Automation Use Cases

Optimize your onboarding process with our master workflow, designed to automate multiple onboarding tasks seamlessly while efficiently managing associated project tickets. Streamline your operations, enhance productivity, and ensure a smooth onboarding experience with our advanced automation solution.

Efficiently create individual user accounts for newly onboarded clients with our automated solution. Simplify user account setup, streamline client onboarding, and ensure a smooth transition with our advanced account creation process.

Automatically generate PSA contact records for every active Office 365 user with our streamlined solution. Enhance your system's accuracy and efficiency by ensuring up-to-date contact records for all active users in Office 365.

Automate the deployment of RMM agents with pre-configured Group Policy Objects (GPOs). Streamline your IT management by ensuring efficient, consistent installation of RMM agents across your network through our automated GPO deployment solution.

Automatically generate essential organizational variables for seamless integration with other workflow solutions. Enhance efficiency and optimize your automation processes by creating reusable variables tailored for your business needs.

Automatically apply monitoring service plans for all locations in ConnectWise Automate for new clients. Streamline setup, ensure consistent coverage, and optimize service delivery with our automated monitoring plan deployment solution.

Automatically apply patch policy settings in ConnectWise Automate for new clients. Ensure timely updates, enhance security, and streamline patch management with our automated patch policy configuration solution.

Automatically configure the ConnectWise PSA Plugin in ConnectWise Automate to sync assets from your RMM to the PSA as configuration items. Streamline asset management and ensure accurate data synchronization with our automated plugin configuration solution.

Automatically generate a download link for an IT Glue export and seamlessly attach the link to the corresponding service ticket. Streamline documentation offboarding and improve service efficiency with our automated download link creation process.

Automatically remove client records from IT Glue with our efficient deletion process. Keep your documentation platform organized and up-to-date by seamlessly deleting outdated client data from IT Glue.

Automatically list all PSA contacts for offboarded clients and set non-primary contacts to inactive. Streamline your offboarding process and ensure accurate contact management with our efficient automation solution.

Automatically list all PSA configurations for offboarded clients and set them to inactive. Simplify client offboarding and ensure accurate configuration management with our automated PSA config deactivation process.

Automatically create new users in Office 365 and assign the appropriate licenses. Simplify user onboarding and ensure efficient license management with our automated Office 365 user creation and licensing solution.

Automatically create new users in Active Directory or Entra ID. Streamline user provisioning and improve efficiency with our automated solution for Active Directory and Entra ID user creation.

Automatically remove Office 365 licenses from terminated user accounts. Streamline deactivation processes and optimize license management with our automated Office 365 license removal solution.

Automatically create new users in Google Workspace. Streamline onboarding and improve efficiency with our automated Google Workspace user creation solution.

Automatically convert offboarded user mailboxes to shared mailboxes and assign shared users. Simplify offboarding and enhance collaboration with our automated mailbox conversion and user assignment solution.

Automatically check for expiring Enterprise App credentials and generate new ones to ensure continuous access and enhanced security. Streamline credential management with our automated credential renewal solution.

Automatically verify if a user is licensed, active, and receiving emails. Enhance efficiency and ensure accurate user management with our automated user status and license check solution.

If screenshot verification fails, automatically schedule a system reboot during the next patch window. Ensure system reliability and streamline troubleshooting with our automated reboot scheduling solution.

Automatically run a disk cleanup script in ConnectWise Automate (CWA) in response to disk space alerts. Optimize storage management and prevent performance issues with our automated disk cleanup solution.

Authenticate seamlessly to Datto BCDR APIs for efficient workflow building. Streamline automation and enhance data protection processes with our Datto BCDR API integration solution.

Seamlessly authenticate to Addigy for streamlined workflow building. Enhance automation and improve IT management with our Addigy API integration solution.

Effortlessly authenticate to SaaS Alerts APIs for building custom workflows. Enhance security automation and streamline incident response with our SaaS Alerts API integration solution.

Seamlessly authenticate to SmileBack APIs for building custom workflows. Enhance customer feedback management and automate insights with our SmileBack API integration solution.

Automatically create tickets, check for available updates, and initiate updates via ConnectWise Automate upon link click. Streamline update management and ensure system efficiency with our automated ticketing and update solution.

Automatically sync non-Active Directory clients with KnowBe4 for seamless security training and awareness management. Enhance compliance and streamline user synchronization with our KnowBe4 integration solution.

Automate quarterly firewall updates for Sophos to ensure optimal security and performance. Keep your network protected with our streamlined Sophos firewall update solution.

Automatically sync Google Workspace users with KnowBe4 for seamless security training and phishing awareness. Streamline user management and enhance security compliance with our Google Workspace and KnowBe4 integration solution.