Autopilot Annotate & Collaborate — Marketing automation with your whole team on the same page

Today, a lot of companies are building complex workflow to automate their marketing campaigns. At Typeform, we are happy user of Autopilot. It help us run onboarding experiences and optimise when we should followup with users. I am very excited by this new feature offered by Autopilot: Annote and Collaborate. It let's document the flows you've built. How many times have you opened Marketo trying to understand what your colleague have done? This is not happening here as they have left notes and comments on the flow. You should definitively check it out ;)

Hi Nicolas Thanks for hunting us! We’re really excited to show off the Annotate and Collaborate feature. This all started with a simple idea: what if marketing automation software could be as easy as drawing on a whiteboard? We already had the visual canvas for customer journeys, so we created a way for teams across an organization to work in real time to give context to, and feedback on those journeys by using annotations, text, stickers, images and emoji. This new functionality enables you to: Collaborate with your team members in real-time; Visualize ideas and bring context to journeys; Increase productivity with new keyboard shortcuts; and Share your best work with others outside of Autopilot I would love to hear what people think and I’m more than happy to answer any questions! https://www.autopilothq.com/feat...

I love this so much. The second I saw it when I logged in I started using it. Being able to label my journeys and make notes next to the shapes means I can now pass off a project without having to document things outside of Autopilot.

Pros:

I don't know of any other email marketing tool that has this. Being able to make notes on the canvas is a game-changer.

Cons:

None that I can tell so far.

I wish it would allow me to quickly add a thought --- as a quote or alert or fyi -- like drag and drop a thought bubble and start typing into it. As opposed to having to drag and drop multiple elements, say a circle for the shape, and a title for the text..then having to ensure they all fit in together which becomes a repetitive task everytime you type.. as the text spills out of the circle...

Pros:

Love the idea - makes me wonder of why so many products think of collaboration/communication in a boring way as opposed to this natural way

Cons:

Implementation - though there are a lot of options, not very easy to quickly add a quick note in a thoughtcloud or alert

This looks great and is much needed, I've been using funnelytics.io to solve a similar problem though that's not it's primary purpose

I love how you can insert emojis to share your opinion, and the stickers are seriously a LOL - keep it up Autopilot!

Pros:

Creates powerful customer journeys by making sure all teams as customer success, sales and marketing are aligned and collaborating.

Cons:

No that I can' think of

An awesome addition to a great platform! As a SaaS product developer / owner, AutoPilot is a no-brainer and allows us infinite flexibility & freedom to build out our customer marketing journey's. We use a combination of the Autopilot API to dynamically feed in customer info from our platform and then supplement this with using the awesome AutoPilot UI to collaborate on creating the required journeys. Keep up the awesome work guys! @chrissharkey @michaelsharkey @ipetersharkey

Hi Autopilot Team Great work with this new feature. Another great step towards acknowledging and serving the collaborative nature of your users. Well done!

The annotate feature helps me comment on journeys so I can come back to them at any time, understand the flow and pick up where I left off.

Before this feature, Autopilot's visual canvas was easy to use and simple, but now the annotations, stickers and emoji offer a whole new level of collaboration. I haven't seen anything like it on the market and it ticks all my boxes when it comes to marketing automation software.

Pros:

The new feature has helped me to design customer journeys with my whole team. I can easily add anyone to a journey and get their feedback

Cons:

I haven't experienced any cons with this feature so far

Complete game changer for marketing automation teams looking to scale businesses! Great job guys and girls 🚀

Autopilot is the perfect platform for visual people, and Annotate is certainly is in keeping with this: it's both practical and playful.

In the past, I would often look back at Journeys and struggle to recall why I'd set a certain Condition. Being able to write notes means I can keep track of this, and plot out future additions to a Journey, that I don't necessarily have time to add then and there.

It's been particularly helpful when tracking time elapsed between a contact entering a journey and a particular Action. For this reason in particular, it would be great if it were possible to have Annotate visible in Live Mode.

Pros:

A fun, visual way to add 'mental notes' for yourself or messages to share with your team.

Cons:

I would love if Annotate was visible in 'Live Mode', to avoid having to toggle back to Canvas to refer to notes.