Using AutomationAI
- Using the Autotask PSA extension
- Requiring single sign-on for your workspace
- Using the Microsoft Exchange Online extension
- Importing companies from an installed extension
- Managing companies and per-company credentials
- Deploying a runner from the Azure Marketplace
- Converting an AI Playground run into a workflow
- How the AI Generate Buttons Work (Scripts, Workflows, and Playbooks)
- Creating custom agents and using them in workflows
- Browsing and installing agents from the catalog
- Grounding agents and AI Prompt nodes on knowledge
- Authoring knowledge in workflows: Knowledge-Write and Knowledge-Consolidate nodes
- Managing your knowledge base
- Orchestrating workflows and agents with Playbooks
- Accessing and updating your runner’s Key Vault
- Writing node scripts with the inline AI assistant
- Organizing workflows with folders
- Importing and exporting workflows
- Generating a workflow with AI
- Passing data between nodes: input and output JSON
- Triggering a workflow with a webhook
- Scheduling a workflow with Routines
- Testing a workflow with the Test action
- Understanding workflow versions (draft vs. published)
- Creating your first workflow in the Designer
- Changing your password
- Resetting your MFA and using Recovery Codes
- Runner security and trust model
- Verifying and troubleshooting runner connectivity
- Runner network and egress requirements