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Solution for Autotask

GenticFlowfor Autotask teams.

Keep Autotask as the system of record while GenticFlow helps technicians move from support request to device investigation, approved action, remote support, and resolution record. Built around Autotask's ticket categories, queues, contracts, and SLA policies, with accurate time entries written back.

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Ticket AT-447028
Autotask
Subject
Cant access shared drive Z
User
[email protected]
Endpoint
WIN11-FIN-061
User said
Z drive is gone today. Need it for month-end reports. Other people in finance say theirs is fine.
Device context collected
  • Autotask queue: Service Desk
  • Autotask contract: Managed Services - Tier 2
  • Endpoint Configuration Item matched
  • Mapped drive Z: \\fileserver\finance
  • SMB session: disconnected (last successful 14h ago)
  • Other finance users: 11 of 11 connected

The problem

Autotask tracks the work. GenticFlow helps technicians do the support work with context and evidence.

Autotask is the system of record for tickets, contracts, and billable time. The support work itself (finding the device, checking what is happening, running an approved action, updating the user, recording the outcome) still falls on technicians, ticket by ticket.

Manual
endpoint fixes
Every Autotask ticket that needs an endpoint fix requires a technician to switch into the RMM and do the work by hand.
Lost time
between ticket and action
Triage, asset lookup, remote session setup. Half the handle time is overhead, not the fix.
Underbilled
or inaccurate time entries
Technicians under-log fast resolutions and the contract gets billed inaccurately.
Contract risk
from SLA misses
Ticket volume spikes blow SLA on contracts where margins already depend on hitting it.

How GenticFlow investigates

Technicians start with context instead of a blank ticket.

GenticFlow pulls live context from the affected device, correlates against fleet baselines, and produces a root-cause hypothesis with the steps it recommends next.

01

Pick up the Autotask ticket

REST API polling or webhook trigger picks up new tickets within seconds with queue, priority, contract, and CI context intact.

02

Resolve to the right endpoint

Match against Autotask Configuration Items or user-to-asset mapping so the investigation runs against the correct machine.

03

Diagnose the endpoint and peers

Pull live state from the affected endpoint plus a healthy-peer comparison to localize the problem fast.

04

Run the matched playbook

Autotask ticket category, queue, and per-contract policy drive playbook selection and approval requirements.

05

Resolve and update Autotask

The approved fix runs, verification confirms recovery, ticket gets a public note and resolution status with the technical detail attached.

06

Time entry and routing

Automated time entry against the resource, contract, and Configuration Item. Escalations route to the right Autotask resource with a complete resolution record attached.

Resolved under policy

What gets closed inside Autotask under policy.

High-volume deterministic categories close end-to-end with full Autotask updates and an accurate time entry.

Printer, Outlook, VPN, disk space
Endpoint-side fixes run, Autotask gets the resolution status, public note, and accurate billable time.
Mapped drive and share access
Reconnect mapped drives, refresh credentials, validate share reachability, update Autotask with what was restored.
Password and lockout
Identity provider integration handles unlock and reset with verification, ticket closes with a complete resolution record.
Datto and similar RMM alerts
Auto-created tickets from monitoring get investigated and either resolved under policy or escalated with the alert context preserved.
Contract-aware behavior
Per-contract policy decides what is in scope, what requires approval, and what billing category time logs against.
Escalated with evidence

What gets escalated and how it lands in Autotask.

When a technician is required, the Autotask ticket arrives at the right queue with the work already triaged.

Routed to the right Autotask queue
Network, security, dispatch, account management. Routing respects your Autotask queue structure and business hours.
Resource assigned
Assignment respects skill, contract, and workload rules already configured in Autotask.
Resolution notes populated
Internal note with the full diagnostic chain. Public note with what the user should expect next.
Configuration Item updated
If the investigation surfaced asset state worth recording, Autotask CI fields are updated as part of the workflow.

FAQ

Common questions.

Specific answers for service desk and operations teams evaluating this workflow.

How does GenticFlow authenticate to Autotask?

API user credentials with scoped permissions against the Autotask REST API. Permissions can be limited to specific queues, ticket categories, and CI write access.

Does it work with Datto RMM alerts that auto-create Autotask tickets?

Yes. Auto-created tickets from Datto RMM are picked up like any other ticket. The original RMM alert context is preserved and used in the investigation.

What about time entries?

Resolved tickets create a time entry against a configured service account or resource, with role and work-type fields populated so contract billing stays clean.

Does it support Autotask multi-company setups?

Yes. Per-company policy, per-company approval rules, and per-contract billing behavior are all configurable. A complete resolution record records which company policy governed each action.

Plug GenticFlow into your Autotask instance.

See it pick up a real Autotask ticket, investigate against the endpoint, run the verified fix, and write the resolution and time entry back into Autotask.

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Explore related

Other ways teams use GenticFlow.

Each page walks the live investigation path against a real ticket so you can compare patterns across categories and stacks.

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VPN ticket diagnosis
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Device action for service desks
GenticFlow for HaloPSA teams
GenticFlow for ConnectWise teams
GenticFlow

GenticFlow is a support operations platform for IT teams and MSPs. It brings investigation, technician action, and automation into one workflow, alongside the tools you already use. Routine issues resolve under your policies, the user stays updated, and anything that needs a technician escalates with the context and writes back to your PSA or ITSM.

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