Connect the service context
Bring together the request, customer and asset information needed for the next step.
FROM THE WORKSHOP
Explore automation, service delivery and the next thing to build.
Browse all articles ↗Connect ITSM, RMM, DevOps and business systems around a repeatable service. Keep the handoffs, updates and outcome clear as work moves between your team and the customer.
Example month: 250 cases, including 17 running. Revenue before costs; case counts are illustrative.
Explore this service ↗5–7 days AI-assisted setup estimate. Customer access, approvals and acceptance are additional.
Your team handles the same incident in several tools. Manual handoffs and copied updates make ownership harder to follow and leave more room for missed steps.
Bring together the request, customer and asset information needed for the next step.
Define who owns the work, which updates move between tools and when an engineer needs to intervene.
Return the result to the relevant service records so the team can see completed work and outstanding exceptions.
Related incidents stay aligned across customer and provider service desks.
Your MSP’s revenue potential$90,000 / year25 customers × $300/monthRequested actions reconcile to target-system results before cases close.
Your MSP’s revenue potential$90,000 / year25 customers × $300/monthMulti-team work keeps one accountable service case through every handoff.
Your MSP’s revenue potential$90,000 / year25 customers × $300/monthIllustrative customer pricing before costs, not a revenue forecast. *Setup estimates exclude customer access, approvals and acceptance. Open a service to adjust the assumptions and copy its Autom Mate build prompt.
Explore Service Catalog ↗Create a reusable service workflow, then set the record mapping and delivery rules for each customer.
Receive the incident from the customer’s ITSM tool and identify its service context.
Apply the customer’s mapping, ownership and approval rules before work moves to another system.
Create or update the linked record, call the configured action and pass agreed updates between tools.
Record the result, reflect the agreed closure status and route any unresolved exception.
Actions depend on the connected tools, available permissions and the workflow you configure.
An event can start a workflow that gathers context, calls an RMM or DevOps action and updates the ITSM record. Define the required steps and escalation paths once, then configure the connections for each customer.
Keep the workflow and service outcome reusable. Configure each customer’s record mappings, permitted actions, update rules and responsible teams before delivery.
See how work moves across the customer’s systems as one service.

46-second overview · If the player is unavailable, use the YouTube link.
Watch on YouTube ↗Bring a service that crosses two or more systems. We’ll map the request, the owners and the outcome you want to deliver.
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