Autopilot
Autopilot runs AI work on a schedule or on demand, using your Knowledge documents as context. Typical uses include HR attendance summaries, pending-approval alerts, and monthly management reports delivered to Slack or email.
Create a new Autopilot
- Open My AI and go to the Autopilot tab.
- Click New Autopilot.
- Describe the task using QuickChips or the natural-language field.
- Example: “Send weekly HR attendance to Slack.”
- Example: “Email me pending approvals every day at 8am.”
- Click Generate to build an Autopilot plan and show a preview.
- (Optional) On the Execution flow tab, use Test run to step through the plan in preview order and refresh the Result preview. This is a safe check only — it does not save the pilot or perform a live Run now.
- Review schedule, output channels, and flow, then Save.
QuickChips
QuickChips are presets for common scenarios.
| Keywords | Example |
|---|---|
| HR, attendance, leave | “Send weekly HR attendance to Slack.” |
| approval, sign-off | “Email pending approvals every day at 8am.” |
| revenue, management, expenses | “Send monthly management summary by email and Drive.” |
| sales, CRM, pipeline | “Post CRM pipeline to Slack twice a week.” |
| anomaly, detection, finance | “Report expense anomalies weekly.” |
Natural language usually picks a matching template automatically.
Runs and output
- Run now — From the Autopilot detail view, starts an immediate execution.
- Results — When a run finishes, output appears in the run results area in the product.
- Long reports — If the UI offers a link to the full report, open it to read the complete document (for example a long markdown summary).
- In progress — The interface shows status updates while the run executes.
Trust tab and feedback
- Trust tab — Review run history: success, failure, and duration.
- Feedback — Mark results as useful or needs improvement so Prego can improve quality over time.
Templates (examples)
| Template | Purpose | Schedule | Output |
|---|---|---|---|
| HR weekly report | Attendance/leave from ERP → week-over-week analysis → report | Mon 09:00 weekly | Slack #hr-team · email |
| Pending approvals | List pending approvals → prioritize → message | Daily 08:00 | Manager email |
| Monthly management summary | Revenue/expense roll-up → month-over-month → summary | 1st of month 09:00 | Email · Drive |
| CRM pipeline | Pipeline view → conversion analysis → closing forecast | Twice weekly | (as configured) |
Related
- My AI API — Autopilot HTTP reference (includes technical details such as Test run behavior for client builders).
- Glossary — Test run, My AI, Autopilot.
- MCP Hub overview — Connect assistants and approved tools to Prego.
- Data & privacy — How AI and Knowledge fit your policies.