Integrations

# AI for ConnectWise Automate

ConnectWise Automate already manages every device, patch and script across your clients. Connected to Control Center, the fixes your team approves run through it, patching is held to your standard, and your team can ask about any device in Claude or ChatGPT.

- 8 automations
- 7 standards
- 4 reports
- 9 MCP questions

## Automations with ConnectWise Automate

Work that runs on its own, across your tools. A person approves the steps that matter.
-
### Known fixes run when a tech approves

For a repeat issue, the fix your team wrote in IT Glue runs through ConnectWise Automate, and the time lands on the ConnectWise PSA ticket.
With ConnectWise PSA and IT Glue
-
### Failed backups handled overnight

When a Datto BCDR job fails, a ConnectWise PSA ticket opens with the error, the last good backup and the device’s health from ConnectWise Automate.
With Datto BCDR and ConnectWise PSA
-
### Documentation that updates itself

Devices from ConnectWise Automate and users from Microsoft 365 sync into IT Glue every night, with changes flagged.
With IT Glue and Microsoft 365
-
### New clients onboarded on rails

A new client in ConnectWise PSA gets a checklist that tracks ConnectWise Automate agents, SentinelOne coverage and Datto BCDR jobs until every device is done.
With ConnectWise PSA, SentinelOne and Datto BCDR
-
### Failed patches retried, then explained

Devices that fail patching in ConnectWise Automate get another try in the next window. If one fails again, a ConnectWise PSA ticket opens with the error and the device’s history.
With ConnectWise PSA
-
### Software requests installed on approval

A software request in ConnectWise PSA installs through ConnectWise Automate once a tech approves it, and the ticket closes with what was installed.
With ConnectWise PSA
-
### New devices set up to your standard

When a new device checks in to ConnectWise Automate, your baseline scripts run and the device is documented in IT Glue.
With IT Glue
-
### Broken agents reinstalled

When an SentinelOne agent stops reporting, ConnectWise Automate reinstalls it with your script once a tech approves.
With SentinelOne

## Standards checked in ConnectWise Automate

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 ConnectWise Automate without a healthy SentinelOne agent become a ticket.
With SentinelOne
-
### Patches inside your window

Every device in ConnectWise Automate, against the patch window you set.
-
### Supported operating systems only

Devices in ConnectWise Automate on Windows or macOS versions past end of support.
-
### Every server backed up

Servers in ConnectWise Automate with no Datto BCDR backup, or none that finished in the last 24 hours.
With Datto BCDR
-
### No stale devices or accounts

Devices in ConnectWise Automate 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 ConnectWise Automate that aren’t matched to a person in Microsoft 365.
With Microsoft 365
-
### Every device documented

Devices in ConnectWise Automate that are missing from IT Glue.
With IT Glue

## Reports from ConnectWise Automate

Numbers from your tools, in the client’s language. Build a report from any data you connect.
-
### The whole QBR, drafted

ConnectWise PSA, ConnectWise Automate, SentinelOne and Datto BCDR in one QBR, written in the client’s business terms for your vCIO to approve.
With ConnectWise PSA, SentinelOne and Datto BCDR
-
### Patch compliance

From ConnectWise Automate, per device and per site.
-
### Devices by age and operating system

From ConnectWise Automate, per client and per site, with the devices due for replacement.
-
### A one-page monthly summary

Tickets, devices, security and AI work from ConnectWise PSA and ConnectWise Automate, on one page for the client’s owner.
With ConnectWise PSA

## Ask about ConnectWise Automate 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 ConnectWise Automate and SentinelOne.
-
### “What did we do for Meridian this month?”

Answered from ConnectWise PSA and ConnectWise Automate.
-
### “What changed at Northbridge this week?”

Answered from ConnectWise PSA, ConnectWise Automate and SentinelOne.
-
### “Which servers at Northwind are low on disk space?”

Answered from ConnectWise Automate.
-
### “Which patches failed at Meridian last night?”

Answered from ConnectWise Automate.
-
### “Which devices haven’t checked in this week?”

Answered from ConnectWise Automate.
-
### “What can Sam at Northwind access, and which laptop is theirs?”

Answered from Microsoft 365 and ConnectWise Automate.
-
### “Draft Northbridge’s QBR.”

Built from ConnectWise PSA, ConnectWise Automate and every other connected tool, for your vCIO to edit.
-
### “Clean up the disk on Harbor’s file server.”

Drafted as a ConnectWise Automate script that a tech approves before it runs.

## What Control Center reads from ConnectWise Automate

Devices, patching and scripts.

Control Center connects to ConnectWise Automate 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 a ConnectWise Developer Network account, which ConnectWise approves.
The examples on this page use a stack MSPs often run with ConnectWise Automate: ConnectWise PSA, IT Glue, Datto BCDR, Microsoft 365 and SentinelOne. Build your AI plan to see them with your own tools.
[Connection details and what you need from ConnectWise Automate](https://www.resultsiq.ai/docs/tools/automate/)

## Questions about ConnectWise Automate and Control Center

### Does Control Center work with ConnectWise Automate?

Yes. Control Center connects to ConnectWise Automate through its public API and uses devices, patching and scripts. You add it once, then choose which clients it covers.

### What can an MSP automate with ConnectWise Automate and AI?

With Control Center, 8 automations, including: known fixes run when a tech approves; failed backups handled overnight; documentation that updates itself; new clients onboarded on rails; failed patches retried, then explained; software requests installed on approval. A person approves the steps that matter.

### Can I use ConnectWise Automate with Claude or ChatGPT?

Yes, through Control Center MCP. Your team connects Claude or ChatGPT once and can ask about ConnectWise Automate 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.
