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Getting Started

Creating your account​

OutDo uses email and password authentication. To get started:

  1. Open the OutDo application on your device (desktop, tablet, or mobile).
  2. On the login screen, enter your email address and password.
  3. Click Sign in.

If you don't have an account yet, you can either register yourself in the OutDo Portal or accept an invitation from an organization administrator. See First use: two paths below for what happens in each case.

After signing in, you'll be redirected to the Organization selector — or, if you are a kiosk user, directly to your pre-configured workspace.

First use: two paths​

What you see right after creating your account depends on how you got in.

You registered yourself​

If you signed up in the OutDo Portal and don't belong to any organization yet, the portal opens a wizard instead of the usual selectors:

  1. Name your company. Type the name in Nome da empresa (Company name) and click Continuar (Continue). It's the only required field, and you can rename it later from settings. This step also tells you which plan the organization starts on.
  2. Bring what you already have (optional). Describe how you work in Como trabalha hoje? (How do you work today?) add your spreadsheets, and click Continuar (or Continuar sem dados, Continue without data). There is nothing to review: see Bring your data below.
  3. Pick your modules. Under O que quer gerir primeiro? (What do you want to run first?) tick the modules that arrive in your workspace ready to use, and click Continuar. You can add others later.
  4. Invite your team. Type the email addresses of the people joining you and click Continuar, or move on with Convidar depois (Invite later).
  5. Wait for the organization to be born. The server creates the organization, the core, the modules you chose and, if you brought data, the tailored module (from seconds to about two minutes) and shows each part getting ready. No new login: the portal hands you off to the app, which shows an arrival screen and opens your new workspace.

Bring your data​

Write what you want in Como trabalha hoje? and add CSV or XLSX files. PDFs stay for the app's extraction. When the organization is created, OutDo builds a module around your sheets, with tables, views and menu entries, and there is no review step. The first 5,000 rows of each sheet arrive at once; the rest follow shortly after, once the app is open.

The organization starts on a 14-day Pro trial with 300 AI credits, and the organization trial banner shows what is left. If a plan limit is reached, OutDo tells you. See Organizations & Workspaces for details.

If you're using the OutDo client and haven't created an organization yet (for example, you signed in without going through the portal onboarding), you'll see a similar welcome prompt with a single Criar a minha organização (Create my organization) button that opens the portal onboarding in your browser.

You were invited​

If an administrator invited you to an existing organization, there's no onboarding to go through — you already belong to an organization (and possibly a workspace). After signing in, you're taken to the Organization selector, where you pick your organization.

Your first workspace​

After logging in, you'll see two selection screens in sequence:

Selecting an organization​

The Organization page displays all organizations you belong to as cards in a grid. Each card shows the organization name and the number of workspaces it contains. Click on an organization to proceed.

If you belong to a single organization, you may be redirected automatically.

Selecting a workspace​

The Workspace page shows all workspaces within the selected organization. Each workspace card displays its name and an icon. Click on a workspace to enter it.

Workspaces that have no modules configured yet will appear dimmed and cannot be opened.

Once you select a workspace, OutDo navigates to the default module (if one is configured) or the first available module in the workspace.

Quick setup with AI

When you create a workspace, pick the Com IA (With AI) origin in the Novo workspace (New workspace) wizard: you describe your business in two lines and the AI suggests a template, which you review before creating. See Creating and editing workspaces.

Once inside a workspace, the interface is divided into three areas:

Module rail (far left)​

A narrow vertical bar displaying icons for each module in the workspace. Modules are the main sections of your application — think of them as tabs or departments. Hover over an icon to see the module name. Click to switch modules.

Rails sidebar (left panel)​

When you select a module, its rails appear in a sidebar panel. Rails are the navigation entries within a module — each rail links to a specific view of your data. Rails can be organized into categories that appear as collapsible sections.

Click a rail to load its content in the main area.

Main content area (center)​

This is where your data views are displayed. Depending on the rail's configuration, you may see a table, form, kanban board, dashboard, or any other view type. The toolbar at the top provides actions like search, filter, group, export, and add new records.

The full navigation path follows this structure:

Organization → Workspace → Module → Rail → View

You can go back to the workspace selector from the menu in the top bar, or switch organizations from there.

Creating your first feature​

A Feature is OutDo's term for a data structure, similar to a table in a spreadsheet or database.

Before the first one, you need a workspace where design mode opens. Authoring structure requires two things at once: the right workspace role (Administrador or higher) and a plan that includes authoring structure (Basic or above, or a live Pro trial). On a new organization the 14-day Pro trial is already running and design mode opens in the workspace you already have. See Organizations & Workspaces.

To create a feature:

  1. Open that workspace's Admin panel (available to members with the Administrador or Dono role, and only on a plan that includes design mode).
  2. Go to the Features section.
  3. Click Add feature.
  4. Enter a display name (e.g., "Products", "Tasks", "Clients"). OutDo generates the internal name automatically.
  5. Click Save.

Your feature is now created but empty. Next, you need to add columns:

  1. Select your new feature from the sidebar.
  2. Click Add component.
  3. Choose a component type from the visual list (e.g., Text Field, Numeric Field, Select, Date).
  4. Enter a label for the column (e.g., "Product Name", "Price", "Status").
  5. Configure component-specific options in the Configuration tab (available after first save).
  6. Set field behavior in the Options tab — mark as required, read-only, or hidden.
  7. Click Save.

Repeat for each field you need. Once your columns are defined, create a View to start entering data — typically a Table view for general data management or a Form view for detailed record entry.

What's next

After creating your first feature with columns and a view, you can start adding records, configuring filters and sorting, setting up workflows, and connecting external services. The following sections of this guide cover each of these capabilities in detail.