Copilot
Modernize your business with a streamlined client portal
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Copilot Automations - Run your service business on autopilot

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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.

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Maker
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Hi everyone. Marlon here, cofounder and CEO at Copilot. We launched Copilot (), 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 Automations Directory Let us know if you have any questions or feedback. My team and I will be online all day. :)
stellar job!
Nice to see this product capable of automating with all kinds of tools. I use Copilot for my business and this will save me a ton of time. It’s only getting better from here 📈😁 Good Job guys!
Maker
thanks! Have you tried setting up any automations for your business that have made things easier?
For sure, when clients sign up from my website, I use a form instead so I can grab info from them, this way their account gets created and gets sent an invite all at once. And the data is added to a line in notion as well! This helps with specific sign up buttons on my subscription table. So I can invoice them the correct subscription. I’m also gonna add here soon that files get added to their folder for initial contracts like terms of service and what not.
Awesome looking product! Congrats!
Maker
thanks Andrei!
Congrats on the launch! Been using Copilot for my marketing agency for some time now :)
The amount of integrations you guys already support is insane... Can't wait to try this out also have a few friends I think would like this Congrats on the launch! p.s. the design is v clean!
Maker
thx and appreciate you offering to share. :)
Well done! I know a ton of service firms that have these pains. Way to go!
Maker
thanks Greg! :)
This is so, so useful. Integrating everything together automatically saves so much time - congrats on launch!
Maker
thanks for the kind words!
Whoa! This is so polished. PERFECT week for me to discover this – hope to try this out this week and send some feedback to the team. Congrats on the execution ⚡️
Maker
great to hear you're like it! And please do share your feedback --
The product looks great! Congrats on the launch
Maker
ty Ahmad!!
Congratulations on the amazing launch, team! Keep up the incredible work! 🎉🚀👏