Help Guides

Otto

• 🧠 Extract with Otto: Your AI-Powered Mapping Assistant
• 🏠 Welcome to the New Briq Homepage!
• How to Write Better Prompts in Otto Chat

Connections, Platform and Security

• 🔍 Automation Audit Trail - Complete Guide
• 👥Users, Groups, and Roles - Complete Guide
• 🛠 Automations Page – Complete Guide
• Adding a Remote ODBC Connection
• Adding a Standard Connection

AP AutoPilot

• 📌 PO Matching in Briq: Implementation Checklist
• 🚀 Getting Started with the New Invoices UI
• Transaction Settings
• Invoice Settings
• AP Autopilot Rules Engine
• AP Autopilot Configuration

CoPilot

• 🔄Copilot Workflows - Complete Guide
• Adding Workbooks Into an Existing Workflow
• Finding Prior Workbooks in the Workbooks Page
• CoPilot: How to Create Analytics