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2. Setting Up the Workflow

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  • Select the one Action Plan:

    • In the Autopilot configuration, you select the Action Plan they you want to automate using a dropdown menu.

  • Enable Report Updates:

    • A toggle option lets you decide whether to update the Action Plan on components in reports if any.

    • When activated, the Autopilot will:

      • Automatically update the results displayed in reports for the selected Action Plan in two cases:

      • This ensures consistency across all relevant reports, reducing manual effort and the risk of errors.

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