Personal Autopilot

Your own AI assistant that works on your priorities

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

AspectWorkspace AutopilotPersonal Autopilot
ScopeAll records and activity across the workspaceOnly your records, assignments, and activity
Managed byWorkspace adminsEach individual user
Focus areasBusiness-wide prioritiesYour personal priorities
MemoriesShared agent memoriesUser-scoped memories (private to you)
BriefingsPosted to a shared Agent DMPosted to your personal Agent DM

Setting Up Personal Autopilot

  1. Navigate to My Autopilot in the sidebar
  2. Toggle Personal Autopilot on
  3. Set your focus areas (what should your assistant prioritize?)
  4. Choose a schedule or run manually

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.