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What is ConnectWise automate?

If you’re like most business owners, you’re always looking for ways to automate processes and save time. If you’re not using ConnectWise Automate yet, you’re missing out on one of the most powerful automation tools available. ConnectWise Automate is a comprehensive automation platform that can save you time and money on a wide range of tasks. From automating your IT tasks to automating your sales and marketing processes, ConnectWise Automate has something to offer everyone. Keep reading to learn more about this powerful tool and how it can help your business run smoother and more efficiently.

ConnectWise Automate:

ConnectWise Automate is an all-in-one automation platform that gives you the ability to automate a wide variety of tasks, both big and small. From deploying software and hardware to managing your IT tickets and monitoring your network, ConnectWise Automate can do it all. And because it’s cloud-based, you can access it from anywhere, at any time.

There are two main components to ConnectWise Automate: the Control Center and the Runbooks. The Control Center is where you manage all of your automation tasks. You can create new automations, edit existing ones, and monitor the status of your automations from the Control Center. The Runbooks are where your actual automation tasks live. When you create an automation, you’ll need to choose which Runbook it will live in.

ConnectWise Automate is a powerful tool that can save you time and money. But like any tool, it’s only as good as the person using it. If you’re not sure how to get started with ConnectWise Automate, don’t worry – we’ve got you covered. In the next section, we’ll give you a step-by-step guide to creating your first automation.


  • Deploy software and hardware
  • Manage IT tickets
  • Monitor your network
  • Save time and money
  • Cloud-based
  • Access from anywhere

Creating Your First Automation

Now that you know a little bit about ConnectWise Automate, it’s time to get started with your first automation. Follow the steps below to get started:

1. Log into the Control Center and click ‘Automations’ in the left sidebar.

2. Click ‘Create New Automation.’

3. Give your automation a name and description.

4. Choose the Runbook you want your automation to live in. If you’re not sure which one to choose, don’t worry – you can always change it later.

5. Select the trigger for your automation. This is the event that will cause your automation to run. For example, you might want your automation to run when a ticket is created or when a user logs in.

6. Select the action you want your automation to take. This is what your automation will actually do. For example, you might want it to send an email or create a task.

7. Save your automation and you’re all set!


  • Comprehensive automation platform
  • Can automate a wide variety of tasks
  • Cloud-based and accessible from anywhere
  • Can save you time and money


Requires some technical knowledge to set up and use

Can be overwhelming if you’re not sure where to start

Automating your business processes can save you a lot of time and money. If you’re not using ConnectWise Automate yet, now is the time to get started. Follow the steps above to create your first automation and see for yourself how much easier your life can be.

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