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.

Cut-paper illustration: a sunrise over a ranked stack of cards, with a lighthouse keeping watch.

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.

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. The briefing and message sorting start on Voyager and count toward your plan's AI usage. 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
Open in the app
Plans: Every plan
Learn more: Workspace AI Workspace 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
Open in the app
Plans: Every plan
Learn more: Client management software Workspace AI

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
Open in the app
Plans: Every plan
Learn more: Workspace AI Invoices

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