Overview

Thursday 22 October SAMPLE DATA
SF

Good morning, Sarah

Since you closed up yesterday, Autopilot answered 9 enquiries, took 3 bookings, chased 2 invoices and collected 4 new Google reviews. Three things need you today.

Hours saved
41.5h
this month · a full week
Admin cost saved
£1,040
at £25 an hour
Reply to enquiries
3min
was 5 h 20 min
New customers
64
▲ 31% vs September
Google rating
4.9★
+19 reviews · was 4.6
Late payments in
£4,860
11 invoices chased

Hours saved per week

Admin Autopilot did for you instead of by hand · switched on 1 September

Needs you · 3

Autopilot never sends anything about money or new prices without your OK
Reply ready for Emma W. · 40 staff gift boxes
Quote of £1,480 from your price list. Stock checked.
✓ Sent to Emma at 09:46
Invoice INV-2047 ready · Riverside Rowing Club
£640 for 16 hampers, delivered yesterday. Drafted in your template.
✓ Invoice sent · reminder booked for 29 Oct
Running low · Fig & Cassis candle
4 left and you sell about 9 a week. Reorder 24 from Wick & Wax?
✓ Order emailed to supplier

Live activity

Everything Autopilot did this morning, logged
Live
09:41
Answered Instagram message from Lucy about oak candle holders
In stock · sent product link · 2 min after she asked
09:32
Missed call while you were serving · texted back a booking link
They booked the Wreath Making workshop · £45
09:15
Invoice INV-2044 marked paid · £380
Matched to the payment in your bank feed
08:50
Asked 6 customers from yesterday for a Google review
2 have already left 5 stars
08:02
Reminders sent to 14 people booked on tonight's workshop
1 cancelled · spot offered to the waiting list and filled
07:30
Morning brief sent to your phone
Today's bookings, money in, and the 3 things above

Where the time was saved

Hours this month, by job Autopilot took off your plate
Before Autopilot, Sarah spent 2 to 3 hours every evening answering messages, sending invoices and chasing payments. Now it's about 15 minutes of approving.
Enquiries this month
186
from 7 channels, in one inbox
Median first reply
3min
was 5 h 20 min
Enquiries left unanswered
0
was about 1 in 6
Turned into a sale or booking
41%
▲ from 26%

All enquiries

AllNeeds you · 2
WEB
Emma Walsh
Draft ready
2 min
IG
Lucy (Instagram)
Answered in 2 min
09:41
☎
Missed call · 07700 900412
Booked workshop
09:32
@
Daniel K.
Rebooked
08:57
G
Priya S. (Google)
Answered
08:40
f
Mark T. (Facebook)
Answered
Yesterday
WA
Hannah R. (WhatsApp)
Answered
Yesterday
@
Tom B.
Needs you · money
Yesterday
WEB
Emma Walsh · Office manager
Website contact form · 09:44 · new customer
Hi, we're looking for Christmas gift boxes for about 40 staff, budget around £35 each. Could you deliver to our office in Maidenhead by 12 December? Thanks, Emma
Reply drafted by Autopilot in 40 seconds · in your tone of voice

Hi Emma, thanks so much for getting in touch, we'd love to help!

Our Festive Favourites box (soy candle, hand cream, local chocolates and a handwritten card) is £34 each, so 40 boxes would be £1,360, plus £120 for personalised name tags: £1,480 in total. We can deliver to your Maidenhead office on 10 December, free of charge.

Shall I hold the stock for you? I'm happy to drop a sample box over this week.

Best wishes,
Sarah, Fernhill & Co.

✓ Price from your price list✓ Stock checked · 52 available✓ Delivery date is free in your calendar
✓ Sent to Emma at 09:46 · follow-up booked for Monday if she doesn't reply · added to your pipeline as £1,480

How fast customers hear back

Median time to first reply, by week

Where enquiries come from

October, all answered from one inbox
Bookings this month
142
▲ 22% vs September
No-shows
2.8%
was 11%
Cancelled spots refilled
17
from the waiting list, automatically
Missed calls turned into bookings
15 of 23
texted back within 1 minute

Today

Confirmations and reminders sent for you
10:00
Candle pouring · 1 to 1
Olivia P. · reminder sent yesterday · confirmed
13:30
Corporate gifting consultation
Kingsmead Weddings · agenda emailed
16:00
Click & collect · 5 orders
"Ready to collect" texts sent at 11:00
Notified
18:30
Wreath making workshop
1 cancellation, refilled from the waiting list

No-show rate

Share of bookings where the customer didn't turn up, by month
Owed to you right now
£2,140
was £7,860 in August
Average days to get paid
9
was 34 days
Invoices drafted for you
48
this month, in your template
Payments matched from bank
100%
no more spreadsheet ticking

How invoicing runs now

You only do the yellow step
1
Job or order done
Spotted from your orders, calendar or emails
2
Invoice drafted
In your template, in Xero or QuickBooks
3
You click send
One tap, from the dashboard or your phone
4
Polite reminders
Day 7, 14 and 21, in your words
5
Marked paid
Matched in your bank feed, receipt sent

Recent invoices

Every status updates itself
InvoiceCustomerAmountStatusWhat Autopilot did
INV-2047Riverside Rowing Club£640Ready to sendDrafted from yesterday's delivery
INV-2046Oakridge Lettings Ltd£1,120SentReminder booked for 27 Oct
INV-2045Hollybank PTA£380Matched in bank feed · receipt sent
INV-2043Elmwood Yoga Studio£260Chasing2nd friendly reminder sent today
INV-2041Kingsmead Weddings£1,480Paid 4 days after sending
INV-2039T. Barker£95QueryCustomer asked a question · passed to you

Money owed to you

Unpaid invoices at the end of each month
Google rating
4.9★
was 4.6 in August
New reviews this month
19
used to be about 3 a month
Reviews replied to
100%
replies drafted, you approve
Review requests sent
112
2 days after each purchase

New Google reviews per month

More reviews means you show up higher on Google Maps

Latest reviews

With the reply Autopilot drafted
★★★★★
"Such a fun wreath workshop. Sarah made everyone feel welcome and I came home with something gorgeous."
Jess M. · yesterday
Your reply · postedThank you Jess! It was a lovely group. We'd love to see you at the spring workshop too.
★★★★★
"Ordered gift boxes for our team. Beautifully packed and delivered on time."
Oakridge Lettings · 2 days ago
Your reply · postedThank you so much! It was a pleasure putting them together for your team.
★★★★★
"Great little shop, but parking nearby is tricky on a Saturday."
Alan P. · 3 days ago
Draft · waiting for youThanks Alan, glad you enjoyed it! Top tip: there's free parking two minutes' walk away, and we offer free local delivery too.
Customers this month
202
▲ 18% vs September
New customers
64
▲ 31% vs September
Came back after a nudge
11
from the win-back message
Average spend
£46
▲ £6 with "goes well with" suggestions

New and returning customers

Customers per month · Autopilot switched on 1 September
ReturningNew

Win-back, on autopilot

Customers who haven't been in for 90 days
Every Monday Autopilot finds customers who haven't been back for 90 days and sends a personal note in your words, with 10% off their favourite range.
74
notes sent
11
came back
£1,284
they spent

Your customer groups

Gift buyers203
Workshop regulars126
Local businesses18

Connected to the tools you already use

Nothing new to learn. Autopilot works inside your existing accounts.
M
Gmail / Outlook
Connected · 1 min ago
G
Google Business Profile
Connected · 4 min ago
IG
Instagram & Facebook
Connected · 1 min ago
WA
WhatsApp Business
Connected · 1 min ago
W
Website contact form
Connected · live
☎
Phone · missed calls
Connected · live
31
Google Calendar
Connected · 2 min ago
X
Xero · invoices & bank feed
Connected · 12 min ago
□
Square till
Connected · 3 min ago
S
Supplier ordering
Connected · daily

What runs, and when

Your scheduled jobs
JobWhenLast run
Check every inbox and reply or draftEvery 2 minutes09:44✓ OK
Text back missed callsStraight away09:32✓ OK
Morning brief to your phone07:30 daily07:30✓ OK
Booking reminders24 h and 2 h before08:02✓ OK
Chase overdue invoices09:00 weekdays09:00✓ OK
Ask for Google reviews2 days after purchase08:50✓ OK
Stock check and reorder suggestions18:00 dailyYesterday✓ OK
Win-back notesMondays 08:00Monday✓ OK

You stay in control

You approve anything importantMoney, complaints, new prices and anything unusual always come to you first.
Your data stays in your accountsIt works inside your email, calendar and accounts. Nothing is sold or shared.
Everything is loggedSee exactly what was sent, to whom and when.
One switch turns it offPause any automation, any time.