Documentation

User guide

How to use AutomataERP

Everything you need to know to build your system with the AI agent.

Introduction

AutomataERP is a platform where you describe what you need and an AI agent builds a real system for your business — CRM, point of sale, e-commerce, project manager, or whatever you imagine. Each project runs on its own Cloudflare worker with an isolated database.

No programming needed. You talk to the agent in Spanish or English, ask for changes, and it edits code, runs migrations, and deploys. You can inspect the data model, test endpoints, run SQL, browse code, and manage external integrations — all from one UI.

Who is it for?

  • Founders who need an internal system without hiring a full-time dev
  • Teams who want to iterate fast on an idea before investing in custom code
  • Agencies delivering MVPs to clients

Create your first project

  1. From the Dashboard, click "Create project".
  2. Choose a base template: CRM, Point of Sale, E-commerce, Agency, Car Dealership, Website, Blog, or "Blank" (empty system).
  3. Give it a name and an identifier (slug). The slug becomes part of the URL, like your-slug.tenants.automataerp.com.
  4. Optional: write a custom description. The agent reads it and adapts the base template (add fields, change language, etc.).
  5. Click "Create" and wait 30-60 seconds.

💡 The agent creates an admin account using your Automata email. The password is shown ONCE in the first chat message — save it.

Talking to the agent

Once the project is created, the left-side chat is your main interface. Type what you want to change or add in plain language:

  • "Add a WhatsApp field to contacts"
  • "Change the primary color to dark green"
  • "Build a monthly sales report"
  • "Integrate Stripe for payments"
  • "Make it responsive for mobile"

The agent edits code, runs migrations, deploys, and runs tests. You can attach screenshots (the agent sees them) or PDFs via the clip icon. If it gets something wrong, say "revert" or "fix X" and it will correct.

Tips for good prompts

  • Be specific: "make the save button blue" beats "improve the UI".
  • One change at a time: packing 10 requests into one message tends to get lost.
  • Use screenshots for visual issues — saves iterations.
  • If you see something broken, quote it exactly: "button X throws error Y".

Integrations

The Integrations tab in the studio has 4 sub-sections:

Connectors

Visual presets to integrate your system with external services (WhatsApp, Stripe, OpenAI, Anthropic, Kapso, etc.). Fill in the fields and the credentials become available to the agent as environment variables. You can also build your own custom connectors with whatever fields you want.

Endpoints

Auto-generated list of every endpoint in your API. You can try them directly from the UI (Try It), and export the full list to PDF with descriptions and curl examples — handy to hand off to an external integrator.

API Keys

Create tokens for external services to call your API. Each key is shown ONCE on creation — copy and hand off. You can revoke any key later.

Secrets

Raw environment variables. Useful when no Connector preset fits and you need to set a manual value.

Tools (Data and SQL)

The Tools tab has two sub-sections to inspect your database:

  • Data Model: visual diagram of all tables with columns and inferred relationships. Click any table to view its rows in a modal.
  • SQL: console to run queries directly against your D1. Has a "Help" button that generates example queries based on your actual schema (list tables, count rows, auto-detected JOINs, latest records, etc.). Cmd/Ctrl+Enter runs.

💡 Your project data is yours only. Nobody else on AutomataERP can see it.

Code

The Code tab lets you browse the worker files of your project. Read-only — changes happen through the agent chat. Features:

  • Collapsible file tree with sizes
  • Syntax highlighting (JavaScript, SQL, JSON, HTML, etc.)
  • "ZIP" button to download the whole source as a zip file
  • One-click copy of any file to clipboard

The code is 100% yours. You can export it and self-host wherever you want.

Launch to Production

Every project starts in an isolated Development environment. When you're ready, click the "Production" button in the selector at the top-right.

Launch creates a brand-new worker and database, separate from dev. It asks you whether to:

  • Copy data: rows from dev are duplicated to prod
  • Copy secrets: connector credentials and integration keys are copied
  • Copy API Keys: tokens for third parties keep working in prod

After launch, the Dev/Prod selector flips the whole studio view. Each environment has its own data and logs. To connect a custom domain, use the DNS tab that appears once prod is active.

Plans and billing

AutomataERP has monthly plans that give you a quota of agent messagesand a maximum number of active projects. Each message to the agent can run many internal actions — you count conversations, not clicks.

  • Free: 5 messages/mo, 1 project
  • Starter: 30 messages/mo, 2 projects
  • Pro: 100 messages/mo, 5 projects, production included
  • Business: 400 messages/mo, unlimited projects

See current usage and invoices at /billing. Invoices can be downloaded as PDF directly from Paddle (our payment processor, Merchant of Record).

FAQ

Do I own the code?
Yes, 100%. Download it as a ZIP from the Code tab whenever you want.
Can the agent access my data?
The agent reads/writes your tenant DB to make the changes you ask for. We never share data across projects or with third parties.
What model powers the agent?
Claude by Anthropic. Each message consumes tokens from your plan.
Can I use my own domain?
Yes. After launching to production, open the DNS tab and follow the steps.
What happens if I cancel?
Your code is still yours — you can export it. Projects go to "paused" but are not deleted.
What if the agent breaks something?
Use the "History" button at the top-right to roll back to any prior version with one click.