SOFTSYNC AUTOPILOT
Describe the job. Autopilot does it.
Say what you want in plain words. Autopilot builds the automation, shows you exactly what it'll do, and keeps doing it on schedule or when something changes.
The jobs you keep putting off, done.
- Say it.Describe the job as you would to a colleague.
- See it.Read what it will check and do before it runs.
- Switch it on.It keeps going on schedule or when something changes.
Start with the work you already do
Automation you don't have to build.
No workflow builder, nothing to glue together. Describe the job, read the routine, then switch it on when it looks right.
Say it
Describe the job in one sentence.
Every Monday, find deals in Proposal with no reply in a week and remind the owner.
See it
Read the routine before it runs.
See when it runs, what it checks, and what it will do. Nothing happens until you say go.
Switch it on
Let the job run in the background.
Every run is logged in plain sentences. Pause, edit, or delete a routine at any time.
Make it fit your business. Your team still owns the relationship. Autopilot handles the repeatable job and keeps a record of what it checked, found, changed, and skipped.
A simple way to use it
It notices. Then it acts.
Start a routine when a record changes, something happens in your inbox, a date arrives, or you run it yourself.
- 01A new lead arrives or a deal changes stage
- 02A reply arrives, or a conversation goes quiet
- 03A Monday check or renewal date comes around
- 04Run it on demand for one record or a whole list
Questions, answered
A few things people ask before they start.
Hand over the jobs you keep putting off, especially the ones you hate.
What is SoftSync Autopilot?
Automation you describe instead of build. Tell it a job in plain words; it creates a routine, shows what it will do, and runs once you switch it on.
Do I need to learn a workflow builder?
No. Write the job as a sentence or start from a ready-made routine and adjust it.
What can start a routine?
A schedule, a change in your workspace, or you running it on demand. The available options are shown as you describe the job.
Will it do anything without my approval?
A routine does not run until you switch it on. Every run is logged.
What if our process changes?
Describe the new rule in plain words or edit the routine. It lives inside SoftSync alongside your data.
How is this different from the AI Assistant?
The Assistant helps with the question in front of you. Autopilot handles the jobs that come back every week, whether or not anyone is asking.
Does Autopilot connect to other tools?
Use the connected tools available in your workspace when a job needs information or an action outside SoftSync.
Can I review what ran?
Yes. Review the run history so you can see what SoftSync checked and which reminder it sent.
Ready when you are
Hand over the jobs you keep putting off.
See a repeatable sales task run without another reminder in your head.