at the top of every colour picker, so on-brand is the default. (`/create/editor`)
- **Recent and document colours**: Reuse colours already used in this design without re-entering the hex. (`/create/editor`)
- **Gradient editor**: Build linear and radial gradients with multiple stops, positions and angle. (`/create/editor`)
- **Fill a shape with an image**: Use a photo as the fill of any shape or text. (`/create/editor`)
- **Opacity**: Make any element partly transparent. (`/create/editor`)
- **Stroke width, colour and dash**: Set border thickness, colour, and solid / dashed / dotted style. (`/create/editor`)
- **Arrowheads and line caps**: Put an arrow, dot or square on either end of a line or connector. (`/create/editor`)
- **Corner radius**: Round the corners of a shape, per corner or all together. (`/create/editor`)
- **Swap a shape**: Change one shape into another while keeping its size, position and styling. (`/create/editor`)
- **Combine shapes (union, subtract, intersect, exclude)**: Boolean operations to build one shape out of several. (`/create/editor`)
- **Pen tool**: Draw precise custom paths with bezier handles. (`/create/editor`)
- **Edit path nodes**: Add, remove, move and convert individual points on a path. (`/create/editor`)
- **Freehand drawing**: Draw by hand with a pressure-aware brush. (`/create/editor`)
- **Replace an image**: Swap the picture inside a frame or shape without redoing the layout. (`/create/editor`)
- **Image adjustments**: Brightness, contrast, saturation, warmth, sharpness and vignette on any image. (`/create/editor`)
- **Photo filter presets**: One-click looks applied to an image, with intensity control. (`/create/editor`)
- **Duotone and colour overlay**: Recolour a photo into brand colours with a duotone or flat overlay. (`/create/editor`)
- **Blur, pixelate and image effects**: Blur a background, pixelate a face, or apply an effect to part of an image. (`/create/editor`)
- **AI upscale**: Increase the resolution of a small image so it survives print. (`/create/editor`)
- **AI object removal and inpainting**: Erase something from a photo and let AI fill the gap. (`/create/editor`)
- **AI expand (outpainting)**: Extend a photo beyond its edges so it fits a different aspect ratio. (`/create/editor`)
- **Frames and picture placeholders**: Drop an image into a frame shape that crops it automatically. (`/create/editor`)
- **Clipping mask**: Clip artwork to the outline of another object. (`/create/editor`)
- **Exact position and size**: Type X, Y, width and height instead of nudging by hand, with aspect lock. (`/create/editor`)
- **Rotate and flip**: Rotate to any angle (or snap to 15°) and mirror horizontally or vertically. (`/create/editor`)
- **Bring forward / send backward**: Move an element up or down the stack without opening the layers panel. (`/create/editor`)
- **Duplicate an element**: Copy an element in place, with smart spacing when you repeat it. (`/create/editor`)
- **Smart guides and snapping**: Elements snap to edges, centres and equal spacing as you drag. (`/create/editor`)
- **Rulers, guides and grid**: Pull out guides, show rulers and turn on a grid for precise layout. (`/create/editor`)
- **Zoom and pan**: Zoom in and out, fit to screen, or zoom to the selection. (`/create/editor`)
- **Page background**: Set a colour, gradient or image as the background of a page. (`/create/editor`)
- **Header and footer on a design**: Add header and footer bands that repeat across the pages of a multi-page design. (`/create/editor`)
- **Add, duplicate, reorder and delete pages**: Manage multi-page designs from the page strip. (`/create/editor`)
- **Custom canvas size and presets**: Start from a print or social preset, or type exact dimensions in px, mm or inches. (`/create`)
- **Print margins and bleed guides**: Show trim, bleed and safe-area guides so nothing important gets cut off. (`/create/editor`)
- **Icons and stickers**: A searchable library of icons, illustrations and stickers you can recolour. (`/create/editor`)
- **Charts and graphs**: Bar, line, pie, stacked, waterfall and Gantt charts driven by editable data. (`/create/editor`)
- **Tables**: Insert and style a data table with header rows and cell formatting. (`/create/editor`)
- **QR codes**: Generate a QR code for a link, contact card, wifi, email or phone number. (`/create/editor`)
- **Video and audio in a design**: Place video or audio in a design for animated and digital output. (`/create/editor`)
- **Emoji**: Insert emoji as text or as a graphic element. (`/create/editor`)
- **Links on elements**: Attach a URL to any element so exported PDFs and published pages are clickable. (`/create/editor`)
- **Animate elements and pages**: Entrance, exit and emphasis animations for animated exports and presentations. (`/create/editor`)
- **Apply a brand kit to a design**: Restyle an entire design to a brand kit’s colours, fonts and logo in one action. (`/create/editor`)
- **Smart placeholders**: Reusable {{fields}} that fill from a profile, brand asset, live data feed or AI when the design is used. (`/create/editor`)
- **Generate variations from placeholders**: Produce many finished versions of one design from a data set. (`/create/editor`)
- **Auto-Create a whole collection**: Turn a template collection into finished, brand-filled designs and download them as a ZIP. (`/brand/studio/templates`)
- **Comments on a design**: Leave positioned comments, reply and resolve without leaving the editor. (`/create/editor`)
- **Real-time co-editing**: Several people edit the same project at once and see each other’s cursors. (`/create/editor`)
- **Version history for a project**: Browse earlier versions of a design and restore one. (`/create/editor`)
- **Share a project**: Share with teammates for view or edit, or produce a public link. (`/create/editor`)
- **Presenter mode**: Full-screen presenting with speaker notes and a timer. (`/create/presentation-editor`)
- **Section and block library**: Pre-built hero, feature, pricing, testimonial, FAQ, team and CTA sections you drop into a page. (`/create/website-editor`)
- **Page manager**: Add, rename, duplicate, reorder and delete pages in a site. (`/create/website-editor`)
- **Navigation and footer editor**: Edit the site menu and footer links once and have every page follow. (`/create/website-editor`)
- **Responsive breakpoints**: Design and check desktop, tablet and mobile layouts separately. (`/create/website-editor`)
- **Global theme styles**: Set site-wide colours, fonts, spacing and button styles in one place. (`/create/website-editor`)
- **SEO panel**: Per-page title, meta description, slug, social preview image and indexing controls. (`/create/website-editor`)
- **SEO audit**: Scans the site and lists what is hurting search visibility, with fixes. (`/create/website-editor`)
- **Connect a custom domain**: Point your own domain at a published site, with the DNS records shown for you. (`/create/website-editor`)
- **Publish and unpublish**: Push the site live, or take it down, with the status visible in Websites. (`/create/website-editor`)
- **Preview before publishing**: See exactly what visitors will get before anything goes live. (`/create/website-editor`)
- **Blog**: Posts with categories, authors, scheduling and an RSS feed. (`/create/website-editor`)
- **Store blocks and product catalogue**: Sell from the site with product blocks, a cart and checkout. (`/create/website-editor`)
- **Form block on a page**: Drop a lead-capture form into a page and route submissions to the CRM. (`/create/website-editor`)
- **Website analytics**: Visitors, page views and trends for a published site. (`/create/website-editor`)
- **Favicon and site identity**: Set the favicon, site name and social sharing defaults. (`/create/website-editor`)
- **Starter kits and page templates**: Whole-site starter kits plus individual page templates to build from. (`/create/website-editor`)
- **Custom code and embeds**: Embed third-party widgets or add tracking snippets to a page or the whole site. (`/create/website-editor`)
- **Rebuild a page from a PDF or existing site**: Import a brochure or an existing page and get an editable layout back. (`/create/website-editor`)
- **Email block library**: Header, text, image, button, columns, divider, social and footer blocks that survive real email clients. (`/create/email-editor`)
- **Email templates**: Start from a designed template instead of a blank canvas. (`/create/email-editor`)
- **Personalisation and merge tags**: Insert the recipient’s name, company or any CRM field, with a fallback value. (`/create/email-editor`)
- **Subject line and preview text**: Control what shows in the inbox before the email is opened. (`/create/email-editor`)
- **Send a test email**: Send yourself a real copy before it goes to the list. (`/create/email-editor`)
- **Spam-score pre-flight**: Checks the email for the things that get you filtered, before you send. (`/create/email-editor`)
- **Mobile and dark-mode preview**: See the email as it renders on a phone and in dark mode. (`/create/email-editor`)
- **AI-write the email**: Describe the message and get a drafted, on-brand email back. (`/create/email-editor`)
- **Export email HTML**: Take the compiled HTML if you need to send from somewhere else. (`/create/email-editor`)
- **Multi-track timeline**: Layer video, images, text and audio on separate tracks with precise timing. (`/create/video-editor`)
- **Trim and split clips**: Cut a clip to length or split it in two at the playhead. (`/create/video-editor`)
- **Transitions**: Fades, wipes and other transitions between clips. (`/create/video-editor`)
- **Titles and text overlays**: Animated titles, lower thirds and captions on top of video. (`/create/video-editor`)
- **Subtitles and captions**: Auto-generate captions from the audio, edit them, and burn them in or export them. (`/create/video-editor`)
- **Audio tracks and mixing**: Add music or voiceover, set levels, fade in and out, and duck under speech. (`/create/video-editor`)
- **Speed and reverse**: Slow motion, fast forward and reverse on any clip. (`/create/video-editor`)
- **Video crop and canvas size**: Reframe for square, vertical or wide output without re-shooting. (`/create/video-editor`)
- **Stock video and music**: Search and drop in stock footage and licensed music. (`/create/video-editor`)
- **Video templates and presets**: Reusable layouts and styling presets so every video looks the same. (`/create/video-editor`)
- **Brand intro, outro and watermark**: Apply the brand’s opener, closer and logo bug across videos. (`/create/video-editor`)
- **Batch video production**: Produce many on-brand videos from one template and a data set. (`/create/video-editor`)
- **Heading and paragraph styles**: Consistent H1–H6 and body styles that follow the brand kit. (`/create/document-editor`)
- **Table of contents**: A contents list generated from the headings, kept in step as you edit. (`/create/document-editor`)
- **Comments and suggestions**: Comment on a passage, reply and resolve, so review happens in the document. (`/create/document-editor`)
- **Page setup**: Page size, orientation, margins, headers, footers and page numbers. (`/create/document-editor`)
- **Document templates**: Start from a contract, proposal, report or letter template on your branding. (`/create/document-editor`)
- **Embed media and files**: Put images, video, links and attachments inline in a document. (`/create/document-editor`)
- **Export or share a document**: Export DOCX or PDF, or share a live link with view or edit access. (`/create/document-editor`)
- **Send a document for signature**: Push a finished document straight into an eSignature envelope. (`/create/document-editor`)
- **Formulas and functions**: Arithmetic, lookup, text, date and statistical functions with in-cell help. (`/create/sheet`)
- **Cell formatting**: Number, currency, date and percentage formats plus fonts, fills and borders. (`/create/sheet`)
- **Conditional formatting**: Colour cells automatically by their value so problems stand out. (`/create/sheet`)
- **Sort and filter**: Order rows and hide what you are not looking at, without deleting anything. (`/create/sheet`)
- **Freeze rows and columns**: Keep headers visible while you scroll a long sheet. (`/create/sheet`)
- **Data validation**: Restrict what can be typed into a cell, a list, a number range, a date. (`/create/sheet`)
- **Charts from sheet data**: Turn a range into a chart that updates when the data changes. (`/create/sheet`)
- **Import and export CSV or Excel**: Bring a spreadsheet in, or take one out, without losing formatting. (`/create/sheet`)
- **Multiple sheets in one file**: Tabs within a workbook, with references across them. (`/create/sheet`)
- **Sticky notes**: Colour-coded notes you can drag, group and cluster during a session. (`/create/editor?mode=blank&product=whiteboard`)
- **Connectors between objects**: Lines that stay attached to the objects they join as you move them. (`/create/editor?mode=blank&product=whiteboard`)
- **Frames and sections**: Group part of the board into a named frame you can present or export. (`/create/editor?mode=blank&product=whiteboard`)
- **Whiteboard templates**: Retro, kanban, brainstorm, journey-map and matrix templates to start from. (`/create/editor?mode=blank&product=whiteboard`)
- **Infinite canvas**: The board never runs out of space; navigate with zoom and a mini-map. (`/create/editor?mode=blank&product=whiteboard`)
- **Live cursors and collaboration**: See everyone’s cursor and edits in real time during a session. (`/create/editor?mode=blank&product=whiteboard`)
- **Export a board**: Export the whole board or a frame as an image or PDF. (`/create/editor?mode=blank&product=whiteboard`)
- **Dot voting**: Run a voting round on the board: everyone gets a budget of vote dots to spend on the stickies they favour, then results are revealed together. (`/create/editor?mode=blank&product=whiteboard`)
- **Facilitation timer**: Timebox any activity with a shared countdown the whole board can see while you work. (`/create/editor?mode=blank&product=whiteboard`)
- **Estimation (planning poker)**: Deal a round of planning poker: everyone sizes the same item with hidden cards, and the reveal shows average, median and spread. (`/create/editor?mode=blank&product=whiteboard`)
- **Rotate PDF pages**: Turn pages that were scanned sideways or upside down, individually or all at once. (`/create/pdf-tools/all`)
- **Delete pages from a PDF**: Remove the pages you don’t want and keep the rest in order. (`/create/pdf-tools/all`)
- **Reorder PDF pages**: Drag pages into the right sequence. (`/create/pdf-tools/all`)
- **Reverse page order**: Flip a document that was scanned back to front. (`/create/pdf-tools/all`)
- **Extract pages to a new PDF**: Pull a range of pages out into their own file, leaving the original intact. (`/create/pdf-tools/split`)
- **Crop or resize a PDF**: Trim the margins or change the page size of a PDF. (`/create/pdf-tools/all`)
- **Convert a PDF to greyscale**: Strip colour so it prints cheaply and consistently. (`/create/pdf-tools/all`)
- **Flatten a PDF**: Bake form fields, annotations and layers into the page so nothing shifts elsewhere. (`/create/pdf-tools/all`)
- **Repair a damaged PDF**: Rebuild a file that won’t open properly. (`/create/pdf-tools/all`)
- **Edit PDF metadata**: Change title, author, subject and keywords stored inside the file. (`/create/pdf-tools/all`)
- **Fill in a PDF form**: Complete a fillable form in the browser and save it filled. (`/create/editor?import=pdf`)
- **Sign a PDF**: Drop a signature onto a PDF and download the signed copy. For countersigned, tracked signing use eSignature. (`/create/editor?import=pdf`)
- **Annotate and comment on a PDF**: Highlight, draw, and add sticky comments for review. (`/create/editor?import=pdf`)
- **Watermark a PDF**: Stamp text or an image across every page, DRAFT, CONFIDENTIAL, a logo. (`/create/pdf-tools/all`)
- **Add page numbers, headers and footers**: Number the pages and add running heads or footers. (`/create/pdf-tools/all`)
- **Redact a PDF**: Permanently black out sensitive content so it cannot be recovered from the file. (`/create/pdf-tools/all`)
- **Extract text from a PDF**: Pull the text out as plain text you can reuse. (`/create/pdf-tools/all`)
- **Extract images from a PDF**: Save every embedded image out of a PDF at full resolution. (`/create/pdf-tools/all`)
- **OCR a scanned PDF**: Make a scan searchable and selectable by recognising the text in it. (`/create/pdf-tools/all`)
- **Password-protect a PDF**: Add a password so only people who have it can open the file, encrypted with AES-256 in your browser. (`/create/pdf-tools/protect`)
- **Images to PDF**: Turn a pile of photos or scans into a single PDF in the order you choose. (`/create/pdf-tools/all`)
- **Compare two PDFs**: See exactly what changed between two versions of a document. (`/create/pdf-tools/all`)
- **Validate a PDF**: Check a file against print and archival expectations before you send it out. (`/create/pdf-tools/all`)
- **AI: summarise a PDF**: Get the gist of a long document in a few lines. (`/create/pdf-tools/all`)
- **AI: explain a PDF**: Ask questions about a document and get answers grounded in it. (`/create/pdf-tools/all`)
- **AI: contract analysis**: Surfaces obligations, dates, termination terms and unusual clauses in a contract. (`/create/pdf-tools/all`)
- **AI: simplify a document**: Rewrite dense text into plain language. (`/create/pdf-tools/all`)
- **AI: turn a document into a checklist**: Extract the actions from a document as a list you can work through. (`/create/pdf-tools/all`)
- **AI: remake a PDF**: Rebuild and redesign a document from your instructions, with a style preset and control over what is preserved. (`/create/pdf-tools/ai-remake`)
- **AI: review a PDF**: Get a quality score for a document and a list of issues to fix. (`/create/pdf-tools/ai-review`)
- **Home → My Projects**: Projects you own or are working on. (`/ops/member/projects`)
- **Create → Design Studio**: The Create home, templates, recent work and every editor. (`/create`)
- **Create → My Projects**: All your created work with folders. (`/create/projects`)
- **Create → My Assets**: Your personal colours, fonts and uploads. (`/create/my-assets`)
- **Create → Designs**: Your designs, and every way to start one: a size, a template or Pro design. (`/create/designs`)
- **Create → Documents**: Your documents; start a blank one or import a Word file. (`/create/documents`)
- **Create → Sheets**: Your spreadsheets; start a blank one or import Excel or CSV. (`/create/sheets`)
- **Create → Presentations**: Your presentations; start a widescreen or standard deck, or import PowerPoint. (`/create/presentations`)
- **Create → Websites**: Your websites, what is live and where; start a new one. (`/create/websites`)
- **Create → Emails**: Your email designs; start a blank one or from a template. (`/create/emails`)
- **Create → Photos**: Drop a photo to crop, erase or expand it; your photo edits. (`/create/photos`)
- **Create → Videos**: Your videos; start one landscape, vertical or square. (`/create/videos`)
- **Create → Whiteboards**: Your whiteboards; start a blank board. (`/create/whiteboards`)
- **Create → PDFs**: Drop a PDF to edit it, use a PDF tool, and find the PDFs you opened before. (`/create/pdf-tools`)
- **Create → Recordings**: The recordings library. (`/social/recordings`)
- **Create → Recordings → New recording**: Record your screen or camera. (`/social/record`)
- **Create → PDFs → All PDF tools**: The full PDF tool listing. (`/create/pdf-tools/all`)
- **Create → PDFs → Merge PDF**: Combine PDFs into one. (`/create/pdf-tools/merge`)
- **Create → PDFs → Split PDF**: Split a PDF into pieces. (`/create/pdf-tools/split`)
- **Create → PDFs → Compress PDF**: Reduce PDF file size. (`/create/pdf-tools/compress`)
- **Create → PDFs → PDF to Images**: Convert PDF pages to images. (`/create/pdf-tools/pdf-to-images`)
- **Create → PDFs → Unlock PDF**: Remove a password you hold. (`/create/pdf-tools/unlock`)

## Brand

Full page: https://automo.ai/docs/brand

- **Digital asset manager**: One library for every brand file, logos, images, video, audio, fonts, palettes and copy, with folders, tagging and permissions. (`/brand/dam/files/overview`)
- **Upload assets**: Drag and drop files into the library, individually or in bulk, with automatic previews. (`/brand/dam/files/workspace`)
- **Collections**: Curated sets of assets you can share as a group, a campaign kit, a press pack, a partner bundle. (`/brand/dam/files/collections`)
- **Folders with per-folder visibility**: Nested folders where each folder can be visible to everyone, to admins, or to specific roles. (`/brand/dam/files/workspace`)
- **Asset tagging, including AI auto-tagging**: Tag assets by hand or let AI describe and tag them, so search actually finds things. (`/brand/dam/files/overview`)
- **Asset version history and restore**: Every replacement keeps the old file, compare versions and roll back if the wrong one went up. (`/brand/dam/files/overview`)
- **Share links with expiry**: Share assets outside the workspace with a link that can expire, and see who opened it. (`/brand/dam/files/overview`)
- **Asset impact (reverse lookup)**: Before you change an asset, see every design, template and project that uses it. (`/brand/dam/files/overview`)
- **Brand-Sync asset propagation**: Replace a logo or image once and push the change into every linked design, with an impact report first. (`/brand/dam/files/overview`)
- **My Drive, shared and starred files**: Your own file space plus what has been shared with you and whatever you starred. (`/brand/dam/files/my-files`)
- **Brand Hub (brand kits)**: Define the brand, colours with roles and print values, typography styles, logo variants, voice and company details, and have it apply across the platform. (`/brand/studio/brand-hub`)
- **Build a brand kit from a URL, social profile or PDF**: Paste a website, social profile or brochure and get logo candidates, colours, fonts and company details extracted automatically. (`/brand/studio/brand-hub`)
- **AI logo generation**: Generate logo variants during brand setup when there is nothing to import yet. (`/brand/studio/brand-hub`)
- **Accessibility contrast checks**: WCAG contrast checking on brand colour pairs so approved combinations are actually readable. (`/brand/studio/brand-hub`)
- **Branded template catalogue**: Governed templates in a three-tier taxonomy, category, section, collection, so people start from something on-brand. (`/brand/studio/templates`)
- **Brand locking on templates**: Lock exactly what teams must not change, text, images, colours, fonts, position, size, or deletion, element by element. (`/brand/studio/templates`)
- **Restrict templates to approved assets**: Limit which assets or folders can be used inside a template, or block asset insertion entirely. (`/brand/studio/templates`)
- **Approval gates on share, download, export and publish**: Require sign-off before work leaves the workspace, with approvals that go stale when the design changes afterwards. (`/brand/studio/templates`)
- **Request Hub**: Members request a new asset or template with priority and due date; moderators triage, and duplicates get flagged. (`/brand/studio/home`)
- **AI template auto-organise**: AI suggests the right collection and writes the description for each template you publish. (`/brand/studio/templates`)
- **Translate templates**: Localise a design into other languages with AI plus human review, including right-to-left and CJK layouts. (`/brand/studio/templates`)
- **Scheduled and audience-targeted template publishing**: Time-release a template and publish it to everyone or to specific groups, with a notification when it lands. (`/brand/studio/templates`)
- **Tamper-evident brand audit log**: A hash-chained record of brand actions, who changed, approved, downloaded or published what, and when. (`/brand/insights/activity`)
- **Configurable branded home**: Arrange the Brand overview into the blocks your team needs, with draft and publish states. (`/brand/studio/home`)
- **Brand portals**: Public or gated microsites for brand guidelines, sales material, member resources or partner packs. (`/brand/portals`)
- **Portal storefront with checkout**: Sell from a portal with a branded storefront and Stripe checkout. (`/brand/portals`)
- **Print on demand**: Order printed items of your designs through Gelato, Printful, Printify, Prodigi or Cloudprinter, customising placeholders before you order.
- **Digital business cards**: A branded, scannable card for everyone on your team. One tap saves your details to a phone’s contacts, and every scan can land in your CRM as a lead. (`/brand/portals/digital-cards`)
- **Brand ROI dashboards**: What the brand operation is worth in money, cost avoided per project and per asset reuse, configurable to your own numbers. (`/brand/insights/roi`)
- **Adoption and usage analytics**: Template adoption, seat utilisation, asset reuse and what nobody is using, so you can prune and promote. (`/brand/insights/global`)
- **Smart Report PDF**: A white-label report with charts and an auto-written narrative you can hand to a stakeholder. (`/brand/insights/global`)
- **Behavioural analytics**: Rage clicks, dead clicks, heatmaps, scroll depth and funnels, with AI recommendations on what to fix. (`/brand/insights/studio`)
- **Home → My Files**: Your personal file space. (`/ops/member/files`)
- **Brand → Overview**: The configurable Brand home. (`/brand/studio/home`)
- **Brand → Templates**: The governed template catalogue. (`/brand/studio/templates`)
- **Brand → Brand Hub**: Colours, fonts, logos, voice and company details. (`/brand/studio/brand-hub`)
- **Brand → My Assets**: Your personal colours, fonts and uploads. (`/brand/studio/my-assets`)
- **Brand → My Projects**: Your design projects and folders. (`/brand/studio/projects`)
- **Brand → Shared with me**: Projects other people shared with you. (`/brand/studio/projects/shared`)
- **Brand → Trash**: Deleted projects, restorable. (`/brand/studio/projects/trash`)
- **Brand → All Files**: Everything in the asset library. (`/brand/dam/files/overview`)
- **Brand → Workspace Files**: Shared workspace files and folders. (`/brand/dam/files/workspace`)
- **Brand → Collections**: Curated asset sets. (`/brand/dam/files/collections`)
- **Brand → My Drive**: Your personal file space in the library. (`/brand/dam/files/my-files`)
- **Brand → Files shared with me**: Files other people shared with you. (`/brand/dam/files/shared`)
- **Brand → Starred files**: Files you bookmarked. (`/brand/dam/files/starred`)
- **Brand → Files trash**: Deleted files, restorable. (`/brand/dam/files/trash`)
- **Brand → Portals**: Public and gated brand microsites. (`/brand/portals`)
- **Brand → Global Insights**: Adoption, usage and reuse across the brand operation. (`/brand/insights/global`)
- **Brand → Studio Insights**: Behavioural analytics and UX recommendations. (`/brand/insights/studio`)
- **Brand → Files ROI**: The money value of asset reuse. (`/brand/insights/roi`)
- **Brand → Brand Activity**: The tamper-evident brand audit log. (`/brand/insights/activity`)

## Growth

Full page: https://automo.ai/docs/growth

- **Spark: social posts and team advocacy**: AI social post ideas and content plans, a Practice mode, and "Share with your team" so staff repost brand content, with hand-off to the Content Calendar. (`/create/spark`)
- **Content calendar**: A calendar view of everything scheduled and published, so gaps and clashes are obvious. (`/marketing?tab=calendar`)
- **Content practice mode**: Practise writing posts with AI feedback before anything goes live. (`/create/spark?tab=training`)
- **Events**: Host and manage events, registration, reminders and the recording afterwards. (`/social/events`)
- **Live event photo wall**: Guests scan a QR code and share photos and videos to a moderated live feed that plays on a big screen in display mode. (`/social/events`)
- **Live polls and announcements**: Run live polls and push announcements to every guest's phone during the event, with results shown live on the big screen. (`/social/events`)
- **Big-screen reactions**: Guests send emoji reactions from their phones that float across the live wall in display mode. (`/social/events`)
- **AI event recap and assistant**: One click summarises the event's photos, polls and engagement into a shareable recap, and the AI Event Assistant answers questions about the event. (`/social/events`)
- **Live event analytics**: Track photos, guests, likes, comments, engagement per photo and the peak hour of your event as it happens. (`/social/events`)
- **Contacts**: Every person you deal with, with custom fields, a full activity timeline, and everything they’re attached to. (`/customers/contacts`)
- **Companies**: Company records that group contacts, deals, invoices and tickets under one account. (`/customers/contacts?tab=companies`)
- **Leads**: Unqualified enquiries kept separate from your real contacts until they’re worth working. (`/customers/contacts?tab=leads`)
- **Deals and pipeline**: A kanban pipeline with your own stages, values and close dates, plus forecasting off the back of it. (`/customers/deals`)
- **Import contacts from CSV, HubSpot or Apollo**: Bring your existing customer data in, a CSV file, a resumable HubSpot migration, or prospects from Apollo. (`/customers/contacts`)
- **AI lead scoring**: Scores leads so the list you work on in the morning is ordered by who is actually likely to buy. (`/customers/contacts?tab=leads`)
- **Recycle bin and restore**: Deleted records go to a bin you can restore from, instead of vanishing. (`/customers/contacts`)
- **Call analytics**: Call volume, outcomes and peak hours across the team, tied back to the contact and deal. (`/customers/calls/analytics`)
- **Team activity**: What the team has been doing across contacts, deals and calls, and what each person is holding. (`/customers/team-activity`)
- **Forecast review**: AI assesses every open deal from its stage, record completeness and real engagement, and the manager sees where each rep is forecasting above or below the model. (`/customers/forecast-review`)
- **Sales hub**: The selling surface, proposals, quotes, invoices, products and portals in one place. (`/customers/sales`)
- **Proposals and quotes**: Build a proposal or quote, share it as a public page, and track when it’s opened and accepted. (`/customers/sales?tab=proposals`)
- **Products and services catalogue**: Your sellable items with pricing, used by quotes, invoices and the storefront. (`/customers/sales?tab=products`)
- **Sales portals**: Branded buyer microsites that hold everything a deal needs, proposal, pricing, docs, next steps. (`/customers/sales/portals`)
- **AI campaign brief builder**: Turns a rough goal into a structured campaign brief you can hand to the team. (`/marketing/campaign-brief`)
- **Support tickets**: A shared inbox for customer requests across email, forms and chat, with assignment, priorities and internal notes. (`/customers/support`)
- **SLA management**: Response and resolution targets per priority, with breach warnings before you miss them. (`/customers/support`)
- **Macros and canned responses**: Reusable replies for the questions you answer twenty times a week. (`/customers/support`)
- **CSAT surveys**: Ask customers how the ticket went and track satisfaction over time. (`/customers/support`)
- **AI ticket answers from your knowledge base**: Drafts or auto-answers replies grounded in your own knowledge base content. (`/customers/support`)
- **VIP accounts**: Flag your most important customers so their tickets route and escalate differently. (`/customers/support?queue=vip`)
- **Email campaigns**: Design, send and measure email campaigns to your lists, with personalisation and A/B testing. (`/marketing?tab=campaigns`)
- **Lists and segments**: Build audiences from your CRM data with saved segments that keep themselves up to date. (`/marketing?tab=subscribers`)
- **Preference centre, unsubscribes and deliverability**: Double opt-in, a subscriber preference centre, bounce handling, suppression lists and one-click unsubscribe. (`/marketing`)
- **Marketing calendar**: Everything planned across campaigns, content and events on one calendar. (`/marketing?tab=calendar`)
- **Ad manager across Meta, Google, LinkedIn and TikTok**: Connect all four ad networks and build a campaign once that compiles to each platform’s spec. (`/marketing?tab=advertise`)
- **Ad automation rules**: Rules that change budgets or pause ads when metrics move, with AI-suggested thresholds, conflict detection and a dry-run preview. (`/marketing?tab=advertise`)
- **Form builder**: Drag-and-drop forms with nine field types, validation, spam protection and mapping straight into CRM fields. (`/marketing?tab=forms`)
- **Reviews management**: Pull in reviews from Google, Facebook, Yelp, Trustpilot, G2, Capterra and the app stores, and run request campaigns by email and SMS. (`/marketing?tab=reviews`)
- **Social publishing**: Schedule and publish social posts, with the content calendar and drafts alongside. (`/marketing?tab=social`)
- **Websites**: Every published site with its domain, status and analytics, in one list. (`/marketing/website`)
- **Digital screens**: Pair a TV with a six-character code and play designs, videos and live menu boards, scheduled by day and hour, updating themselves as you edit.
- **Document template library**: One library for the proposal, quote, invoice and contract templates your team works from, so every document that leaves the business looks the same. (`/settings/platform-templates`)
- **Proposal templates and the standard template**: Build reusable proposal layouts and mark one as the standard, so every new proposal starts from the approved version instead of a blank page. (`/settings/platform-templates`)
- **Control what users can edit in a document template**: Publish a template with the parts people may change and the parts they may not, so pricing tables and legal text stay intact. (`/settings/platform-templates`)
- **Industry document packs**: Ready-made document sets for your industry, client service agreements, NDAs, employment contracts, statements of work, rather than starting from nothing. (`/settings/platform-templates`)
- **One template library across modules**: Proposal, quote, invoice, contract and HR templates all resolve from the same library, so a change to your terms only has to be made once. (`/settings/platform-templates`)
- **Documents that fill themselves from your data**: Templates carry {{fields}} that resolve at render time from the customer record, the deal, the line items and your own company details, so a proposal, quote, invoice or contract arrives already written. (`/settings/platform-templates`)
- **Company details on every document**: Legal name, address, VAT and registration number, and bank details flow onto every document from one place, so invoices and contracts are always compliant. (`/settings`)
- **Quick quote**: Produce a branded quote in a few clicks, pick the customer, pick the products, send, without opening a full proposal editor. (`/customers/sales`)
- **Auto proposal and invoice from a deal**: Generate the proposal, and then the invoice, straight off the deal, with pricing, terms and customer details already in place. (`/customers/sales?tab=proposals`)
- **Turn an accepted quote into an invoice**: One step from won to billed, the accepted quote becomes an invoice with the same line items, tax and currency. (`/customers/sales?tab=proposals`)
- **Branded document PDFs**: Every generated document exports as a PDF on your branding, logo, colours, fonts and footer, with no separate design step. (`/customers/sales`)
- **Email automation sequences**: Multi-step nurture and follow-up sequences that send themselves on a schedule or when someone does something, with people exiting the moment they reply or buy. (`/marketing?tab=campaigns`)
- **BCC to log emails against records**: BCC a workspace address on any email, quotes, contract notifications, payment chasers, and it files itself against the right contact or deal. (`/settings`)
- **Round-robin lead assignment**: Inbound leads and form submissions rotate fairly across the team instead of piling on whoever checks first. (`/marketing?tab=forms`)
- **Turn a form submission into a ticket**: A submission can open a support ticket automatically, so requests land in the queue rather than an inbox. (`/marketing?tab=forms`)
- **Block form submissions from specific email domains**: List the email domains a form should refuse, with wildcards like *.example.com to cover every subdomain, so spam and throwaway addresses never reach your CRM. (`/marketing?tab=forms`)
- **Automatic ticket routing and assignment**: New tickets are assigned by rules, round-robin, by product, by account, so nothing sits unowned. (`/customers/support`)
- **Pricing calculators**: Configurable calculators that work out a price live from the inputs a buyer gives you, then feed the number into the proposal. (`/customers/sales/portals`)
- **AI sales development rep**: An AI that works outbound for you, researches the prospect, drafts the outreach, follows up, and hands over when someone engages. (`/customers/sales`)
- **Marketing KPI cards**: Campaigns sent, subscriber count with trend, open rate, scheduled social posts, published forms and pipeline ideas, one row, current. (`/marketing`)
- **Public holidays on the marketing calendar**: Regional public holidays (bank holidays, Father’s Day and the like) appear on the calendar so campaigns plan around real dates. (`/marketing?tab=calendar`)
- **Marketing quick actions**: Compose an email, create a lead form or open the calendar straight from the dashboard. (`/marketing`)
- **Record activity timeline**: Notes, emails, calls, meetings and tasks in one dated stream on every contact, company and deal. (`/customers/contacts`)
- **Custom fields on records**: Add your own fields to contacts, companies and deals, and filter and segment by them. (`/customers/contacts`)
- **Saved segments and lists**: Save a filtered view, “Sydney customers on the annual plan”, and it keeps itself current as records change. (`/customers/contacts`)
- **Internal notes on tickets**: Discuss a ticket privately in-thread, customers never see internal notes. (`/customers/support`)
- **Mass email sending**: Send to the whole list from your own authenticated domains, with per-domain throttling, bounce and complaint handling, and delivery telemetry per send, so growing the list does not mean changing tools. (`/marketing?tab=campaigns`)
- **Automated ad campaigns**: Launch and manage paid campaigns across the connected ad accounts from one place, with creative pulled from your brand assets and spend reported next to the leads it produced. (`/marketing?tab=advertise`)
- **Home → My Posts**: Your own social and marketing posts, drafted and published. (`/ops/member/posts`)
- **Customers → Dashboard**: Pipeline, activity and customer health at a glance. (`/customers/dashboard`)
- **Customers → Support Tickets**: The shared support queue. (`/customers/support`)
- **Customers → VIP Accounts**: Priority handling for your most important accounts (enterprise). (`/customers/support?queue=vip`)
- **Customers → Contacts**: The people list with custom fields and timelines. (`/customers/contacts`)
- **Customers → Companies**: Company/account records. (`/customers/contacts?tab=companies`)
- **Customers → Leads**: Unqualified enquiries, kept separate from contacts. (`/customers/contacts?tab=leads`)
- **Customers → Deals**: The kanban sales pipeline. (`/customers/deals`)
- **Customers → Clean-up**: Find contacts, companies and deals that are the same record twice and merge them without losing anything attached. The same page fixes deals on your own staff, puts emails on the timelines they belong to, adds the people your team emails, clears empty and junk records and links contacts to their companies. Every change can be undone from History for 30 days. (`/customers/duplicates`)
- **Customers → Sales**: The sales hub, proposals, products, terms and portals. (`/customers/sales`)
- **Customers → Sales → Insights**: Pipeline forecast and win-rate analytics. (`/customers/sales/insights`)
- **Automo Connect → Prospects**: Review LinkedIn prospects Automo Connect found, score them, find emails and move them into the CRM. (`/customers/sales/automo-connect?tab=prospects`)
- **Customers → Sales → Proposals**: Build and track proposals and quotes. (`/customers/sales?tab=proposals`)
- **Customers → Sales → Sales Portal**: Branded buyer microsites per deal. (`/customers/sales/portals`)
- **Customers → Sales → Products & Services**: The sellable catalogue used by quotes and invoices. (`/customers/sales?tab=products`)
- **Customers → Call history → Analytics**: Call volume, outcomes and peak hours. (`/customers/calls/analytics`)
- **Customers → Team activity**: What each person did and what they hold; reps see their own row. (`/customers/team-activity`)
- **Customers → Dashboard → Forecast Review**: Manager audit of AI win probability against what each rep forecasts. (`/customers/forecast-review`)
- **Marketing → Dashboard**: Campaign performance and marketing overview. (`/marketing`)
- **Marketing → Email Campaigns**: Create, send and measure email campaigns. (`/marketing?tab=campaigns`)
- **Marketing → Sequences**: Multi-step drip sequences that follow up automatically. (`/marketing?tab=sequences`)
- **Marketing → Automation**: Rules, journeys and guardrails that run marketing for you. (`/marketing?tab=automation`)
- **Marketing → Lists**: Subscriber lists and segments. (`/marketing?tab=subscribers`)
- **Marketing → Idea Pipeline**: Capture and progress campaign and content ideas. (`/marketing?tab=content`)
- **Marketing → Content Calendar**: Everything planned on one calendar. (`/marketing?tab=calendar`)
- **Marketing → Campaign Brief AI**: AI-drafted campaign briefs. (`/marketing/campaign-brief`)
- **Marketing → Performance**: Email, ads, automation and review performance in one place. (`/marketing?tab=analytics`)
- **Marketing → Websites**: Published sites with domain, status and analytics. (`/marketing/website`)
- **Marketing → Advertise**: Cross-network ad campaigns and rules. (`/marketing?tab=advertise`)
- **Marketing → Social**: Scheduling and publishing to social channels. (`/marketing?tab=social`)
- **Marketing → Forms**: Lead-capture forms and submissions. (`/marketing?tab=forms`)
- **Marketing → Reviews**: Review monitoring and request campaigns. (`/marketing?tab=reviews`)
- **Marketing → Events**: Host and manage events. (`/social/events`)
- **Marketing → Content**: The content workspace for social and marketing posts. (`/create/spark`)
- **Marketing → Content Calendar**: Scheduled and published content on a calendar. (`/marketing?tab=calendar`)
- **Marketing → Content → Practice**: Practise writing posts with AI feedback. (`/create/spark?tab=training`)
- **Marketing → Content → My Posts**: Your drafted and published posts. (`/create/spark?tab=history`)
- **Marketing → Content → Team Activity**: What the team is publishing. (`/create/spark/team`)
- **Settings → Email intake**: Route inbound email into tickets and records. (`/settings/workspace?tab=email-intake`)

## AI

Full page: https://automo.ai/docs/ai

- **AI hub**: The control panel for AI across the workspace, what’s switched on, what it’s costing, and where it’s being used. (`/ops/ai-hub`)
- **Ask AI**: A conversational assistant grounded in your workspace, ask a question and get an answer with citations to your own content. (`/intelligence/brain/chat`)
- **AI credits and usage tracking**: Every AI action draws from a credit balance you can see, top up and attribute per surface. (`/ops/ai-hub`)
- **Bring your own AI keys**: Point AI features at your own provider keys instead of the platform pool. (`/ops/ai-hub`)
- **Knowledge base**: Your company wiki, pages, folders and uploaded documents, indexed so AI can answer from them. (`/intelligence/kb`)
- **Personal (private) knowledge base**: Your own private space in the knowledge base that only you can see. AI uses it to answer as if it knows you, your role, your projects, your preferences, without exposing any of it to the workspace. (`/intelligence/kb`)
- **Knowledge base permissions**: Control who can see and edit each part of the knowledge tree, so HR and finance content stays where it belongs. (`/intelligence/kb`)
- **Workspace glossary**: Teach AI how your company spells its names, products and jargon, so meeting transcripts, notes and AI answers get them right everywhere. (`/intelligence/kb`)
- **Import documents into the knowledge base**: Upload files or paste exports so existing documentation becomes searchable and AI-answerable, including Apple Notes exports, which Apple does not allow to be pulled directly. (`/intelligence/kb`)
- **Workspace glossary**: The names, products and spellings your team uses, kept in one list so meeting transcripts and AI writing always get them right. Anyone can suggest a term; admins approve it. (`/intelligence/kb`)
- **AI search**: Ask a question in the search box instead of guessing keywords, it searches records and knowledge together and answers in plain language.
- **Email client**: A full mail client inside the platform, connect your mailbox, read and reply, with AI drafting and CRM context on every thread. (`/intelligence/mail`)
- **Unified inbox**: Mail, chat, tickets and notifications collected into one place so nothing needs a second app. (`/intelligence/inbox`)
- **Calendar**: Your calendar with two-way Google sync, plus best-effort Apple/iCloud via CalDAV, and meetings linked to CRM records. (`/intelligence/calendar`)
- **Contact sync (Google, Microsoft, Apple)**: Keep your address book in step with the platform, Google and Microsoft over OAuth, Apple/iCloud over CardDAV with an app-specific password. (`/intelligence/contacts`)
- **Import and sync Apple (iCloud) contacts**: Pull your iCloud address book in over CardDAV so your iPhone contacts show up here. Apple doesn’t offer OAuth for this, so it uses an app-specific password you generate at Apple. (`/intelligence/contacts`)
- **Email signatures**: Branded signatures per mailbox, including shared team addresses. (`/intelligence/mail`)
- **Schedule send and snooze**: Send a message later, or push it out of the inbox until you actually need it. (`/intelligence/mail`)
- **Cloud phone**: Make and take business calls in the browser, no desk phone, with CRM context popping up when the phone rings. (`/intelligence/call`)
- **Power dialler**: Work a call list end to end with auto-advance and one-click dispositions. (`/intelligence/call`)
- **Ring groups, business hours and voicemail**: Route calls to the right team, fall back after hours, and get voicemail transcribed. (`/intelligence/call`)
- **AI voice receptionist**: An AI answers the phone, handles the routine calls, and warm-transfers a live caller to a human when it should. (`/intelligence/call`)
- **Call recording and playback**: Record calls and replay them against the contact record, subject to your consent settings. (`/intelligence/call`)
- **Business texting and WhatsApp**: Two-way SMS/MMS and WhatsApp threads per contact, plus personalised bulk sends and an AI agent that can answer. (`/intelligence/text`)
- **Phone numbers and channel setup**: One list of every number in the workspace. A number carries calling, texting and WhatsApp, so all three are set up in the same place, filter by channel, by who a number is assigned to, or by what still needs setting up. (`/intelligence/numbers`)
- **Spam and robocall screening**: Blocks junk calls before they reach a person, an AI agent, or your bill. (`/intelligence/call`)
- **AI chat bots**: Build bots that answer from your knowledge base and hand over to a human when they should, on your site or in support. (`/intelligence/bot`)
- **AI meeting notetaker**: Joins the meeting, records it, and produces a transcript, summary and action items linked to the right contact or deal. (`/intelligence/live`)
- **Meetings with auto-generated links and reminders**: Schedule a meeting, get a video link created automatically, and send reminders by email, browser or SMS. (`/intelligence/live`)
- **Public booking pages**: Share a link and let people book time from your real availability, with buffers, overrides and optional payment. (`/intelligence/calendar`)
- **Automated text sequences**: The same follow-up logic over SMS, scheduled or triggered texts that stop as soon as the person replies. (`/intelligence/text`)
- **Clinic Mode (HIPAA-ready recording)**: Continuous ambient recording for regulated conversations: explicit consent capture up front, auto-save every few minutes, speaker-segmented transcripts, and a signed audit log you can export. (`/intelligence/live/meetings/clinic`)
- **Action items extracted from meetings**: Every recorded meeting yields its action items with owners and ages, one pending list across all meetings, tick them off or push them onward. (`/intelligence/live`)
- **Meetings feed the knowledge base**: Completed recordings are indexed into your knowledge base, so Ask AI can answer “what did we decide about X” from the actual conversation. (`/intelligence/live`)
- **Recording metrics and momentum**: All-time and this-week recording counts, open action items, and total time recorded, the pulse of whether the notetaker is actually being used. (`/intelligence/live`)
- **Team oversight of recordings**: By default you see only your own recordings; enable team oversight to review everyone’s, with the toggle visible so nobody is watched silently. (`/intelligence/live`)
- **Join a meeting from the calendar list**: Upcoming events show a Join button, so you get into the call from the same page that records it. (`/intelligence/live`)
- **Calendar events on the meetings page**: Your day’s meetings and all-day events render above the recorder, so what is about to happen is visible where you record it. (`/intelligence/live`)
- **Knowledge tree with nested pages**: Organise knowledge as a nested tree with drag-to-move, recents and per-branch permissions. (`/intelligence/kb`)
- **AI answers with citations**: Ask AI answers link back to the knowledge pages they came from, so you can verify instead of trusting. (`/intelligence/brain/chat`)
- **AI Notes across meetings**: The notetaker’s summaries collected in one browsable view, separate from the raw recordings. (`/intelligence/live`)
- **AI assistant on every page**: The assistant travels with you, open it on a deal, a ticket, a document or a design and it already knows the record you are looking at, so you never re-explain context.
- **AI model gateway**: Every AI call in the platform runs through one gateway, choose models per task, fail over between providers, and see spend and latency per model instead of per vendor bill. (`/gateway`)
- **Video meetings and rooms**: Host the call inside the platform, screen share, chat, recording and the notetaker in the same room, with call-quality diagnostics kept for support. (`/intelligence/live`)
- **Department mailboxes (sales, jobs, finance, leads)**: Each department gets its own address, and what arrives there becomes work: sales mail creates leads, jobs mail creates applicants, finance mail creates bills, marketing mail creates subscribers.
- **Shared mailboxes with assignment**: A shared inbox the whole team works from, assign a thread to a person, see who else is reading it right now, and keep read state per person instead of one shared flag. (`/intelligence/mail`)
- **Home → My Mail**: Your personal mail inbox inside the platform. (`/intelligence/inbox`)
- **Home → My Calendar**: Your personal calendar with connected accounts. (`/intelligence/calendar`)
- **Home → My Contacts**: Your personal address book with Apple, Google and Outlook sync. (`/intelligence/contacts`)
- **AI → AI Hub**: The AI control panel for the workspace. (`/ops/ai-hub`)
- **AI → Ask AI**: The conversational assistant grounded in your workspace. (`/intelligence/brain/chat`)
- **AI → Knowledge Base**: Company wiki, documents and your private knowledge. (`/intelligence/kb`)
- **Comms → Email**: The full email client with AI drafting and CRM context. (`/intelligence/mail`)
- **Comms → Calendar**: Your connected calendars next to Email. (`/intelligence/calendar`)
- **Comms → Phone**: Cloud calling, dialler, routing and the AI receptionist. (`/intelligence/call`)
- **Comms → Texting**: SMS, MMS and WhatsApp threads plus broadcasts. (`/intelligence/text`)
- **AI → AI Chat Bots**: Build and manage bots that answer from your knowledge. (`/intelligence/bot`)
- **Comms → Meetings**: Meetings, recordings, transcripts and notetaker output. (`/intelligence/live`)

## Operations

Full page: https://automo.ai/docs/ops

- **Finance dashboard**: Cash position, revenue, spend and what needs attention, in one view. (`/ops/finance`)
- **Invoicing**: Raise invoices, send them as a public link, chase them, and get paid. (`/ops/invoicing`)
- **Purchases and expenses**: Track what you spend, with purchase records, receipts and approvals. (`/ops/purchases`)
- **Budgeting**: Set budgets and watch actuals against them as the period runs. (`/ops/budgeting`)
- **Headcount planning**: Plan hires and exits by department, role, start quarter and annual cost per head, with approvals, totals and the budget impact by department. (`/ops/budgeting`)
- **Accounting ledger**: Double-entry general ledger with journal entries behind everything the platform posts. (`/ops/accounting`)
- **Finance inbox**: Incoming bills and finance documents land here to be read, matched and posted, with AI extraction. (`/ops/finance/inbox`)
- **Finance model**: Scenario modelling on top of your real numbers, so “what if we hire two more” has an answer. (`/ops/finance/model`)
- **Finance approvals**: Spending and payment approvals routed to the right approver, including approvers who aren’t finance admins. (`/ops/finance/approvals`)
- **Fixed assets**: An asset register with depreciation, so equipment stays on the books correctly. (`/ops/fixed-assets`)
- **Xero and QuickBooks sync**: Connect your accounting package so invoices and ledger entries flow instead of being retyped. (`/ops/finance`)
- **Products and services (finance)**: The priced items invoices and quotes draw from, with tax treatment. (`/finance/products`)
- **Payroll**: Run payroll end to end, regular, bonus, correction, termination and off-cycle runs, with a gross-to-net engine that handles YTD caps, overtime and employer costs. (`/ops/payroll`)
- **Multi-country payroll tax engine**: Statutory rules for the US, UK, AU, SG, MY, CA, DE, IN, ZA and NZ, PAYE, NI, CPF, Super, FICA and the rest. (`/ops/payroll`)
- **Branded payslips and year-end documents**: Payslips in your own branding, plus year-end documents like W-2, P60 and 1099. (`/ops/payroll`)
- **Contractor payments**: Pay contractors from their invoices alongside employee payroll. (`/ops/payroll`)
- **Cap table, options and ESOPs**: Share classes, ownership, option grants and vesting, plus a self-service view so employees can see their own equity. (`/finance/esops`)
- **Employee directory and org chart**: Who works here, across entities, with a drag-to-reorganise org chart you can export. (`/hr`)
- **Leave and time off**: Entitlements, accruals, carry-over, holidays and approvals, with warnings when too many teammates are off at once. (`/hr/leave`)
- **Time and attendance**: The hours people actually worked: timesheets, geo-verified clock-in, a shared-device kiosk mode, overtime rules and approvals. Planning who is scheduled is HR → Scheduling. (`/hr/time`)
- **Staff Scheduling & Rostering**: Build weekly rosters in minutes with industry shift templates, coverage and shift swaps, linked to time tracking, leave and payroll. (`/ops/workforce`)
- **Recruitment and ATS**: A candidate pipeline with AI job ads, resume screening, proctored assessments, scorecards, offers and one-click conversion to an employee. (`/hr/recruitment`)
- **Onboarding and offboarding journeys**: Task-driven journeys for joining and leaving, including a pre-boarding portal and IT provisioning/deprovisioning. (`/hr/lifecycle`)
- **Performance & 1:1s**: Set clear expectations, run AI-prepped one-on-ones and track the commitments that come out of them. (`/hr/one-on-ones`)
- **Training and academy (LMS)**: Courses, AI-generated quizzes, certificates and completion tracking, including required compliance training. (`/hr/training`)
- **Employment contracts**: Draft contracts with a guided wizard and send them for signature, with the signed copy filed against the employee. (`/hr`)
- **Import from BambooHR, Workday, ADP or Gusto**: Migrate existing HR data instead of retyping it. (`/hr`)
- **Team monitoring view**: Presence, live timers, real product usage and AI usage per team member. (`/hr/admin/productivity`)
- **Projects**: Project spaces with tasks, owners and dates, tied to the customers and files they belong to. (`/ops/workflows/projects`)
- **My work queue**: Everything assigned to you across projects, approvals and requests, in one list. (`/ops/workflows#my-work`)
- **Portfolio view**: Every project side by side, so you can see load and slippage across the whole portfolio. (`/ops/workflows/portfolio`)
- **Workflow automation**: When-this-then-that automation across the whole platform, dozens of triggers and actions spanning CRM, finance, HR, retail, editors and webhooks. (`/ops/workflows/automation`)
- **Visual workflow builder**: Branch, loop, run lanes in parallel, wait, merge, insert an AI decision or agent, and gate on a human approval. (`/ops/workflows/automation`)
- **Describe an automation and have AI build it**: Say what should happen in plain English and get a working workflow to review. (`/ops/workflows/settings/ai-builder`)
- **Approvals and requests**: A single queue for anything needing sign-off, and a request inbox for anything people ask the business for. (`/ops/workflows/approvals`)
- **eSignature**: Send documents for signature with 24 field types, sequential or parallel routing, reminders, expiry, void, bulk send and a tamper-evident completion record. (`/ops/documents`)
- **SignLinks (public signing forms)**: Publish a sign-anywhere link for waivers, NDAs and terms. Anyone can sign from your site, an email footer or a QR code, and every signature lands in your Envelopes with a full audit trail. (`/ops/documents?tab=signlinks`)
- **Bulk send**: Send the same document to hundreds of signers at once, each getting their own envelope to sign and track. (`/ops/documents?tab=bulk-send`)
- **Terms & MSA**: Keep your standard terms and MSA in one place, with version history and the per-customer versions built from them. (`/ops/documents?tab=terms`)
- **Compliance policies and acknowledgements**: Publish policies, require staff to acknowledge them, and track who has and hasn’t. (`/ops/compliance`)
- **Sites and safety**: Site inspections, incident reports, safety checklists and the training records behind them. (`/ops/sitedoc`)
- **Report a safety incident**: Log an incident, near miss or hazard with photos and the immediate action taken. (`/ops/sitedoc?action=report`)
- **Start a safety inspection**: Run a site safety check against one of your inspection templates. (`/ops/sitedoc?action=inspect`)
- **Vendor management**: Supplier records with their purchase orders, documents and approvals. (`/ops/vendors`)
- **Team password vault**: A zero-knowledge vault for shared credentials, the server never sees your secrets. (`/ops/passwords`)
- **Operations reporting**: Cross-module reporting on the operational side of the business. (`/ops/reporting`)
- **Enterprise ERP**: Inventory, manufacturing, purchasing, sales orders and reporting for businesses that need a real ERP, bill of materials, work orders, MRP, landed costs and multi-cost-method valuation. (`/erp`)
- **My Space (member self-service)**: Everything about you in one place, your dashboard, requests, pay, time, learning, objectives and files, without an admin hat. (`/ops/member`)
- **My remuneration**: Your payslips, contracts, personal details and equity, self-service. (`/ops/member/pay`)
- **My time, leave and roster**: Clock in, submit timesheets, request leave and check your roster. (`/ops/member/time`)
- **My learning and compliance**: The training you must complete, certifications you hold, and policies waiting for your acknowledgement. (`/ops/member/learning-compliance`)
- **My objectives**: Your own goals and how they’re tracking, not the org-wide OKR tree. (`/ops/member/objectives`)
- **My requests**: Everything you’ve asked the business for, and where each one is up to. (`/ops/member/requests`)
- **Recurring invoices**: Set a customer up once and the invoice raises and sends itself on schedule, weekly, monthly, quarterly or annually, until you stop it. (`/ops/invoicing`)
- **Automatic payment reminders**: Overdue invoices chase themselves on a schedule you set, so nobody has to write the awkward email. (`/ops/invoicing`)
- **Subscription billing and dunning**: Recurring plans with proration on upgrades and downgrades, failed-payment retries, and dunning emails that stop when the customer pays. (`/ops/invoicing`)
- **Revenue recognition**: Spread invoiced revenue across the period it is earned instead of the month it was billed, so the accounts reflect reality. (`/ops/accounting`)
- **AI contract wizard**: Walks you through generating an employment or client contract: it suggests the right template, fills the placeholders from the person’s record, and checks the result against the rules for that country. (`/hr`)
- **Contract compliance validation**: Checks a drafted contract against the statutory rules for the employing country and flags what is missing or non-compliant before anyone signs. (`/hr`)
- **HR contract templates**: Reusable employment contract templates with placeholders, so every offer goes out on the same approved wording. (`/hr`)
- **AI reads an existing contract**: Upload a signed contract and AI pulls out the terms, salary, dates, notice period, renewal, parties, into structured fields instead of you retyping them. (`/hr`)
- **Reusable signature templates**: Save a document with its fields and signer roles already placed, so sending the next one is one click rather than a rebuild. (`/ops/documents`)
- **Shared vault spaces**: Organise credentials into spaces shared with specific people or groups, so the marketing logins and the finance logins never live in one pile. (`/ops/passwords`)
- **Vault access approvals**: Sensitive credentials can require an approval before they are revealed, so privileged logins have a human gate. (`/ops/passwords`)
- **Vault audit log**: Every reveal, edit and share of a credential is recorded, so you can answer “who looked at this password and when”. (`/ops/passwords`)
- **Zero-knowledge encryption**: Vault contents are encrypted client-side, the server stores ciphertext it cannot read, so a server breach does not expose your logins. (`/ops/passwords`)
- **Bank accounts and balances**: Connect your bank accounts so cash balance and transactions live next to the ledger instead of another tab. (`/ops/finance`)
- **Bank reconciliation**: A Xero-style reconcile screen: pick an account, match bank lines to invoices, bills and journals, and see the unreconciled count fall to zero. (`/ops/finance`)
- **Bank statement import**: Upload bank statements and the lines land in the reconcile queue, for banks you can’t (or don’t want to) connect live. (`/ops/finance`)
- **AI transaction categorisation**: Incoming bank lines get an AI-suggested category and account, so reconciling is confirming rather than deciding. (`/ops/finance`)
- **Auto-reconciliation rules**: Teach the reconciler: rules that categorise, journal or mark matched automatically when a line fits the pattern, the rent, the bank fee, the weekly transfer. (`/ops/finance`)
- **Chart of accounts with regional templates**: A full chart of accounts seeded from a template for your region, including the right tax codes, editable to fit how you report. (`/ops/accounting`)
- **Live financial ratios**: Gross margin, current ratio, monthly burn rate and debt-to-equity, derived from the posted trial balance, not from hand-built spreadsheets. (`/ops/finance`)
- **Multi-entity finance**: Run several legal entities in one workspace with a primary entity and a switcher, each with its own books, and HR filtered by the same entities. (`/ops/finance`)
- **Intercompany journals**: Transactions between your entities post matching journals on both sides, referenced so they reconcile against each other. (`/ops/accounting`)
- **Migrate from Xero**: Bring your books across from Xero rather than starting the ledger from zero. (`/ops/finance`)
- **Import finance data from CSV**: Bulk-load contacts, invoices or transactions from CSV with column mapping. (`/ops/finance`)
- **Finance setup wizard**: A five-step guided setup, entity, chart of accounts, tax, bank, opening balances, that ends with “ready for live bookkeeping”. (`/ops/finance`)
- **Quick entry, expense, journal, bank, reconcile**: One-click entry points for the four things bookkeepers do all day, sitting at the top of the Finance dashboard. (`/ops/finance`)
- **Invoice pipeline totals**: Paid, pending, draft and bills-outstanding totals side by side, so collected cash is never confused with forecast. (`/ops/finance`)
- **Attrition AI (flight-risk scoring)**: Scores each employee’s attrition risk from live signals, with department breakdowns and trends, so you hear about flight risk before the resignation letter. (`/hr`)
- **Compensation view**: Salary and equity across the workforce in one tab, so comp decisions are made against the whole picture. (`/hr`)
- **Benefits administration**: Track benefit plans, enrolment and employer costs alongside the rest of the employee record. (`/hr`)
- **HR audit log**: Every change to people data is recorded, who changed what, when, because HR records are exactly where provenance matters. (`/hr`)
- **Employee check-in search**: Search anyone on the team and get their live status, last recorded work, hours and leave in one card. (`/hr`)
- **Filter HR by legal entity**: All HR views filter by entity, matching the finance entities, for groups running several companies. (`/hr`)
- **Workforce mix (FT vs contractor)**: Headcount split by employment type at a glance, with on-platform vs off-platform counts. (`/hr`)
- **HR quick actions**: Performance reviews, timesheet approval, posting a job and running payroll are one click from the HR dashboard. (`/hr`)
- **Team Board**: Every open task across the team, grouped by owner, with deadlines, the standup view that shows who is carrying what. (`/ops/workflows/team-board`)
- **Workspace audit trail**: A running log of audit events across the workspace, hundreds of events a week, filterable, for when you need to know what happened. (`/ops/dashboard`)
- **AI insights on operations**: AI reads the operational data, approvals, workload, bottlenecks, and tells you what deserves attention. (`/ops/dashboard`)
- **Verified clock-in (geofence and office network)**: Prove people are where they say they are, GPS distance from the assigned site, plus office-network detection by your public IP range, each set to off, warn or block. (`/hr/time?tab=location-settings`)
- **Attendance map**: A map of where every clock-in happened, colour-coded by whether it passed the geofence and network checks, so anomalies are visible instead of buried in a timesheet. (`/hr/time?tab=clock-ins`)
- **Productivity scoring and utilisation**: Utilisation and productivity per person and per project, built from tracked time, presence and product usage, with flags for people logged in but producing nothing, the reporting layer remote teams are usually missing. (`/hr/admin/productivity`)
- **Interview scorecards**: Structured interview feedback per candidate, the same criteria for every interviewer, scores collected in one place, and a recent-scorecard view so hiring decisions are comparable instead of anecdotal. (`/hr/recruitment`)
- **SAFEs and convertible notes**: Track convertible instruments alongside the cap table, type, status, cap and discount, so the fully-diluted picture includes what has not converted yet. (`/finance/esops`)
- **83(b) election tracking**: Flag a grant as 83(b)-eligible and track the IRS filing deadline against it, so an early-exercise election is not missed by 30 days. (`/finance/esops`)
- **BAS, VAT and GST preparation**: Generate and review your indirect-tax figures from the ledger, then export them to file with your tax authority. Direct lodgement to the ATO, HMRC and IRD needs agency credentials and is not enabled yet. (`/ops/accounting`)
- **Single Touch Payroll lodgement (Australia)**: File each pay run to the ATO from the pay run itself, with the authorisation-to-file declaration captured and the filing state shown per run, and reverting blocked once a run has been declared. (`/ops/payroll`)
- **Payroll compliance readiness checks**: A pre-flight checklist per pay run, superannuation, statutory filings and regional obligations, so the run is caught before the regulator catches it. (`/ops/payroll`)
- **Finance inbox for bills and invoices**: Give suppliers one address to email invoices to, what lands there becomes a document in Finance ready to code and approve, instead of a PDF in someone’s personal inbox. (`/ops/finance/inbox`)
- **Home → My Space dashboard**: Your personal dashboard, tasks, requests feed and your app tiles. (`/ops/member`)
- **Home → My Requests**: Everything you have requested and its current status. (`/ops/member/requests`)
- **Home → My Pay**: Payslips, contracts, personal details and equity, self-service. (`/ops/member/pay`)
- **Home → My Time**: Clock in, timesheets, leave requests and your roster, in tabs. (`/ops/member/time`)
- **Home → Learning & Compliance**: Required training, certifications, safety checklists and policies to acknowledge. (`/ops/member/learning-compliance`)
- **Home → My Objectives**: Your own goals and progress. (`/ops/member/objectives`)
- **Finance → Dashboard**: Financial overview and what needs attention. (`/ops/finance`)
- **Finance → Invoicing**: Create, send and chase invoices. (`/ops/invoicing`)
- **Finance → Products & Services**: Priced items with tax treatment. (`/finance/products`)
- **Finance → Purchases**: Spend, receipts and supplier bills. (`/ops/purchases`)
- **Finance → Budgeting**: Budgets and actuals. (`/ops/budgeting`)
- **Finance → Accounting**: The general ledger and journal entries. (`/ops/accounting`)
- **Finance → Finance Inbox**: Incoming bills and finance documents to process. (`/ops/finance/inbox`)
- **Finance → Finance Model**: Scenario modelling on real numbers. (`/ops/finance/model`)
- **Finance → Approvals**: Spending and payment approvals queue. (`/ops/finance/approvals`)
- **Finance → Payroll**: Pay runs, payslips and statutory calculations. (`/ops/payroll`)
- **Finance → Fixed Assets**: Asset register and depreciation. (`/ops/fixed-assets`)
- **Finance → ESOPs**: Cap table, grants and vesting. (`/finance/esops`)
- **HR → Dashboard**: People overview and HR admin home. (`/hr`)
- **HR → Time & Attendance**: Hours actually worked: timesheets, clock-ins, attendance, overtime and approvals. (`/hr/time`)
- **HR → Leave**: Leave policies, balances and approvals. (`/hr/leave`)
- **HR → Recruitment**: Roles, candidates and the hiring pipeline. (`/hr/recruitment`)
- **HR → Lifecycle**: Onboarding and offboarding journeys. (`/hr/lifecycle`)
- **HR → One-on-Ones**: Expectations, AI-prepped reviews and commitments. (`/hr/one-on-ones`)
- **HR → Training**: Academy, onboarding journeys, certifications, goals and performance. (`/hr/training`)
- **HR → Scheduling**: Who is scheduled to work: rosters, shift templates, coverage and shift swaps. (`/ops/workforce`)
- **HR → Productivity**: Presence, timers, product usage and AI usage per person. (`/hr/admin/productivity`)
- **Ops → Dashboard**: Operations overview. (`/ops/dashboard`)
- **Projects & Workflows → Projects**: Project spaces with tasks and owners. (`/ops/workflows/projects`)
- **Ops → Compliance**: Policies, acknowledgements and compliance tasks. (`/ops/compliance`)
- **Ops → Vendors**: Supplier records and purchase orders. (`/ops/vendors`)
- **Ops → Signing**: Signature envelopes, send, track and sign. (`/ops/documents`)
- **Ops → Passwords**: The zero-knowledge team credential vault. (`/ops/passwords`)
- **Ops → Safety & Compliance**: Site inspections, incidents and safety records. (`/ops/sitedoc`)
- **Finance → Reports**: Cross-module operational reporting. (`/ops/reporting`)
- **Workflows → Overview**: The workflow home, everything automated and in flight. (`/ops/workflows`)
- **Workflows → Overview**: Your assigned workflow items. (`/ops/workflows#my-work`)
- **Workflows → Portfolio**: Cross-project portfolio view. (`/ops/workflows/portfolio`)
- **Workflows → Approvals**: The approvals queue across the workspace. (`/ops/workflows/approvals`)
- **Workflows → Requests**: Incoming requests to triage and fulfil. (`/ops/workflows/requests`)
- **Workflows → Automations**: Trigger-and-action automations across every module. (`/ops/workflows/automation`)
- **Workflows → AI Builder**: Describe an automation and have AI build it. (`/ops/workflows/settings/ai-builder`)
- **Workflows → Pipelines**: Configure the stage pipelines that records move through. (`/ops/workflows/settings/pipelines`)
- **Workflows → OKRs**: The org-wide objective tree (the personal view is My Objectives). (`/ops/workflows/okrs`)
- **ERP → Overview**: The ERP home (enterprise workspaces with ERP switched on). (`/erp`)
- **ERP → Sales Orders**: Order-to-cash with pricing and FX. (`/erp/sales-orders`)
- **ERP → Inventory**: Warehouses, bins, lots, expiry and stock moves. (`/erp/inventory`)
- **ERP → Manufacturing**: Bills of materials, work orders, work centres and routings. (`/erp/manufacturing`)
- **ERP → Purchasing**: Requisitions, RFQs, purchase orders, receipts and landed costs. (`/erp/purchasing`)
- **ERP → Reporting**: Stock valuation, movement and manufacturing reporting. (`/erp/reporting`)

## Retail and hospitality

Full page: https://automo.ai/docs/retail

- **Point of Sale (ePOS)**: Retail and hospitality POS with menus, inventory, tables, kitchen display, reservations, tills, payments and loyalty. (`/retail/epos/terminal`)
- **Menu and product management**: Build the menu or product list the till, kitchen and online ordering all read from, categories, modifiers, prices. (`/retail/epos/menu-management`)
- **Menu allergens & dietary labels**: Tag each menu item with its allergens (gluten, dairy, eggs, nuts, shellfish and more) and dietary labels such as vegan, gluten-free, halal and kosher, then show them at the till, on the online storefront, in QR ordering and on the menu board. AI enhancement can detect them from your items for you. (`/retail/epos/menu-management`)
- **Retail inventory**: Stock levels behind the till, with adjustments and low-stock visibility. (`/retail/epos/inventory`)
- **Multiple locations**: Run several sites from one workspace, each with its own menu, stock and reporting. (`/retail/epos/locations`)
- **Kitchen display**: Replace paper tickets: every POS, online and table order appears on the kitchen screen in real time, with prep timers and one-tap bump when it’s ready. (`/retail/kitchen`)
- **Table management**: A floor plan with table states, covers and order-to-table mapping. (`/retail/tables`)
- **Reservations**: Take and manage bookings against your real table capacity. (`/retail/reservations`)
- **AI reservations**: An AI takes booking requests by phone or message and puts them in the book. (`/retail/reservations/ai`)
- **Online ordering**: A branded ordering page customers can order from, feeding straight into the kitchen. (`/retail/ordering`)
- **Storefront promotions & demand pricing**: Happy hours, flash sales and peak (demand) pricing for your online storefront, schedule automatic discounts for quiet hours or surcharges for busy windows. (`/retail/ordering`)
- **QR ordering at the table**: Customers scan the QR on the table and order from their phone. (`/retail/ordering/qr`)
- **Delivery management**: Delivery orders, zones and driver status alongside the rest of the order flow. (`/retail/ordering/delivery`)
- **Local delivery**: Offer local delivery from your online storefront, set a delivery radius and fee, plus collection, nationwide shipping and scheduled orders. (`/retail/ordering`)
- **Loyalty programme**: Points, rewards and member tiers that work at the till and online. (`/retail/loyalty`)
- **Till management and end of day**: Open and close the till, count cash, reconcile takings, and run the end-of-day report. (`/retail/till`)
- **Retail payments**: Card, cash and digital payments through the till, with the takings feeding finance. (`/retail/pay`)
- **Rentals & Hire**: Rent out equipment, rooms or items by the hour or day, with availability, deposits and returns through the same POS and customer list. (`/retail/epos/rentals`)
- **Rental deposits & bond tracking**: Set a refundable deposit per rental item or per booking, collect it when the booking is taken, then track it as held, refunded or forfeited and release it back when items return. (`/retail/epos/rentals`)
- **Retail analytics and reports**: Sales by product, hour, staff member and location, with exportable reports. (`/retail/epos/analytics`)
- **Retail integrations**: Connect the hardware and third-party services the shop already uses. (`/retail/epos/integrations`)
- **Till shifts (open and close the till)**: Cash trading runs inside a till shift: open the till with a float, trade, then close and reconcile. The dashboard warns when orders are running without an open shift, because that cash cannot be reconciled. (`/retail/till`)
- **Table states, available, reserved, needs cleaning**: Each table carries a live state, so front-of-house sees at a glance how many are free, booked, or waiting to be turned. (`/retail/tables`)
- **Walk-in waitlist**: Quote walk-ins a wait time and text them when the table is ready, they wait at the bar, not the door. Runs alongside reservations in the same view. (`/retail/reservations`)
- **Public booking page for tables**: A public page where guests book a table 24/7 against your real capacity, and can join the waitlist when you’re full. (`/retail/reservations`)
- **Sample venue data**: New venues start with sample data, a demo menu, tables and orders, so you can learn the till before entering your own, then remove it in one click. (`/retail/epos`)
- **Live trading dashboard**: Today’s revenue, orders completed and active, average check value and table occupancy, live as the venue trades. (`/retail/epos`)
- **Top items today**: What is selling best right now, so you can push or 86 accordingly. (`/retail/epos`)
- **Active orders view**: Every order currently in flight, across the till, QR and online ordering. (`/retail/epos`)
- **COGS, labour, tips and turnover reports**: The reports that tell you whether the venue actually made money, cost of goods, labour percentage, tips and turnover. (`/retail/epos/reports`)
- **Today’s reservations on the dashboard**: The day’s bookings surface on the trading dashboard, with one-tap add. (`/retail/epos`)
- **Retail → Dashboard**: Retail overview and today’s trading. (`/retail/epos`)
- **Retail → EPOS Terminal**: The till interface. (`/retail/epos/terminal`)
- **Retail → Menu**: Menu and product management. (`/retail/epos/menu-management`)
- **Retail → Inventory**: Stock levels and adjustments. (`/retail/epos/inventory`)
- **Retail → Locations**: Sites and their settings. (`/retail/epos/locations`)
- **Retail → Rentals**: Hire items with availability, deposits and returns. (`/retail/epos/rentals`)
- **Retail → Analytics**: Sales performance dashboards. (`/retail/epos/analytics`)
- **Retail → Reports**: Exportable retail reports. (`/retail/epos/reports`)
- **Retail → Tables**: Floor plan and table service. (`/retail/tables`)
- **Retail → Kitchen**: The kitchen display. (`/retail/kitchen`)
- **Retail → Loyalty**: Points, rewards and members. (`/retail/loyalty`)
- **Retail → Payments**: Payment providers and transactions. (`/retail/pay`)
- **Retail → Till Management**: Open, count and reconcile the till. (`/retail/till`)
- **Retail → Reservations**: Table bookings. (`/retail/reservations`)
- **Retail → AI Reservations**: AI-handled booking requests. (`/retail/reservations/ai`)
- **Retail → Ordering**: Online ordering setup and orders. (`/retail/ordering`)
- **Retail → Delivery**: Delivery orders, zones and drivers. (`/retail/ordering/delivery`)
- **Retail → QR Ordering**: Table QR codes for scan-to-order. (`/retail/ordering/qr`)
- **Retail → Roster**: Shift roster for the venue. (`/retail/roster`)
- **Retail → End of Day**: Close the trading day and reconcile. (`/retail/end-of-day`)
- **Retail → Integrations**: Hardware and third-party connections. (`/retail/epos/integrations`)
- **Retail → Settings**: Retail configuration, taxes, receipts, devices. (`/retail/epos/settings`)

## Team

Full page: https://automo.ai/docs/team

- **Team chat**: Channels and direct messages for the team, with mentions, threads and unread badges, docked next to whatever you’re working on. (`/intelligence/chat`)
- **Video and voice messages**: Record a short screen or camera message instead of writing another paragraph. (`/chat?compose=video`)
- **Quick replies from a notification**: Answer a message straight from the toast without opening the conversation.
- **Command centre / catch-up**: One feed of everything waiting on you across chat, mail, approvals, tickets and notifications.
- **DND and snooze**: Hold notifications during hours you choose. Mute on a schedule or snooze until later. What still gets through is up to you. (`/settings/notifications`)
- **Home → My Chat**: Your chat channels and direct messages. (`/intelligence/chat`)

## Platform

Full page: https://automo.ai/docs/platform

- **Global search (⌘K)**: One search box across records, pages, files, chats and every menu in the product, with an AI tab when the knowledge base is on.
- **Feature finder in Help**: Search everything the platform can do in plain language, “add a line”, “import Apple contacts”, “personal knowledge base”, and see whether it’s switched on for this workspace, with a link straight to it.
- **Learning centre**: Getting-started checklist, step-by-step guides gated to the apps you actually have, AI help, and what’s new.
- **Guided product tours**: Interactive walkthroughs of each area, launchable whenever you want, not only at signup.
- **Notifications**: In-app, email and push notifications, with per-type control over what reaches you.
- **Multiple workspaces**: Belong to several workspaces and switch between them without signing out, each with its own apps, data and branding.
- **Team members, roles and permissions**: Invite people, assign roles, and tune what each role can see and do per module, down to per-member overrides. (`/settings?tab=team`)
- **Auditor role (read-only)**: Give accountants and external auditors read-only access across finance, sales and ops, with HR, payroll, billing and member management hidden. (`/settings?tab=team`)
- **SSO, two-factor and session security**: Single sign-on, two-factor authentication, session controls and a security audit trail. (`/settings?tab=security`)
- **Billing, plans and seats**: Your plan, seats, AI credits, invoices and upgrades, with proration handled when you switch. (`/settings?tab=billing`)
- **Turn apps on and off**: Enable exactly the apps this workspace needs, or trial one, and they appear in the sidebar within seconds. (`/settings/billing?tab=apps`)
- **Workspace branding**: Your logo, colours and name across the product, the default brand kit re-skins the whole platform. (`/settings?tab=brand`)
- **Integrations and connections**: Connect the outside accounts the platform uses, Google, Microsoft, Apple, Stripe, ad networks, accounting, review sites, in one place. (`/settings/connections`)
- **Digital business card**: Your own scannable profile page, one tap adds you to anyone’s phone contacts, with a QR code, wallet pass, vCard download and analytics on views and saves. Included for everyone. (`/settings/digital-card`)
- **Offline mode and sync**: Keep working when the connection drops, changes queue locally and sync when you’re back.
- **Mobile and installable app**: Get the Automo app for iPhone and Android. (`/help/install-app`)
- **Automo Browser**: A desktop browser with the platform and Automo Connect built in, including AI search as the default engine.
- **Embeddable editor SDK**: Embed the editors and the asset library inside your own product, white-labelled.
- **Regional data residency**: Workspace data lives in your account’s region, US, EU or AP, across the platform’s regional deployments.
- **Reset workspace data**: Owner-only tool to clear a module’s data and start clean, without deleting the workspace. (`/hr/time?tab=reset`)
- **Give feedback and get support**: Report a problem or suggest something without leaving the page, screenshots and context attach themselves.
- **What’s new announcements**: Product news targeted to the apps you actually use, so you hear about what’s relevant.
- **Migration history**: A record of what was imported into this workspace and when, so a bad import can be traced. (`/settings/migration-history`)
- **My print orders**: Track print-on-demand orders you’ve placed, with status and reorder.
- **Unified audit trail**: One activity record across roles, authentication, plan and entitlement changes, records and admin actions, filterable per person and per category, so “who changed this and when” has an answer. (`/settings?tab=security`)
- **REST API and service tokens**: Issue scoped service tokens and drive the platform from your own systems, the same API the product uses, so anything in the UI can be automated. (`/settings/connections`)
- **Interface in 33 languages**: The product, the marketing site and the emails ship in 33 languages including right-to-left, and each person picks their own, a workspace does not have to standardise on English.
- **Multi-timezone teams**: Times are stored as absolute instants and rendered in each viewer’s own zone, so a shift, a meeting or a deadline reads correctly whether you are in Sydney, London or Los Angeles.
- **Home → Overview**: Your landing page: what needs attention, your apps, and the onboarding checklist. (`/home`)
- **Settings → Platform Templates**: Reusable proposal, quote, invoice and contract templates for the workspace. (`/settings/platform-templates`)
- **Automo Connect**: The browser extension plus email and WhatsApp channels for outbound. Administered from the Sales area; currently rolled out to internal workspaces.
- **Settings → Workspace**: Workspace name, logo, defaults and preferences. (`/settings`)
- **Settings → Team**: Members, invitations, roles and per-member overrides. (`/settings?tab=team`)
- **Settings → Billing**: Plan, seats, AI credits, invoices and upgrades. (`/settings?tab=billing`)
- **Settings → Apps & Integrations**: Turn apps on or off and connect external services. (`/settings/billing?tab=apps`)
- **Settings → Brand**: The workspace brand applied across the product. (`/settings?tab=brand`)
- **Settings → Security**: SSO, two-factor, sessions and the audit trail. (`/settings?tab=security`)