Automation that suggests, and you approve
Good automation removes repetitive checking, not your judgement. BusinessPilotOS watches your records for things that need attention (overdue invoices, stale quotes, unscheduled jobs) and proposes the next step for you to approve.
Approval first
Actions follow an Analyze, Recommend, Approve, Execute, Log cycle. Nothing is sent to a customer automatically.
Runs on existing engines
Approved actions use the same invoice, quote and task features you use by hand, with the same permissions.
Everything is logged
Each executed action is recorded for later review.
Who it suits
Owners who lose time checking for overdue invoices, forgotten quotes and unscheduled jobs, but who do not want software messaging customers on its own.
What it watches
Overdue invoices, quotes with no answer, stalled deals and work that has not been scheduled. Each finding becomes a recommendation with the reason shown.
Honest limits
A drag-and-drop workflow builder is planned. Today the built-in recommendations and the approval step are available, and approvals are informational rather than enforced by custom rules.
Compared with what you use now
Reminders in a calendar depend on you remembering to set them. Checks that run against your live records find what needs attention, explain why and wait for your decision.
Getting set up
Open the AI workspace and review the first recommendations on your existing records. Approve the ones that are right and dismiss the rest. Each decision is logged, so you can see later what was done, by whom and why.
How it works
- 1The system analyses your records
- 2It recommends actions
- 3You approve
- 4The action runs and is logged
Frequently asked questions
Will it message my customers on its own?
No. Messages are never sent automatically.
Can staff approve actions?
Only roles with the right permission can.
Is a custom workflow builder available?
It is planned; today the built-in recommendations are available.