1. Create an account
Sign up at erdo.ai. You’ll land in your organization’s workspace — your team shares it, with permissions controlling who can see and do what.2. Add some data
In the sidebar, open Setup → Data & connections, and pick how to bring data in:- Upload a dataset — drop in a CSV or Excel file to get going immediately.
- Connect a source — under Data & connections, link a database, Google Workspace, Slack, or another tool. Sign in and authorize; the connection is private to you and encrypted.
3. Ask for the outcome
On Home, ask for what you want in plain language. Be specific about the outcome — Erdo figures out the steps. You do not need to choose or configure an agent first.
“From my signups dataset, show new signups by plan for last month and flag
anything that looks off.”
Erdo connects to your data, does the analysis, and shows the result —
tables, charts, and its reasoning — right in the conversation.
4. Turn it into something durable
From the same conversation, keep going:- Build a page — “Turn this into a dashboard I can share with the team.” Erdo produces a live page wired to your data.
- Automate it — have Erdo re-run on a schedule so the report refreshes on its own. See Activity.
5. Stay in control
As Erdo works, it will propose things — knowledge to remember, or actions that change data or reach outside Erdo. You will see decisions in Activity and approval prompts in the relevant conversation. Nothing consequential happens without your sign-off. See Review and approvals.Use Erdo outside the app
You don’t have to work in the web app, and you don’t have to write code:- MCP server — connect Claude, Cursor, or any MCP client to your data
- CLI — drive Erdo from your terminal or an AI coding session