Find Automations in Service Autopilot

An Automation or Automation Pipeline can be accessed from several places within Service Autopilot. 

  1. Go to: Marketing > Automations. This will take you to your list of all Automations.

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  2. Go to a V2 Client Account screen. Click the cog icon next to the name on the account to view the Automations Pipelines for that Account and the status of each Automation. 

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  3. On the Client Account screen, you also can click the “Automations” tab in the Timeline to see any automation the client has entered along with its status.

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