Getting started

This guide walks through the first 10 minutes in Lumis OS so you can get value right away.

1. Create your workspace

After signing up, you'll land in your first workspace. The workspace is the container for your contacts, companies, projects, tasks, and team members. You can rename it any time from Settings → Workspace.

2. Invite your team

Open Settings → Members and invite teammates by email. They'll get a magic link and join with the role you choose (Owner, Admin, or Member).

3. Bring in your data

• Import contacts and companies from a CSV via the Import wizard.
• Connect Gmail or Outlook to sync emails to the right contact.
• Connect Google or Microsoft Calendar to pull in upcoming meetings.

4. Try the AI assistant

Open Nebula from the sidebar and ask it anything — "what should I focus on today?", "draft a follow-up to Acme", "create a project for the website launch". It has context on your workspace and can take actions on your behalf.

5. Set up your first workflow

Workflows automate the boring parts. A common starter: when a contact is created, send them a welcome email and assign a task to follow up in 3 days. Build it in Settings → Workflows.