Automo.ai

Platform documentation

Search, workspaces, members and roles, security, billing, notifications, offline and everything that works across every app. Every capability, where it lives in Automo and how to use it.

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Search, workspaces, members and roles, security, billing, notifications, offline and everything that works across every app.

37 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at automo.ai to try any of them; the Free plan needs no credit card.

  • Capabilities (28)
  • Where things are in the menus (9)

Capabilities

What you can do, product by product.

One search box across records, pages, files, chats and every menu in the product, with an AI tab when the knowledge base is on.

Where
Top bar search, or ⌘K / Ctrl+K anywhere
How
Press ⌘K and start typing.
Apps
available in every workspace
Also known as
command palette, find, search everything, cmd k, quick open

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.

Where
Top bar → the question-mark Help button → Features
How
Click the question mark in the top bar, open the Features tab, then search for what you want to do.
Apps
available in every workspace
Also known as
how do i, what can this do, help, find a feature, is this enabled

Learning centre

Getting-started checklist, step-by-step guides gated to the apps you actually have, AI help, and what’s new.

Where
Top bar → Help, or the sidebar Help & feedback
How
Open Help and pick Start, Guides, Features, Ask AI or What’s new.
Apps
available in every workspace
Also known as
guides, tutorial, onboarding, how to use

Guided product tours

Interactive walkthroughs of each area, launchable whenever you want, not only at signup.

Where
Help → Guides → Take the tour
How
Open Help → Guides and start the tour.
Apps
available in every workspace
Also known as
tour, show me around, walkthrough

Notifications

In-app, email and push notifications, with per-type control over what reaches you.

Where
Top bar → bell; preferences in Settings
How
Click the bell, or tune what you get in notification settings.
Apps
available in every workspace
Also known as
alerts, bell, stop emailing me, push

Multiple workspaces

Belong to several workspaces and switch between them without signing out, each with its own apps, data and branding.

Where
Sidebar → workspace switcher
How
Click the workspace name and pick another.
Apps
available in every workspace
Also known as
switch company, multiple companies, agency clients, tenant

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.

Where
Settings → Team
How
Open Settings → Team, invite a member, then set their role.
Opens at
/settings?tab=team in your workspace
Apps
available in every workspace
Also known as
invite someone, add a user, permissions, roles, access control
  1. Open Settings → Team.
  2. Invite by email and choose a role.
  3. Adjust role permissions per module under Role Permissions if the defaults don’t fit.
  4. Override a single member’s access where needed.
  5. Pending invites stay visible until accepted.

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.

Where
Settings → Team → assign the Auditor role when you invite or edit a member
How
Open Settings → Team, invite the auditor by email (or edit an existing member) and pick the Auditor role.
Opens at
/settings?tab=team in your workspace
Apps
available in every workspace
Who can use it
Owner / admin assigns it
Replaces
Sharing your own login with the accountant
Also known as
auditor, auditor role, read-only role, read only role, readonly role, view-only user, view only access, view-only access, accountant access, accountant role, external auditor, read-only access, give my accountant access
  1. Open Settings → Team.
  2. Invite the auditor by email, or edit an existing member.
  3. Pick the Auditor role, view-only wherever it reaches, with HR, payroll, billing and members hidden.

SSO, two-factor and session security

Single sign-on, two-factor authentication, session controls and a security audit trail.

Where
Settings → Security
How
Open Settings → Security and configure SSO or 2FA.
Opens at
/settings?tab=security in your workspace
Apps
available in every workspace
Who can use it
Owner / admin
Also known as
2fa, mfa, saml, okta, login security

Billing, plans and seats

Your plan, seats, AI credits, invoices and upgrades, with proration handled when you switch.

Where
Settings → Billing
How
Open Settings → Billing to change plan, add seats or top up credits.
Opens at
/settings?tab=billing in your workspace
Apps
available in every workspace
Who can use it
Owner, admin or billing admin
Also known as
upgrade, subscription, add seats, invoice, cancel

Turn apps on and off

Enable exactly the apps this workspace needs, or trial one, and they appear in the sidebar within seconds.

Where
Home → Available apps, or Settings → Billing → Apps
How
Find the app on Home under Available apps and press Enable or Start free trial.
Opens at
/settings/billing?tab=apps in your workspace
Apps
available in every workspace
Who can use it
Owner / admin
Also known as
enable an app, turn on, add a module, free trial, why cant i see

Workspace branding

Your logo, colours and name across the product, the default brand kit re-skins the whole platform.

Where
Settings → Workspace / Brand
How
Open Settings → Brand and set the default kit.
Opens at
/settings?tab=brand in your workspace
Apps
available in every workspace
Who can use it
Owner / admin
Also known as
white label, our colours in the app, logo

Integrations and connections

Connect the outside accounts the platform uses, Google, Microsoft, Apple, Stripe, ad networks, accounting, review sites, in one place.

Where
Settings → Apps & Integrations (personal ones under My Connections)
How
Open Settings → Apps & Integrations and connect a provider.
Opens at
/settings/connections in your workspace
Apps
available in every workspace
Also known as
connect, oauth, link account, api

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.

Where
Settings → Personal → Digital Card (also Home → Set up my card, and Customers → My Card)
How
Open your profile, fill in the card, then share the link or QR.
Opens at
/settings/digital-card in your workspace
Apps
available when one of these apps is on: core-digital-card
Replaces
HiHello / Popl
Also known as
qr card, vcard, wallet pass, share my details, contact card, scannable profile, nfc card

Offline mode and sync

Keep working when the connection drops, changes queue locally and sync when you’re back.

Where
Everywhere; status shows in the top bar
How
Nothing to switch on: pending changes show a sync badge until they land.
Apps
available when one of these apps is on: core-offline-sync
Also known as
works offline, no internet, sync pending

Mobile and installable app

Get the Automo app for iPhone and Android.

Where
The App Store and Google Play
How
Download the Automo app from the App Store or Google Play.
Opens at
/help/install-app in your workspace
Apps
available in every workspace
Also known as
ios, android, install app, pwa, home screen, iphone, mobile app, phone app, app store, google play, download app

Automo Browser

A desktop browser with the platform and Automo Connect built in, including AI search as the default engine.

Where
Downloaded separately as a desktop app
How
Download and install the Automo Browser, then sign in.
Apps
available in every workspace
Also known as
desktop browser, chrome alternative, connect extension

Embeddable editor SDK

Embed the editors and the asset library inside your own product, white-labelled.

Where
Developer integration, SDK, not a page in the app
How
Use the embed SDK with credentials issued for your workspace.
Apps
available in every workspace
Who can use it
Developers with workspace credentials
Also known as
white label editor, iframe, sdk, embed canva

Regional data residency

Workspace data lives in your account’s region, US, EU or AP, across the platform’s regional deployments.

Where
Chosen on the sign-up page when you create your account
How
On the sign-up page, look for “Your data will be stored in” (suggested from your location) and press Change to pick another region before creating your account. Workspaces you add later are stored in the same region. For full region controls, such as pinning every record to a chosen region (US, EU, AP or AU) or moving an existing workspace, add Data residency to an Enterprise plan.
Apps
available in every workspace
Also known as
gdpr, eu data, where is my data, residency, sovereignty

Reset workspace data

Owner-only tool to clear a module’s data and start clean, without deleting the workspace.

Where
HR → Time & Attendance → Reset tab
How
Open the reset tab, pick what to clear, then confirm.
Opens at
/hr/time?tab=reset in your workspace
Apps
available in every workspace
Who can use it
Owner only
Also known as
delete all data, start over, wipe, danger zone

Give feedback and get support

Report a problem or suggest something without leaving the page, screenshots and context attach themselves.

Where
Sidebar → Help & feedback → Give feedback
How
Open Help & feedback and choose Give feedback.
Apps
available when one of these apps is on: core-feedback
Also known as
report a bug, contact support, suggestion, something is broken

What’s new announcements

Product news targeted to the apps you actually use, so you hear about what’s relevant.

Where
Help → What’s new
How
Open Help → What’s new.
Apps
available in every workspace
Also known as
changelog, release notes, updates

Migration history

A record of what was imported into this workspace and when, so a bad import can be traced.

Where
Settings → Migration history
How
Open the migration history from settings.
Opens at
/settings/migration-history in your workspace
Apps
available when one of these apps is on: core-migration-history
Who can use it
Admins
Also known as
import history, what did we import

Track print-on-demand orders you’ve placed, with status and reorder.

Where
Settings → Print orders
How
Open your print orders from the profile menu.
Apps
available when one of these apps is on: core-my-orders
Also known as
order status, reorder print, my orders

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.

Where
Settings → Security → Activity
How
Open the security settings and filter the activity log by person, category or date.
Opens at
/settings?tab=security in your workspace
Apps
available in every workspace
Who can use it
Owner / admin
Also known as
audit log, who changed this, activity history, compliance evidence, soc 2 evidence

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.

Where
Settings → Apps & Integrations → API tokens
How
Create a service token with the scopes you need, then call the API with it as a bearer token.
Opens at
/settings/connections in your workspace
Apps
available in every workspace
Who can use it
Admins
Also known as
api key, rest api, developer access, service account, integrate our systems

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.

Where
Settings → Profile → Language (and the language picker on the public site)
How
Choose your language in your profile; it applies everywhere you work.
Apps
available in every workspace
Also known as
translations, localisation, multi language, rtl, arabic, spanish, change language

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.

Where
Everywhere, follows your device and profile settings
How
Nothing to configure: set your zone in your profile and every date and time follows it.
Apps
available in every workspace
Also known as
timezone, different time zones, distributed team, global team, utc

Where things are in the menus

Every destination in the app's navigation, and what you find there.

Your landing page: what needs attention, your apps, and the onboarding checklist.

Where
Home section → Overview
How
Click Home in the top nav.
Opens at
/home in your workspace
Apps
available in every workspace
Also known as
dashboard, home page, start

Reusable proposal, quote, invoice and contract templates for the workspace.

Where
Settings → Workspace → Platform Templates
How
Open Platform Templates from Workspace settings.
Opens at
/settings/platform-templates in your workspace
Apps
available in every workspace
Also known as
campaign templates, document templates, platform templates

The browser extension plus email and WhatsApp channels for outbound. Administered from the Sales area; currently rolled out to internal workspaces.

Where
Marketing → Growth → Automo Connect (internal workspaces)
How
Ask your account team about access, it is not enabled for every workspace.
Apps
available in every workspace
Also known as
social extension, sdr ai, connect extension

Workspace name, logo, defaults and preferences.

Where
Settings → Workspace
How
Open Settings from the sidebar.
Opens at
/settings in your workspace
Apps
available in every workspace
Also known as
workspace settings, preferences

Members, invitations, roles and per-member overrides.

Where
Settings → Team
How
Open Settings → Team.
Opens at
/settings?tab=team in your workspace
Apps
available in every workspace
Also known as
invite, users, roles

Plan, seats, AI credits, invoices and upgrades.

Where
Settings → Billing
How
Open Settings → Billing.
Opens at
/settings?tab=billing in your workspace
Apps
available in every workspace
Also known as
subscription, upgrade, payment

Turn apps on or off and connect external services.

Where
Settings → Apps & Integrations
How
Open Settings → Apps.
Opens at
/settings/billing?tab=apps in your workspace
Apps
available in every workspace
Also known as
enable app, connect, integrations

The workspace brand applied across the product.

Where
Settings → Brand
How
Open Settings → Brand.
Opens at
/settings?tab=brand in your workspace
Apps
available in every workspace
Also known as
logo, colours, white label

SSO, two-factor, sessions and the audit trail.

Where
Settings → Security
How
Open Settings → Security.
Opens at
/settings?tab=security in your workspace
Apps
available in every workspace
Also known as
2fa, sso, audit

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