AI search visibility audit: Lumo Notes (started 2026-10-10)
1. Scope
- Platforms run: none. I can't browse or query AI platforms here, so there are no AI answers, no scores and no presence rate yet.
- What I could check: the robots.txt and the home page description you pasted.
- Target markets: worldwide, in English and Portuguese. I suggest Portugal, UK and US as the test countries. Tell me if you want others.
- Run count: 3 runs per query per platform, each in a fresh session, logged out, with memory and personalization off.
2. Brief (what I have and what's missing)
| Item | Status |
|---|---|
| Product | Offline-first note-taking app for field researchers. Lisbon-based. Sold in English and Portuguese from 9 EUR a month. |
| Competitors | Obsidian, Notion, Joplin |
| Goal | Be recommended for "best offline note app for researchers", and fix the wrong facts |
| Ground truth: not a Notion plugin | Given |
| Ground truth: not free, from 9 EUR/month | Given |
| Free trial or free tier? | Missing. This matters because "free" may have come from a trial. |
| Other tiers, annual price, currency variants | Missing |
| Platforms (iOS, Android, desktop, web), sync, export formats | Missing |
| Founders or spokespeople, other owned profiles | Missing |
| Misspellings or former names | Missing |
| Existing third-party coverage (reviews, directories, Product Hunt, forums, Wikipedia or Wikidata) | Missing |
3. Site readiness findings (from what you pasted)
P1: Key facts are not in the HTML (heuristic).
- The served HTML is
<div id="root"></div>plus scripts, so price, features, location and audience exist only after JavaScript runs. - Vendors don't all document whether their crawlers execute JavaScript. Confirm per vendor.
- A fetcher that doesn't run scripts would see no description at all. That leaves the AI to fill the gap from third-party pages, which could explain "a Notion plugin" and "free".
- This is a hypothesis, not a confirmed cause. I haven't seen the answers or their sources.
- Fix: server-render or prerender the home page, and add static pages for pricing, features, About and FAQ. These pages should state in plain sentences what Lumo Notes is, who it's for, that it works offline, that it's a standalone app and not a Notion plugin, and that it costs from 9 EUR/month. Date the pricing.
- Owner: engineering.
- Re-test: fetch the page with
curland check that the facts appear in the raw response.
P0 or P1: robots.txt blocks GPTBot and ClaudeBot (documented behavior, business choice).
- Both are named in the vendors' documentation as crawlers that collect training data. Confirm that against current docs, because the names and purposes change.
- Your
User-agent: *group allows everything else. That includes OAI-SearchBot, ChatGPT-User, PerplexityBot and Google-Extended, plus any newer Anthropic user-triggered or search agents. - So this is a partial block, not a total one. Whether it's unintentional is your call, so I'm not deciding it for you.
- Blocking training crawlers keeps your pages out of future model training. The cost is that models learn less from your own correct pages, so the wrong facts have fewer first-party sources to be corrected by.
- Allowing them doesn't guarantee better answers.
- Action: decide deliberately. If the block was intentional, keep it and make sure the search and fetch agents stay allowed.
- Also check: whether a CDN or firewall (Cloudflare, for example) blocks these agents regardless of robots.txt. I can't see that from here.
Fine: the sitemap is declared. Check that it lists the static pages above and has current dates.
Not yet checkable:
- Structured data (Organization and Product schema matching visible content)
- Portuguese pages and hreflang
- Consistency across profiles and directories
- Freshness of old pages
Low priority: llms.txt. No vendor has documented that it affects answers.
4. Query set (fixed, 20 queries)
Brand
- What is Lumo Notes?
- Is Lumo Notes free?
- Lumo Notes pricing
- Is Lumo Notes a Notion plugin?
- Lumo Notes review
- O que é o Lumo Notes? (PT)
Category
7. Best offline note app for researchers
8. Best note-taking app for fieldwork without internet
9. Melhor app de notas offline para investigadores (PT)
10. Best note apps for academics and field researchers
Comparison
11. Lumo Notes vs Obsidian
12. Lumo Notes vs Joplin
13. Obsidian alternatives for offline research
14. Notion alternatives that work offline
15. Joplin alternatives for researchers
Problem
16. How do I take notes in the field with no signal?
17. How can I keep research notes synced after working offline?
18. Como tomar notas de campo sem internet? (PT)
Source
19. Which note apps are made in Portugal?
20. Who makes Lumo Notes?
5. Run sheet (for you to fill in)
I'll score it once you've filled it in. I won't fill it in myself.
| Date | Platform and mode | Country and language | Query # | Run # | Brand mentioned (Y/N) | List position | Accuracy vs ground truth | Sentiment (quote) | Competitors named | Cited URLs |
|---|
Platforms to cover: ChatGPT (with and without search), Claude (with and without search), Perplexity, Gemini, and Google AI Overviews.
What to paste: the full answer text for each run, especially the brand queries (1–6) and the cited URLs. The cited URLs let me trace where "Notion plugin" and "free" come from.
6. Provisional fix order (before any evidence)
- P1: make the facts readable without JavaScript (see above).
- P0, pending evidence: correct the wrong claims at their source. I can name the pages to fix once I see the cited URLs.
- P1: decide the GPTBot and ClaudeBot policy and check for firewall blocks.
- P2: add comparison pages ("Lumo Notes vs Obsidian/Joplin/Notion") and an FAQ. Keep them factual and dated.
- P2: look for legitimate third-party coverage, such as honest reviews, directory listings and researcher communities. Which sources matter depends on what the answers cite.
Nothing here promises that AI assistants will start recommending you.
7. Questions for you
- Is there a free trial or free tier, and what are the other plans?
- Were the "Notion plugin" and "free" claims seen on specific platforms? If so, can you paste the answers and their sources?
- Was blocking GPTBot and ClaudeBot intentional?
- Do you have profiles or listings elsewhere (Product Hunt, Capterra, AlternativeTo, GitHub, LinkedIn)?
- Which countries should I treat as primary?
Test run with no web access: the model cannot query AI platforms, and it said so. For a fictional app it checked the pasted robots.txt and the single-page home page, wrote a 20-query set with a run sheet and a provisional fix order, and stopped before scoring because no AI answers were supplied. It did not open any reference files, and the platform names in robots.txt should be checked against each vendor's current documentation.
できること
AI の回答エンジンがブランドをどう扱っているかを測り、何を直すべきかを示します。まず概要と「正しい事実」(このブランドについて何が正しいか)を受け取り、5つのグループ(ブランド、カテゴリ、比較、課題、情報源)に分けた15〜25件のクエリと、プラットフォームごと・クエリごとに最低3回実行する手順を書きます。採点では出現率、事実の正確さ、競合との露出の比率、トーン、エンジンが引用する情報源のマップを報告し、1つの万能スコアには混ぜません。続いて誤った情報の出どころを追い、サイトの準備状況(AI クローラー向けの robots.txt、JavaScript でしか出ない内容、平易な回答ページ、エンティティ情報の一貫性、構造化データ)を確認して、P0〜P3 の修正リストを出します。各項目は「文書化されている」「今回の監査で観測した」「経験則」のいずれかで示されます。
出力
範囲を明示した監査:クエリセット、実施シート、結果表、誤り・欠落した事実と訂正案、情報源マップ、サイトの確認結果、修正計画、未解決の問い。
こんな場面に
AI アシスタントが自社ブランドを知っているか、正しく説明するか、推薦するかを知りたい創業者、マーケター、SEO チーム。引用や順位は約束せず、AI の回答を作り話にすることもありません。プラットフォームに問い合わせられないときは、実施シートをあなたに渡します。
低リスク:指示のみのファイルでスクリプトはありません。貼り付けられた内容(robots.txt、ページのソース、AI の回答)を読むだけで、ログインやサイトの変更、第三者への連絡は行いません。Web に接続できない条件で架空のアプリを使って一度試用し、AI プラットフォームには問い合わせられないと述べたうえで、貼られた robots.txt とページ説明を確認し、20件のクエリと実施シートを書き、採点の前で止まりました。AI の回答は実行ごとに変わるため、得点はあくまでサンプルです。挙げられるクローラー名は各社の最新の文書で確認してください。AIBars のオリジナル Skill、MIT。