User guide

How to use Rodeo

Everything Rodeo can do and how to do it — from your very first page to databases, automations, AI, and real-time collaboration. Skim the contents, or read it top to bottom.

Start here

Getting started

You can be writing in Rodeo in under a minute. There is nothing to install and no password to remember.

1

Sign in

Go to Rodeo and choose Continue with Google or Magic link (we email you a one-time sign-in link). Your session persists, so you sign in once and stay in.

2

Land in your workspace

On first sign-in Rodeo sets up a personal workspace for you automatically — your top-level home for everything.

3

Create a page

Click + in the sidebar (or press ⌘KCreate page). Click the title and start typing. Everything autosaves — there is no Save button.

4

Add structure

Type / to insert any block, or drag pages in the sidebar to nest and reorder them.

TipThe three regions you'll use constantly: the sidebar (workspaces, spaces, page tree), the topbar (breadcrumbs, ⌘K, share, theme), and the editor in the middle. Rodeo has full light and dark modes — toggle from the topbar.

Writing

The editor & blocks

Everything you write is made of blocks — paragraphs, headings, images, tables, and much more. Blocks can be dragged, nested, and turned into one another.

Inserting content

  • Slash menu — type / to browse and insert any block. Keep typing to filter (/call → callout).
  • Markdown shortcuts# for a heading, - for a bullet, [] for a to-do, > for a quote, ``` for code.
  • Paste rich text, Markdown, or HTML — nested lists, quotes, code, links, and images all keep their structure.

Formatting text

Select any text for the formatting toolbar: bold, italic, underline, strikethrough, inline code, text & background color, links, superscript/subscript, add a comment, and — when AI is on — an AI transform button.

Every block type

Headings 1–3 To-do / checklist Bullet & numbered lists Toggle lists & headings Quote Code Callout Math / LaTeX Columns Mermaid diagrams Image Embed / bookmark HTML block Child page Page link & @mentions Database Linked database Button Ask AI block

Documents

Pages

A page is a document; pages nest inside pages to form an unlimited tree. Any page can become as rich as you need.

  • Nest & organize — drag rows in the sidebar to reorder or re-parent, or add subpages directly.
  • Icon & cover — click above the title to add an emoji or image icon and a banner cover.
  • Favorites & recents — star a page to pin it; recently visited pages are tracked for you.
  • Display modes — toggle full width or small text per page.
  • Version history — Rodeo auto-snapshots as you edit; open History to browse and restore any past version.
  • Export — download any page as Markdown or HTML from the ⬇ Export menu.
  • Present — press ⌘⇧P to turn a page into a full-screen slide deck (splits on your headings).

Structured data

Databases

A database is a set of rows that are themselves pages, with typed columns on top. View the same rows as a table, board, calendar, and more. The fastest start is a template from the gallery.

Create one

Type /database or use the sidebar +. Add columns with + on the header row; add rows with + New. Click any row to open it as a full page.

Property types

Text Number Select / Status Multi-select Date Checkbox URL / Email / Phone Person Files Relation Rollup Formula Created / Edited time & by

Views

Table Board Calendar Gallery List Timeline Chart Form

Each view has its own filters (compound AND/OR groups), multi-sort, grouping & sub-grouping, and column visibility.

Go further

  • Relations & rollups — link rows across databases, then aggregate (count/sum/avg/min/max).
  • Formulas — compute values per row with prop("Name") references and operators.
  • Row templates — save a configured row and reuse it for new entries.
  • CSV import — bring existing data in; columns match your headers.
  • Automations — on row created/updated/changed, set a property, notify someone, or AI-fill a field.
  • Buttons — one-click open URL or create a row in a chosen database.
  • Linked databases — embed a live view of any database inside any page to build dashboards.
  • Forms — collect entries internally, or publish a public form anyone can submit without an account.

Work together

Collaboration

Rodeo is multiplayer at its core — edit the same page together, live, with offline support.

  • Real-time co-editing — changes appear character-by-character; concurrent edits merge cleanly (CRDT), never overwrite.
  • Presence — see who else is on the page.
  • Offline — keep editing offline; your changes sync when you reconnect.
  • Comments — anchor threaded comments to a selection or the page; reply and resolve.
  • Mentions — type @ for a unified menu of people, pages, and dates.
  • Notifications inbox — mentions, comments, reminders, assignments, and automations, with filter tabs.
  • Reminders — attach a reminder to a date; it lands in your inbox when due.
  • Assignments — set a Person property on a row to assign & notify people.
  • Email digests — opt into a daily email of your unread notifications.

Access control

Spaces, sharing & permissions

Three layers compose: your workspace role sets the baseline, Spaces group and gate pages, and per-page shares grant access to individuals — including people outside the workspace.

Roles

Owner (full control, can transfer/delete) · Admin (manage members, sharing, spaces, billing) · Member (create & edit) · Guest (read-only by default; sees only pages shared with them).

Spaces

Organize a workspace into sections like General or Engineering. Set visibility to Open (all members), Closed, or Private (members only — non-members can't even see it exists). Move a page to a space and its whole subtree follows.

Sharing

  • Per-page share — share one page (and its subtree) at view, comment, or edit level. Guests see nothing else.
  • Invite members — by email or a shareable invite link; pending invites auto-accept on sign-in.
  • Enforced everywhere — search, graph, activity, databases, comments, and live collaboration all respect the same rules. Un-granted content returns a clean 404 — no leaks.

Assisted

AI

AI is woven through Rodeo — and always permission-aware. Where it's enabled, these light up; where it isn't, the app works exactly the same without them.

  • In-editor assist — select text and use the AI button to improve, fix grammar, summarize, shorten/lengthen, change tone, translate, or run a custom instruction.
  • Workspace Q&A — ask a question and get an answer grounded in your own pages, with clickable citations. Only pages you can view are used.
  • Database autofill — an AI fill automation classifies, summarizes, or extracts into a property as rows change.
  • Ask AI block — type a prompt in the page and generate content in place; regenerate or edit the prompt.

Rich content

Media, embeds & export

Bring in images and files, embed the web, run custom HTML safely, and get your content out.

  • Uploads — images, file attachments, and custom page icons/covers.
  • Embeds & bookmarks — paste a URL for a rich player (YouTube, Vimeo, Loom, Figma, CodePen, Maps) or a tidy link-preview card.
  • HTML block — paste raw markup that runs in a sandboxed iframe: scripts work, but can never touch your workspace.
  • Present mode⌘⇧P turns any page into a slide deck.
  • Export — download pages as Markdown or HTML anytime.

Extend it

Build on Rodeo

Rodeo is a platform. Script it, react to it, or connect an AI agent.

  • Public REST API — create scoped personal access tokens and read/write pages & database rows. See the developer docs.
  • Webhooks — get an HMAC-signed callback when pages or rows change.
  • MCP server — connect Claude, Cursor, or any MCP client at api.rodeo.so/mcp to read and write your workspace with your consent.

Go faster

Keyboard shortcuts

⌘K / Ctrl+KQuick switcher — jump, search, run a command
/Slash menu — insert a block
@Mention a person, page, or date
⌘B / ⌘IBold / italic
⌘. / ⌘,Superscript / subscript
⌘⇧PPresent the current page as slides
Drag handle ⋮⋮Move or nest a block

Ready to give it a spin?

Free to start. Everything above, one workspace, in minutes.