Integrations # AI for Atera Atera combines RMM and ticketing for your clients. Connected to Control Center, alerts become one ticket, patching is checked against your window every morning, and your team can ask about any device or ticket in Claude or ChatGPT. - 18 automations - 10 standards - 12 reports - 16 MCP questions - 2 billing items ## Automations with Atera Work that runs on its own, across your tools. A person approves the steps that matter. - ### Alerts become one ticket, with the fix attached Atera alerts are grouped and duplicates dropped. One Atera ticket opens with the device, the user and the fix from IT Glue. With IT Glue - ### Threats triaged before a tech looks When SentinelOne flags a threat, a priority Atera ticket opens with who uses the device and what it can reach. With SentinelOne - ### Isolation, approved from the ticket A tech approves from the Atera ticket and SentinelOne isolates the device. Releasing it works the same way. With SentinelOne - ### New hires set up from one request A request in Atera creates the user in Microsoft 365 with the right groups and licenses, documents them in IT Glue and closes the ticket. With Microsoft 365 and IT Glue - ### Offboarding that misses nothing One Atera ticket blocks sign-in in Microsoft 365, removes licenses and closes with a record of every step. With Microsoft 365 - ### Failed backups handled overnight When a Datto BCDR job fails, a Atera ticket opens with the error, the last good backup and the device’s health from Atera. With Datto BCDR - ### Missed time entries caught daily Tickets with work but no time in Atera are flagged to the tech each afternoon. - ### Every ticket triaged and routed New Atera tickets are categorized, prioritized and routed, with the client’s business context attached. - ### Documentation that updates itself Devices from Atera and users from Microsoft 365 sync into IT Glue every night, with changes flagged. With IT Glue and Microsoft 365 - ### Agreements and invoices reconciled Atera agreements are checked against QuickBooks invoices every month, and anything unbilled is flagged. QB With QuickBooks Online - ### New clients onboarded on rails A new client in Atera gets a checklist that tracks Atera agents, SentinelOne coverage and Datto BCDR jobs until every device is done. With SentinelOne and Datto BCDR - ### Failed patches retried, then explained Devices that fail patching in Atera get another try in the next window. If one fails again, a Atera ticket opens with the error and the device’s history. - ### Password resets handled from the ticket A reset request in Atera is done in Microsoft 365 once a tech approves it, and the ticket closes itself. With Microsoft 365 - ### Risky sign-ins investigated A sign-in from an unusual country, or a burst of failed sign-ins in Microsoft 365, opens a Atera ticket with the user’s recent activity. With Microsoft 365 - ### MFA gaps turned into tickets Users in Microsoft 365 without MFA open one Atera ticket per client, with the list attached. With Microsoft 365 - ### Failed restore tests caught early When a Datto BCDR restore check fails, a Atera ticket opens before anyone needs that backup. With Datto BCDR - ### QBR action items become tickets Every action item agreed in a QBR becomes a Atera ticket or project, with an owner and a date. - ### Threats remediated on approval A tech approves remediation from the Atera ticket, and SentinelOne cleans up the device. With SentinelOne ## Standards checked in Atera Checked every morning, for every client. Fewer tickets, better security, and every gap is a project you can sell. - ### SentinelOne on every device Devices in Atera without a healthy SentinelOne agent become a ticket. With SentinelOne - ### Patches inside your window Every device in Atera, against the patch window you set. - ### Supported operating systems only Devices in Atera on Windows or macOS versions past end of support. - ### Every server backed up Servers in Atera with no Datto BCDR backup, or none that finished in the last 24 hours. With Datto BCDR - ### Every client on a current agreement Clients in Atera with an expired or missing agreement. - ### No stale devices or accounts Devices in Atera that haven’t checked in for 30 days, and Microsoft 365 accounts unused for 90. With Microsoft 365 - ### Every device has an owner Devices in Atera that aren’t matched to a person in Microsoft 365. With Microsoft 365 - ### Every device documented Devices in Atera that are missing from IT Glue. With IT Glue - ### Leavers fully removed Accounts in Microsoft 365 still enabled for people offboarded through Atera. With Microsoft 365 - ### Tickets closed properly Atera tickets closed without notes or time, by tech. For you, not the client. ## Reports from Atera Numbers from your tools, in the client’s language. Build a report from any data you connect. - ### The whole QBR, drafted Atera, Atera, SentinelOne and Datto BCDR in one QBR, written in the client’s business terms for your vCIO to approve. With SentinelOne and Datto BCDR - ### Service desk, in business terms Ticket volume, response times and repeat issues from Atera, explained by what they cost the client. - ### Patch compliance From Atera, per device and per site. - ### Your margin on every client Hours in Atera against revenue in QuickBooks. For you, not the client. QB With QuickBooks Online - ### Devices by age and operating system From Atera, per client and per site, with the devices due for replacement. - ### Alerts and what they cost Alert volume from Atera per client, with the Atera time spent on them. For you, not the client. - ### Response and resolution against your SLA From Atera, per client and per priority. - ### Where the tickets come from Tickets from Atera by person and by issue, so you fix the cause, not the symptom. - ### What AI did this month Every AI service’s runs, hours returned and value, ready for the client’s QBR. - ### Standards scorecard Every standard you check, passed or failed at each client, with each gap priced as a Atera project. - ### A one-page monthly summary Tickets, devices, security and AI work from Atera and Atera, on one page for the client’s owner. - ### Any report you can describe Describe it in a sentence. Control Center builds it from Atera and your other connected tools, then sends it on a schedule. ## Ask about Atera in Claude or ChatGPT Questions your team asks in Claude or ChatGPT, answered from every tool and client. Any answer can become a report or an automation. - ### “Which devices at Northbridge don’t have SentinelOne?” Answered from Atera and SentinelOne. - ### “What did we do for Meridian this month?” Answered from Atera and Atera. - ### “Which clients have more licenses than we bill for?” Answered from Microsoft 365 and Atera. - ### “Why does Harbor’s file server keep alerting?” Answered from Atera alerts and Atera history. - ### “What changed at Northbridge this week?” Answered from Atera, Atera and SentinelOne. - ### “Turn that into an automation.” Any answer can become a workflow, and a person approves it before it runs. - ### “Which servers at Northwind are low on disk space?” Answered from Atera. - ### “Which patches failed at Meridian last night?” Answered from Atera. - ### “Which devices haven’t checked in this week?” Answered from Atera. - ### “Has this happened at Harbor before? What fixed it?” Answered from Atera ticket history and IT Glue. - ### “What can Sam at Northwind access, and which laptop is theirs?” Answered from Microsoft 365 and Atera. - ### “What’s left on Meridian’s onboarding?” Answered from Atera and IT Glue. - ### “What work did we do this month that we didn’t bill?” Answered from Atera time entries and agreements. - ### “Which clients made us the least per hour this quarter?” Answered from Atera and QuickBooks. - ### “Whose agreement renews next quarter, and what should we add to it?” Answered from Atera agreements and each client’s AI roadmap. - ### “Draft Northbridge’s QBR.” Built from Atera, Atera and every other connected tool, for your vCIO to edit. ## Billing with Atera Get paid for the AI work, through the tools you bill with. - ### Licenses matched to what you bill Microsoft 365 licenses at every client against the Atera agreement, with missed billing flagged. With Microsoft 365 - ### Every AI run metered Usage per client and per workflow, behind every line you bill. ## What Control Center reads from Atera Tickets, agreements, time entries, devices, alerts and patching. Control Center connects to Atera through its public API. You add it once, then choose which clients it covers and which API operations it can use. The key goes in Control Center’s vault, never in a chat. What you need: The docs need an Atera login. The API key is under Admin > API and isn’t available during a trial. The examples on this page use a stack MSPs often run with Atera: IT Glue, SentinelOne, Microsoft 365, Datto BCDR and QuickBooks Online. Build your AI plan to see them with your own tools. [Connection details and what you need from Atera](https://www.resultsiq.ai/docs/tools/atera/) ## Questions about Atera and Control Center ### Does Control Center work with Atera? Yes. Control Center connects to Atera through its public API and uses tickets, agreements, time entries, devices, alerts and patching. You add it once, then choose which clients it covers. ### What can an MSP automate with Atera and AI? With Control Center, 18 automations, including: alerts become one ticket, with the fix attached; threats triaged before a tech looks; isolation, approved from the ticket; new hires set up from one request; offboarding that misses nothing; failed backups handled overnight. A person approves the steps that matter. ### Can I use Atera with Claude or ChatGPT? Yes, through Control Center MCP. Your team connects Claude or ChatGPT once and can ask about Atera at every client, with the same roles and client scopes as their login. For example: “Which devices at Northbridge don’t have SentinelOne?” ### What does it cost? $1,750 a month for the Control Center platform plus $75 a month per billable workflow, with the first 90 days at no cost. ## Related integrations [AI for ConnectWise PSA](https://www.resultsiq.ai/integrations/connectwise-psa/) [AI for Autotask PSA](https://www.resultsiq.ai/integrations/autotask/) [AI for HaloPSA](https://www.resultsiq.ai/integrations/halopsa/)