Your business, fully connected.
Stop doing it manually. Start running on Lumio.
Lumio connects every tool your business runs on and automates the work between them. HR, Sales, Marketing, IT, Operations, Support — all running automatically from one intelligent dashboard. Founding-customer waitlist opens late 2026.
The problem
Sound familiar?
Every growing business we've spoken to is doing the same things manually. Here's what Lumio will do instead.
❌ Without Lumio
New customer? Update 7 systems manually.
CRM, billing, portal, email, onboarding doc, calendar, comms — each one by hand. Takes 45 minutes per customer. Someone always misses one.
✓ With Lumio
Deal closed → everything done in 90 seconds.
❌ Without Lumio
New joiner? Email IT, HR, and payroll separately.
Three separate requests. Someone forgets to CC payroll. The account is set up on day 3. The new hire sits idle on day 1.
✓ With Lumio
Name entered once → everything provisioned.
❌ Without Lumio
Invoice unpaid? Chase by hand every 10 days.
Copy the invoice. Find the contact. Write a polite-but-firm email. Hope you remembered to check your accounting platform. Repeat until paid or given up on.
✓ With Lumio
Accounting platform flags it → Claude chases it → done.
Pre-built workflows on roadmap
Departments covered
Avg. workflow run time
Data hosting
One platform
Every department, automated
Click a department. Pick a workflow. See exactly how Lumio will run it.
Workflows
New Joiner Onboarding
Automation steps
Name, role, department auto-filled
Role-based permissions applied
Start date, salary, tax code set
Based on role and department
Claude personalises to their role
With checklist of what's done
Outcome
New hire is productive from day one. Zero IT tickets. Zero missed steps.
Stop doing things manually.
Start running automatically.
Every process that eats your team's time — Lumio will automate it. Completely.
Your entire sales cycle. Fully automated.
From first lead to signed contract — Lumio handles every step without your team lifting a finger.
6 sales workflows. Zero manual steps.
- New lead → Claude scores it hot / warm / cold in seconds
- Hot lead → Slack alert fires, rep assigned, nurture sequence starts automatically
- Demo booked → personalised follow-up email drafted and sent within minutes
- Deal won → customer portal created, invoice raised, welcome sequence launched — all in 90 seconds
- Deal lost → win-back email automatically queued for 45 days later
Social media, content, campaigns. All on autopilot.
Your marketing runs itself. Lumio plans, schedules, publishes and reports — while your team focuses on strategy.
Never miss a post. Never chase a report. Ever again.
- Content calendar auto-populated from your campaign themes
- Social posts drafted by Claude, scheduled across all platforms simultaneously
- Lead scores updated in real time as prospects engage with content
- Email campaigns triggered automatically based on behaviour
- Monthly performance report generated and sent without anyone touching a spreadsheet
New team member? Every system updated in 2 seconds.
Stop adding people to 6 different systems one by one. Type a name once — Lumio does the rest.
What used to take 45 minutes now takes 2 seconds. Across every system.
- Microsoft 365 or Google Workspace account created automatically
- Collaboration tools access provisioned instantly
- Training platform enrolled in seconds
- Payroll record created without HR touching finance
- IT asset register updated, equipment request sent
- When they leave — all access revoked across every system simultaneously
Trial set up in 2 seconds. Prospect has instant access.
Stop making prospects wait. The moment a trial is created — they're in.
From trial created to prospect logged in: under 10 seconds.
- Trial created → portal environment spun up instantly
- Welcome email with login credentials sent automatically
- Day 3 check-in email triggered — personalised by Claude
- Day 7 engagement report generated — shows exactly what they've done
- Trial ending → conversion email sequence starts automatically
- Convert to customer → full onboarding fires immediately — zero manual steps
Stock, orders, suppliers. Managed automatically.
Lumio watches your stock levels, raises orders before you run out, and keeps your operations running without anyone chasing anything.
Operations that used to need a full-time coordinator. Now handled automatically.
- Stock levels monitored in real time — alerts fire before you run out
- Purchase orders automatically drafted when stock hits reorder point
- Supplier emails sent automatically with correct quantities
- Delivery confirmations logged and stock levels updated instantly
- Weekly operations report generated and sent every Monday morning
- Supplier invoices matched to purchase orders automatically — no manual reconciliation
Project Management — Built for Every Team
Plan sprints, track OKRs, manage your product roadmap and keep every project on time — all in one place.
The project management tool your whole business actually uses.
- Kanban board with drag-and-drop task management across sprints
- OKR tracking — set objectives, track key results, keep teams aligned
- Product roadmap — quarterly timeline view with initiative tracking
- Sprint planning with burndown charts and velocity tracking
- RICE-scored backlog prioritisation (Reach × Impact × Confidence ÷ Effort)
- Risk register — probability/impact matrix with mitigation tracking
- Team capacity dashboard — workload, utilisation and skill mapping
- AI-powered PM summary — daily intelligence briefing on all projects
150 workflows. 14 departments.
Running automatically from day one.
HR · Sales · Support · Trials · Finance · Customer Success · Marketing · IT · Operations · Legal · Executive · Procurement · Analytics · Projects
Join the waitlistEvery answer. Instantly.
Lumio Insights will give every person in your business the data they need — filtered by role, department, and region — without waiting for a report.
Full company health score, MRR trends, headcount, top customers, and workflow efficiency — all in one view.
Team performance, SLA compliance, workflow completion rates, and open actions — filtered by your department.
Revenue, outstanding invoices, MRR, ARR projection, and overdue breakdown — real numbers, live.
Workflow run stats, error rates, automation ROI, and system uptime — so you always know what's running.
Key features
Workflow library
150 workflows. 14 departments. Every part of your business, automated.
From the moment someone applies for a job to the moment a customer renews — Lumio will have a workflow for it. Built by experts, activated in minutes, running forever.
Featured workflows
HR-01 New Joiner Onboarding
New employees arrive on Day 1 with everything ready. Zero IT tickets, zero emails to chase.
SA-03 Proposal Generation
Boardroom-quality proposals in 90 seconds.
AC-08 VAT Return Preparation
VAT returns compiled and filed automatically. No scramble at quarter end.
TR-03 Trial Usage Monitoring
Sales knows which trials are hot before they go cold.
MK-04 SEO Content Engine
Content pipeline running on autopilot.
EX-01 CEO Daily Briefing
CEO starts every day informed in 2 minutes.
OP-WIKI-01 Wiki Builder
Internal wiki generated from your connected documentation tools — live in minutes.
OP-FAQ-01 FAQ Builder
FAQ auto-generated from your support ticket history. Updated every time your docs change.
HR-EVENTS-01 Team Events
Describe the event, headcount, and budget — get ranked venues with ratings and a ready-to-send enquiry.
Activate in one click
Connect your tools, pick a workflow, turn it on. It will run automatically from that moment.
Customise anything
Every workflow is editable in the visual builder. Change triggers, steps, AI prompts, recipients — everything.
New workflows weekly
We'll ship new workflows every week. All customers get access the day they launch — at no extra cost.
Why Lumio
One AI-native platform. Not a stack of tools.
Replace the stack of disconnected tools modern teams stitch together with one AI-native platform. CRM, team intelligence, department workflows and board reporting share the same data from day one — no brittle integration layer, no copy-paste between tabs.
Lumio CRM — built into the platform.
Contact enrichment, pipeline, deals, renewals and ARIA intelligence — connected to every Lumio workflow. No per-seat licence fee. Your data, your platform, deployed on your infrastructure if you want it that way.
Join the waitlistA UK-first operating system for schools.
MIS sync, Google + Microsoft SSO, SEND, safeguarding, parent engagement and staff ops — built for the realities of UK schools, not adapted from generic edtech.
Join the Schools waitlistReady to stop doing things manually?
Lumio Business opens its waitlist for founding customers in late 2026. Add your email now and we'll tell you the moment it's live.
AI briefings across Lumio are powered by Claude from Anthropic.