A daily list of what needs your attention, in priority order.
AI AutoPilot reads your invoices, projects, requests, tasks and schedule, then lists what needs you today: an invoice to chase, a client to check in with, a request to answer. Each item says why it is there, and nothing is sent for you.
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.
Request a demo- 01
- Today and its automatic checks (watches) on money, projects and tasks, on every plan.
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- An AI-written morning briefing and message sorting from Voyager.
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- It drafts the reminder or follow-up; you review it and press Send.
It finds the late invoice. You send the reminder.
Money Watch spots the invoice, Today puts it at the top, and the invoice's Money Watch section drafts a polite reminder. The email waits in the composer until you press Send.
The watch checks the saved balance and due date against the payments recorded.
An invoice 30 or more days overdue lands in Now, at the top of the day.
Draft reminder opens the composer with a neutral note you can edit. Nothing has been sent.
Only you send it. AutoPilot never sends, chases or replies on its own.
Every item says what to do and why it is on your list.
Today reads the invoices, payment plans, projects, tasks, requests and messages already in your workspace. Each item is one plain instruction with the reason under it, so you can act without opening five screens first.
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Read the day in three sentences
Starts on Voyager
When you open Today, AI writes a short briefing from the items on your list: amounts, days overdue and the names involved. It states what it found and leaves the decisions to you. It is reused until your list changes, and marked AI-written.
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Work through it in order
The Lanes view groups items by area: money, clients, projects, tasks, requests and the inbox. The Timeline view puts the same items in the order to do them, from Now to Whenever you get to it.
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See why each item sits where it does
Tap How I ordered this to see how the list is ranked. A client at risk outranks an invoice 30 days late, which outranks one 14 days late. The ranking comes from your saved records.
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Catch a client going quiet
Client Health flags clients who need attention and shows the reasons: an overdue invoice, no contact for weeks after earlier back-and-forth, or a message marked as a complaint. On the client's page, Draft follow-up opens an email you edit and send yourself.
Watches are automatic checks on your invoices, projects, tasks and clients.
Each watch reads saved records and puts what it finds on Today. None of them changes a record or contacts anyone, and the money, project and task watches don't use AI at all.
- Chase invoice INV-1038.Northwind Studio · 47 days past due$1,200.00
- Follow up on invoice INV-1047's missed installment.1 missed installment · USD 400.00 unpaid$400.00
Sample data. Pick a watch to see what it puts on Today.
It only suggests, and you choose which records it can read.
Today is off until the workspace owner turns it on, and each watch has its own switch. Every switch says in plain words what it reads.
- Nothing sends on its own
- Reminders and follow-ups open as drafts in the composer. You review them and press Send.
- Watches don't use AI
- Money Watch, Project Watch and Task Assist read your records only, so they never use your AI usage.
- Teammates see their own Today
- Each teammate gets messages from inboxes they can open, their assigned tasks and their schedule. Money, projects, requests and Client Health stay with the owner.
- English workspaces for now
- AutoPilot runs when the workspace owner's app language is English.
Which plan you need for Today and the AI briefing.
Today and the watches that read your records come with every plan. The AI-written briefing, AI-sorted message suggestions and Client Health's tone signals (an opt-in setting) start on Voyager, drawing on the plan's monthly AI usage.
Compare plans- Smart action suggestionsEvery planWatch alerts only
- AI daily briefingVoyager and up
- Monthly AI TokensEvery plan10,00030,00060,000120,000300,000
Read from the current plan comparison.
What is AI AutoPilot Today?
AI AutoPilot Today is a ranked list of what needs you in your Workspace369 workspace: invoices to chase, clients to check in with, requests to answer and tasks that have stalled. It reads the records you already keep, explains why each item is on the list and in which order, and drafts reminders and follow-ups for you to review. It never sends anything for you.
Reviewed October 21, 2026 by the Workspace369 product team. What's available can vary by plan, region and how your workspace is set up.
Read the AI AutoPilot documentationCommon questions about AI AutoPilot Today
Which plan includes the AI daily briefing?
Today and the watches on money, projects and tasks are on every plan, starting at Cadet. The AI-written briefing, message sorting and Client Health's tone signals start on Voyager and use the plan's monthly AI usage.#
Does AI AutoPilot send anything to my clients?
No. AutoPilot only suggests. Draft reminder and Draft follow-up open an email in the composer for you to edit, and nothing is sent until you press Send.#
Do the watches use my AI usage?
No. Money Watch, Project Watch and Task Assist read your saved records without calling an AI model, so they don't draw on your monthly AI usage. The AI briefing and message sorting do.#
When does the briefing appear?
The briefing is written when you open Today, from the items on your list, and reused until your list changes. It appears in the app, at the top of Today, marked AI-written. It is not sent by email or notification.#
Can my team use AI AutoPilot Today?
Yes. While the owner has AutoPilot on, each teammate gets their own Today with messages from inboxes they can open, their assigned tasks and their schedule. Money, projects, requests and Client Health stay with the owner, who can turn Teammates can use Today off. A teammate's briefing also needs the AI permission, because it draws on the workspace's monthly AI usage.#
Which languages does AI AutoPilot work in?
For now AutoPilot runs only when the workspace owner's app language is English. In a workspace set to another language, Today and the watches are not available yet.#
How does AutoPilot decide the order?
Each item gets a priority from your records: an at-risk client scores 100, an invoice 30 or more days overdue 90, an overdue invoice under 30 days 75, a project at 80% of its planned hours 65. Now holds 85 and up, Before lunch 70 to 84, This afternoon 40 to 69. How I ordered this shows the whole rubric.#
Recent updates
All release notes- September 2026: e-signature contracts, AutoPilot Today, client stages and branded portalsSend contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings.
- AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasksAI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests.
See what needs you before you open your inbox.
Start free, turn on Today in AutoPilot settings, and let it sort the day while you do the work.
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.
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