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Using Autopilot Mode

Let AI handle complex multi-step workflows automatically

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Written by Eden Noelle
Updated yesterday

What is Autopilot?

Autopilot is an advanced feature that allows TenderB to autonomously execute complex, multi-step workflows with minimal human intervention. Instead of guiding the AI step-by-step, you define the end goal and Autopilot determines and executes the necessary steps.

Autonomously Switching Between Planning and Agent Mode

A key strength of Autopilot is its ability to switch between Planning Mode and Agent Mode as needed:

  • Planning Mode: The AI first creates a structured plan or checklist of tasks required to achieve the goal. This ensures a logical workflow and allows for human review before execution.

  • Agent Mode: The AI then executes the tasks in the plan, generating content, conducting research, and performing analysis.

This autonomous switching ensures that complex requests are handled in a structured, predictable, and verifiable way.

Model Selection in Autopilot

Select the desired model to run Autopilot with.

When to Use Autopilot

Autopilot is ideal for:

  • Complex tender analysis requiring multiple research steps

  • Multi-section document generation

  • Comprehensive requirement extraction and analysis

  • Market research and competitive analysis

  • Quality assurance and compliance checking

  • End-to-end bid preparation workflows

How Autopilot Works

Step 1: Define the Goal
Provide a high-level objective rather than step-by-step instructions.

Example:
"Please create a complete tender response addressing all requirements in the tender document. The response should include: executive summary, technical approach, team and experience, pricing strategy, and implementation plan. Ensure all mandatory requirements are addressed and content is verified against source documents."

Step 2: Enable Autopilot Mode
Select "Agent Mode" which includes autopilot capabilities.

Step 3: AI Switches to Planning Mode
Autopilot first enters Planning Mode to create a fixed checklist. It will present a structured plan, often in phases, with a list of to-do items. You'll see a message like "Created 12 to-dos" indicating the plan has been generated.

Step 4: Review and Approve the Plan
Click "View results" or "Expand plan" to see the detailed checklist. Review the plan to ensure it aligns with your expectations. The plan typically includes:

  • Multiple phases (e.g., Phase 1: Analysis & Research, Phase 2: Content Generation, etc.)

  • Specific tasks within each phase

  • Key focus points for each task

  • A status indicator showing which phase is ready to begin

You can ask for modifications to the plan before execution begins.

Step 5: AI Switches to Agent Mode for Execution
Once the plan is approved (or you respond "yes" to proceed), Autopilot switches to Agent Mode to execute the tasks. It provides updates as it progresses through the checklist. You'll see the AI working through each phase systematically.

Step 6: Review Output
Autopilot presents completed work with explanations of decisions made.

Step 7: Refine if Needed
Request specific improvements: "Please strengthen the risk management section with more specific mitigation strategies."

Autopilot Capabilities

Autonomous Planning:

  • Breaks down complex goals into steps

  • Determines optimal sequence

  • Identifies required information

  • Adjusts plan based on findings

Multi-Agent Orchestration:

  • Automatically engages appropriate sub-agents

  • Coordinates parallel work streams

  • Synthesizes outputs from multiple agents

  • Ensures consistency across sections

Research and Analysis:

  • Conducts web research when needed

  • Analyzes multiple documents

  • Extracts and synthesizes information

  • Identifies gaps and inconsistencies

Quality Assurance:

  • Automatically verifies content against sources

  • Checks for completeness

  • Ensures compliance with requirements

  • Flags potential issues

Monitoring and Control

Progress Visibility:

  • Real-time updates on current step

  • Ability to view the plan at any time by clicking "Expand plan"

  • Ability to view intermediate results

  • Status indicators showing which phase is active

Intervention Options:

  • Pause autopilot to review progress

  • Provide additional guidance mid-process

  • Adjust direction based on findings

  • Stop and restart with refined instructions

Best Practices for Autopilot

  • Clear End Goal: Define what success looks like

  • Complete Resources: Provide all necessary documents upfront

  • Appropriate Scope: Don't make goals too broad or too narrow

  • Review the Plan: Always review the plan before execution to ensure it's on track

  • Trust but Verify: Review autopilot output carefully

  • Iterative Refinement: Use autopilot results as starting point for refinement

  • Learn from Results: Note what works well to improve future requests

Autopilot vs. Manual Mode

Use Autopilot When:

  • You have a clear end goal but don't want to specify every step

  • The task requires multiple research or analysis steps

  • You need parallel processing of multiple sections

  • Time is limited and you need efficient execution

Use Manual Mode When:

  • You want precise control over each step

  • The task is simple and straightforward

  • You're learning how to use TenderB effectively

  • You need to make decisions at each step

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