Introducing: Autopilot

Hi. I'm Mishelle from the customer success team. And today, I'll guide you through Autopilot. With just a couple simple selections, Autopilot can take over multiple steps from your workflow and repeat it automatically, keeping your pipeline fresh and full. If you're ready to crush your deliverables with less effort, let's get started. To start a new autopilot, first, you need a nice filtered search. Once you've dialed in the criteria, look for this button at the bottom of the filter area. Set how many contacts you want. Depending on your process and available credits, you can choose as few as twenty five or a few hundred or even thousands. To maximize your gains, choose a repeating frequency. This way, you will automatically get new contacts. It's an easy way to improve consistency and increase output. Every time Autopilot runs, it saves the contacts to a new list, so it's easy to download them as a spreadsheet or directly from the email notification. And CRM users, don't forget that auto sync to CRM can also be enabled from the integration settings for a fully seamless process. Best for last, select one of your prepared email templates and instantly send an email to every verified contact. This email step is optional, but why not use it? It will speed up your pipeline and help you get to results sooner. After a final confirmation, activate and let autopilot go to work. It's really that easy. You can condense potentially hours of work into just a couple minutes. So what's next? View and edit any scheduled autopilots from the activity page, check email performance and add more templates, and, of course, create new segments in people search to engage more contacts. With workflow automation, now you have the capacity to do it all. Please check out our help center for more tips and ideas about utilizing Autopilot and RocketReach.