Overview

The Automations feature in Copilot simplifies the process of creating, managing, and tracking workflows within Copilot. At this time we support 3 popular automations templates. Over time, we plan to add more templates and add support for a freeform builder. To request a particular automation, you can fill out this form.

Creating an automation by starting with a template

Assign a contract when a client logs in for the first time

1. In the sidebar, click Automations.

2. If no automations exist, select Assign a contract when a client logs in for the first time. If you have existing automations, click Create a workflow and select the same template.

3. In the first configuration step, select the Client creation method from the dropdown. You have four options: Created by Internal User, Created by Client User, Direct Sign up, or Any. Choose the option that fits, then click Next.

4. In the next step, choose the contract from the dropdown to send to newly activated clients.

   Note: You must have at least one contract template created, and it should not contain variable input fields.

5. Click Publish to complete the automation.

Assign a form when a client logs in for the first time

1. In the sidebar, click Automations.

2. If no automations exist, select Assign a form when a client logs in for the first time. If you have existing automations, click Create a workflow and select the same template.

3. In the first configuration step, select the Client creation method from the dropdown. You have four options: Created by Internal User, Created by Client User, Direct Sign up, or Any. Choose the option that fits, then click Next.

4. In the next step, choose the form from the dropdown to send to newly activated clients.

   Note: At least one form must be created for this automation to work.

5. Click Publish to complete the automation.

Upload files and folders when a company/client is created

Note: If companies are enabled, you’ll only see Upload files and folders when a company is created. If companies are disabled, you’ll only see Upload files and folders when a client is created.

1. In the sidebar, click Automations.

2. Upload the necessary files and folders either by clicking Upload and selecting Upload file or Upload folder, or by dragging and dropping them.

3. Click Publish to complete the automation.

Updating an Automation

Edit an Automation

1. In the sidebar, click Automations.

2. Select the automation template you would like to edit.

3. Click Edit workflow, make your changes, and then click Save.

Pause, Resume, or Delete an Automation

1. In the sidebar, click Automations.

2. Click the ellipses at the end of the automation you would like to pause, resume, or delete.

3. To pause the automation, select Pause. The status will be updated to Paused.

4. To resume an automation, select Resume. The status will update to Active.

5. To delete the automation, select Delete.

Viewing Automation Runs

You can easily track the status of your automation runs, checking whether they succeeded or encountered errors. You'll also be able to view detailed information, such as the client or company involved and the files, forms, or contracts used in each run. Below are two ways to view your automation runs.

View All Automation Runs

1. In the sidebar, click Automations.

2. Click Runs to view a list of all automation runs. Click on any run to view its details.

Viewing Runs for a Specific Automation

1. In the sidebar, click Automations.

2. Select the automation template you want to view.

3. Click Workflow runs to see a list of all runs for that specific automation. Click on any run to view its details.