12 minute playbook

Delegate your admin to Vio

Hand the repetitive parts of running a business to Autopilot, with approval where it matters.

Start with chasing, it pays for itself
Turn on overdue invoice follow-ups first. It is the automation with the most obvious return.
Open Autopilot
Keep approval on anything customer-facing at first
Run in propose-and-approve mode for two weeks. Once the drafts are consistently right, switch them to automatic.
Choose run modes
Add filing and the weekly brief
Receipt filing removes an hour a week. The weekly brief means you never have to go looking for the numbers.
Enable more automations
Read the activity log once a week
Every run is recorded: what ran, what it touched, what happened. Two minutes tells you whether to widen the remit.
Review activity

Run this playbook in your own workspace

Every step above links to a real screen. Create a workspace and work through it in one sitting.