Top 6 Things You Should Be Automating in ConnectWise Automate

What should you be automating in ConnectWise Automate Featured Image

When discussing ConnectWise Automate with partners or prospects, a common question arises, “What should I automate?”. It’s a valid question, considering the tools steep learning curve and vast customization options. ConnectWise Automate offers second-to-none power but harnessing it requires time, experience, and expertise.

Let’s explore some everyday tasks that every Managed Service Provider (MSP) should automate. Automation is why you bought this tool, not to screen connect into end-machines, and all MSPs should be investing time and money into developing automation. While automation is great, it is crucial to ensure that the tool remains accountable. That is why it is recommended to create reports or data views in conjunction with the automation to trust and verify that the solution is working as intended.

Windows Feature Build Upgrade

Automating Window’s build upgrades is a game-changer. By creating automation, you can precisely target and execute these updates, streamlining the process.

Storage Space Monitoring and Remediation

Automate the monitoring and cleanup of storage drives. Take it a step further by providing detailed reports that list the files cleaned up, highlight the largest files on the system, and identity the largest user profiles. This helps technicians quickly assess the situation and take necessary actions.

Fast Boot Monitoring and Remediation

Don’t let fast boot-enabled machines hinder reliable shutdowns and patch installations. Develop a solution that identifies Windows machines with fast boot enabled and automatically disable it.

Software Installs and Updates

Say goodbye to manual software deployment and updates. Create solutions that deploy and update software automatically. Utilize third-party patching applications like Chocolately or Winget to assist with these updates.

“Broken” Agent Remediation

Agents can sometimes break in ConnectWise Automate. Automate the agent reinstallation process by checking if the agent is active in ConnectWise Control and offline in ConnectWise Automate.

Bitlocker Initialization & Key Retrieval

Automate Bitlocker encryption and key retrieval on your partner’s endpoints. Simplifying this critical security measure improves efficiency and ensures the safety of sensitive data.

In conclusion, automation is a critical component of getting the most out of ConnectWise Automate. While the tool offers incredible power and capabilities, it requires an investment to realize its full potential. When it comes to deciding what to automate, the six items illustrated above are several everyday items to prioritize. By investing time and resources into developing automation strategies, MSPs can streamline their operations, enhance efficiency, and ultimately provide better services to their clients.

We have created over 500 scripts to help our ConnectWise Automate partners. To view more of our scripts view here!

They truly act as an extension of our team, providing the right consulting support exactly when we need it.

ProVal brings deep, hands-on knowledge of how ConnectWise PSA really works, combined with a thoughtful, consultative approach that sets them apart.

They listen first—both to understand our environment and who we are as an organization—and focus on finding the right solutions rather than pushing products. With strong command of best practices and experience across many MSP environments, they truly act as an extension of our team, providing the right consulting support exactly when we need it.

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Michael LaFond
ConnectWise Program Manager
New Charter Technologies

Top 6 Things You Should Be Automating in ConnectWise Automate

What should you be automating in ConnectWise Automate Featured Image

I truly view ProVal as a partner and extension of my team, not as one of my vendors

When our NOC Manager left last fall we wanted to replace the position with an outsourced NOC to reduce headcount, and bring in an expert to both Labtech and our backup solutions. Bringing in ProVal Technologies was one of the best decisions we made last year and has paid for itself.During our first few monthly recurring Labtech admin meetings the ProVal team discovered incorrect settings and policies that were not applying correctly in our Labtech server. Things that we thought were automated and working were not. For example, there were multiple scripts and policies running but set to do nothing such as disk cleanup scripts. Cisco Umbrella was not configured correctly. Server alerting was not set right and the list went on.The backup team sends daily and weekly reports and updates that reduce my technicians time that we used to spend on backup or antivirus tickets that took forever and were tedious.ProVal also brings in great insights to our business and really cares about our success. They will frequently mention to me in meetings what new scripts they can import to make us more efficient or will schedule upgrades to our backups, Labtech, etc so I don’t have to worry. I truly view ProVal as a partner and extension of my team not as one of my vendors.

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Chris Warnick
Vision Computer Solutions
Northville, MI

They will quickly become an extension of your team and your ROI will reflect the results

We have been a long time user of Labtech and had tried for many years to manage the product internally with no real success at the level we needed to make our solutions more efficient for our customers. Once we hired Vikram and his team at ProVal, it solved all our pain points with the product and we really felt like we were leveraging the tool as it was designed. If this sounds like you and it’s keeping you up at night, then you need these guys. They will quickly become an extension of your team and your ROI will reflect the results.

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Bryan Wolff
CEO, Wolff Logics LT Managed & Admin Services
Cedar Park, Texas

They work well, fast and on budget

We met Vikram from ProVal Tech at Gary Pica’s Shnizzfest a year ago. Vikram explained the advantage of having trained, certified personnel take care of our recent Automate implementation. Even though we had taken an implementation package from ConnectWise to start up the program, we felt many custom configurations we needed for our business were lacking. We hired ProVal Tech after Automate was installed to help us with this task. From sales to technicians everyone was professional and knowledgeable. Onboarding was simple, and well documented. Tools on the web were supplied while we did the work, and they allowed us to track what was done, and see the improvements in the environment. It was easy to reach any of the team members, for any concern or question – all answered with courtesy and smile. Once the work was finished, we were given some training and explanations, add to that documentation, about the work and the scripts and features added to the program. We have been happily working with Automate since then. We can only recommend this efficient team of people for any work into Automate: they work well, fast and on budget.

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Ben Prevost
FarWeb IT
Sherbrooke, Canada
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