# AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasks

> AI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests.

Canonical: https://workspace369.com/changelog/2026-09-23-ai-autopilot-today/
Last updated: 2026-09-23

Workspace AIClients & CRM

AI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests.

![Cut-paper illustration: a sunrise over a ranked stack of cards, with a lighthouse keeping watch.](https://workspace369.com/images/release-notes/2026-09-23-ai-autopilot-today/hero.webp)

## A Today feed that ranks what to do next

AI AutoPilot opens on Today, a ranked list of what needs you: an invoice to chase, a client to check in with, a request to answer. View it as lanes or a timeline, and open How I ordered this to see why each item sits where it does.

For now AutoPilot works when the workspace owner's app language is English.

- Lanes and Timeline views
- How I ordered this explains the ranking
- Suggestion only: nothing is sent for you

Today ranks what needs you; Mark as Done clears one. The AI-written summary is Voyager and up. Example text; results vary. Example data.

Where to find it

1. AI AutoPilot in the sidebar

[Open in the app](https://app.workspace369.com/ai)

Plans

Every plan

Learn more

[AI AutoPilot Today](https://workspace369.com/features/autopilot/)[Workspace AI](https://workspace369.com/features/ai-chat/)[Workspace AI tutorial](https://workspace369.com/tutorials/workspace-ai/)

## A morning briefing and message sorting

Turn on the morning briefing and message sorting and AI summarizes your day and suggests labels on new email and text messages. It never moves messages or sends replies. Owners choose the sources, and teammates can get their own Today. Both count toward your plan's AI usage.

Where to find it

1. AI AutoPilot
2. Settings

[Open in the app](https://app.workspace369.com/ai)

Plans

Voyager and up

Learn more

[Workspace AI](https://workspace369.com/features/ai-chat/)[Workspace AI tutorial](https://workspace369.com/tutorials/workspace-ai/)

## Client Health and check-in suggestions

Client Health flags clients who need attention, with the reason shown: an overdue invoice, a quiet stretch after earlier back-and-forth, or a message marked as a complaint. It offers a Draft follow-up you can edit.

It is off until an owner turns on background analysis in AutoPilot settings, and flags are for you only, never shown to the client.

Where to find it

1. Clients
2. open a client
3. Client Health

[Open in the app](https://app.workspace369.com/clients)

Plans

Every plan

Learn more

[AI AutoPilot Today](https://workspace369.com/features/autopilot/)[Client management software](https://workspace369.com/solutions/client-management-software/)[Workspace AI](https://workspace369.com/features/ai-chat/)

## Money Watch, Project Watch and Task Assist

Money Watch on an invoice shows the unpaid balance, due date and any missed installments, with a Draft reminder you can edit. Project Watch compares recorded billable hours with planned hours, counts completed items and lists tasks unchanged for 7 days. Task Assist lists tasks sitting unchanged in the statuses you pick on one board.

Every watch is switched on separately in AutoPilot settings, and none of them sends anything by itself. You decide whether a drafted reminder goes out.

Where to find it

1. AI AutoPilot in the sidebar; Money Watch shows on invoice details

[Open in the app](https://app.workspace369.com/ai)

Plans

Every plan

Learn more

[AI AutoPilot Today](https://workspace369.com/features/autopilot/)[Workspace AI](https://workspace369.com/features/ai-chat/)[Invoices](https://workspace369.com/features/invoices/)

## Quick answers

Does AI AutoPilot send messages to my clients by itself?

No. None of the AutoPilot watches sends anything by itself. They draft reminders you can edit, and you decide whether a drafted reminder goes out.

Which plans include the AutoPilot morning briefing?

Voyager, Specialist, Commander and Enterprise. It summarizes your day, and message sorting suggests labels on new email and texts. Both count toward your plan's AI usage.

What does Client Health show?

It flags clients who need attention and shows the reason, such as an overdue invoice, a quiet stretch or a complaint, with a Draft follow-up you can edit. Flags are for you only, never shown to the client.

What does Money Watch do on an invoice?

It shows the unpaid balance, the due date and any missed installments, with a Draft reminder you can edit. It is switched on separately in AutoPilot settings.

## Related updates

- [![Cut-paper illustration of a blank terminal-style window with a small amber cursor block and a paper clipboard holding a strip of paper lines in front of it, beside the Workspace369 Code editors row with the Copy Claude Code command button.](https://workspace369.com/images/release-notes/2026-11-08-copy-claude-code-command/hero-800.webp)November 8, 2026**Copy a Claude Code command from AI connections**](https://workspace369.com/changelog/2026-11-08-copy-claude-code-command/)
- [![Cut-paper illustration of an upright teal paper folder with a sage inner tab, four blank sheets fanning out of it, a white paper clip and a short amber paper chain, beside a render of a coaching program's Resources tab listing a PDF and links.](https://workspace369.com/images/release-notes/2026-11-07-program-resources-and-calendar-full/hero-800.webp)November 7, 2026**Share files and links in a program, and see Calendar full by coach**](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/)
- [![Cut-paper illustration of a teal paper wallet with two blank pass cards fanned out, a pale paper ribbon looping around it and an amber ticket stub, beside a render of the membership editor with Bill through set to Square.](https://workspace369.com/images/release-notes/2026-11-07-square-for-memberships/hero-800.webp)November 7, 2026**Sell memberships through Square, and handle Square members’ requests**](https://workspace369.com/changelog/2026-11-07-square-for-memberships/)

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

## AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasks, in your own workspace

Start your free trial on Voyager, then find it under AI AutoPilot in the sidebar.

[Request a demo](https://workspace369.com/contact-sales/)

14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
