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Which Processes Can I Use Autopilot For?
Which Processes Can I Use Autopilot For?

Learn when to use Autopilot and when to use automatic create process steps in your workflows to trigger processes.

Aimee avatar
Written by Aimee
Updated over a week ago

There are three ways to start your processes automatically - and depending on the process, you will want to use one or the other.

  1. Automatic "Create Process" Workflow Steps

  2. Autopilot

  3. Start the process manually one at a time or in bulk from a pipeline

Process Type

Process Trigger

Notes

Owner Onboarding

Create Process Workflow Step

Start from the Owner Lead pipeline

Property Onboarding

Create Process Workflow Step

Start from the Owner Onboarding Process

Unit Onboarding

Create Process Workflow Step

Start from the Property Onboarding Process

Make Ready

Create Process Workflow Step

Start from the Property Onboarding Process

Marketing

Create Process Workflow Step

Start from the Make Ready Process

Application Screening

Create Process Workflow Step

Start from the Applicants/Prospects Pipeline

Move Ins

Autopilot

Use the Autopilot rule outlined here

Inspections

Create Process Workflow Step

Start from the Make Ready, Move In, Lease Renewal, and Move Out Processes.

The inspection process can also trigger itself on a quarterly or annual basis by adding a create process workflow step at the end of the inspection process. It can also be conditional on the property being tenant occupied.

Delinquencies

Autopilot

Use the Autopilot rule outlined here

Evictions

Create Process Workflow Step

Start from the Delinquency Process or Lease Violations Process

Lease Renewals

Autopilot

Use the Autopilot rule outlined here

Move Outs

Autopilot

Use the Autopilot rule outlined here

Lease Violations

Start manually

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