Try one of our common automation recipes
You can use preset automation rules to quickly set your team up for success. Whether your team is focused on service request fulfillment, change management, customer service, or anything in between, you can use automation to save time on recurring tasks.
Check out the most common automation recipes here and then have a look at all Available preset automation rules to do more.
To view or edit all the rules referenced in this section:
From your service desk project, select Project settings () > Automation > Add rule.
Automatically approve requests
You can create a rule that automatically approves requests that meet certain conditions.
Automatically comment to share knowledge base articles
You can set up an automation rule so you can automatically share articles that help customers.
Automatically update agents about a linked issue's progress
Edit the automation rule that updates linked issues to suit the needs of your team.
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