Copilot 2025 Foundations Release

Marlon Misra -

Welcome to the 2025 Foundations Release. Unlike earlier releases, this one is not about a brand-new app or major feature. Instead, we have spent the last few months going back to the basics, and focused on foundational enhancements and improvements across our product suite.

Freeform Automations

Automations help you save time, minimize tedious work, and reduce human error. Now, with this release, they’re getting more powerful.

Start From Scratch

Go to Automations in the sidebar and pick Start From Scratch. You can now build custom workflows by selecting from a range of triggers and actions.

New Triggers and Actions

We added four new actions and two new triggers, for more flexible automations.

Three Example Workflows

  1. Track onboarding progress
    Define a custom field "Onboarding" with tags "Onboarding form submitted", "Contract signed", and "1st invoice paid". Then set up an automation so each client action adds the respective tag to the client, making it easy to track client onboarding progress.
  2. Unlock capabilities when leads become clients
    Define a custom field "Client status" with tags for "Lead" and "Paying". Set up App Visibility so that only paying clients see certain apps (like a Calendly scheduling embed). Then create an automation so that when the first invoice is paid, "Client status" updates to "Paying". Now clients who pay will automatically see new apps appear in the portal immediately after payment.
  3. Trigger an onboarding flow based on purchased product
    Configure the "Invoice paid" trigger to only fire for a specific product. This lets you launch targeted onboarding flows depending on which product a client buys. For example, after a particular product is purchased you can assign an intake form that’s related to the product that was purchased.

The New CRM

Most Copilot businesses serve other companies with multiple clients/contacts. Our redesigned CRM makes it easier to keep track of it all.

Company and Client Tabs

We added separate views for companies and clients, so you can focus on whichever is more relevant at the moment.

Company Details Page

Clicking on a company takes you to a details page that shows all messages, files, etc. tied to that company. If there’s no company-specific data, you’ll see relevant data from associated clients (with a dropdown to pick which one).

Tasks App Improvements

Launched in October 2024, the Tasks App has evolved weekly. We’ve completely redesigned it, added rich text, images, and file attachments, and introduced reusable task templates, task archiving, and a more detailed activity log.

Apple Pay & Android Pay

The new design brings a more familiar Stripe-inspired look to the checkout experience, and works great on mobile. We also added Apple Pay and Android Pay, which render dynamically when supported.

Embeds with URL Parameters

You can already embed apps like Airtable, JotForm, and Typeform. The challenge? Embedded apps couldn’t identify the client viewing them, making it impossible to pre-fill details like name, email, or company. That changes today — now, you can configure URL parameters for embeds, passing native properties and custom fields to personalize each client’s experience.

New Question Types in the Forms App

We added dedicated "Phone number", "Email", and "Date" types to the Forms App. Use them instead of the generic "Short answer" type for improved data validation. We also added an “Other” option for "Single Select" and "Multi select" questions to let clients fill in their own response.

File Previews

You can now preview PDFs, images, videos, audio, and more without leaving Copilot. Just double click, view, and download if needed.

Mass File Sharing

Share multiple files at once with many clients or companies — handy for sending monthly reports or documents en masse.

Improved payout reconciliation

On Settings > Payouts, you’ll see a link to the Stripe Express dashboard. There, each payment description now includes the client’s name and invoice number, making it easier to match incoming payments with bank payouts.

MFA Authentication Enforcement

On Settings > General, internal admin users can now enforce multi-factor authentication for all clients and/or all internal users. When enabled, users have to provide a verification code upon log in.

Platform Improvements

  • Added a new webhook event — invoice.paid — that triggers whenever an invoice is paid. Use it to kick off any payment-related workflow.
  • Added a File Delete endpoint to delete files and folders.

Other Improvements

  • On client/company detail pages, if there are too many apps to fit, a “More” dropdown appears. This replaces the slow-loading “More” page by letting you select individual apps and embeds.
  • A new address custom field makes it easier to record clean data for addresses and uses the Google Maps API for autocomplete.
  • In the Billing App, internal users can now create new products and prices during invoice/subscription creation by using the “Add as product” checkbox.
  • In the Billing App, internal users can now set up subscriptions with a new "Every 2 years" interval option.
  • In the Messages App, internal users can now choose between client or company message channels when sending a mass message.
  • In the Files App, internal users can now select a file or folder and move it to another channel.