From Copilot or a connected AI app, an AI can draft campaigns and write their emails, build email automations, set up Newsletter Autopilot and give it topic ideas, add and organize subscribers, and read email statistics and your sending domain's setup. It looks actions up with find_actions and runs each one with the run tool for its kind — see MCP Server. Everything that makes an email actually go out stays with a person: the AI prepares the draft and tells you where to send it or switch it on.
Permission required: each action needs the same permission as its dashboard screen — Newsletter (Newsletter) for subscribers, groups, segments and email stats; Newsletter → Campaigns (Newsletter.Campaigns) for campaigns; Email automations (Newsletter.Automations) for automations; Newsletter Autopilot (Newsletter.Autopilot) for autopilots; Content sources (ContentSources) for topic ideas; and the email settings permission (Settings.Email) for the sending-domain check. An app connected by browser login also needs the Newsletter area ticked on the login screen (copilot:newsletter), and the person the connection runs as needs the Copilot permission.
Brand limits apply. A team member limited to some brands reaches only those brands' autopilots and topic ideas — in Copilot, in apps connected by browser login, and through API keys whose AI access they switched on.
Email automations, not chat workflows. The automations.* actions work on Marketing → Newsletter → Email automations. Where something still says workflow — the workflow choice of newsletter.email_stats, or the /workflows web address — it means an email automation, never a scripted chat under Brand → Workflows.
Level is the access level an action needs. In Copilot, every change and delete waits for you to click Confirm first.
| Action | Level | What it does |
|---|
campaigns.create | Change | Creates a draft campaign — name, subject, preheader, sender and recipients — optionally with its email copied from a template, a previous campaign or HTML you provide. |
campaigns.update | Change | Changes a draft campaign's name, subject, preheader, sender, recipients or email; only drafts can be changed. |
campaigns.write_with_ai | Change | Writes or rewrites a draft campaign's email with AI, in your Default template or a template you name, optionally with 1–3 AI images billed per image. Uses AI credits. |
| Action | Level | What it does |
|---|
automations.create | Change | Builds a new automation — trigger, steps and branches — from a plain description, always switched off. Uses AI credits. |
automations.update | Change | Renames an automation or sets its trigger settings directly. |
automations.restructure_with_ai | Change | Adds, changes, reorders or removes steps from a plain description, but never removes a step whose email is already written. Uses AI credits. |
automations.edit_email | Change | Sets one email step's subject, preheader, sender, or its email copied from a template, a campaign or HTML you provide. |
automations.write_email_with_ai | Change | Writes or rewrites one email step's email with AI, optionally with 1–3 AI images billed per image. Uses AI credits. |
| Action | Level | What it does |
|---|
audience.preview_segment | Read | Counts the contacts a set of filters (or a saved segment) matches and shows a sample of 10, without saving anything. |
subscribers.add | Change | Adds up to 500 contacts at once, optionally into existing groups. |
subscribers.update | Change | Edits one subscriber: name, custom fields, engagement score or state. It cannot change the email address — add the new address with subscribers.add and set the old one to Removed. |
subscribers.set_state | Change | Sets one state on up to 500 contacts at once — this is how people are unsubscribed or removed. |
subscribers.add_to_group | Change | Puts up to 500 existing contacts into a group. |
subscribers.remove_from_group | Change | Takes up to 500 contacts out of a group; they stay on your list. |
audience.create_group | Change | Creates a subscriber group. |
audience.rename_group | Change | Renames a subscriber group. |
audience.create_segment | Change | Creates a segment from filters and answers with how many contacts it matches, plus a sample. |
audience.update_segment | Change | Renames a segment or replaces its filters. |
| Action | Level | What it does |
|---|
autopilot.options | Read | Lists what an autopilot can be set up with — brands, sender addresses, templates, segments, groups and models — and, for one brand, its content sources and autopilots. |
autopilot.create | Change | Creates an autopilot for one brand, always switched off and with Require my approval on. |
autopilot.update | Change | Changes an autopilot's settings for its future issues; only the settings sent change. |
autopilot.set_enabled | Change | Switches an autopilot on or off; switching on is refused for an autopilot that sends without approval. Uses AI credits. |
autopilot.generate_sample | Change | Writes one sample issue now — a draft that is never sent. Uses AI credits. |
autopilot.cancel_issue | Change | Cancels a planned issue or a draft waiting for approval, so it is never sent. |
autopilot.rewrite_issue | Change | Writes a fresh issue for the same date in place of a waiting draft or a failed issue; also needs Newsletter → Campaigns. Uses AI credits. |
content_ideas.create | Change | Adds a topic idea — a title and a short brief — for a brand's autopilots; needs Content sources. |
content_ideas.update | Change | Changes a topic idea's text or which autopilots may use it; needs Content sources. |
autopilot.delete | Delete or send | Deletes one autopilot for good; the AI must repeat its exact name. |
content_ideas.delete | Delete or send | Deletes one topic idea for good; the AI must repeat its exact title. Needs Content sources. |
| Action | Level | What it does |
|---|
newsletter.email_stats | Read | Shows one campaign's or one email automation's numbers: sent, opened, clicked, bounced, complained, unsubscribed, failed and queued. |
newsletter.domain_setup_state | Read | Shows a sending domain's live setup — the exact DNS records to add and whether each one is found yet, the setup phase and the detected DNS provider; needs the email settings permission (Settings.Email). |
- Every campaign an AI makes is a draft. The answer carries a link to it; you review it and send or schedule it from the dashboard.
- Writing with AI is a second step. The AI creates the draft first, then writes its email with
campaigns.write_with_ai. - Your design stays yours. In your Default template (the starred one on the Templates page) or a template you name, the AI writes only inside the Content area — the header, footer and style stay exactly as designed. A template without a Content area is refused. Without a template, a draft that already has an email gets new content in its own layout (or a rewrite of what is there, if you ask for edits), and an empty draft gets a whole email designed by the AI.
- Recipients are all active subscribers, some segments, or some groups — one of the three.
- It is created switched off. You switch it on yourself in the dashboard, after checking it.
- Email steps start with a subject only. The AI then writes each one with
automations.write_email_with_ai, or fills it with automations.edit_email. - A restructure keeps written emails. Steps the AI keeps keep their emails. If the new structure would remove a step whose email is already written, nothing is changed and the AI tells you which step — remove it yourself in the dashboard, or ask for a structure that keeps it. The AI credits of that attempt are still used.
- An AI cannot list or open your existing automations. To work on one it did not just build, give it the automation's ID: the part of the web address after
/workflows/ when the automation is open in the dashboard.
Editing an automation that is switched on is allowed. A changed email or trigger applies to the next emails the automation sends. In Copilot you confirm every change first; an outside AI app that is allowed to run actions without asking you can change a live automation before anyone has looked at it.
- List hygiene on every add. Invalid addresses, no-reply and system addresses, and disposable domains are skipped and counted. Addresses already on your list are left untouched.
- New contacts start as New and are verified automatically before they can be emailed. An AI can never set a contact to Verified. A contact that is Unsubscribed, Bounced, Complaint or Removed can only be moved to Removed by an AI — bringing one back is done by a person in the dashboard. Bounced, Complaint and New are set by the system only.
- Custom fields must already exist. Fields the AI names that you don't have are reported back, never silently dropped.
- Your plan's subscriber limit applies, and each call handles at most 500 contacts.
- Check the segment numbers. Every segment save and preview returns the exact match count and a sample of 10 contacts. A campaign keeps a segment as it was when the segment was chosen there — choose it again in the campaign to pick up new filters.
- A new autopilot is off, with approval on. Its answer carries the cost estimate — issues per month, contacts reached, price per image — and the AI should tell you the numbers before it switches the autopilot on.
- Switched on by an AI, it still waits for you. The AI can switch on only an autopilot whose Require my approval is on, so every issue still waits for a person's Approve & send. It can switch any autopilot off.
- Samples and rewrites take a few minutes. The AI checks back until the issue is ready for review. An issue that is still being written cannot be cancelled.
- The dashboard's limits apply: at most 10 autopilots per brand, one sample at a time, only sender addresses on verified domains, only templates with a Content area. See Newsletter Autopilot.
- Topic ideas reach every autopilot of the brand — newsletter and social posting, including ones that send or publish without approval — unless the AI limits an idea to some autopilots. An idea's text can be edited only until an autopilot writes from it. Up to 200 open ideas per brand; see Content sources.
- Send, schedule, pause, resume or cancel a campaign, or change one that is no longer a draft — do it in the dashboard under Marketing → Newsletter → Campaigns.
- Switch an email automation on or off — do it in the dashboard under Marketing → Newsletter → Email automations.
- Remove an automation step whose email is already written — remove it yourself in the automation builder.
- Approve an autopilot issue — click Approve & send on the draft in the dashboard; see Issues and approval.
- Switch an autopilot's Require my approval off, or switch on an autopilot that sends without approval — do it on the autopilot's page under Marketing → Newsletter → Autopilot.
- Rewrite an issue of an autopilot that sends without approval, or change the settings of one that is switched on and sends without approval — a rewritten issue or a changed setting would go out with no person looking. Do it on the autopilot's page; the AI can still switch such an autopilot off.
- Delete subscribers, groups, segments, campaigns or automations — an AI can only unsubscribe or remove a contact, which keeps the contact on your list. Deleting is done under Marketing → Newsletter.
- Set a contact to Verified, change a subscriber's email address, or bring back an unsubscribed, bounced, complained or removed contact — a person does this on the subscriber in the dashboard, under Marketing → Newsletter.
- Add or verify a sending domain, or buy the dedicated IP — the AI can only read a domain's setup. Domains are added under Settings → Organization settings → Emailing → Custom Domains; the dedicated IP is a paid add-on only a person can buy.
- "Draft a campaign about our spring sale in my default template, with one AI image, for the VIP group. I'll send it myself."
- "Build a welcome automation: when someone subscribes, send a welcome email, wait 3 days, then send our top tips. Write both emails."
- "Add these 20 addresses to the newsletter and put them in the Beta Testers group."
- "Set up a weekly tips newsletter for the Acme brand, every Monday at 9:00, written from our knowledge base, for the Customers group, and write me a sample first."
- "What were the open and click rates of my March campaign?"