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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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