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.

  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. 


  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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