Your morning routines, Pilot handles them on schedule.

Budgets, creatives, unusual spend, the weekly report, analyses… Schedule what you need once. Pilot takes care of the rest and lets you know the result.

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Read-only: an automation never modifies your accounts.

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Video · 15 s9:16

How it works

  1. Describe the task, or start from a template

    For example: “Every morning, check how the budgets are pacing and tell me if one slips.” One sentence is all it takes.

  2. Pick the time, the frequency, the delivery

    Every day at 6:30 AM, every Monday, twice a day. The result lands in Pilot and in your channel if you pick one (email, Slack, Google Chat…).

  3. Pilot runs the analysis and lets you know

    At the set time, on up-to-date data, read-only. The result is waiting for you in the task's conversation.

Try an automation in Pilot

Pick a task, set the frequency and the time: the interactive demo below works out the next run and shows you what Pilot will deliver. The “Run” button starts the run right away.

Demo · fictional dataFictional data

Automations

Beta · read-only
Lumio SneakersDemo timeMon, 10/05 · 06:40 PM

1Pick a task

2Set the frequency, time and delivery

Recurrence

15 minutes earlier15 minutes later

Paris time

Delivery

In Pilot

A notification, plus the task's conversation.

And in a channel, via webhook

Daily spend report

Review yesterday's advertising spend, broken down by platform and by campaign. Highlight any notable changes, then write a clear report.

Every day · 06:00Next: tomorrow at 06:00 AMIn PilotRuns

Next run

Tomorrow, Tuesday, October 6, at 06:00 AM

in 11 hr 20 min · Every day · 06:00

3What Pilot will deliver

On the next run, tomorrow at 06:03 AM

Fictional data

Scheduled task completed: Daily spend report

The “Daily spend report” prompt ran successfully

Daily spend report

Yesterday: €1,052 spent against €1,080 in budgets, 39 purchases, €4,418 in revenue, 4.2 ROAS.

  • Meta: €560, 19 purchases, 4.1 ROAS
  • Google Ads: €355, 15 purchases, 4.6 ROAS
  • TikTok: €137, 5 purchases, 3.6 ROAS

Worth noting: the −20% promo costs €41 per purchase, vs €24 before Sep 22. It took 30% of yesterday's spend.

The result is in Pilot: the notification above, plus the task's conversation, where you can ask follow-up questions.

  • By email too, if you like: turn on the “Task completed” notification in your preferences.
  • During the free trial, results stay in Pilot, and an automation runs at most once a day.

While you were asleep, Pilot was on watch.

This is an example. Two automations run every morning on the accounts of Lumio, a fictional brand. First thing in the morning, everything is already waiting in Pilot.

A morning at Lumio
  1. 6:00 AM

    Daily spend report

    Yesterday's numbers, by ad platform and by campaign. At 6:03 AM: yesterday, €1,052 spent, 39 purchases, 4.2 ROAS.

  2. 6:30 AM

    Morning check

    The five budgets, the eighteen creatives, any spend that's out of the ordinary. At 6:34 AM, one alert: the −20% promo is wearing out, €41 per purchase vs €24 before Sep 22.

  3. 7:00 AM

    You get up

    The results are waiting for you in Pilot, each in its own task's conversation. Pilot hasn't changed a thing: the decision is yours.

Lumio Sneakers · Tuesday, 6:34 AM

Start from a template or from a sentence

Pilot suggests ready-to-use tasks. Click “Add” and the title, instruction and recurrence are filled in for you: adjust them and launch the automated task.

Ready-made templates
Templates picked for youReady-made tasks: choose “Add” to start from one of them.
  • Daily spend reportEvery day · 09:00Add
  • Budget check - alert2× / day · 08:00 & 16:00Add
  • Monday top campaignsEvery Monday · 08:00Add

Or describe your own, in one sentence

“Every Friday, review the live creatives and tell me what to cut, scale up or refresh.”

PreviewCreate task
Automate this analysis

Meta creatives losing steam

Two Meta creatives are losing steam: from the first half of the month to the second, their CTR drops and their cost per purchase climbs.

ROAS by platform, week by weekDashboard Saved in Deliverables
Open the dashboard
  • Automate
  • Share
  • Export PDF
Three ways to create an automation: the ready-made templates on the Automations page, each with “Add”, or a task described in one sentence; in the chat, “Automate this analysis” on a conversation, and “Automate” in a deliverable's menu.
  1. From a conversationFound an analysis useful? “Automate this analysis” runs it again on up-to-date data, as often as you choose.
  2. From a deliverableA dashboard or report built in the chat regenerates at the set time, with its structure and metrics intact: that's the deliverable's “Automate” button.

Set once, on time every day

Three settings, and every task shows its next run, so you know when to expect the result.

The settings

Upcoming runs

Lumio Sneakers
  • 06:00 AMtomorrowDaily spend reportIn Pilot
  • 06:30 AMtomorrowMorning checkIn Pilot
  • 08:00 AMtomorrowBudget check - alertIn Pilot
  • 05:00 PMFri, 10/09Friday creative auditSlack · #ads-lumio

Last 7 days

23runs

succeeded
23
failed
0

Daily spend report

Recurrence

Every dayMonday to FridayEvery MondayEvery Friday2× per dayOne time only
Time06:00 AMParis time
Notification preferencesPer event: in the app (bell) and by email.
EventIn-appEmail
Task completedA scheduled task ran successfully
Task failedA scheduled task failed
Four Pilot screens: upcoming runs in the Lumio Sneakers workspace and the last seven days at a glance; a task's settings, its six recurrence options and its time, on Paris time; the task notification preferences, in the app and by email (off by default for a completed task, on for a failed one).
  1. The timeYou set it, on Paris time. Every ten minutes, Pilot checks what it needs to run, and the result is ready once the analysis is done, usually within a few minutes. “Run” executes it immediately. Pausing and resuming take one click.
  2. The frequencyEvery day, Monday to Friday, every Monday or every Friday, twice a day (8 AM and 4 PM), or just once, on the date you choose.
  3. The deliveryAlways in Pilot: a notification and the content. On top of that, a channel via webhook: Slack, Microsoft Teams, Google Chat, Discord, n8n or any webhook URL. The message includes the full report as text, plus a link to its formatted version when there is one, which opens without a Pilot account.
  4. Email, if you want itTurn on the “Task completed” notification in your preferences: every result is also sent to you by email. A failed run is automatically reported to you by email.

A run that fails for a technical reason is retried twice, then flagged. During the free trial, results stay in Pilot and an automation runs at most once a day.

Everything you can automate

An automation is a request you make to Pilot, run again at the set time on up-to-date data. It reads your connected accounts, compares, calculates and writes up the result.

What you can automate

Reports

Yesterday or last week in review: the numbers, what moved, and why.

Instruction“Summarize yesterday, by platform and by campaign.”

Checks

A budget that overruns or runs out too early, a CPA on the rise, spend with nothing to show for it.

Instruction“Tell me if a budget runs out before 6 PM.”

Creatives

Fatigue, cost per purchase, and the creatives to cut, scale up or refresh.

Instruction“Every Friday, tell me which creatives are wearing out.”

Your deliverables

The weekly dashboard, regenerated on up-to-date data, with the same structure.

In Pilot“Automate”, on the deliverable

Your analyses

The latest request in a conversation, with up-to-date data, as often as you choose.

In Pilot“Automate this analysis”, in the conversation

The five things an automation can do in Pilot: reports, checks, creatives, your deliverables and your analyses. For each, what Pilot produces and how to start it: a written instruction, or the app's “Automate” button.

An automation suggests. You launch the changes.

Automations only read. If one of them decides a budget should come down or a creative should be cut, it recommends it: no change goes out to the ad platform.

Your approval
Morning checkTask conversation

Pilot · 6:34 AM

The −20% promo is wearing out: €41 per purchase vs €24 before Sep 22.

Next step: shift €100 a day to “UGC · Paris” (€20 per purchase).

Do it.

Change the budget

Meta

Ad sets, daily budget: Fall promo, €320 to €220; UGC · Paris, €250 to €350.

Waiting for your approvalRejectApprove

Nothing is sent to the ad platform without your click on “Approve”.

Ask about your campaigns…
ReadAction
The “Morning check” task conversation: the 6:34 AM result and its next step, the request “Do it.” sent in Action mode, then the “Change the budget” card (Meta), waiting for your approval.
  1. 6:30 AM · The automation reads and draws a conclusion“The promo is wearing out: shift €100 a day to UGC · Paris.”
  2. You open the task's conversationThe result is filed there, with its numbers. You can ask follow-up questions.
  3. You ask Pilot, in Action modeA conversation starts in Read mode: you're the one who switches to Action mode.
  4. An approval card appearsApprove or Reject. Nothing goes to the ad platform without your click.

Before you launch your first automation

No. It runs read-only: it reads, compares and writes up its findings, and any write to an ad platform is blocked. To act on a recommendation, you ask Pilot in the conversation, in Action mode: it prepares a card you approve or reject.

Scheduled once. Checked every morning.

7-day free trial, no credit card required. In the first hour: connect an ad account, describe your automated task in one sentence, simulate it, then run it once. The result lands in Pilot, in the task's conversation.

Start free trial

The demo uses a fictional brand, Lumio Sneakers. Its visuals are generated and its numbers are made up.

Pilot's other features

Each of Pilot's many features comes with its own video, demo and detailed explanation.

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