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  • Home
  • Company
    • ProVal’s Journey
    • Approach
    • Culture & Values
    • Our Team
  • NOC SERVICES FOR MSPS
    • ConnectWise
      • ConnectWise Automate
      • ConnectWise RMM
      • ConnectWise Manage PSA
    • Kaseya
      • Kaseya VSA
      • Datto RMM
    • Managed Backups
    • 24×7 Monitoring
  • Careers
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    • MSP Blogs
    • Your Tools. Our Experts.
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    • Testimonials
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ConnectWise Automate: Custom Emails from Automate

  • July 18, 2022
  • ProVal Technologies, Inc
  • Tech Tuesday

Utilizing Automate to send custom emails using HTML templates is genius! MSP Consultant Alex reviews how you can send nice-looking emails to your clients through Automate.

Step-by-Step:

  1. I wanted to go over an interesting customizable email format through Automate let’s get into it.
  2. If you open up Automate and go to your scripts what we want to do is be able to create a custom nice looking email that you can send to clients for any number of reasons you could send an off-boarding script or like an email and that’s what we’ll go through today.
  3. Something like hey as you’re you know leaving my MSP, or hey please uninstall the previous MSPs Automate something like that you’re trying to communicate something but you want it nice looking. It’s not just going to be plain text in an email.
  4. You can actually just use the send email function and in fact I’ve just got an example script here just called Alex’s testing email.
  5. If I use the function send email it’s more or less using just an SMTP with whatever information I give it and so what I can do is I can send it to my email here, give it a subject of course it has to have one and same thing with a body, but inside the body if I just hard code an HTML web page basically I can give it a heading, I can give it some text, I can give it a link, and then of course more text and then just close it off with you know the HTML and body. And in this case, it will just send me an alert off-boarding Automate, please use the following link to uninstall all traces of another agent.
  6. Here’s the link to download and then you know of course you can give it a friendly name that looks like the link. If you don’t want the link to be the full actual link to show and then of course more text this will download the zip file inside the executable remove all files from an Automate agent.
  7. If I actually run that and I open the debugger here I am just running it against an online machine just in our Dev environment and I hit start, you don’t have to run it through the debugger this is just the easiest way to run it kind of on demand.
  8. Wait for actually to communicate to the agent so that I can click finish, give that a quick second it’ll run through the two steps here, hopefully it won’t tell me that the script completed on error or anything like that.
  9. Then from there I can actually open up the email, itself just double clicking it’ll give me the heading that I want, the text, and then the actual link and if I do click this it will download the zip file that I have here.
  10. This is the actual Universal uninstaller that ConnectWise has so if you are communicating via email to a client, or you need them to uninstall something, or you have kind of a way to do that you can host a file and this is the agent uninstaller that I was referring to and then you can just run that and it would remove all traces of Automate.
  11. This is a great way to format a custom email in your scripts maybe um any number of reasons can really use this but I thought this would be a great tip.
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ProVal Technologies, Inc

498 Palm Springs Drive, Ste. 130
Altamonte Springs, FL 32701
United States
Phone: 407-588-0101

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ConnectWise Automate: Custom Emails from Automate

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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