Build Autotask PSA workflows with AI Agents

AI agents enable teams to create and update Autotask PSA tickets directly from Slack, using simple natural language commands. Enhance your Autotask PSA workflows with AI-powered automation in Slack, Teams, and Discord.

Instant IT Ticket Creation in Slack

AI agents enable teams to create and update Autotask PSA tickets directly from Slack, using simple natural language commands.

Automated PSA Project Summaries

AI agent delivers daily or weekly Autotask PSA project summaries in team channels, keeping everyone aligned—no manual effort required.

Conversational PSA Analytics On Demand

Team members can ask the AI agent for real-time insights from Autotask PSA—like open ticket volume or project status—using natural language.

One-Tap Time Entry Logging

The AI agent streamlines PSA time tracking by letting team members log or query time entries quickly within Slack, boosting accuracy and compliance.

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Autotask PSA is a leading platform for IT service providers, unifying service desk management, billing, and automation into one cloud-based interface. But what happens when you connect Autotask PSA with Runbear’s AI agent? Your team gains the power to manage tickets, generate project updates, and query analytics—all from Slack, Teams, or Discord. This integration rewires the way teams collaborate on IT operations by putting smart AI agents at the heart of your daily workflow.

About Autotask PSA

Autotask PSA (Professional Services Automation) is a cloud-based IT management platform tailored for managed service providers (MSPs) and IT departments. It centralizes service desk operations, ticketing, time tracking, billing, project management, and analytics into a unified workflow, accessible via both web and mobile apps. Known for its robust automation features and deep integration with hundreds of industry tools—including RMM solutions—Autotask PSA helps IT teams and service providers streamline operations, boost productivity, and meet service level targets consistently. The platform excels at turning complex business processes into standardized, efficient practices that support scalable growth and top-tier client service. Teams adopt Autotask PSA to handle everything from client support tickets to end-to-end project delivery and billing accurately, with actionable intelligence always at their fingertips.

Use Cases in Practice

Integrating Runbear’s AI agent with Autotask PSA revolutionizes how your team interacts with IT operations data. Instead of bouncing between PSA dashboards and chat apps, team members now communicate directly with an intelligent agent in Slack. Picture a workflow where a manager types 'Summarize open tickets for Project Z' and instantly receives a breakdown in the team channel. Or imagine logging time entries and creating new service tickets using plain English—no PSA logins needed. With scheduled job capabilities, your AI agent can deliver daily project summaries, flag overdue tickets every morning, and share performance charts without requiring a single click from your team. This seamless automation not only eliminates context switching but ensures that everyone—from technicians to managers—stays informed and productive. For teams interested in transforming how work is tracked and reported, our guide to How to Automate KPI Reporting provides even more detail on using AI-powered scheduling and analytics in Slack.

Autotask PSA vs Autotask PSA + AI Agent: Key Differences

Autotask PSA Comparison Table

When integrated with Runbear, Autotask PSA becomes dramatically easier for teams to access, collaborate with, and automate—even from within Slack, Teams, or Discord. Instead of switching contexts or running manual reports, team members can simply converse with an AI agent that knows Autotask PSA inside out. The transformation moves teams from manual, fragmented workflows to seamless, AI-powered collaboration.

Implementation Considerations

Successfully integrating Runbear’s AI agent with Autotask PSA requires careful planning around setup, permissions, and workflow training. Teams need to ensure the required API access is enabled in Autotask PSA and that security protocols for data retrieval are adhered to. Training for team members is essential, especially for those new to working with AI agents in their communication tools. Change management—shifting from email-based or manual PSA interactions to chat-driven, AI-powered workflows—may need staged rollouts and thorough documentation. Consider the cost-benefit: while efficiency leaps dramatically, initial time must be invested in configuring triggers, scheduled jobs, and user permissions. In highly regulated or sensitive environments, reinforce data governance and audit trails to maintain compliance and ensure only authorized team members can access client or ticket data.

Get Started Today

Bringing Autotask PSA together with Runbear’s AI agent capabilities pushes IT service management into a new era of efficiency. Team members interact with PSA data where they already work—in chat—freeing them from tedious switching and manual reporting. The result: real-time insight, rapid ticket handling, and collaboration that feels invisible but powerful. Ready to eliminate bottlenecks and future-proof your IT workflows? Try Runbear + Autotask PSA integration and discover the smart way to supercharge your team’s productivity today.