Autopilot: let thruflow take the routine steps
Choose which routine steps thruflow takes by itself, up to what amount, and get a morning brief of what it did and what needs you.
3 min readUpdated
Autopilot takes the steps you'd take anyway, under rules you set. It never invents a step: each one is the same action a person would click, run through the same checks, and written to the audit trail with the rule it acted under.
Turn it on
- 1
Open Autopilot
SettingsAutopilot - 2
Choose what it may do
For each step: Off, Suggest (it appears on Today for a person to click) or Do it (Autopilot does it itself).
- 3
Set the limits
The most it applies by itself at a time, the days reminders go, and how long a small leftover waits.
- 4
Switch Autopilot on and save
Letting it do more by itself asks for your two-step code.
What it can do by itself
- Apply a credit to the invoice it was issued for, when the credit is still on the account and the invoice is open.
- Apply credit or money on account to the customer's open invoices, the one due first to start with.
- Write off small leftovers: a few dollars left after a payment, never more than your small-balance limit.
- Send payment reminders as they come due, from your reminder template. Invoices in dispute are skipped, and after the last reminder the invoice comes to a person.
Everything else it finds (orders to approve, bills to pay, disputes) is always left for a person. Agencies have five more steps: see Autopilot for agencies.
When it runs
Every morning, after the balance check. A customer marked Only people contact them never gets an email from Autopilot. For an agency, anything that emails a client waits until 9 a.m. in your time zone, so whoever gets the morning brief can stop it first. Someone in Finance can also press Run Autopilot on Today, which does it all at once. Anything it couldn't do is listed with why, and left on Today.
The morning brief
Turn on Morning brief and tick who gets it. On mornings when something was done or needs them, each person gets one email: what Autopilot did, and what's theirs today. Quiet mornings send nothing. Preview shows your own brief as it would read right now, without sending anything.
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Related
- Getting startedToday: everything that needs you, in one listOne page for what the back office needs from a person: what's one click, what's yours to decide, and what Autopilot already did.
- Invoicing & getting paidReminders and statementsNudge a customer about an overdue invoice, or send their whole account in one click.
- Invoicing & getting paidCredits, returns and deductions in disputeIssue a credit memo with its reason, apply it to open invoices, and hold short payments in dispute until they're settled.
- Campaigns for agenciesAutopilot for agencies: fast, with a person where it countsFollow-ups, deliverable reminders, retainer invoices, matched bills and time nudges, done or prepared by Autopilot. First emails and decisions stay with people.
- Security & adminThe audit trail, and verifying itEvery change is recorded, can't be edited or deleted, and is sealed into a chain anyone can verify.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.