> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# AutoPilot Overview
> A daily, per-rep feed that drafts the day's outbound (Expand searches, segments, sequences, monitors, and an account review), each as a card you review and apply with one click
**AutoPilot** does the morning prep for you. Each run drafts a feed of ready-to-act work across five lanes (an [Expand](/monitors/expand-drafts) search, a [segment](/leads/overview), a [sequence](/sequences/overview), a [monitor](/monitors/overview), and an [account review](/accounts/overview)) and presents each as a card. You review the card, optionally edit it, and **Apply** to turn it into the real thing.
AutoPilot never acts on its own. Every card is queued for your review, and applying one is always your decision. See [Guardrails](#guardrails).
## The Feed
Open **AutoPilot** in the sidebar. The feed is organized into one column per lane, newest card on top.
| Lane | What the card proposes | Apply does |
| ------------------ | ----------------------------------------------------------------- | ------------------------------------------------------- |
| **Expand** | A net-new prospect search | Runs the search and drops you on the live results |
| **Segments** | A new segment worth building | Activates the segment |
| **Sequences** | An outbound cadence for prospects a recent Expand search surfaced | Opens the enroll flow: pick contacts, edit copy, enroll |
| **Monitors** | A drafted response to a fired signal, or a new monitor to set up | Creates the monitor / acknowledges the draft |
| **Account Review** | The top accounts to act on right now | Acknowledge, assign an owner, or add a follow-up |
Each card carries a **pillar tag** (Power, Expand, Convert, Cultivate) that groups it by intent, and the feed header summarizes what's queued and how much needs your review.
### Why this
Every card expands into a **Why this** section: a data-grounded explanation of *why this action* and *why now*, written from the signals AutoPilot actually saw (open pipeline, export counts, account clusters, a fired monitor event). Below the reasoning is the full detail behind the card: the search objective and match conditions, the sequence steps, the segment thesis, or the per-account brief.
### Operator actions
Review and editing happen *inside* the approve flow. There's one place to act on each card, not a separate Edit button.
| Card | Actions |
| ------------------ | ------------------------------------ |
| **Monitor** | Approve · Edit · Dismiss |
| **Expand** | Add to pipeline · Edit · Dismiss |
| **Sequences** | Approve · Edit · Pause |
| **Segments** | Activate · Edit · Dismiss |
| **Account review** | Acknowledge · Add follow-up · Assign |
**Dismiss** doesn't leave a hole. AutoPilot generates a fresh suggestion to replace the card, and because it remembers what you dismissed, it won't re-propose the same thing.
## How AutoPilot Discovers Work
### Multi-source Expand
The Expand lane looks for net-new prospects across several sources at once:
* Your saved **segments** and their ICP definitions
* Your **business profile** (market opportunities not yet covered by a segment)
* **Lookalikes** of accounts whose sequences earned a genuine reply
* **Known-competitor** signals
* **Live monitor events:** a fresh signal becomes a prospect search
Every proposal is deduped against your CRM and your past searches, so AutoPilot surfaces only prospects you don't already have.
### The segment → Expand → sequence chain
The lanes are linked. A sequence card is drafted *strictly* from the prospects a recent Expand search surfaced. AutoPilot never invents a sequence out of thin air. Expand searches, in turn, are built off your segments. Deleting a segment cascades cleanly to the searches and sequences downstream of it.
### Signal-driven monitors
The Monitor lane reads a fired signal (from your own monitors, your business profile, or external news and web activity) and drafts the outreach response for your review. It can also propose a brand-new monitor to set up. AutoPilot drafts the response; it never sends it.
### Account review
The Account Review card names the **top accounts to act on**, each with a one-line brief (open pipeline, deal count, latest stage), ranked by value and recency. Repeated runs walk down your book rather than re-surfacing the same account.
## Per-Rep Digests
AutoPilot personalizes to each rep, using the **role, title, and line of business** captured during onboarding. In a multi-rep org, each rep sees their own feed.
* **Filter by rep:** switch the feed to any rep with the dropdown.
* **Run now for one rep:** generate a fresh feed for the rep selected in the dropdown.
* **Run now for all reps:** with **All reps** selected, generate for every rep in one batch; the feed refreshes as each completes.
## Run Now
**Run now** drafts a fresh set of cards on demand instead of waiting for the daily run. The run-options popover next to the button lets you tune each run:
* **Drafts per lane:** choose how many cards each lane generates (0–10). Set a lane to **0** to skip it entirely.
* **Max matches per Expand draft:** how many prospects an applied Expand search should return.
Generation runs all lanes in parallel, and a fresh draft backfills each card the moment you apply it.
## Guardrails
AutoPilot is built to assist, never to act unsupervised.
AutoPilot **only ever queues items for your review**. It never auto-approves, auto-enrolls, or auto-sends. Applying a card is always a human decision.
* **Never auto-send:** a Monitor draft is a draft; a Sequence card opens the enroll flow; nothing leaves your org without you applying it.
* **Volume caps:** per-run and per-day limits keep the feed and your prospect spend from running away.
* **Audit log:** every operator action (apply, bulk approve, dismiss, edit, pause, assign, follow-up) is recorded.
## Reviewing in Bulk
Status chips at the top of the feed filter to **All**, **Needs review**, **Approved**, **Dismissed**, or **Follow-ups**. When a lane is full of good cards, **Approve all** clears the column in one step (with a confirmation).
## Next Steps
How AutoPilot turns a signal into a prospect search
The outbound cadences AutoPilot drafts off Expand results
The signals that feed the Monitor lane
Where Account Review and assignment land