Jeff Farris
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Articles
Recent activity by Jeff Farris-
Fixing the "Register the Azure resource provider" error in a Marketplace deployment
A CloudRadial AutomationAI runner deployment from the Azure Marketplace can stop within its first minute or so with an error that asks you to register an Azure resource provider, most often Microso...
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Using the Autotask PSA extension
The Autotask PSA extension lets a CloudRadial AutomationAI workflow or agent read and write your Autotask data — tickets, companies, contacts, configuration items, tasks, and projects — from one se...
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Requiring single sign-on for your workspace
CloudRadial AutomationAI lets a workspace Owner switch off password sign-in entirely, so Microsoft 365 or Google single sign-on becomes the only way in. This article explains what the setting cover...
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Using the Microsoft Exchange Online extension
The CloudRadial AutomationAI Microsoft Exchange Online extension automates Exchange Online administration, from releasing a quarantined message to tracing mail flow and managing mailbox settings. T...
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Importing companies from an installed extension
Rather than adding companies by hand, CloudRadial AutomationAI can build your company registry from a system that already has the list, such as your PSA. This article covers the one-click import wo...
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Managing companies and per-company credentials
CloudRadial AutomationAI lets you register the companies you manage as first-class records in your workspace, then point an integration's credentials at a specific company instead of using one shar...
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Deploying a runner from the Azure Marketplace
CloudRadial AutomationAI runners can be deployed from the Azure Marketplace with a guided wizard, instead of downloading a setup package and running the PowerShell installer. This article covers wh...
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Converting an AI Playground run into a workflow
The AI Playground answers questions and completes goals as a one-off, ad-hoc assistant. When a run does something you want to repeat (on a schedule, from a webhook, or as part of a larger automatio...
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Email Notifications from ServiceAI
ServiceAI sends email notifications for events such as new-user welcome messages, completed background jobs, and account activity. This article explains which address those messages come from and h...
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Using the Inbox and @Mentions in ServiceAI
The Inbox is your personal queue in ServiceAI: the issues assigned to you plus the comments where teammates have @mentioned you. This article explains where the Inbox lives, how mentions work, and ...