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Autopilot

Just tell XatBot what to do.

Describe a task in plain English. XatBot plans the steps, you review and edit them, then it works the platform for you with real browser actions, pausing only to ask for what it needs.

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Automate platform work just by asking

Run a Pillar Two checkPopulate entity dataGenerate a compliance memoUpdate a GMT scenarioSet up a new project
How it works

Talk to XatBot. Watch it work the platform.

Describe what you want, review the plan, edit anything, then let Autopilot do it for you step by step.

  1. 1
    Describe what you want

    Tell XatBot the task in plain English, the same way you would ask a colleague.

  2. 2
    XatBot drafts the workflow

    It breaks the task into a clear, ordered set of steps and shows you the plan.

  3. 3
    Review and edit the steps

    Reorder, change, or remove any step. Nothing runs until you are happy with it.

  4. 4
    Execute with AI

    One click hands the approved plan to Autopilot.

  5. 5
    It works the platform for you

    Autopilot moves the cursor and clicks through each step in real time, and asks for a file whenever it needs one.

Run a Pillar Two compliance check for our 12 EU entities.
XatBot · suggested workflow
  1. 1Open the Global Minimum Tax solution
  2. 2Load the EU Entities FY2024 project
  3. 3Upload entity data (Autopilot will ask for the file)
  4. 4Run the GloBE top-up calculation
  5. 5Generate and download the compliance memo
Edit stepsExecute with AI
Hands-free

It works the platform exactly as you would

Real browser actions you can watch in real time. You stay in control, and Autopilot asks whenever it needs you.

Orbitax · Global Minimum TaxStep 3 of 5
EU Entities FY2024 GloBE
FY 2024
Create Scenario
Autopilot needs a file

Upload entity data to continue (entity-data.xlsx)

Upload
  • You approve before it acts

    Review and edit every step. Nothing runs until you choose Execute with AI.

  • Visible, in real time

    Autopilot uses real browser actions. Watch the cursor move and click through each step.

  • It asks when it needs you

    When a step needs a file, like entity data to upload, Autopilot pauses and asks for it.

Real workflows teams run on Autopilot

Examples of multi-step tax work XatBot can plan and execute end to end.

Global Minimum Tax
Create a GMT scenario

Ask XatBot to set up a Global Minimum Tax scenario and Autopilot opens the solution, loads the right project, and creates the scenario with your reporting period, ready to calculate.

Project Settings
Upload entity data

Tell XatBot to load your entities and Autopilot opens Project Settings and imports the entity data into your project, pausing to ask for the file when it needs it.

Entity Designer
Create entity charts

Describe the structure you want to see and Autopilot builds it in Entity Designer, creating the charts that map your entities and their relationships.

Compliance
Create a GIR filing

Start from a compliance scenario and Autopilot prepares the GIR filing for you, working through the steps and pausing for your review before it is finalized.

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