Auto-Pilot — SOP
How this module works — Generated 26 Sep 2026
A rules engine that runs your agency's routine work on autopilot — 64 toggleable rules across 8 categories, each re-checked hourly, so a lead, follow-up, invoice, or task doesn't need a human to notice it and act.
Sections
🎯 Lead
Auto-score, auto-route to a nurture sequence, auto-assign, and send a welcome WhatsApp message when a new lead comes in.
📞 Follow-up
Mark overdue follow-ups, reschedule missed ones, escalate repeatedly-missed leads, and adjust lead scores after a call is logged.
🌱 Nurture
Enroll converted/silent leads into the right sequence, pause a sequence the moment a lead replies, and resume it if they go quiet again.
💰 Invoice
Send WhatsApp notifications on creation and payment, chase overdue invoices, and mark them overdue automatically.
👥 Team
Auto-assign new tasks to the least-loaded member and escalate tasks left unassigned or overdue.
📝 Content
Auto-generate a month's content ideas for active clients and alert when the content calendar is running empty.
📊 Finance
Alert on budget overruns, GST filing deadlines, and negative projected cash flow.
⚙️ System
Weekly backups, WhatsApp-disconnect alerts, and Business Health Score monitoring.
Step-by-Step Workflow
1
Browse the 8 categories below, or use Search/Priority/Status/Trigger filters to find a specific rule.
2
Flip a rule's toggle to turn it on — rules needing WhatsApp are marked WA and stay off until WA Engine is connected.
3
Rules run automatically on their own schedule (hourly/daily/weekly/monthly, or the moment their trigger event happens) — nothing more to do once enabled.
4
Check Recent Automation Activity to see what fired, and Alerts (the bell icon) for anything a rule flagged for your attention.
5
Use Enable All / Disable All, or a category's ON/OFF buttons, to toggle a whole group at once.
Connections
🔗 Leads
Score, status, assignment, and follow-up-date changes made by Auto-Pilot show up immediately in the Leads list — same records, no separate copy.
🔗 Follow-up
Overdue-marking and night-before WhatsApp reminders read and write the exact same follow-up queue Follow-up's own page shows.
🔗 Nurture
Sequence enroll/pause/resume/stop actions go through the same shared enrollment service Nurture's own automatic enrollment uses — never a separate, drifting copy.
🔗 WhatsApp Engine
Every WA-sending rule requires an active WA Engine connection and sends through the same templates and send service WA Engine manages.
🔗 Team
Task auto-assignment and escalation read and write the same Task records the Team board shows.
🔗 Invoice
Overdue-marking and payment-triggered messages act on the same Invoice records the Invoice module manages.
🔗 Social AI
The monthly content-idea rule generates ideas through the exact same generator Social AI's own UI uses — no duplicate AI-prompt logic.
🔗 Alerts
Every alert-producing rule inserts into the same Alerts table the bell-icon Alerts page reads — nothing Auto-Pilot-specific to check separately.