Automation Hub
Automate more. Work less.
Explore powerful tutorials and templates to unlock the full potential of Autopilot inside Party Pro Manager.
Use Case Tutorials
Link to: Automation Use Case: Event Confirmation & Follow-Up
Event Confirmation & Follow-Up
Reduce ghosting and lock in more bookings… automatically!
Link to: Automation Use Case: Pre-Event Engagement & Logistics Reminders
Pre-Event Engagement & Logistics
Deliver a smoother event experience for your clients and team — before the party even starts.
Link to: Automation Use Case: Final Balance Payment Reminders
Final Balance Reminders
Get paid on time — without awkward follow-ups or last-minute stress.
Link to: Automation Use Case: Post-Event Follow-Up & Engagement
Post-Event Engagement
Turn one great event into reviews, referrals, and repeat bookings — automatically.
Post-Payment Checklist & Verification
coming soon…
Extended Client Onboarding & Engagement
coming soon…
Link to: Why Use Automation in Your Party Business?
Why Use Automation in Your Party Business?
Learn how automations can save you time, reduce errors, and level up your client experience — even if you’re a solo operator.
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What’s Included in PPM Autopilot?
Learn how to get started with PPM Autopilot in your account, and compare what automations are available on LITE, PLUS, and UNICORN plans.
Frequently Asked Questions
Do automations work on all plans?
Yes, but the number and type of actions depend on your plan.
What type of actions can automations trigger?
There are 6 different actions an automation can take on your behalf.
Email: To Client, To Staff, To Yourself
SMS/text: To Client, To Staff, To Yourself (requires the SMS Power-Up)
Can I include multiple messages in one automation?
LITE: Can only include a single action/message per automation
PLUS + UNICORN: Can include one or many actions/messages
How many automations can I set up?
The number of custom automations you can set up depends on your plan.
LITE: 3 single-action automations
PLUS: 5 multi-action automations
UNICORN: Unlimited multi-action automations
Ready to get organized and stress-free?
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And, get ready for life-changing results… guaranteed!
