Workspace AIClients & CRM
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.
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
- Where to find it
- AI AutoPilot in the sidebar
- Plans
- Every plan
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
- AI AutoPilot
- Settings
- Plans
- Voyager and up
- Learn more
- Workspace AIWorkspace AI tutorial
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
- Clients
- open a client
- Client Health
- Plans
- Every plan
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
- AI AutoPilot in the sidebar; Money Watch shows on invoice details
- Plans
- Every plan
- Learn more
- AI AutoPilot TodayWorkspace AIInvoices
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.#
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Start your free trial on Voyager, then find it under AI AutoPilot in the sidebar.
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.