Copilot is a modern client portal built for service firms. With Copilot Automations, service businesses can use our API and Zapier to automate client intake, sync CRMs, backup files, and connect 100s of external products.
Hi everyone. Marlon here, cofounder and CEO at Copilot.
We launched Copilot (https://www.copilot.com/), a modern client portal for service business, on PH in January. We're now back 6 months later with Copilot Automations -- a new way to set up seamless workflows with our API or with Zapier. For example, you can:
1/ Design an onboarding experience where leads can self-serve sign up, are greeted by an automatic welcome message, are assigned an intake form, and have files/folder automatically uploaded for them.
2/ Set up an always-on form where clients can submit tickets, and then the form submission data is sent to a product like Trello/Airtable/Linear for internal task assignment.
3/ Automatically create and invite clients to your portal when opportunities are closed in HubSpot/Salesforce.
Launch page
https://www.copilot.com/automations
Automations Directory
https://www.copilot.com/automati...
Let us know if you have any questions or feedback. My team and I will be online all day. :)
About Copilot Automations on Product Hunt
“Run your service business on autopilot”
Copilot Automations launched on Product Hunt on June 14th, 2023 and earned 118 upvotes and 19 comments, placing #22 on the daily leaderboard. Copilot is a modern client portal built for service firms. With Copilot Automations, service businesses can use our API and Zapier to automate client intake, sync CRMs, backup files, and connect 100s of external products.
On the analytics side, Copilot Automations competes within Productivity, Marketing and SaaS — topics that collectively have 1.2M followers on Product Hunt. The dashboard above tracks how Copilot Automations performed against the three products that launched closest to it on the same day.
Who hunted Copilot Automations?
Copilot Automations was hunted by Marlon Misra. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
Marlon Misra