Autopilot
· #306 most-usedCustomer journey automation that ships with Ortto's muscle
Autopilot (now Ortto) is a customer journey automation platform that lets you design, send, and analyse multi-channel campaigns across email, SMS, and in-app messaging from a single canvas. Connect it to Actionist and your agents can create and update contacts, add people to journeys, trigger custom events, and pull broadcast metrics — all in plain English, all without opening the Autopilot dashboard. The result: journeys that react to real behaviour in seconds, not hours.
Eliminates manual work. Agents eliminate manual contact management, list enrolment, and post-send metric gathering that marketers repeat every day across the Autopilot dashboard.
What your Autopilot agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Autopilot × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New lead to onboarding journey in 60 seconds
When a trial sign-up email hits Gmail, your agent fetches the contact's current record from Autopilot to check for duplicates, enrols them in the onboarding journey, and fires a Slack alert to the CS team — all before the welcome email has finished rendering. The result: every new trial user enters a structured nurture sequence within one minute of sign-up, with zero manual intervention from your team.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales18 min / weekManual contact updates
Reps copy deal data from the CRM into Autopilot by hand after every stage change.
Sales Agent0 minAgent syncs contacts on deal closeAgent upserts the Autopilot contact the instant a deal moves to Closed Won, triggering the expansion journey automatically.
- Marketing13 min / weekPost-campaign metric pull
Marketer exports broadcast stats from Autopilot, pastes them into a spreadsheet, and builds the weekly report manually.
Marketing Agent0 minAgent posts the broadcast digestAgent fetches email broadcast metrics every Friday and posts a formatted performance summary to Slack before the team meeting.
- Customer Support18 min / weekOnboarding journey enrolment
CS rep logs into Autopilot after every new sign-up to manually add the contact to the onboarding list.
Customer Support Agent0 minAgent enrols on sign-up triggerAgent adds the contact to the onboarding journey within 60 seconds of a new trial being confirmed, with no human step.
- Human Resources7 min / weekNew-hire comms list setup
HR manually creates a new-hire list and adds each new employee's contact record to the onboarding sequence.
Human Resources Agent0 minAgent provisions new-hire listAgent creates the list and enrols the new-hire contact the moment an HRIS event fires, ready for the first day.
- Finance13 min / weekRenewal contact sync
Finance checks Autopilot manually before renewal dates to ensure each customer's contact record is current and on the renewal list.
Finance Agent0 minAgent syncs renewal contacts dailyAgent triggers the renewal event and updates the CRM field for every upcoming renewal automatically, no login required.
- Operations25 min / weekAt-risk re-enrolment
Ops manager exports churn-risk contacts from analytics, then manually adds each one to the re-engagement journey in Autopilot.
Operations Agent0 minAgent re-enrols on signalAgent reads churn signals from the analytics sheet and adds each at-risk contact to the re-engagement journey the same hour.
- Legal6 min / weekGDPR deletion from Autopilot
Legal team processes deletion requests by manually finding and removing contacts from Autopilot one by one.
Legal Agent0 minAgent deletes on erasure requestAgent deletes the contact from Autopilot immediately on a verified erasure request and logs the action with a timestamp.
Calculate what your team saves
Based on Autopilot's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Autopilot into Actionist
Pick the connection method that suits your environment.
The fastest path to Autopilot. Connect via the MCP server and the agent accesses your contacts, lists, and journeys through a permissioned handshake — no tokens to rotate, no credential leaks.
Find Autopilot in the Apps library and click Connect. MCP is selected by default.
You'll be redirected to ortto.com to approve access. Select the workspace and confirm the read/write scopes the agent needs.
Actionist runs a read-only call against your contact list to verify the handshake. A green tick means you're ready.
15 actions your agent can call
Read and write operations available to your Actionist agent.
7 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Autopilot
Reusable agent skills that work well alongside this app.
A self-driving agent that runs on a heartbeat schedule, executes tasks autonomously, and consolidates long-term memory across sessions.
Designs new Actionist agents end-to-end — persona, operating rules, and all required workspace files — or iterates on an existing agent's behaviour and guardrails.
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MCP servers that work with Autopilot
Connect Actionist to MCP servers built for or around this app.
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