Skip to main content
All CollectionsGetting started
 🎉 Getting started with Lutra
 🎉 Getting started with Lutra

Everything you need to make the most of Lutra including popular use cases and ways to get in touch with the team.

Lutra avatar
Written by Lutra
Updated over 2 weeks ago

What is Lutra?

​Lutra AI is your AI assistant to help you get your work done helping with tasks you need to do across many of your favorite platforms and tools. Lutra can help with data enrichment, data analysis, research, email management and much more.

As you use Lutra, we learn how you want your tasks completed and you can create playbooks of your most frequent tasks to complete those automatically and on a schedule. You can also share Playbooks with your team ensuring consistent outcomes organization wide.


Chatting with Lutra

Type your task in the input box and Lutra will work with you to refine your task until it can perform it perfectly.

NOTE: One thing that sets Lutra apart from other AI tools is that it writes code for you when it needs to perform a task. This code allows Lutra to repeat a task exactly as specified every time. This ensures that the output will match your expectations every time and avoid hallucinating because it loses context. Read more about code generation here. (link)


Uploading a file to work with

To the left of the Chat Input Box you’ll see a paper clip icon 📎 that is what you click to upload a file or link to a document you want Lutra to use. At this time Lutra supports Airtable files, Google Drive files, docs and sheets as well as uploading CSV, Excel files and PDFs.


Shortcuts to integrations and tasks

Lutra can leverage many tools you use in your day to day through deep integrations. You can access those integrations via chat and by typing a forward slash ( / ) in the input box that will bring up a menu like this.

Read more about integrations here or browse a complete list of integrations here.


Examples of how to use Lutra

1. Chat with Lutra to complete a task:​

You: "Can you help me analyze my email inbox and create a summary of unread

messages?"

Lutra: "I'll help you review your unread emails. First, I'll need access to your email..."​

You: "Can you add all any new inbound prospects from those emails to my Hubspot

and update any out of date customer information?"

Lutra: "On it!"

2. Chat with Lutra to complete multi-step instructions:

You: "Locate recently inactive customers in Hubspot then
Add research to a new Google sheet

Research recent news on each via Linkedin

Draft a reconnect email for each and put it in my drafts."

Lutra: "I'll help break this down into steps. First, let's connect your Hubspot then we can define what we mean by "recently inactive" customers…"

3. Give Lutra feedback when it makes a mistake:

You: "The categories you came up with were not great, I want this instead: …"

Lutra: "Ok, I will update the categories with your suggestions."

You: "Can you try an alternative approach to get the information from the web?"

Lutra: "Let me try another way to get the data you need."

4. ​Create a Playbook to automate a task:​

You: “Create a playbook that will do that every week on Monday morning.”

Lutra: “I Created a Playbook titled "Weekly Email Summary" - Automatically categorize and summarize important emails​ and update Hubspot customer and prospect information.”

​Tips

​• Be specific about your goals​

• Provide context when needed​

• Use Playbooks for recurring tasks​

• Ask for clarification if unsure​

• Remember I can handle multiple steps in complex tasks​

Did this answer your question?