Automation Studio: Build Bitrix24 Automations by Chatting with CoPilot

What Automation Studio Is and How It Differs from Classic Robots

Automation Studio is a CoPilot-powered interface introduced in the Bitrix24 autumn 2025 release that turns a plain-language description of a business rule into a configured automation workflow, bypassing the need to manually place and wire individual robots and triggers.

Classic automation in Bitrix24 works through two building blocks: robots and triggers. Robots execute actions - sending emails, creating tasks, generating documents - when a CRM element reaches a particular stage. Triggers watch for events - an email opened, an invoice paid, a field changed - and move the element to the stage where the next robot waits. Together they cover leads, deals, quotes, invoices, tasks, and Smart Processes. For a full reference on what classic robots and triggers can do, see Bitrix24 Business Process Automation: Robots, Triggers and the Workflow Designer.

Automation Studio takes a different entry point: you describe the process you want in a chat with CoPilot, and the AI creates the workflow for you. No dedicated help article describes how the generated workflow maps to classic robots and triggers, so review the result before relying on it.

Neither approach replaces the other. Teams can use Automation Studio for a fast first version and keep the classic designer for rules that need precise control.

Where CoPilot Fits in the Broader Automation Picture

CoPilot is the AI assistant woven throughout Bitrix24 - it summarises calls, fills CRM fields, generates task descriptions, and, through Automation Studio, drafts entire workflow configurations from a conversation.

CoPilot is available in both Bitrix24 Cloud and On-Premise versions (Bitrix24 helpdesk, 19 May 2026). Its capabilities span Feed, Tasks, CRM, Chat, Sites, Flows, and Video Calls. In the context of automation:

• CoPilot in CRM - transcribes calls, summarises them, fills empty fields in leads and deals, and scores calls against a sales script (helpdesk, 25 Aug 2026).
• CoPilot in Tasks - generates task descriptions, summaries, and checklists (bitrix24.com/prices).
• CoPilot Follow-Up - captures meeting outcomes, agreements, and recommendations from group video calls longer than one minute with recording (helpdesk, 9 Jul 2026).
• Automation Studio - converts a natural-language process description into a workflow configuration.

The spring 2026 Bitrix24 Vibe release updated CoPilot further: the CoPilot agent is described as "4 times better at handling long context", multimodal (files and images), and able to search the internet (bitrix24.com spring 2026 release). The official statement from that release: "All AI scenarios now run through CoPilot." Automation Studio is one of those scenarios.

For how CoPilot handles call recordings specifically, see AI Call Analysis in Bitrix24: Transcription, Quality Scoring, and Sales Coaching.

How to Use Automation Studio: A Worked Example

Describe the business rule conversationally, let CoPilot produce the draft, then review each step before saving - the more specific your description, the closer the output is to what you need.

No dedicated help article exists for Automation Studio at the time of writing, so the steps below reflect the announced design and general CoPilot interaction patterns. Do not treat them as precise UI navigation.

Step 1 - Start a chat with CoPilot The official description is: "Describe what you need in a chat with CoPilot and let our AI create the workflow for you." The exact entry point in the interface is not documented in the help center yet.

Step 2 - Describe your process in plain language Type a description such as:

"When a deal moves to the Proposal Sent stage, wait 48 hours. If the deal has not moved forward, send the contact an email asking whether they have questions, and create a follow-up task for the responsible manager with a two-day deadline."

The more you specify - the stage name, the delay, the action, the recipient, the task deadline - the less manual adjustment you will need afterward.

Step 3 - Review CoPilot's draft CoPilot generates a workflow configuration. Before activating, check:

• Stage names match your actual CRM pipeline stages
• Delay durations and working-hours logic are correct
• Responsible users and notification recipients are right
• Email or message templates reference the correct CRM fields
• Any conditional branches cover the edge cases you care about
• The workflow does not duplicate an existing robot on the same stage

Step 4 - Adjust if needed Correct anything that does not match your process before you rely on it. How a generated workflow can be edited is not documented in the help center yet, so check the result on a test element.

Step 5 - Activate and monitor Save, activate, and watch the first real elements pass through. Check the CRM timeline or task log to confirm robots fire at the expected moments.

A typical multi-step CRM automation (3-5 stages, 8-15 robots and triggers) takes an experienced admin roughly 2-4 hours to configure in the classic designer. Automation Studio can reduce the drafting phase significantly for patterns that match standard sales or support workflows.

The process from a plain-language description through CoPilot to a live workflow follows this path:

A plain-language process description enters CoPilot, which generates a workflow draft; the admin reviews and corrects it before activating it against CRM deals, tasks, or Smart Processes.

Plan Requirements and Availability

The Bitrix24 pricing page lists AI automation agents from the Professional Vibe+ plan upward; Essentials and Basic Vibe+ plans include AI for everyday work, and "Unlimited AI in Bitrix24" starts from Standard Vibe+ (bitrix24.com/prices, 5 Oct 2026).

Classic robots and triggers (without Automation Studio) are subject to their own plan restrictions per module. Check bitrix24.com/prices or speak with a Gold partner to confirm which plan fits your current team size and automation scope.

What to Review Before Activating Any CoPilot-Generated Workflow

Before going live, validate every stage name, delay, condition, and recipient in the generated workflow against your real pipeline and team structure - CoPilot drafts are a starting point, not a finished product.

Use this checklist every time:

• Stage alignment - confirm each stage name in the workflow exists in your actual CRM funnel or task board
• Trigger conditions - verify the events that fire each trigger match your intended business logic (e.g. "invoice paid" vs. "invoice sent")
• Delay and timing - check whether delays should be in calendar hours or business hours; Automation Studio may default to one or the other
• Field references - any robot that reads or writes a CRM field must reference a field that actually exists on that entity
• Responsible users - task creation robots need a valid assignee; "responsible for deal" is safe, but named users may change roles
• Duplicate robots - search the same stage for existing robots before adding new ones to avoid double-sending emails or creating duplicate tasks
• Test on a sample element - move one real (or test) deal/task through each stage manually and confirm every robot fires and every trigger advances the element correctly
• Notification content - read every email or message template for accuracy; CoPilot may generate generic placeholder text

For larger deployments where automation spans multiple departments or integrates with external systems, the Bitrix24 Onboarding Questionnaire can help document the process requirements before you start building.

Data Handling and What CoPilot Sees

When you use Automation Studio, your process description is processed by CoPilot, which in turn uses third-party AI providers such as OpenAI; Bitrix24 stores your data for up to 14 days for technical purposes and then deletes it (Bitrix24 helpdesk FAQ, 7 May 2026).

A few practical points for admins:

• Requests are processed in the USA by OpenAI under OpenAI's own terms. Providers may use content to improve their AI technologies under those terms.
• Do not paste confidential client data or personally identifiable information into the chat description when building automations. Describe the process logic, not the data itself.
• CoPilot supports multiple languages including English, Spanish, German, French, Portuguese, and Italian, so process descriptions can be written in the team's working language.
• For organisations with strict data-residency requirements, review the full AI data flow before enabling Automation Studio. The article Where Bitrix24 AI Processes Your Data - and How to Stay Compliant covers this in detail.

Classic Rules vs. Automation Studio: Choosing the Right Tool

Use the classic robot-and-trigger designer when you need precise control over conditional logic, non-standard field types, or workflows that deviate significantly from common sales and service patterns; use Automation Studio when you want a fast first draft of a standard flow.

Neither tool is universally superior. In practice, the two approaches work well together:

For the complete reference on what robots and triggers can do across CRM, Tasks, and Smart Processes, see Bitrix24 Business Process Automation: Robots, Triggers and the Workflow Designer. If you are setting up CRM pipelines from scratch, Bitrix24 Sales Funnel Design: Stages, Automation and Conversion Tracking walks through stage planning before you build any automation.