Autopilot
App

Product updates

Changelog

Recent improvements, fixes, and release notes for Autopilot.

6 July 2026v0.7.18

Finance reporting, task reminders, and beta dashboard polish

Finance reporting gained scheduled email controls and exports, task notifications now cover assignments and due dates, and the beta dashboard and system emails received a round of polish.

New features

  • Added finance report email scheduling, including recipient controls, test-send support, and scheduled report delivery through the reports cron flow.
  • Added CSV and XLSX exports for the finance report so teams can take the same finance view into spreadsheet workflows.
  • Added task assignment emails for tasks and task items, including reassignment emails and notification preference controls.
  • Added daily due-soon and overdue task reminders, with dealership-local timing and duplicate-send protection.
  • Added the beta dashboard welcome experience with dealership summary context, live links into relevant records, and a smoother handoff into the dashboard.

Changes & improvements

  • Refined the finance report experience with clearer settings controls, cleaner report email rendering, and better product-mix summary presentation.
  • Moved Tasks into the Deals workspace navigation so follow-ups sit closer to pipeline and customer work.
  • Added visible notification preferences for task assignment, due-soon, overdue, chat mention, and deal-note mention notifications.
  • Updated chat and deal-note mentions to respect notification preferences before creating visible or email notifications.
  • Refreshed the shared email shell used by system, feedback, scheduled report, and finance report emails with a more consistent Autopilot-branded layout, dark-mode support, and better table styling.
  • Improved feedback email notifications so bug reports and feature requests use the same polished email template as other Autopilot system emails.
  • Added the latest summary timestamp to the beta dashboard welcome summary and adjusted inline entity chips for cleaner text flow.
  • Tightened finance dashboard and deal-detail affordances around finance report visibility and related deal actions.

Bug fixes

  • Removed older finance-approved and new-deal notification paths that no longer matched the visible notification preference model.
  • Kept deal-note mention emails limited to recipients with deal access and the relevant notification preference enabled.
  • Improved scheduled report email markup so empty states, truncated sections, and table rows render more consistently across email clients.
  • Preserved the known GST basis for finance reporting outputs while adding export and email surfaces.

Version history

Open an older release without loading every entry onto the page at once.

Latest release
Autopilot Sign document vault14 August 2026v0.8.23LatestAutopilot Sign and dealership approvals13 August 2026v0.8.22Organisation workspace and reporting11 August 2026v0.8.21A more focused dashboard and navigation10 August 2026v0.8.20Unified alerts and a streamlined workspace8 August 2026v0.8.19Faster workspaces and clearer recent activity7 August 2026v0.8.18Flexible dashboards and safer write-ups4 August 2026v0.8.16Safer file storage and delivery3 August 2026v0.8.15Safer sharing and permission reliability1 August 2026v0.8.14Stronger access controls and service reliability1 August 2026v0.8.13More consistent financial permissions31 July 2026v0.8.12Safer reports and financial controls31 July 2026v0.8.11Stronger account and financial data safeguards30 July 2026v0.8.10Clearer profile reporting and register controls30 July 2026v0.8.9More controlled deal workflows and faster history browsing30 July 2026v0.8.8Cleaner deal workflows and cancellation controls29 July 2026v0.8.7Safer sales workspaces and sharper compact layouts28 July 2026v0.8.6Communication template library and reliable transport prompts27 July 2026v0.8.5Clearer communication controls and safer deal updates26 July 2026v0.8.4Stronger reliability and access controls23 July 2026v0.8.3Personal write-up layouts and streamlined communication22 July 2026v0.8.2Faster write-ups and complete joint purchaser details22 July 2026v0.8.1Write-up recovery and finance settlement tracking19 July 2026v0.8.0Permission-safe deal financials and lifecycle approvals16 July 2026v0.7.31Deal creation, customer lookup, and write-up sheet previews16 July 2026v0.7.30More reliable active access across Autopilot13 July 2026v0.7.29Stronger related record protection and reliable print pages13 July 2026v0.7.28Catalogue vehicle saving restored12 July 2026v0.7.27Stronger customer access and export controls12 July 2026v0.7.26Stronger deal data permissions11 July 2026v0.7.25Stronger team permissions10 July 2026v0.7.24Better delivery review requests10 July 2026v0.7.23Security review readiness and export safeguards9 July 2026v0.7.22Security, exports, and tracking polish9 July 2026v0.7.21CRM pipeline filters, finance workflow, and transport updates8 July 2026v0.7.20Department access, delivered controls, and dashboard workspace7 July 2026v0.7.19Finance reporting, task reminders, and beta dashboard polish6 July 2026v0.7.18Smart target planning and stability fixes4 July 2026v0.7.17Delivery operations and customer follow-up1 July 2026v0.7.16Targets coverage and customer-priced add-ons29 June 2026v0.7.15Deal-detail pipeline and invite notifications28 June 2026v0.7.14CRM customer lanes28 June 2026v0.7.13Email routing and dashboard reporting27 June 2026v0.7.12Gross profit reporting alignment27 June 2026v0.7.11Billing setup and onboarding readiness26 June 2026v0.7.10Legal acceptance and update controls26 June 2026v0.7.9Permission-safe operations, internal registrations, and richer reporting25 June 2026v0.7.8New sign-in screens, Appearance Lab beta, and Daily Report controls21 June 2026v0.7.7Public status pages and Vercel Analytics19 June 2026v0.7.6Departments, sold-month GP, and average overhead reporting17 June 2026v0.7.5Companion feedback loop, smarter answers, and billing checkout polish17 June 2026v0.7.4Safer team invites, permissions channel control, and shell polish17 June 2026v0.7.3Stock status, vessel ETA, and cleaner channel ordering16 June 2026v0.7.2Secure daily reports, finance ownership, live Sales Log, and full chat16 June 2026v0.7.1Settings command center, billing, write-up control, and smarter approvals15 June 2026v0.7.0Date formats, faster Sales Log, and refreshed app chrome14 June 2026v0.6.14Daily report, rebates, and support chat polish12 June 2026v0.6.13Sales Log gross-profit reconciliation12 June 2026v0.6.12Docked chat, advanced Sales Log columns, and ex-GST F&I reporting11 June 2026v0.6.11Progress language, smarter notes, and communication controls10 June 2026v0.6.10Rebates, leaderboard GP, and write-up fixes9 June 2026v0.6.9Command-palette undo, dashboard alerts, and admin controls9 June 2026v0.6.8Gross profit alignment, F&I add-ons, and profile-channel dashboards7 June 2026v0.6.7Communication hub, shipping bookings, and transport tracking5 June 2026v0.6.6Daily reporting, promotions, and cleaner sales-log workflow4 June 2026v0.6.5Permissions now do exactly what they say3 June 2026v0.6.4Sharper sales log controls and full-screen workflow polish2 June 2026v0.6.3Clearer sales log views, profile targets, and notification attention2 June 2026v0.6.2More reliable team invites and password resets2 June 2026v0.6.1Sales log controls, performance lenses, safer Companion answers1 June 2026v0.6.0Vehicle conditions, simpler pipeline, public docs29 April 2026v0.5.0