AI-Powered Workflow Builder
What do you want to automate?
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Start with a template (Beta Feature)
M365 User Onboarding
Identity & Access
End-to-end user provisioning: create accounts, assign licenses, configure groups, grant shared mailbox access, and update PSA tickets and documentation.
Save 10 min / user
Intelligent Ticket Triage
Service Desk
AI-powered classification and routing for ConnectWise tickets.
-40% response time
CRM to PSA Sync
Data Ops
Data sync from HubSpot contacts to PSA contacts.
1 minute per record update
Ticket
Finance
Audit Pax8 invoices against PSA contracts to prevent revenue leakage.
Audit accuracy