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Learn Roma

What Roma does and how to use it, from your first task to sharing, connections and agents. Written by the team.

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Agents: let ChatGPT, Claude and others work on your listsConnect an AI you already use, and your lists are there in every chat.Connect an app to RomaSign in once with Gmail, your calendar or the tools your work lives in.Install Roma on your iPhoneGet it from the App Store, sign in, and your lists are on your phone.Sharing in RomaShare a task, a note or a whole list, and what the other person can do.What Roma isRoma turns what you tell it into tasks, then helps do the work.What an automation isA standing order Roma carries out on a schedule or when you ask.Install Roma on your MacDownload the DMG, open it, sign in, and Roma keeps itself up to date.Due dates, times and remindersA due date is a day unless you state a time, and a time rings a reminder.How to use the operatorTell the operator what you need in plain words and it acts or answers.What a list isA list holds items, and its properties decide what each item keeps.Your Tasks listWhere a task lands when you name no other list, and what it keeps.

Get started

What Roma is, your account, and the first things to do.

  1. What Roma isRoma turns what you tell it into tasks, then helps do the work.
  2. Create your account and sign inSign in with Google or Apple and Roma builds your account in seconds.
  3. How to use the operatorTell the operator what you need in plain words and it acts or answers.
  4. What the operator can doIt works on your lists, searches the web and acts in your connected apps.
  5. What a list isA list holds items, and its properties decide what each item keeps.
  6. What a list can doLayouts, sorting and filters, the operator's help, and sharing a list.
  7. Your Tasks listWhere a task lands when you name no other list, and what it keeps.
  8. Roma on your iPhoneYour lists and your operator on the phone, a press of a button away.
  9. Where Roma runs: the browser, the Mac and the iPhoneOne account and the same lists at roma.app, in the Mac app and on iPhone.
  10. Your first week with RomaSeven days of small steps, from the first task to your first automation.

Tasks and lists

Your Tasks list, every other list, properties, layouts and moves.

  1. Create a taskType it, say it or share a photo, and Roma titles, dates and files it.
  2. Due dates, times and remindersA due date is a day unless you state a time, and a time rings a reminder.
  3. Task status and completing tasksTo do, In progress and Completed, who sets them and when a task fades.
  4. Notes and the Notes listA note is a title and a body on your Notes list, nothing to tick or date.
  5. Create a listType a name into the New list row, then give it the properties it needs.
  6. Properties: what a list keeps about each itemEvery kind of property, set on the list and filled in on each item.
  7. List, board and table layoutsCards, columns or a grid, three ways to see one list, saved per list.
  8. Move an item to another listMove a task or an item onto any list, and know what travels with it.
  9. Sections, pins and favorites in the sidebarGroup lists into sections, pin one beside Tasks and keep favorites close.
  10. The body of a task or noteA body holds formatted text, checklists, mentions, pictures and files.
  11. Version history and undoEvery edit to a body is kept 30 days, and ⌘Z takes back your last act.
  12. Deleted tasks, notes and listsA deleted task, note, item or list stays recoverable for about 30 days.
  13. Search in Roma⌘K finds anything by title at once, and the operator searches by meaning.

The operator

How to ask, what it does on its own, and what it checks with you first.

  1. What the operator does with what you sayIt answers a question, or it acts. A task by default, a note on request.
  2. Approvals: what the operator checks with you firstA card before a delete, a move, a send, or anything that leaves Roma.
  3. Web search and researchIt searches the web for what it cannot know and shows its sources.
  4. The operator's browser, in betaA real browser that looks things up, fills forms and prepares a payment.
  5. Memory: what Roma knows about youA profile Roma builds from your days and keeps in mind on every reply.
  6. Experts: Content Editor, Devil's Advocate and WordsmithNamed instructions you call into any chat for an answer in their voice.
  7. AI editing: how much the operator rewritesLevel, Voice and a clean-up switch decide how far Roma tidies your words.
  8. The conversation on a task or noteEvery item has its own chat with the operator, kept beside the item.
  9. Talk to Roma with your voiceTap the mic, hold a key on the Mac, or press the Action Button and talk.

Automations

Standing orders Roma runs on a schedule or when you ask.

  1. What an automation isA standing order Roma carries out on a schedule or when you ask.
  2. The automations Roma starts withThe Morning briefing, Meeting prep, Mail check and the Daily check-in.
  3. Create your own automationSay what should happen and when, or fill in the form yourself.
  4. When an automation runs and where its result landsThe schedule kinds, what a run may do, and the message it leaves.

Agents

ChatGPT, Claude, Cursor and other agents working on your lists.

  1. Agents: let ChatGPT, Claude and others work on your listsConnect an AI you already use, and your lists are there in every chat.
  2. Connect ChatGPT and Codex to RomaAdd Roma to ChatGPT in Developer mode, or to Codex with two commands.
  3. Connect Claude and Claude Code to RomaAdd Roma once from Claude's directory, or paste one address by hand.
  4. Connect Cursor, VS Code and Gemini CLI to RomaOne click or one command adds Roma to the coding agent you already use.
  5. Connect Poke, Town, Grok and other agents to RomaHow Poke, Town, Grok, Muse, Instinct, OpenClaw, Hermes and Devin connect.
  6. API keys and signing in from an agentHow an agent signs in, and the key for one that cannot open a browser.
  7. What an agent can and cannot do in your accountAn agent acts as you, on your own lists and what is shared with you.
  8. Triggers: wake your agent when something changesRoma tells your agent the moment a list changes, instead of it checking.

Connections

Gmail, Google Calendar, Linear, Notion, GitHub, Slack and the rest.

  1. Connect an app to RomaSign in once with Gmail, your calendar or the tools your work lives in.
  2. Gmail in RomaYour operator reads your mail, drafts replies and sends what you approve.
  3. Google Calendar in RomaSee what is booked, find a free slot, and add an event when you ask.
  4. Google Drive in RomaThe operator finds and reads your files. It never edits or deletes one.
  5. Linear in RomaTurn what you spotted into an issue in the right team, from any device.
  6. Notion in RomaRead pages into a task, and update a Notion database by asking.
  7. GitHub in RomaRead the repositories you choose, and open a change when you ask.
  8. Slack in RomaCatch up on a channel, search messages, and post as yourself when you ask.
  9. Granola in RomaAsk what was decided in a meeting, and turn the action items into tasks.
  10. Reddit and X in RomaRead a thread or a post into a note, and post on Reddit when you ask.
  11. Import your tasks from Todoist, Things or Apple RemindersBring your open tasks over once, with their lists, dates and repeats.

Sharing

Share a task, a note or a whole list, and what each role can do.

  1. Sharing in RomaShare a task, a note or a whole list, and what the other person can do.
  2. Share a task or a noteInvite people or create a public link, and what they can edit.
  3. Share a listGive one person or a few the whole list, with the role you choose.
  4. Roles: Can edit and Full accessTwo levels, what each allows, and what only the owner can ever do.
  5. Invitations, public links and Shared with meHow people get in, by email or by the public link, and where it all lands.
  6. Working together on a shared listWho added what, who a task is for, the shared conversation and the view.
  7. Stop sharing, or leave something shared with youEnd a share you own, or leave one you joined, and what each does.
  8. Agents and automations on shared itemsYour operator, your automations and outside agents on something shared.

The Mac app

Install it, quick chat, shortcuts and tabs.

  1. Install Roma on your MacDownload the DMG, open it, sign in, and Roma keeps itself up to date.
  2. Quick chat and hold to talkOne key from any app, type or talk, and your words reach your operator.
  3. Keyboard shortcuts and the command paletteEvery chord on the Mac and in the browser, and ⌘K for everything else.
  4. TabsEvery tab is its own place, with its own history, pins and shortcuts.

The iPhone app

Install it, the Action Button, widgets and the share sheet.

  1. Install Roma on your iPhoneGet it from the App Store, sign in, and your lists are on your phone.
  2. The Action Button: talk to Roma without opening itAssign Talk to Roma and a press lands your words with your operator.
  3. Widgets, the Lock Screen and ControlsYour tasks on the Home Screen and Lock Screen, and two buttons for Roma.
  4. Share to Roma from any appShare a page, a post, text or photos, and say what Roma should do with it.
  5. Voice and dictation on the iPhoneTap the mic, talk as long as you like, and pick when the words appear.
  6. The Tasks tab and your lists on the iPhoneYour Tasks list on the phone, its view menu, the plus and your lists.
  7. Settings on the iPhoneEvery card on the Settings screen and what each page holds.

Notifications and updates

Reminders, the Updates bell and the badge.

  1. Updates: what the bell showsWhat people did on things you share, and what Roma prepared for you.
  2. Notification settings: how often, reminder time and the badgeEvery switch on the page, what it changes and what it leaves alone.
  3. How a reminder reaches youA push on your iPhone, a banner on your Mac, and a row in Updates.

Account, settings and privacy

Settings, memory, import, the Event Log and your data.

  1. Settings in RomaWhat each Settings page holds, on every device Roma runs on.
  2. Permissions: what the operator may do on its ownWhich actions run on their own, which ask first, and which are off.
  3. The Event Log and reverting a changeA record of everything that happened to your tasks, notes and lists.
  4. Your data and privacyWhat Roma keeps, who can see it, and how to see, correct or delete it.
  5. Delete your accountWhere the button is, what goes with the account, and what happens next.
  6. Get help and send feedbackWhere to write, how to send feedback from the app, and how to rate Roma.