The BizPilot Briefing
The BizPilot Briefing is your go-to podcast for small business owners who want to stay ahead with AI-powered tools, automation strategies, and platform updates from BizPilot 360. Each episode delivers the latest news, feature releases, and practical how-tos designed to help you run your business smarter — not harder. Whether you're streamlining operations, automating marketing, or scaling your sales, The BizPilot Briefing keeps you in the cockpit and in control. Subscribe and put your business on Autopilot!
Episodes
67 episodes
Insert Any Company Field Into Emails, Workflows, Contracts
In this episode of The Biz Pilot Briefing... we introduce the ability to insert any Company field—standard or custom—into emails, workflows, contracts, conversations, and AI context across Biz Pilot 360. Use the editor’s custom value picker to cho...
Branch Automations By Opportunity Owners Or Followers
In this episode of The Biz Pilot Briefing we cover a small change with a big automation impact: you can now branch Automations in Biz Pilot 360 using Opportunity Owners or Opportunity Followers. By adding an If/Else action and selecting ownership ...
Accounting Sync Dashboard: Track And Retry Invoice Syncs
In this episode of The Biz Pilot Briefing... we introduce Accounting Sync, a centralized hub inside Biz Pilot 360 that monitors and resolves failed invoice, transaction, and contact syncs with QuickBooks, Xero, and Wave. Accessible from Payments >...
SMS On Dashboard With Ready-Made, Configurable Widgets
In this episode of The Biz Pilot Briefing we introduce SMS on the dashboard next to Emails and Calls in Biz Pilot 360, enabling teams to monitor text messaging performance without switching tools. Adding SMS is simple: enter dashboard edit mode, a...
Automate Housecall Pro Jobs With Biz Pilot 360 Workflows
In this episode of The Biz Pilot Briefing... the team introduces a new Housecall Pro connection inside Workflows in Biz Pilot 360. Home service businesses can now automate and coordinate jobs in Housecall Pro while keeping lead capture, CRM, marke...
Suggestive Mode Refresh: Instant Draft Replies In Conversations AI
In this episode of The Biz Pilot Briefing we cover the refreshed Suggestive Mode in Conversations AI inside Biz Pilot 360. The update pre-drafts reply suggestions in the background as messages arrive and surfaces a redesigned suggestion card you c...
Map Community Membership Questions To CRM Custom Fields
In this episode of The Biz Pilot Briefing... we spotlight smarter onboarding in Biz Pilot 360: membership question responses can now map directly into CRM contact records using your existing custom fields. Configure mappings in Community Settings ...
Custom Values In Ad Copy
In this episode of The Biz Pilot Briefing... we spotlight custom values in Ad Copy — a small but powerful update inside Biz Pilot 360 that lets you define reusable text pieces (like locations or offers) once and inject them across campaigns. From ...
Course Tags: Language, Level, And Topic Filters
In this episode of The Biz Pilot Briefing we introduce Course Tags in Biz Pilot 360, a simple yet powerful way to organize and surface learning content. Course Tags let creators set language, difficulty, and topic from the Courses → Products → Set...
SMS Notifications For Rental Bookings
In this episode of The Biz Pilot Briefing we highlight a new SMS notifications feature for rental bookings in Biz Pilot 360. Designed for rental, appointment, and booking-based businesses, this update lets you enable mobile-first SMS automations t...
AI Data Extract Action: Turn Messy Text Into Typed Workflow Variables
In this episode of The Biz Pilot Briefing... we highlight the new AI Data Extract action in Biz Pilot 360, a tool that converts unstructured text—emails, SMS, webhook payloads, or AI outputs—into clean, typed variables you can use directly in work...
Image Captions, SEO Keywords, And Image Controls In Blog Editor
In this episode of The Biz Pilot Briefing we highlight a small but powerful update in the Blog Editor: image captions with built-in SEO and behavior controls. Biz Pilot 360 now lets you add multi-line captions beneath images, convert phrases into ...
Resizable Details Panel And Full-Screen Mode For Workflow Builder
In this episode of The Biz Pilot Briefing... we walk through an update to the workflow builder in Biz Pilot 360 that gives you resizable workspace controls and a full‑screen expand mode for actions and triggers. The details panel on the right can ...
Add Custom Content For Each Quiz Result Category
In this episode of The Biz Pilot Briefing... we highlight a new quiz result page capability in Biz Pilot 360 that lets creators add custom content per result category. Using the Quiz builder’s Customize Result Page you can target sections to a use...
Layout-Level Conditional Visibility With Empty And Present Operators
In this episode of The Biz Pilot Briefing we cover smarter Conditional Visibility in Biz Pilot 360, now enabling visibility rules at the layout level through a dedicated Visibility tab. Instead of applying conditions to each element, you can contr...
User Replied Trigger Automates Team Reply Workflows
In this episode of The Biz Pilot Briefing we introduce the new User Replied automation trigger in Biz Pilot 360, which launches workflows the moment a team member responds to a customer. Set it up in Automations > Workflows, choose User Replied, a...
Automate Workflows From Client Portal File Uploads
In this episode of The Biz Pilot Briefing... we cover a new Client Portal File Uploaded trigger inside Biz Pilot 360 that automatically starts workflows when contacts add files to Shared Documents. The feature turns uploads into immediate actions—...
Audit Logs Now Track Preference And Subscription Changes
In this episode of The Biz Pilot Briefing... we highlight the expanded Audit Logs in Biz Pilot 360, which now capture Preference and Subscription Management activity. The update records who made changes, when they occurred, and shows before-and-af...
Manage Fields Displays All Form Fields Before Any Submissions
In this episode of The Biz Pilot Briefing we cover a helpful update to Manage Fields in Biz Pilot 360 that ensures form, survey, and quiz fields appear in your submissions view even before any data is submitted. Now Manage Fields pulls field defin...
Set Modal Height For Embedded Forms
In this episode of The Biz Pilot Briefing... we cover an update to embedded forms, surveys, and quizzes in Biz Pilot 360 that adds manual modal height control and smarter builder behavior during load. You can now set a custom modal height for popu...
Rentals: Manage Inventory-Driven, Duration-Based Bookings
In this episode of The Biz Pilot Briefing... we introduce Rentals, a new bookings capability inside Biz Pilot 360 for managing bookable inventory like spaces, vehicles, equipment, or event supplies. Rentals supports duration-based, inventory-drive...
Create LinkedIn Polls Directly In Social Planner
In this episode of The Biz Pilot Briefing we introduce the new LinkedIn Polls capability inside the Social Planner in Biz Pilot 360. You can now compose and publish polls without leaving the platform: select the LinkedIn account, enable the poll o...
Add Gradient Button Backgrounds In Form, Survey, And Quiz Builder
In this episode of The Biz Pilot Briefing we highlight a subtle but powerful design update in Biz Pilot 360: gradient backgrounds for buttons in the Form, Survey, and Quiz Builders. You can now switch a button from a flat color to a multi-stop gra...
Media Library Previews Support 3D Models, Docs, Spreadsheets, Audio
In this episode of The Biz Pilot Briefing... we highlight an upgrade to Biz Pilot 360’s Media Library that expands in-browser file previews to 3D models, Word documents, PDFs, Excel and CSV files, plain text and code, and audio. Rather than downlo...