Auto mode & the morning brief

Overview

Auto mode is for owners who'd rather check in once a day. Setell handles routine work quietly — no note, no nudge — and you catch up the next morning in your brief at the top of the dashboard. It still stops and asks before anything that looks risky. Auto is on the Business and Pro plans.

Auto mode is a Business and Pro feature. Free accounts stay in Watch. Upgrade in Settings → Billing to turn Auto on.

Setell offers Auto for follow-ups when you've earned it

If you keep sending Setell's suggested follow-ups as-is, it notices. After several approvals in a row, Setell will offer to take follow-ups off your plate entirely — sending them automatically, two per quiet quote max, always in your voice. It asks with the evidence in hand, only switches if you say yes, and dismissing suggestions teaches it the opposite: keep saying no and it keeps asking first. Revert anytime in Settings → Autonomy.

The second offer: Auto for quote-sending, once Trust has proven quiet

Quote-sending climbs the ladder one rung at a time. If you've been living in Trust — off-band quotes going out with a note each time — Setell watches how that's going too. When the last ten of those auto-sends went by clean (you didn't recall one, and you didn't step back to Watch), it offers the final step: stop showing the price notes and send off-band quotes silently. The bar is deliberately higher than the first offer, because silence needs more proof than a note. What doesn't change: the strong pricing flag still pauses in Auto, and recalling a quote or switching modes resets the streak. Say yes and the notes stop; revert to Trust or Watch anytime in Settings → Autonomy.

Before you start

• A Setell Business or Pro plan.
• Some job history helps — Auto leans on Setell's pricing check, which sharpens as you send more quotes.

What Setell does in Auto

• Routine work happens quietly. Setell doesn't stop to confirm and doesn't leave a note each time — it just does the work.
• The strong pricing flag still asks. A quote that's clearly under- or over-priced still waits for you. Setell never auto-sends something it flagged as a real problem — in any mode.
• You catch up in the morning. The next time you open the dashboard, your brief sums up what happened.

Your morning brief

At the top of your dashboard you'll see Setell — this morning: a short, scannable rundown of where things stand. It groups items so you can read it in seconds:

• Wins — what closed (for example, deals signed overnight).
• Today — what needs your eyes: drafts awaiting review, new inbound to triage.
• Heads up — sent quotes that have gone quiet and may need a nudge.
• FYI — context, like deals closed this week.

Each line that needs action has a button right there — Review drafts, Triage inbox, See stale jobs — so the brief isn't just news, it's your to-do list. A quiet day reads "You're all caught up."

Turn it on

1. Go to Settings and find the Autonomy card.
2. For Sending a quote, pick Auto.
3. Open your dashboard the next morning to see Setell — this morning.

What to expect

• The quietest day-to-day. Setell keeps things moving without pinging you.
• One place to catch up. The brief is your single morning check-in.
• The real risks still pause. Anything Setell flags as clearly off-price waits for you, brief or no brief.

Troubleshooting

• The Auto button is greyed out. Auto needs a Business or Pro plan. Upgrade in Settings → Billing.
• My brief is empty. That's a good thing — it means nothing needs you. The brief shows "You're all caught up" on quiet mornings.
• Setell paused on a send while I was in Auto. It hit the strong pricing flag, which always asks. Read the note and confirm or adjust. See docs/autonomy/pricing-analyst.

FAQ

• What's the difference from Trust? Trust leaves you a note each time it auto-proceeds. Auto stays quiet and rolls it into the morning brief.
• Where do I find the brief? Top of the dashboard, labeled Setell — this morning.
• Does Auto ever send a quote I'd object to? It won't send anything it flagged as clearly off-price — that always asks first. Auto only skips the confirm step on routine work.

Related

docs/autonomy/overview · docs/autonomy/trust · docs/autonomy/pricing-analyst · docs/insights/your-patterns · docs/account/plans

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