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The BizPilot Briefing

The BizPilot Briefing

By: Don McCormack
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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!

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Episodes
  • Workflows Can Use Task Status As A Goal

    Workflows Can Use Task Status As A Goal
    Jun 24 2026
    In this episode of The Biz Pilot Briefing we introduce a new Goal Events capability in Biz Pilot 360: Task Status can now be used as a goal type. That means workflows can watch for a task tied to a contact being created or marked completed and automatically move that contact down a goal branch based on configurable filters like task type or criteria. For businesses, marketers, and entrepreneurs this streamlines task-driven automation—allowing reliable, automated follow-up, clearer routing based on real CRM task progress, better team nudges, and improved tracking and completion rates without extra workarounds. Builders can now model true task lifecycles directly in workflows to keep processes moving smoothly. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 mins
  • Knowledge Base Search for AI Agent: Smarter, Lower-Cost Answers

    Knowledge Base Search for AI Agent: Smarter, Lower-Cost Answers
    Jun 24 2026
    In this episode of The Biz Pilot Briefing, we introduce Knowledge Base Search for the AI Agent in Biz Pilot 360 — a new capability that lets the agent fetch relevant information from multiple connected knowledge bases on demand. Instead of front-loading long prompts, the agent retrieves just the content it needs, using static or dynamically generated queries and a configurable number of content chunks. That means faster setup, lighter prompts, reduced token costs, and more accurate, business-grounded responses. This upgrade helps small business owners, marketers, realtors, and entrepreneurs get reliable, context-aware answers without complex configuration, making the AI Agent more practical for customer-facing tasks and day-to-day operations. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 mins
  • Apply Tags With Confirmation To Avoid Accidental Workflows

    Apply Tags With Confirmation To Avoid Accidental Workflows
    Jun 24 2026
    In this episode of The Biz Pilot Briefing we highlight a targeted update in Biz Pilot 360 that prevents accidental workflow triggers when editing contact tags. Tag changes no longer take effect immediately; instead you now make selections in the Contacts tab’s tag dropdown and confirm with Apply—or Cancel to discard edits. This confirmation step stops unintended automations from firing and reduces errors when maintaining segmented lists. For businesses, marketers, and entrepreneurs, that means greater confidence managing contacts, more accurate audience targeting, and fewer interruptions to automated campaigns. Try the new flow next time you update tags to see how a small change can protect your workflows and data integrity. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 min
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