Documentation
Zodiac Pilot
Zodiac Pilot: Operator Tutorial

Zodiac Pilot Operator Tutorial

Pilot Extension Interface 8

About Zodiac Pilot

Zodiac Pilot is a browser-based tool for Safe accounts that lets owners and trusted delegates build and execute multi-step transactions across multiple dapps. It combines modular batching, programmable permissions, and a built-in sandbox environment to simulate transactions before they’re sent onchain.

Designed to streamline treasury, governance, and DeFi workflows, Pilot reduces risk and coordination overhead by letting users manage execution directly from a side panel interface. [Learn more]

Terminology

  • Pilot Signer: the EOA wallet that creates and signs transactions.
  • Safe Account: the smart contract account being acted on.
  • Route: a configured account path that defines how a Pilot Signer can interact with a Safe Account.
  • Batch: a bundle of transactions created in Pilot’s side panel and submitted together for execution.

01 Get Started

Install the Pilot Extension

  1. Go to pilot.gnosisguild.org (opens in a new tab)
  2. Using a Chromium-based browser (Google Chrome, Brave, Opera, Edge), add the Pilot extension.
  3. Pin the extension to your browser toolbar for easy access.

Connect Signer Wallet

Before creating a route (which defines the Pilot Signer and the Safe Account it will act on), you’ll need to connect a signer wallet.

  1. Open the Pilot side panel by clicking the Chrome extension button in your browser toolbar.
  2. Click +Add route — this will open Pilot’s companion app.
  3. In the companion app, click Connect Pilot Signer and choose the EOA you’ll use to sign transactions and/or set up account routes.

Note: If the companion app has limited functionality, make sure the side panel is open.

Add New Safe Account

Once a signer account is connected, link a Safe that the Pilot Signer will act on behalf of.

  1. Add a descriptive label (e.g. “DAO Treasury” or “NFT Vault”).
  2. Select a chain from the dropdown.
  3. Paste a Safe address or select from the list.
  4. Click Create.

You have now added and labeled a Safe Account — an account to be acted on. Add more by clicking +New Safe Account from the left menu.

Select Pilot Signer and Choose Route

You must now select the Pilot Signer to complete the route setup.

  1. Back in the Pilot side panel, click Complete route setup to submit or edit the Safe Account from the Safe Account page.
  2. In the Pilot Signer field, select an eligible signer (a.k.a. initiator) from the dropdown. This could be the signer wallet you used to initially connect to Pilot, but it also includes any address connected to the Safe via ownership, delegated roles, nested Safes, modules, or any combination.
  3. Choose a route. Pilot surfaces all viable routes between accounts so you can select the most efficient path.
  4. Click Save.

You have now created a route from the Pilot Signer to the Safe Account. The Pilot Signer can now build and signs transactions for the selected Safe Account in Pilot.

Pilot Extension Interface 2

02 Build & Execute Transactions

Record a Batch of Transactions

  1. Open the Pilot side panel.

  2. Navigate to a dapp (e.g. CoW Swap).

  3. Connect your wallet and select “Pilot” (not WalletConnect, MetaMask, etc.) — this links the designated Safe Account directly to the dapp. (If "Pilot" doesn't show up in the list, make sure your extension is installed and active.)

  4. Interact with the dapp as usual. Each transaction will be recorded automatically in the side panel, where you can also delete, copy txn data, and more.

    Note: If you close the side panel before submitting the batch, your progress will be lost.

  5. To add more transactions, simply interact with other dapps. Each step is automatically recorded and simulated in a local sandbox via Tenderly as you go. Edit, delete, and modify transactions as needed.

  6. When ready, click Submit at the bottom of the panel.

Review and Sign Transaction Bundle

  1. Once the batch of transactions are submitted through Pilot’s side panel, the companion app will open with the transaction information.

    Note: If you close the page or navigate away, your transaction batch won't be visible by default. Recover it using your browser history or the back button.

  2. Review all transaction details: token flows, approvals, permission checks, account info, and signer details.

  3. Click Sign to confirm. This will prompt your Pilot Signer wallet to sign the transaction batch.

Pilot Extension Interface 3

Delegate with Roles (optional)

Want to delegate execution? Use Zodiac Roles (opens in a new tab) to set up permissioned access.

With Roles, you can:

  • Create and assign custom roles to any address
  • Define granular permissions for functions, addresses, and values
  • Set frequency and threshold limits for added security
  • Manage roles programmatically using the SDK and subgraph

Learn more about Zodiac Roles here.

Pilot Extension Interface 4

03 Manage Accounts

Switch Accounts

  1. Navigate to the Safe Accounts page in the left-hand menu of the Pilot companion app.
  2. Hover over any account to reveal options.
  3. Click Launch to switch accounts.

Note: You can also switch accounts from the dropdown in the Pilot side panel.

Pilot Extension Interface 1

Edit or Delete Accounts

  1. Navigate to the Safe Accounts page in the left-hand menu of the Pilot companion app.
  2. Hover over the account to reveal options.
  3. Click the three-dot menu to edit or delete the account.

Send Tokens

  1. Navigate to the Send Tokens page from the left-hand menu of the Pilot companion app. (This is also accessible by hovering over a given asset from the Balances page.)
  2. Enter the recipient’s address.
  3. Select a token from the dropdown, then enter the amount.

Pilot Extension Interface 5

Questions?

If you need support or have questions about Zodiac, join the Gnosis Guild Discord (opens in a new tab).

Zodiac PilotZodiac Roles Modifier