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Autopilot user guide

Last updated Apr 30, 2026

User scenarios for the Autopilot chat

The following examples describe how you can leverage Autopilot based on your scenario:

Generating workflows, sequences, or code

What you do: Use natural language in the chat to describe what you want to build.

How Autopilot helps:

  • Converts your input into a draft automation sequence.
  • Allows follow-ups such as "Can you change the order of these steps?" or "Use a different activity here."
  • Maintains full context of your request to incrementally build or adjust the automation.

For example:

"Create a process that reads unread Outlook emails, saves the attachments to a folder, and logs the filenames to Excel."

Follow-up: "Add a step to delete the email after saving the attachment."

Editing workflows, sequences, or code

What you do: Ask for changes to specific parts of an existing automation.

How Autopilot helps:

  • Recognizes references to named sequences or selected activities.
  • Applies changes such as "Use a different variable," or "Replace this with a conditional check."
  • Iterates on suggestions with you to refine the update in-place.

For example:

"Update the Data Extraction sequence to use the invoiceList variable instead of inputData."

Or: "Replace the last three steps with a Try-Catch block."

Explaining workflows, sequences, or code

What you do: Ask for explanations of workflow logic, activity purpose, or sequence behavior.

How Autopilot helps:

  • Summarizes selected parts of the workflow in human-readable language.
  • Responds to questions such as "What does this sequence do?" or "Why is this loop used?"
  • Supports deeper exploration through contextual follow-up questions.

For example:

"Explain what the Send Notifications sequence does."

Follow-up: "Why is it filtering on status = failed?"

Reviewing workflows, sequences, or code

What you do: Request a review or optimization of part of your automation.

How Autopilot helps:

  • Evaluates logic, error handling, and efficiency in the selected segment.
  • Suggests improvements such as "Simplify these steps" or "Improve exception handling."
  • Adapts feedback based on your goals, such as robustness, readability, or performance.

For example:

"Is there a more efficient way to process these invoices?"

Follow-up: "Can you suggest how to reduce the number of Excel write operations?"

Solving design-time errors

What you do: Ask about validation errors or broken configurations during workflow design.

How Autopilot helps:

  • Analyzes the error in context of the current workflow and variable scope.
  • Suggests fixes such as "Add this missing argument" or "Update this property value."
  • Lets you adjust or clarify the fix through chat.

For example:

"Why am I getting a variable not defined error in the email loop?"

Follow-up: "Add the missing variable with default value True."

Solving runtime errors

What you do: Respond to runtime exceptions or failed execution paths during debugging.

How Autopilot helps:

  • Highlights the step that caused the error and explains what went wrong.
  • Allows follow-ups such as "What input caused this?" or "How should I fix it?"
  • Proposes corrective actions or changes based on current context.

For example:

"Why did the Read Range step fail during execution?"

Answer: "The Excel file path is null. Would you like to add a null check before this step?"

Accessing documentation and knowledge base content

What you do: Ask questions about activities, errors, or best practices during development.

How Autopilot helps:

  • Returns context-aware answers pulled from official docs and KB articles.
  • Handles queries such as "How does this activity work?" or "What does this error mean?"
  • Provides links to full documentation while keeping you focused in your context.

Example:

"How does the Deserialize JSON activity handle nested objects?"

Or: "What are the recommended patterns for retrying failed transactions?"

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