Personal Autopilot
Your own AI assistant that works on your priorities
Autopilot: 7 pages
Personal Autopilot gives every team member their own autonomous AI assistant. While the workspace-level Autopilot handles account-wide priorities, Personal Autopilot focuses on your individual work.
How It Differs from Workspace Autopilot
| Aspect | Workspace Autopilot | Personal Autopilot |
|---|---|---|
| Scope | All records and activity across the workspace | Only your records, assignments, and activity |
| Managed by | Workspace admins | Each individual user |
| Focus areas | Business-wide priorities | Your personal priorities |
| Memories | Shared agent memories | User-scoped memories (private to you) |
| Recurring work | Workspace playbooks | Personal playbooks (the Personal filter on the Playbooks page) |
Setting Up Personal Autopilot
- Navigate to My Autopilot in the sidebar
- Turn on the switch next to My Autopilot
- Set your focus areas (what should your assistant prioritize?) and click Save Focus Areas
- For recurring work, click Set up a playbook under Cadence. Personal Autopilot has no schedule of its own — recurring work runs per playbook
Focus Area Examples
- "Remind me about overdue follow-ups with my assigned contacts"
- "Summarize activity on my deals each morning"
- "Research companies before my upcoming meetings"
- "Draft prep notes for tomorrow's calendar events"
Plan Availability
Personal Autopilot requires the Pro plan or higher. Each user can independently enable or disable their personal assistant.
Personal Autopilot memories are scoped to you — the workspace Autopilot and other users cannot see your personal agent's memories.
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