Escape Mundane Tasks With Automation
Table of Contents
This guide provides strategies for automating repetitive workflows, detailing how to build ticket automations, trigger automated remediations from RMM alerts, incorporate community library scripts, utilize canned responses, and set up recurring tickets.
Step 1: Create a Ticket Automation
Use the step-by-step instructions in Work with Ticket Automations and create one now.
Step 2: Create Automations for Alerts (Automated Remediations)
Use the step-by-step instructions in Create Automated Remediations for Alerts and create one now.
Step 3: Add Scripts from the Community Library
Scripting is one of the core RMM features in Syncro. Once you've created and/or selected a script that meets your needs, you can run it on an individual asset or in bulk, on multiple assets. You'll also have options to run scripts repeatedly, and/or on a schedule.
The Community Script Library is a place where you can find ready-made scripts created by other Syncro Users.
This means you won't have to write a script yourself it one already exists that will do the job. And if you have a script you think would be useful to others, you can also contribute it.
Watch this short video to learn more:
Use the step-by-step instructions in Community Script Library to find and import a useful script.
Step 4: Create & Use Canned Responses
Out of the box, Syncro provides a number of canned responses that Technicians can select when communicating inside a Ticket.
A canned response is reusable language that helps you quickly answer questions, give out information or instructions, and reply to other messages you might commonly receive. Using canned responses also helps ensure your Techs are providing the information you want to End Users.
Watch this short video to learn more:
Use the step-by-step instructions in Create & Use Canned Responses to explore this now.
Step 5: Automate Maintenance with Recurring Tickets
Use the step-by-step instructions in Work with Recurring Tickets and create one now.
Step 6: Check Out Some Other Examples
If you've completed these steps, you have a great start to automating your previously tedious, repetitive tasks in Syncro! Now, check out some of our automation examples, including: