Lesson 6: Run the centre from one screen

VCVidya Coaching CentreLesson 6 of 6 · 10 min

Goal: Home, history, the team, and what it all costs.

HomeAgentsCompanyHistory & activityTeamPlan & usage

You'll learnRun historyOrganisationPlans and billing

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MD

The situation

Neha has built four agents. I don’t want to open four workflows every morning. I want to know: is everything running, did anything fail, and what is this costing us?

Mr Deshpande, Director · Vidya Coaching

Home: the morning check

Home answers the director’s three questions at a glance: tasks used, successful tasks, anything that needs review (failed or uncertain runs), what’s coming up today, and each agent’s health.

autoappy.com/homeSample data

Neha's Home: two tasks used, nothing needs review, Asha healthy.

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Agents and Company: who does what

Agents lists all four: Asha (enquiries), Meera (demo reminders), Kabir (fee reminders) and Tanvi (fee receipts), with their build method, runs and status.

autoappy.com/agentsSample data

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Company arranges them like a building: put Asha and Meera on the Front desk floor and Kabir and Tanvi on an Accounts floor. New agents wait in the café until you give them a desk. 3D World shows the same building in 3D, which is a good way to explain the team to the director.

autoappy.com/companySample data

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When something goes wrong

1. Home shows it under Needs review.
2. Open the agent and click History. Filter Failed, open the run, and click the red step to read the error.
3. Schedules → Activity shows everything waiting, such as Meera’s delays and Kabir’s next scheduled run.
4. Fix the cause using Troubleshooting. The usual suspects at Vidya: a parent’s number without 91, a template that Meta hasn’t approved yet, or a sheet column that was renamed.

Bring the team in

The counsellors and Ravi should see their own work without sharing Neha’s login.

1. Organisation → Invite people.
2. Enter the counsellor’s Auto Appy account email (they sign up for free first), choose Member, and set Reports to Neha.
3. Under Product access, switch on WhatsApp and CRM for counsellors; Ravi only needs Auto Appy for the fee agents.
4. Send invitation. They accept it inside Auto Appy.

autoappy.com/organisationSample data

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What it costs

Agent	Volume per month	Tasks
Asha (enquiries, 2 paths)	1,200 enquiries × 3 steps	~3,600
Meera (demo reminders)	400 demos × 5 steps	~2,000
Kabir (fee reminders)	2 runs × ~123 steps	~250
Tanvi (fee receipts)	100 payments × 3 steps	~300
Total		~6,150

That’s above the free Starter plan (1,200 tasks) and comfortably inside Growth (12,000 tasks, ₹999 a month). Check the real number any time in Settings → Plan and usage, which also shows Where your tasks went by agent.

autoappy.com/settings/usageSample data

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✍️Try it yourself

1. Invite a colleague as a Member with WhatsApp access only.
2. Move Kabir and Tanvi onto an Accounts floor in Company.
3. Re-do the cost table for a centre with half the enquiries but twice the demos.

What you learned

• HomeDaily health: tasks, failures, what's next.
• Run historyEvery run, step by step, filterable by result.
• OrganisationInvite people, set roles and product access.
• Plans and billingTasks per month, and how to read your usage.

Next: Start the Skyline Realty course →

🎓 For trainers: how to teach this lesson

• Wrap up the course: put the four agents on the board as a team chart. Ask: “Which job would you automate next at Vidya?”
• Cost conversation: let the class estimate the task count before showing the table.
• Bridge: the real-estate course reuses everything here and adds multiple triggers, CRM, calendars, Claude and the API.