The platform
Built for every team in your business
Your business, fully connected.
Lumio connects your departments, automates the admin that's eating your team's time, and surfaces the insights that actually matter — without any code.
Built for growing businesses across Professional Services, Education, Healthcare, Recruitment, SaaS, and more. 10 to 500 people.
How it works
Up and running in under 30 minutes
Connect your tools
Authorise your existing apps in a few clicks. OAuth connections — no API keys to manage, no developer needed.
Pick your workflows
Browse 150 pre-built workflows across 14 departments or build your own in the drag-and-drop editor. Each one shows exactly what it does before you activate it.
Go live in 30 minutes
Lumio starts running immediately. Your dashboard goes live. Your team stops doing things manually.
Departments
Purpose-built for every team
Whether you're in professional services, education, healthcare, recruitment, or SaaS — every department works the same way in Lumio.
HR & People
5 workflows included
From offer accepted to day one — and everything after. Lumio makes sure nothing gets missed, no matter how busy the team is.
Name entered once → M365, Teams, payroll, training all provisioned automatically.
Request → Slack approval → calendar blocked → payroll notified. All in one flow.
Last day set → accounts deactivated, equipment flagged, payroll end date set, exit survey sent.
Live headcount dashboard updated automatically from your HR system.
DocuSign completions sync to HR record and payroll instantly.
Key integrations for HR & People
What you get
- Live dashboard updated in real time
- Workflows run in the background automatically
- Alerts sent to Slack when action needed
- Full audit trail of every automation
- AI-generated summaries and reports
Beautiful, live dashboards.
Built for your partners and suppliers.
Give your partners, funders, and suppliers their own real-time window into the data that matters to them — without a single manual report ever again.
Lumio builds fully custom dashboards for any third-party relationship — government funders, reseller partners, suppliers, investors, or clients. Each dashboard is live, branded, role-gated, and exportable. What used to take your team a week to pull together every month is now available 24/7 at the click of a button.
Real-time API connection
Your dashboard pulls live data directly from your systems — HubSpot, Xero, your portal, Snowflake, wherever your data lives. No exports. No manual updates. Always current.
One-click PDF reports
Every dashboard has a built-in Export PDF button. Monthly reports that used to take a week to compile are generated in seconds — perfectly formatted, fully branded.
Secure, gated access
Each partner gets their own login. They only see their data. Fully isolated, fully secure — powered by Supabase Auth with role-based permissions.
Built to your exact spec
Every dashboard is built from scratch for your specific relationship — your metrics, your layout, your branding. Tabbed navigation, charts, trend lines, monthly comparisons, AI highlights — whatever you need.
Revenue & forecasting charts
Client acquisition vs churn, revenue by department donut, Q2 forecasting with variance analysis, and market intelligence cards — all built-in Recharts visualisations.
Team cards & org chart
Panini-style employee cards with ratings, stats and department colours. Smart org chart auto-detects hierarchy from job titles. Photo Frame widget with drag-to-reposition.
Real example
DfE NELI Programme Dashboard
OxEd & Assessment reports to the Department for Education on the NELI programme — 10,973 registered schools, 50,052 pupils assessed, 76,567 course completions across Academic Year 2025/26. Previously this report took the team one week every month to compile manually. The Lumio DfE dashboard makes every metric available live, 24/7, with monthly trend charts, AI-generated highlights, a full data table, and one-click PDF export. The DfE can log in any time and see exactly where the programme stands — without a single email or spreadsheet.
10,973
Schools
50,052
Pupils Assessed
76,567
Course Completions
1 wk/mo
Previously to report
Live 24/7
Now
What's included
- Custom design matched to your brand or your partner's brand
- Live API data connections — HubSpot, Xero, Snowflake, custom APIs
- Tabbed navigation — Programme Overview, Delivery, Engagement, Trends, Full Data Table
- Interactive charts — bar, line, area, pie — switchable per section
- Month-by-month trend tables with colour-coded changes
- AI-generated key highlights updated each reporting period
- One-click PDF export — boardroom-ready in seconds
- Role-gated secure login — each partner sees only their data
- Mobile responsive — works perfectly on any device
- Hosted on your Lumio platform — no extra infrastructure needed
We build dashboards for every kind of third-party relationship
Government & Funders
Programme performance, spend reporting, KPI tracking for grant-funded programmes
Reseller Partners
Customer health, MRR, commission tracking, referral pipeline
Suppliers
Order status, delivery tracking, invoice reconciliation, stock levels
Investors
MRR, ARR, churn, headcount, runway — all live, all accurate
Enterprise Clients
Usage reports, SLA compliance, support metrics, ROI tracking
Internal Divisions
Cross-department performance for multi-site or multi-brand businesses
Need a custom dashboard for a partner or funder?
Tell us what you need — we'll scope it and have a prototype in front of you within 5 working days.
AI that actually understands context
Most automation tools just move data from A to B. Lumio uses Claude to understand what the data means — and act on it intelligently. Every AI-powered step is configurable, reviewable, and logged.
Lead scoring
Hot / warm / cold classification based on your ICP criteria, updated as new signals arrive.
Proposal drafting
Tailored proposals generated from your CRM notes. Not templates — actual context.
Invoice chasing
Personalised chase emails that sound human, with tone adjusted by payment history and days overdue.
Health scoring
RAG status calculated daily from usage, support, NPS, and engagement signals.
Weekly summaries
Plain-English reports generated for finance, support, and pipeline — every Monday, automatically.
Recovery planning
When an account turns Red, Claude drafts a personalised recovery plan from account data.
Executive Insights
KPI strip, 12-week revenue trend chart, pipeline by stage, business health score gauge, activity feed, and team performance leaderboard — all in one dashboard.
Team Intelligence
FIFA-style staff cards, smart org chart with hierarchy detection, Staff Today availability view, and Company Info — all auto-generated from your data.
Morning Briefing
Compact banner with voice briefing: meetings, tasks, urgent items, and personalised AI summary read aloud via ElevenLabs or Web Speech.
AI-powered tabs
Quick Wins, Daily Tasks, Insights, Don't Miss — each tab AI-generated from your connected tools, refreshed daily, personalised to your role.
3 accounts showing reduced login activity in the last 14 days. Renewal within 60 days. Recommend proactive outreach this week.
Q4 pipeline is 23% below target. October MQL volume was down — check campaign spend and MQL handoff speed.
2 invoices overdue by 30+ days totalling £8,400. Auto-chase sent. Recommend a personal call to both contacts.
1 new joiner starting Monday. M365 account provisioned. Equipment delivery confirmed for Friday.
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 has a workflow for it. Built by experts, activated in minutes, running forever.
Every department covered
Featured workflows
HR-01 New Joiner Onboarding
New employees arrive on Day 1 with everything ready. Zero IT tickets, zero emails to chase.
SA-02 Lead Qualification
Every lead scored and routed in seconds. Sales team focuses only on the right people.
SA-03 Proposal Generation
Boardroom-quality proposals in 90 seconds.
AC-01 Invoice Generation
Every invoice generated, sent, and tracked automatically.
AC-10 Cash Flow Forecasting
Cash position always visible 13 weeks ahead.
EX-01 CEO Daily Briefing
CEO starts every day informed in 2 minutes.
OP-WIKI-01 Wiki Builder
NEWInternal wiki generated from Notion, Confluence, Slack and files — live in minutes.
OP-FAQ-01 FAQ Builder
NEWFAQ auto-generated from Zendesk tickets and your knowledge base. Stays updated automatically.
HR-EVENTS-01 Team Events
NEWDescribe the event, headcount, and budget — get ranked venues with ratings and a ready-to-send enquiry.
Every Lumio workflow is engineered to handle real-world complexity — edge cases, failures, retries, and branching logic included. This isn't a Zapier zap. This is production-grade automation.
How it works
Each workflow is engineered, tested, and maintained for you. Activate in your dashboard. That's it.
Integrations
Works with the tools you already use
Native integrations that connect in minutes. No webhook configuration. No API docs to read.
HubSpot
CRM
Salesforce
CRM
Xero
Finance
QuickBooks
Finance
Microsoft 365
Productivity
Google Workspace
Productivity
Slack
Comms
Resend
FutureLearn
Learning
DocuSign
Legal
Typeform
Forms
Intercom
Support
Zendesk
Support
Mailchimp
Marketing
Zapier
Automation
Make
Automation
+ 24 more coming in 2025–26
Security
Built with your data in mind
GDPR compliant
Data processed and stored in the UK and EU. Data processing agreements available for all customers.
SOC 2 alignment
Infrastructure designed to meet SOC 2 Type II requirements. Security questionnaire available on request.
SSO & SCIM
Microsoft and Google SSO included on Enterprise plans. SCIM provisioning available for large orgs.
Full audit logs
Every workflow run, every AI action, every data access — logged and searchable. Forever.
Business data expertise
We understand your operational data, compliance requirements, and the regulatory landscape. Built for real business processes, not generic assumptions.
99.9% uptime SLA
Enterprise plans include a contractual SLA. Status page publicly available at all times.
See it in action
30-minute demo. We'll walk you through the platform with workflows relevant to your team.