# Automo.ai

> Automo is the AI-native Business Operating System that replaces CRM, ERP, Helpdesk, POS, Marketing, Design, Knowledge & Automation in one unified platform. Start free.

Replace Your Entire Stack. CRM, ERP, Helpdesk, POS, Marketing, Design, Knowledge & Automation — unified in one AI-powered operating system.

## Core pages
- [Home](https://automo.ai/): Automo is the AI-native Business Operating System that replaces CRM, ERP, Helpdesk, POS, Marketing, Design, Knowledge & Automation in one unified platform. Start free.
- [Platform: every app in one](https://automo.ai/everything): Discover the AI-native architecture behind Automo. One unified data schema, 12 core modules, enterprise security, and infinite extensibility.
- [Pricing](https://automo.ai/pricing): Main apps included on every plan. Free for 1 user. Starter $19/month flat, Business $99/month for 20 members, Scale $999/month for 100. Credits are used when Automo does the work. Multi-currency support.
- [Book a demo](https://automo.ai/demo): Schedule a free 30-minute personalized demo. See how Automo replaces your CRM, ERP, Helpdesk, Marketing, POS, and more in one AI-native platform.
- [Compare Automo vs alternatives](https://automo.ai/compare): Compare Automo against every business tool on the market. CRM, ERP, Helpdesk, POS, Marketing, Design, and more.
- [Integrations](https://automo.ai/integrations): Bring your data from the tools you use today. Some connect directly after you sign up; others take an export file. Each tool's page lists what comes across.
- [Security](https://automo.ai/security): Automo holds SOC 2 Type II and is trusted by governments and enterprises. AES-256 encryption, GDPR self-serve data rights, 6-region data residency on AWS, database-enforced RBAC, and tamper-evident audit trails.
- [Blog](https://automo.ai/blog): Expert insights on consolidating your business stack, AI-native platforms, CRM migration, ERP for SMBs, and SaaS cost optimization.
- [Releases & improvements](https://automo.ai/releases): Every release, enhancement, security note and fix that ships to Automo: searchable, with live platform stats, real incident history, anonymized contributor recognition and the public roadmap.
- [Build on Automo](https://automo.ai/build): Extend Automo privately for your organisation, build complete apps on the Automo stack, or license the whole platform under your brand — powered by ciao.dev, the builder developers use worldwide.
- [Automo Build](https://automo.build): The Automo AI development platform. Describe an application in plain language and Automo Build ships real React, TypeScript and Supabase code you own: tested, security-scanned, governed and deployed to production. Free plan available; agents connect over MCP at https://mcp.automo.build/mcp (overview for agents: https://automo.build/llms.txt).
- [About](https://automo.ai/about)
- [Developers](https://automo.ai/developers): Connect Claude, ChatGPT or Grok to Automo over MCP. OpenAPI and OAuth live here.

## When to use Automo

Reach for Automo when the job is running a business in one workspace: CRM, helpdesk, mail, files, brand, design, documents, sheets, marketing and operations together. Reach for the Automo connector when an assistant should create designs, documents, videos or spreadsheets, or search files, brand, mail and CRM, as the connected person. Do not use Automo as a generic public data API.

## For agents
- [OpenAPI](https://automo.ai/openapi.json): MCP connector and OAuth endpoints
- [Auth walkthrough](https://automo.ai/auth.md): how an agent obtains a token
- [MCP server](https://mo.automo.ai/mcp): Streamable HTTP, OAuth required
- [Skill](https://automo.ai/.well-known/agent-skills/automo/SKILL.md): connect Claude, ChatGPT or Grok
- [Long-form index](https://automo.ai/llms-full.txt): modules, free tools and FAQs

## Free browser tools
Free online tools that run in the browser: nothing you bring is stored on our servers before you sign up, and an account is only asked for when there is something to keep.
The full tool catalogue lives in [llms-full.txt](https://automo.ai/llms-full.txt). Start at [PDF tools](https://automo.ai/products/pdf-tools), [image tools](https://automo.ai/products/image-tools) and [file import](https://automo.ai/products/file-tools).

## Switching to Automo
Guides for moving from another product to Automo.
- [DocuSign](https://automo.ai/migrate/docusign): Move a document you send for signature from DocuSign into Automo. Drop the PDF in your browser, then keep it in e-sign after you sign up. Free to start.
- [Adobe Sign](https://automo.ai/migrate/adobe-sign): Move a document you send for signature from Adobe Sign into Automo. Drop the PDF in your browser, then keep it in e-sign after you sign up. Free to start.
- [Dropbox Sign](https://automo.ai/migrate/dropbox-sign): Move a document you send for signature from Dropbox Sign into Automo. Drop the PDF in your browser, then keep it in e-sign after you sign up. Free to start.
- [PandaDoc](https://automo.ai/migrate/pandadoc): Move a proposal or contract PDF from PandaDoc into Automo. Drop the file in your browser, then keep it in e-sign after you sign up. Free to start.
- [Adobe Acrobat](https://automo.ai/migrate/adobe-acrobat): Move PDFs you edit in Acrobat into Automo. Drop a file in your browser, edit or merge it on your device, then keep it after you sign up. Free to start.
- [Nitro](https://automo.ai/migrate/nitro): Move PDFs you edit in Nitro into Automo. Drop a file in your browser, edit or merge it on your device, then keep it after you sign up. Free to start.
- [Canva](https://automo.ai/migrate/canva): Move a Canva export into Automo. Drop the PDF, PNG or PowerPoint in your browser, then keep editing it after you sign up. The live Canva file is never connected.
- [Adobe InDesign](https://automo.ai/migrate/adobe-indesign): Move an InDesign layout into Automo. Export it as IDML, drop the file in your browser, then keep editing it in the design editor after you sign up. Native .indd files are not supported.
- [Adobe Illustrator](https://automo.ai/migrate/adobe-illustrator): Move an Illustrator .ai file into Automo. Drop a PDF-compatible file in your browser, then keep editing it after you sign up. Files saved without PDF compatibility cannot be read.
- [Microsoft Office](https://automo.ai/migrate/microsoft-office): Move a Word, Excel or PowerPoint file into Automo. Drop it in your browser, then keep editing it after you sign up. No Office seat is required.
- [Google Workspace](https://automo.ai/migrate/google-workspace): Move a Google Docs, Sheets or Slides export into Automo. Drop the file in your browser, then keep editing it after you sign up. No Google account is connected.
- [Notion](https://automo.ai/migrate/notion): Move Notion pages into Automo. Create a free account, then connect Notion in the knowledge base and pick the pages to import as native knowledge blocks.
- [Confluence](https://automo.ai/migrate/confluence): Move Confluence spaces into Automo. Create a free account, then connect Atlassian in the knowledge base, pick spaces, and import page trees and attachments.
- [Airtable](https://automo.ai/migrate/airtable): Move Airtable bases into Automo. Create a free account, connect Airtable with a read-only token, and import tables, views and records into knowledge base databases.
- [HubSpot Marketing Hub](https://automo.ai/migrate/hubspot-marketing-hub): Move HubSpot workflows into Automo automations. Create an account, connect HubSpot with a private app token, then review each workflow. Campaigns and lists stay in HubSpot.
- [Google Drive](https://automo.ai/migrate/google-drive): Move Google Drive files into Automo. Create a free account, then connect Google in the DAM, pick files in the picker, or start a whole-Drive copy with extra consent.
- [Dropbox](https://automo.ai/migrate/dropbox): Move Dropbox files into Automo. Create a free account, then connect Dropbox in the DAM and pick files or folders to copy. Paper and Dropbox Sign are not this import.
- [SharePoint](https://automo.ai/migrate/sharepoint): Move SharePoint files into Automo. Create a free account, then connect Microsoft in the DAM, browse sites and libraries, and copy files or a whole library.
- [Microsoft OneDrive](https://automo.ai/migrate/microsoft-onedrive): Move OneDrive files into Automo. Create a free account, then connect Microsoft in the DAM and pick the OneDrive files or folders to copy.
- [Gmail](https://automo.ai/migrate/gmail): Move Gmail into Automo Mail. Create a free account, then connect Google and choose mailbox import. Send-only does not copy your inbox.
- [Outlook](https://automo.ai/migrate/outlook): Move Outlook mail into Automo. Create a free account, then connect Microsoft in Mail. Graph brings the mailbox. PST files and Exchange admin stay in Microsoft.
- [Jira](https://automo.ai/migrate/jira): Move Jira automation rules into Automo. Create a free account, connect your Jira Cloud site, review each rule, and bring project issues across too.
- [Asana](https://automo.ai/migrate/asana): Move Asana projects into Automo. Create a free account, connect Asana with an access token, and import sections, custom fields and tasks as Knowledge Base databases.
- [Pulley](https://automo.ai/migrate/pulley): Pulley is shutting down Dec 8, 2026. Export your cap table, option grants and ESOP and import them into Automo. The import has no extra fee; cap table management is on Scale and up.
- [Carta](https://automo.ai/migrate/carta): Move a Carta cap table export into Automo. Drop the CSV in your browser, then keep it in Equity after you sign up. Free to start.
- [Cake Equity](https://automo.ai/migrate/cake-equity): Move a Cake Equity cap table export into Automo. Drop the CSV or Excel in your browser, then keep it in Equity after you sign up. Free to start.
- [HubSpot](https://automo.ai/migrate/hubspot): Import your CSV from HubSpot into Automo. Contacts and companies only. Drop the file in your browser, then keep it after you sign up. Free to start.
- [Salesforce](https://automo.ai/migrate/salesforce): Import your CSV from Salesforce into Automo. Contacts and companies only. Drop the file in your browser, then keep it after you sign up. Free to start.
- [Pipedrive](https://automo.ai/migrate/pipedrive): Import your CSV from Pipedrive into Automo. Contacts and companies only. Drop the file in your browser, then keep it after you sign up. Free to start.
- [Zendesk](https://automo.ai/migrate/zendesk): Import your ticket CSV from Zendesk into Automo. Drop the file in your browser, then keep it after you sign up. Free to start.
- [Freshdesk](https://automo.ai/migrate/freshdesk): Import your ticket CSV from Freshdesk into Automo. Drop the file in your browser, then keep it after you sign up. Free to start.
- [Intercom](https://automo.ai/migrate/intercom): Import your ticket CSV from Intercom into Automo. Drop the file in your browser, then keep it after you sign up. Free to start.
- [Zoho Desk](https://automo.ai/migrate/zoho-desk): Import the Tickets CSV you export from Zoho Desk into Automo. Drop the file in your browser, then keep it in the support importer after you sign up. Free to start.
- [Gorgias](https://automo.ai/migrate/gorgias): Import your ticket CSV from Gorgias into Automo. Drop the file in your browser, then keep it after you sign up. Free to start.
- [Jira Service Management](https://automo.ai/migrate/jira-service-management): Move a Jira Service Management desk into Automo. Create a free account, connect Jira after sign-up, and import requests with comments and attachments as tickets.
- [Google Contacts](https://automo.ai/migrate/google-contacts): Move a Google Contacts CSV or vCard into Automo. Drop the file in your browser, then keep it after you sign up. Outlook and iCloud exports with the same columns work too.
- [Xero](https://automo.ai/migrate/xero): Move a Xero trial balance into Automo. Drop the CSV in your browser, then keep it in Finance after you sign up. Connect your Xero account after sign-up to sync accounts, contacts, invoices, bills and bank data.
- [QuickBooks](https://automo.ai/migrate/quickbooks): Move a QuickBooks trial balance into Automo. Drop the CSV in your browser, then keep it in Finance after you sign up. Connect your QuickBooks account after sign-up to sync accounts, contacts, invoices, bills and bank accounts.
- [MYOB](https://automo.ai/migrate/myob): Move a MYOB trial balance into Automo. Drop the CSV in your browser, then keep it in Finance after you sign up. Connect your MYOB account after sign-up to sync accounts, contacts, invoices, bills and bank accounts.
- [bank statements](https://automo.ai/migrate/bank-statements): Move a bank statement CSV or PDF into Automo. Drop the file in your browser, then keep the transactions in Finance banking after you sign up. Free to start.
- [LastPass](https://automo.ai/migrate/lastpass): Move a LastPass CSV into Automo. Drop the export in your browser to see counts, then choose the file again in the password vault after you sign up. Free to start.
- [1Password](https://automo.ai/migrate/1password): Move a 1Password CSV into Automo. Drop the export in your browser to see counts, then choose the file again in the password vault after you sign up. Free to start.
- [Bitwarden](https://automo.ai/migrate/bitwarden): Move a Bitwarden CSV into Automo. Drop the export in your browser to see counts, then choose the file again in the password vault after you sign up. Free to start.
- [Figma](https://automo.ai/migrate/figma): Move Figma frames into Automo. Create a free account, open the Figma import, add a read-only token, then pick a file and the frames to bring across as an editable design.
- [Trello](https://automo.ai/migrate/trello): Move a Trello board into Automo. Drop the board JSON in your browser to preview lists and cards, then import it as a project after you sign up. Free to start.

## Products & modules
One unified platform — every module shares the same data model, identity and bill:
- [CRM](https://automo.ai/products/crm)
- [ERP](https://automo.ai/products/erp)
- [Helpdesk](https://automo.ai/products/helpdesk)
- [Marketing](https://automo.ai/products/marketing)
- [POS](https://automo.ai/products/pos)
- [Ai Notetaker](https://automo.ai/products/ai-notetaker)
- [Loyalty](https://automo.ai/products/loyalty)
- [Online Ordering](https://automo.ai/products/online-ordering)
- [Ad Manager](https://automo.ai/products/ad-manager)
- [Automo Browser](https://automo.ai/products/automo-browser)
- [Ai Assistants](https://automo.ai/products/ai-assistants)
- [Digital Signage](https://automo.ai/products/digital-signage)
- [Design](https://automo.ai/products/design-software)
- [Project Management](https://automo.ai/products/project-management)
- [Email Marketing](https://automo.ai/products/email-marketing)
- [Website Builder](https://automo.ai/products/website-builder)
- [Knowledge Base](https://automo.ai/products/knowledge-base)
- [Automation](https://automo.ai/products/automation)
- [HR](https://automo.ai/products/hr)
- [Accounting](https://automo.ai/products/accounting)
- [Social Media](https://automo.ai/products/social-scheduler)
- [DAM](https://automo.ai/products/digital-asset-management)
- [Time Tracking](https://automo.ai/products/time-tracking)
- [ePOS](https://automo.ai/products/epos-pos)
- [eSignature](https://automo.ai/products/esignature)
- [Equity Management](https://automo.ai/products/equity-management)
- [Payroll](https://automo.ai/products/payroll)
- [Compliance](https://automo.ai/products/compliance)
- [Recruitment & ATS](https://automo.ai/products/recruitment-ats)
- [Budgeting & FP&A](https://automo.ai/products/budgeting)
- [Fixed Assets](https://automo.ai/products/fixed-assets)
- [Vendor Management](https://automo.ai/products/vendor-management)
- [Field Safety](https://automo.ai/products/field-safety)
- [Forms](https://automo.ai/products/forms)
- [Spreadsheets](https://automo.ai/products/spreadsheets)
- [AI Documents](https://automo.ai/products/documents-ai)
- [Presentations](https://automo.ai/products/presentations)
- [Whiteboard](https://automo.ai/products/whiteboard)
- [Photo Editor](https://automo.ai/products/photo-editor)
- [Video Editor](https://automo.ai/products/video-editor)
- [Video Messages](https://automo.ai/products/video-messages)
- [PDF Tools](https://automo.ai/products/pdf-tools)
- [Events Management](https://automo.ai/products/webinars-events)
- [Calendar Booking](https://automo.ai/products/calendar-booking)
- [Business Email](https://automo.ai/products/business-email)
- [Chat & Meetings](https://automo.ai/products/chat-meetings)
- [Workflows & Approvals](https://automo.ai/products/workflows-approvals)
- [Brand Portals](https://automo.ai/products/brand-portals)
- [AI Phone & SMS](https://automo.ai/products/ai-voice-sms)
- [Password Manager](https://automo.ai/products/password-manager)

## Pricing
- Free: main apps included (limits apply), free for 1 member. No credit card required.
- Business: $99/month flat for up to 20 members. Main apps included; limits and credits apply. One bill, no per-seat pricing.
- Scale: $999/month flat for up to 100 members.
- Enterprise: custom — SOC 2 Type II, HIPAA, SSO, private cloud.

## Latest releases
Everything below shipped to production and has its own page. Dates are publish dates.
- [Copy or insert Mo's answer into your document](https://automo.ai/releases/copy-or-insert-mos-answer-into-your-document) — 2026-10-16: When you ask Mo to improve or rewrite your document and it answers in the side panel, you can now copy the text or put it straight into the document with one…
- [Workflow links always open the full Workflows app](https://automo.ai/releases/workflow-links-always-open-the-full-workflows-app) — 2026-10-16: Links from the HubSpot, Jira, Asana and Airtable migration pages, the Create menu and older bookmarks now open Workflows with its menu and sidebar.
- [Connect now tells you what each run found, drafted or saved, and why when it](https://automo.ai/releases/connect-now-tells-you-what-each-run-found-drafted-or-saved-and-why-when-it) — 2026-10-16: A campaign run that drafted, posted or kept nothing now finishes as "Finished with nothing to show" with a plain reason, such as no matching posts on Reddit or…
- [Bringing your customers in is now a real first step](https://automo.ai/releases/bringing-your-customers-in-is-now-a-real-first-step) — 2026-10-16: Home's Start here checklist has a "Bring your customers over" step that opens the contact importer directly, the importer opens with one-click source tiles…
- [In Simple mode, Website now opens your existing site instead of starting a](https://automo.ai/releases/in-simple-mode-website-now-opens-your-existing-site-instead-of-starting-a) — 2026-10-16: If your starter site is still building or didn't finish, you'll go to your Sites page, where you can retry it.
- [Moving your books to Automo reads your exports correctly](https://automo.ai/releases/moving-your-books-to-automo-reads-your-exports-correctly) — 2026-10-16: Trial balance imports from Xero, QuickBooks and MYOB now pick the right account names and types, and bank statements keep debits as debits even when your bank…
- [Imported PDFs keep their form fields where they belong](https://automo.ai/releases/imported-pdfs-keep-their-form-fields-where-they-belong) — 2026-10-16: When you open a PDF that has fillable fields or checkboxes, each field and its filled-in value now appears exactly where it was, instead of empty boxes piling…
- [New staff now receive their contract signing email](https://automo.ai/releases/new-staff-now-receive-their-contract-signing-email) — 2026-10-16: Sending a contract for signature from Add staff member was saving the contract but never emailing it, so new hires never got a link to sign.
- [Starter websites now finish even when the first build is slow](https://automo.ai/releases/starter-websites-now-finish-even-when-the-first-build-is-slow) — 2026-10-16: We retry in the background, leave you a previewable site with your name and a Book now button, and notify you when it is ready instead of showing a failed…
- [Setup tasks now appear on Home with a Do it button](https://automo.ai/releases/setup-tasks-now-appear-on-home-with-a-do-it-button) — 2026-10-16: The setup tasks your workspace's starter kit creates, such as "Add your services and prices" or "Send an invoice to yourself", now show up in Home's Start here…
- [Mo now helps you finish setting up right in the chat](https://automo.ai/releases/mo-now-helps-you-finish-setting-up-right-in-the-chat) — 2026-10-16: When you ask Mo to get your website, phone and email set up, it checks what your workspace already has, tells you plainly what is done and what is not…
- [Second chances get a second look](https://automo.ai/releases/second-chances-get-a-second-look) — 2026-10-16: Someone you took off the Leads board who gets in touch again, by form, email, chat, call or card, now comes back as a new lead marked "Reached out before"…
- [Phone setup now tells you plainly when your AI receptionist isn't answering](https://automo.ai/releases/phone-setup-now-tells-you-plainly-when-your-ai-receptionist-isnt-answering) — 2026-10-16: If you skip the phone line, the last step offers "Forward my existing number" or "Get a new number" with the monthly price, or "Remind me later", which keeps…
- [Connecting email now asks where your business mail lives, with Gmail and](https://automo.ai/releases/connecting-email-now-asks-where-your-business-mail-lives-with-gmail-and) — 2026-10-16: Gmail still cannot read your inbox yet, so we say that plainly and show how to forward mail in.
- [Moving from HubSpot or Salesforce now keeps more of your data](https://automo.ai/releases/moving-from-hubspot-or-salesforce-now-keeps-more-of-your-data) — 2026-10-16: Contact imports now bring across city, country, lifecycle stage and lead status, company imports keep revenue, size and location, and Salesforce contacts stay…
- [Florists who join through a partner page now get florist tools on Home, not](https://automo.ai/releases/florists-who-join-through-a-partner-page-now-get-florist-tools-on-home-not) — 2026-10-16: Setup still offers a till where the business-type table says a counter is likely, so a flower shop or salon can switch it on without being treated as generic…
- [Clean up in bulk from search](https://automo.ai/releases/clean-up-in-bulk-from-search) — 2026-10-16: Search for a sender or subject, select all, then choose "Select all conversations that match this search" to archive, label, move, mark as read or delete them…
- [Mo can move Monday into Tasks the same way as HubSpot, Xero and Slack](https://automo.ai/releases/mo-can-move-monday-into-tasks-the-same-way-as-hubspot-xero-and-slack) — 2026-10-16: When you say you use Monday, Mo sends the sign-in link, shows how many boards and items would come over, and imports them after you say yes, keeping owners who…
- [See who you are looking at and how they fit your campaign, without extra](https://automo.ai/releases/see-who-you-are-looking-at-and-how-they-fit-your-campaign-without-extra) — 2026-10-16: On LinkedIn, Facebook, Instagram or Reddit, Grow then This page now shows the person, company or post, a fit score against your active campaign, and the…
- [Clearer Mute button for music and video clips](https://automo.ai/releases/clearer-mute-button-for-music-and-video-clips) — 2026-10-16: In the video editor, the Clip tab now shows a labelled "Mute" button beside the volume slider for music and video clips.
- [Mo never charges twice for the same answer](https://automo.ai/releases/mo-never-charges-twice-for-the-same-answer) — 2026-10-16: If Mo's work is interrupted or you add a message while it is working, you are now charged only once, and anything refunded is refunded every time.
- [Google Contacts imports keep more of each contact](https://automo.ai/releases/google-contacts-imports-keep-more-of-each-contact) — 2026-10-16: Middle names, additional email addresses, nicknames and your Google labels now come across when you import a Google Contacts export, with labels turned into…
- [Trello boards and Canva designs move across more cleanly](https://automo.ai/releases/trello-boards-and-canva-designs-move-across-more-cleanly) — 2026-10-16: Checklist items from an imported Trello board now stay inside their cards instead of showing up as extra cards on the board, and the Canva migration page now…
- [Shared video links open faster](https://automo.ai/releases/shared-video-links-open-faster) — 2026-10-16: Public recording links now fetch the video at the same time as its details instead of one after the other, and show the page layout straight away while it…
- [Clearer reasons when a file upload fails](https://automo.ai/releases/clearer-reasons-when-a-file-upload-fails) — 2026-10-16: When an upload doesn't finish, the upload panel now opens and says why under the file name.

## Sitemaps
- [Sitemap index (all locales)](https://automo.ai/sitemap.xml)