Luo Documentation

Luo is an AI-powered platform where you use AI to do your work. It builds custom tools, connects to your existing services, and creates a personalized workspace powered by AI.

What is Luo

Luo is a platform where you can use AI to do your work. It helps you complete tasks, builds you the tools you need to be more productive, and works with the tools you already use at work—email, calendars, CRM, project management, and more.

Rather than switching between applications or manually moving data between systems, you describe what you need and Luo builds it for you. Your workspace becomes a personalized operating system for your work, powered by AI.

What makes Luo different

Traditional software requires you to adapt to its design. Luo adapts to you. Tell the assistant what you need, and it creates custom features tailored to how you work. Need to change something? Just ask.

Luo is best at:

• Working with your data — pulling information from connected services, organizing it, and presenting it the way you need
• Doing tasks on your behalf — sending emails, creating calendar events, updating project trackers, and other routine work
• Simplifying multi-system workflows — combining data and actions across tools that don’t normally talk to each other

Next steps

• Key Concepts — understand Workspaces, the Assistant, and Features
• Getting Started — create your account and build your first workspace
• Ideas for your Workspace — see examples of what you can build

Key Concepts

Understanding these core concepts will help you get the most out of Luo.

Workspace

A workspace is where you work on Luo. It contains the features you’ve asked Luo to build for you—pages, dashboards, forms, and connections to your other tools.

Think of a workspace as a personalized application built around your specific needs. Unlike traditional software where you adapt to pre-built features, your workspace adapts to you.

Each workspace is self-contained. You can have multiple workspaces for different purposes—one for managing projects, another for tracking sales, another for coordinating events.

Assistant

The assistant is Luo’s AI, available in the right panel of your workspace. It helps you in two ways:

Getting work done — Ask the assistant to complete tasks like sending emails, looking up information, creating calendar events, or updating records. It can use your workspace features and connected integrations on your behalf.

Building your workspace — Describe what you need, and the assistant creates new features for you. It asks clarifying questions, builds the feature, and lets you iterate until it’s right.

The assistant understands the context of your workspace and is aware of available integrations and features.

Features

Features are the tools and pages in your workspace. They appear in the left sidebar, organized into groups. Examples include:

• A dashboard showing data from multiple sources
• A form for capturing and processing information
• A list or table for managing records
• A calendar view for scheduling

Features are created by the assistant based on your requests. You can always ask the assistant to modify, expand, or remove features as your needs change.

Data (Entities)

When you build features that store information—like a contacts list or project tracker—Luo creates data storage for you. These are sometimes called “entities.”

An entity is like a spreadsheet or database table. It has fields (columns) that define what information is stored. For example, a Contacts entity might have fields for name, email, phone, and company.

You don’t need to set these up manually. When you describe what you want to track, the assistant creates the right data structure for you.

Backend Logic (Backend APIs)

Behind every feature, there’s logic that makes it work—saving data, sending emails, filtering lists, or connecting to other services. These are sometimes called “backend APIs.”

You don’t interact with these directly. The assistant creates them automatically when building your features. They run securely in the background whenever you use your workspace.

Getting Started

Get up and running with Luo in a few steps.

Join the Waitlist

Join the waitlist at luo.app to get started. Once you get invited, you can create your account. After signing in, you’ll land in your personal Workspace.

Build out your workspace

A Workspace hosts custom functionality built to fit your needs.

1. Describe what you want to build to the AI assistant
2. The assistant generates workspace features based on your needs
3. Review what was created and iterate — ask the assistant to make changes, add features, or connect integrations
4. Use your workspace

Connect integrations

Workspaces become more powerful when connected to the services your team already uses. You can connect integrations like Google Drive, Gmail, Google Calendar, Figma, and more from your Workspace settings.

See the Integrations overview for a full list of available integrations and what they can do.

Get help

If you have questions or need support, reach out to us at support@luo.app.

Security

Luo is built from the ground up to be secure. Your data and workspaces are protected through multiple layers of security.

Workspace isolation

Each workspace is isolated from others. Your data never mixes with data from other users’ or organizations’ workspaces. This isolation ensures that your information remains private and protected.

Secure execution

When Luo runs the logic behind your features, it does so in a secure, isolated environment. This means:

• Your workspace cannot access other workspaces
• Code runs in controlled conditions with limited permissions
• Only your authorized integrations can be accessed

Integration security

When you connect an integration, you authorize specific permissions through the service’s official sign-in flow. Luo requests broad permissions necessary to support any specific function you may need in your workspace. Luo does not use your integration unless you build features into your workspace that use it or ask the assistant to use it. You can disconnect any integration at any time from your settings.

User integrations (like Gmail or Google Calendar) keep your credentials separate—other workspace members cannot access your connected accounts.

Data handling

• Your data is encrypted in transit and at rest
• Luo does not use your data to train AI models
• You maintain ownership of all content in your workspaces

Questions

If you have security questions or concerns, contact us at security@luo.app.

Your Workspace

Your workspace is your primary surface in Luo. It’s where you use the features the assistant has built for you and where you chat with the assistant to get work done.

The operating system for your work

Think of your workspace as an operating system for your work, powered by AI. Just as an operating system provides a foundation for running applications, your workspace provides a foundation for custom tools tailored to your needs.

Your workspace contains:

• Features — pages, dashboards, forms, and other tools built for you
• Data — information stored in your workspace (like contacts, projects, or tasks)
• Integrations — connections to services like Gmail, Google Drive, Slack, and more

Workspace layout

When you open your workspace, you’ll see three areas:

• Left sidebar — navigation showing all your features, organized into groups. Click to open different features.
• Center area — displays the feature you’re currently using
• Right panel — the assistant, ready to help you work or build new things

Your workspace always includes a Home page as your starting point.

Working in your workspace

You can interact with your workspace in two ways:

1. Use features directly — click on items in the left sidebar to open them. Interact with forms, tables, buttons, and other elements.

2. Ask the assistant — use the chat panel on the right to perform tasks, look up information, or ask for new features to be built.

Both approaches work together. You might browse a list of contacts in a feature, then ask the assistant to send an email to one of them.

Multiple workspaces

You can create multiple workspaces for different purposes. For example:

• A workspace for managing client projects
• A workspace for tracking personal tasks
• A workspace for coordinating team schedules

Each workspace has its own features, data, and integration connections. Access all your workspaces from the My Workspaces page.

The Assistant

The assistant is how you interact with Luo. It’s available in the right panel of your workspace, ready to help you get work done and build new functionality.

What the assistant can do

The assistant has access to your workspace and all connected integrations. You can ask it to:

• Complete tasks — send emails, create calendar events, update records, and other day-to-day work
• Find information — look up data in your workspace or connected services
• Build new features — create pages, forms, dashboards, and other tools you need
• Modify your workspace — add fields, change layouts, connect integrations
• Search the internet — find information to help with your work

How to work with the assistant

Communicate using natural language. You don’t need specific commands or syntax—just describe what you want.

Examples:

• “Show me all overdue tasks”
• “Send an email to the project team with this week’s update”
• “What meetings do I have tomorrow?”
• “I need a way to track customer feedback”
• “Add a priority field to my projects”

The assistant will ask clarifying questions if it needs more information.

Building through conversation

When you need new functionality, just describe it to the assistant. You might say:

• “I need a dashboard showing my team’s workload”
• “Create a form for submitting expense reports”
• “Build me a contacts list I can search and filter”

The assistant will ask questions to understand what you need, then build it for you. The new feature appears in your left navigation when it’s ready. You can always ask the assistant to make changes later.

Conversation sessions

The assistant maintains conversation history in sessions. You can have multiple sessions per workspace, and they persist across logins. This means you can return to a previous conversation and continue where you left off.

Sessions are automatically titled based on the conversation content to help you find them later.

Building Features

Features are the pages and tools that make up your workspace—dashboards, forms, lists, and other interfaces. You create them by chatting with the assistant.

How to build a feature

To build something new, describe what you need to the assistant. Be as specific or as general as you like—the assistant will ask follow-up questions to fill in the details.

Examples of starting prompts:

• “I need a way to track my sales pipeline”
• “Build me a dashboard for monitoring project deadlines”
• “Create a form for logging customer feedback”
• “I want to see my calendar and tasks in one place”

You can also click New Feature in the left sidebar to start building.

The building process

When you request a feature, the assistant works with you through a conversation:

1. Understanding requirements — the assistant asks questions about what you need, what information is involved, and how you want things to work

2. Building — based on your answers, the assistant creates the feature

3. Review — the new feature appears in your left navigation. Open it and try it out.

4. Iteration — if something isn’t right, tell the assistant what to change

This process is conversational. You don’t need to specify everything upfront—the assistant guides you through the decisions that matter.

What gets created

When you build a feature, Luo creates several things behind the scenes:

• Pages — the screens you interact with
• Data storage — places to keep the information your feature works with (sometimes called “entities”)
• Logic — the functions that make your feature work (sometimes called “backend APIs”)

You don’t need to worry about these technical details. The assistant handles them based on what you describe.

Iterating on features

Features are never final. You can return to any feature and ask the assistant to modify it:

• “Add a column for due dates”
• “Change the chart to show weekly instead of monthly”
• “Remove the email field from this form”
• “Connect this to my Google Calendar”

Your data is preserved when you make changes—only the structure and interface update.

What features can include

Features can combine multiple capabilities:

• Data displays — tables, charts, lists, cards
• Input forms — collect and process information
• Integrations — pull data from or send data to connected services
• Interactive elements — buttons, filters, search

The assistant determines the right combination based on what you’re trying to accomplish.

Getting the Most from Your Workspace

Your workspace becomes more valuable the more you use it. Here are ways to get the most out of what you’ve built.

Let the assistant work for you

You don’t always need to click through features to get things done. Just ask the assistant.

For example, if you have a contacts feature, you can ask:

• “Find the email address for John at Acme Corp”
• “Add a new contact: Sarah Chen, Product Manager at TechCo”
• “Show me all contacts I added this month”

The assistant accesses your features and integrations to complete these requests without you navigating to specific screens.

Combine features and assistant requests

Use features for visual, structured work—browsing dashboards, filling out forms, managing lists. Use the assistant for quick tasks—looking up information, making updates, or taking actions.

The two approaches complement each other. A project tracking feature gives you a visual overview; asking the assistant “what’s overdue this week?” gives you a quick answer without leaving your current context.

Build incrementally

You don’t need to build your entire workspace at once. Start with one feature that addresses an immediate need. As you use it, you’ll discover what else would be helpful.

Common progression:

1. Start with a simple list or dashboard
2. Add integrations to pull in live data
3. Build input forms to capture information
4. Create additional views for different purposes

Each addition makes your workspace more capable without requiring you to start over.

Review and refine

Periodically review your workspace:

• Are there features you don’t use? Ask the assistant to remove them.
• Are there tasks you do repeatedly that could be streamlined?
• Has your workflow changed in ways your features don’t reflect?

The assistant can help you reorganize your workspace as your needs evolve.

Sharing Your Workspace

You can invite others to use your workspace with you. This is useful for teams who want to collaborate using the same custom tools and shared data.

Inviting collaborators

To share your workspace, invite team members by email from your workspace settings. When they accept the invitation, they gain access to the workspace.

Shared workspaces appear in each member’s My Workspaces page with an indicator showing who shared it.

What gets shared

When multiple people use a workspace:

• Features are visible and usable by everyone with access
• Data within the workspace is shared across all members
• Workspace integrations (like Slack or Linear) use shared credentials
• User integrations (like Gmail or Google Calendar) remain personal—each person uses their own account

Use cases for shared workspaces

Teams commonly share workspaces for:

• Project management — tracking tasks, deadlines, and progress across the team
• Client management — maintaining shared records and communication history
• Operations — coordinating schedules, resources, and workflows
• Reporting — dashboards and views that the whole team references

Managing access

Workspace owners can:

• Invite and remove members
• View who has access
• Manage workspace settings

Access your workspace settings from the Settings option in the left sidebar.

Ideas for Your Workspace

Not sure what to build? Here are examples of workspaces that Luo users create. Use these as inspiration or starting points for your own.

Sales and CRM

Pipeline tracker — A visual board showing deals at each stage, with the ability to move them through your sales process. Connect to your email to communicate to prospects.

Meeting prep assistant — Before calls, get a summary of your history with the contact, their company details pulled from the web, and suggested talking points based on where they are in your pipeline.

Follow-up manager — Track which prospects need follow-up, when you last contacted them, and what the next step should be. Get reminders when deals go cold.

Project management

Cross-tool dashboard — See tasks from Linear, events from Google Calendar, and files from Google Drive in one view organized by project.

Weekly status generator — Pull recent activity from your project tools and draft a status update email for stakeholders. Review and send with one click.

Resource scheduler — Track who’s working on what across projects. See availability and workload at a glance.

Personal productivity

Daily briefing — Start your day with a summary of today’s meetings and tasks due.

Reading list manager — Save articles and documents to read later. The assistant can summarize them and extract key points when you’re ready.

Meeting notes processor — After a meeting, paste your notes and have the assistant extract action items, send follow-up emails, and create tasks in your project tracker.

Operations

Approval workflow — Create a form for requests (time off, expenses, purchases) that routes to the right approver and tracks status.

Onboarding checklist — A structured process for bringing on new team members, tracking completion of each step, and automatically sending relevant communications.

Inventory tracker — Monitor stock levels, get alerts when items run low, and track orders and deliveries.

Customer success

Account health dashboard — See engagement metrics, support tickets, and renewal dates for each customer in one place.

Feedback aggregator — Collect feedback from multiple channels (email, forms, support tickets) and categorize it to identify trends.

Renewal reminder system — Track contract dates and automatically begin outreach sequences at the right time before renewal.

Getting started

Pick one idea that matches an immediate need. Describe it to the assistant in your workspace, and iterate from there. You can always expand or pivot as you learn what works best for your workflow.

Integrations

Integrations bring the tools you use in your job to Luo. When you connect an integration, your workspace and assistant can read data from, write data to, and take actions in these services—all without leaving Luo.

Available integrations

Airtable Apollo Asana Attio Calendly Clerk Fal Figma Glean Gmail Gmail Reader Google Calendar Google Contacts Google Docs Google Drive Google Forms Google Meet Google Sheets Google Slides HubSpot Hunter Linear LinkedIn Mailchimp Microsoft Teams Mixpanel Monday.com Notion OneDrive Outlook Calendar Outlook Mail Pipedrive Salesforce SendGrid Shopify Slack Typeform Visma Otta

GitHub Coming soon

Intercom Coming soon

Integration types

Workspace integrations connect at the workspace level with shared credentials. Everyone in the workspace uses the same connection. Examples include Slack and Linear.

User integrations connect with your personal account. Each person authorizes their own access. Examples include Gmail, Google Calendar, and Figma. This keeps your personal data separate from other workspace members.

Connecting an integration

When you or the assistant tries to use a service that isn’t connected yet, you’ll be prompted to authorize access through the service’s sign-in flow. You can also connect integrations proactively from your workspace settings.

You can disconnect any integration at any time.

Airtable

Connect Airtable to your Workspace to manage bases, tables, and records.

What Luo can do

• List bases and view table schemas
• List, create, update, and delete records
• Create tables and manage fields
• Add comments to records

Attio

Connect Attio to your Workspace to manage your CRM data directly from Luo.

What Luo can do

• Manage people, companies, and custom objects
• Query and update pipeline lists and entries
• Create notes and tasks linked to records
• Search and filter CRM records
• View and manage comment threads on list entries
• Access meetings and call recordings with transcripts
• List workspace members

Figma

Connect Figma to your Workspace to access designs and collaborate on visual assets.

What Luo can do

• Browse Figma files and their structure
• Export design elements as images (PNG, JPG, SVG, PDF)
• Read, post, and delete comments on designs
• React to and resolve comments
• Access components and styles from files and team libraries
• View file version history
• Manage dev resources (code links) attached to design nodes

Gmail

Connect Gmail to your Workspace to send emails.

What Luo can do

• Send emails with full formatting support (HTML and plain text)
• Attach files to outgoing emails

Google Calendar

Connect Google Calendar to your Workspace to manage events and scheduling.

What Luo can do

• View all your calendars
• Create, update, and delete events
• Quick-add events from natural language descriptions
• Move events between calendars
• Manage attendees and send notifications
• Query free/busy information
• Create Google Meet links

Google Contacts

Connect Google Contacts to your Workspace to search and access contact information.

What Luo can do

• Search personal contacts by name or email
• Browse auto-saved contacts from email interactions
• Search domain directory (Google Workspace organizations)
• List all contacts and contact groups
• Get detailed information for specific people

Google Docs

Connect Google Docs to your Workspace to create and edit documents programmatically.

What Luo can do

• Create new documents with initial content
• Read document structure and navigate by outline
• Find and replace text with optional formatting
• Work with tables (insert rows/columns, style cells, merge)
• Apply paragraph and text styles
• Manage headers and footers

Google Drive

Connect Google Drive to your Workspace to manage files directly from your tools.

What Luo can do

• Browse and list files in your Drive that you have granted access to
• Create new files and folders
• Read file contents (auto-exports Google Workspace files)
• Update file content or metadata
• Share files publicly and manage sharing permissions
• Delete files

Google Sheets

Connect Google Sheets to your Workspace to read and manage spreadsheet data.

What Luo can do

• Create new spreadsheets
• Read and write values to cell ranges, including batch operations
• Append values after existing data
• Add, copy, delete, and duplicate tabs within sheets
• Configure sheet properties like frozen rows and visibility
• Find and replace with regex support
• Sort ranges by column
• Format cells (bold, colors, borders, number formats)
• Insert and delete rows and columns
• Merge cells and auto-resize columns

HubSpot

Connect HubSpot to your Workspace to manage your CRM data directly from Luo.

What Luo can do

• Manage contacts, companies, deals, and tickets
• Work with products and line items
• Manage deal and ticket pipelines
• Create and update associations between records
• Read and write custom properties
• Discover property schemas for any object type

Linear

Connect Linear to your Workspace to manage projects, issues, and workflows.

What Luo can do

• List and search teams, projects, and issues
• Create, update, and archive issues and projects
• Manage workflow states and labels
• Add comments and attachments to issues
• Track cycles (sprints)
• Create, update, and delete initiatives
• Create, update, and delete milestones
• List team members and users

Mixpanel

Connect Mixpanel to your Workspace to query product analytics data from Luo.

What Luo can do

• Run JQL queries against your Mixpanel data
• List event names and fetch top events
• Query segmentation trends
• List saved cohorts
• Query People profiles with cohort and property filters
• Analyze product analytics without leaving Luo

Monday.com

Connect Monday.com to your Workspace to manage boards and items from Luo.

What Luo can do

• Manage boards, items, columns, and groups
• Create and update items with column values
• Read and write updates on items
• Search and filter items by column values
• Browse and read documents (workdocs)
• Create and list subitems
• Duplicate and archive items

Notion

Connect Notion to your Workspace to manage pages and databases from Luo.

What Luo can do

• Search and browse pages
• Create and update page content using Markdown
• Archive and restore pages
• Query databases and manage database items
• Read page properties and metadata

Slack

Connect Slack to your Workspace to read and send messages, manage channels, and trigger AI-powered tasks — all without leaving Slack.

Connect Slack to Luo

1. Open your workspace in Luo.
2. Go to Settings → Integrations.
3. Find Slack and click Connect.
4. Sign in to your Slack workspace and authorize Luo.

Once connected, Luo can read and act on your Slack workspace. You can also mention @Luo in any channel to trigger tasks directly from Slack — Luo streams progress and results back to the thread in real time.

What Luo can do

Messages

• Read channel message history and thread replies
• Send messages to channels and DMs
• Reply to threads
• Edit and delete messages sent by Luo
• Schedule messages for future delivery
• Upload and share files (images, PDFs, CSVs, and more)

Channels

• List channels in your Slack workspace
• Create new public or private channels
• Invite users to channels
• Set channel topics
• Archive channels

Users & reactions

• Look up user profiles by name or email
• List workspace members
• Add and remove emoji reactions on messages

Permissions

Luo requests the following Slack OAuth scopes:

You can disconnect Slack from your workspace at any time in Settings → Integrations.