# Autobooks Launch Workshop

#### How to Launch Autobooks at Your Institution, in Just Two Weeks

**We’ve made it easy to launch Autobooks at your financial institution!**

Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!”

#### The 3-Week Plan:  How to Launch or Accelerate Autobooks at Your Institution

**We’ve made it easy to launch (or reboot) Autobooks at your financial institution!**

Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!” in just three weeks.

Along with the two live, one-hour sessions, all attendees will receive ongoing support and resources —

including scheduled deep dive sessions, training resources, promotional marketing materials, and more.

##### Week 1  Accessing and Mass Enabling Autobooks

**Workshop Session:** Tuesday, July 7, 2026  
1 – 2 p.m. ET / 12 – 1 p.m. CT  
**Deep Dive Session:** Thursday, July 9, 2026  
1 – 2 p.m. ET / 12 – 1 p.m. CT

##### Week 2  Your Program Health Check and Growth Flywheel

**Workshop Session:** Tuesday, July 14, 2026  
1 – 2 p.m. ET / 12 – 1 p.m. CT  
**Deep Dive Session:** Thursday, July 16, 2026  
1 – 2 p.m. ET / 12 – 1 p.m. CT

###### Our Autobooks Growth Team will provide you the guidance and step-by-step resources you need to quickly test the product, train your team, market your launch, and manage your program — so you can:

- Launch Autobooks now —
- Accelerate your current program — to compete with 3rd party disruptors, grow deposits, and earn NII
- Provide a no-commitment invoicing and digital payment acceptance option to your small business customers
- Get a quick win by upgrading your digital banking experience with Autobooks — all with minimal effort from your FI team