Copilot Guide | Get Started with Copilot

Guide

Guide

Recommended workflows

Below you can find our most popular workflow automations, each of which you can set up with our API, Zapier, or Make.

Automation	Products involved	Type
Assign forms to newly activated Copilot clients	Internal automation	Forms
Update clients from new Copilot form submissions	Internal automation	Forms
Upload files to Google Drive when new files are uploaded to Copilot	Google Drive	File-sharing
Create Trello cards for new form submissions in Copilot	Trello	Forms
Create records in Airtable from new Copilot form submissions	Airtable	Forms
Send messages in Slack when new clients are created in Copilot	Slack	Notifications
Add new Copilot clients as Mailchimp subscribers	Mailchimp	Marketing automation

Explore all recommended automations in our automations directory.