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Actions Overview

Actions are the fundamental building blocks of automations in Neo Agent. They represent specific operations or tasks that are executed as part of a workflow. Each action is designed to perform a distinct function, from analyzing data with AI to updating your PSA or notifying users.

By combining different actions, you can create powerful and customized automations to streamline your IT service management processes.

Available Actions​

This section covers the core actions you can use in your Neo Agent workflows:

  • Smart Actions: Leverages AI models to analyze tickets, extract information, and generate insights.
  • Write to PSA: Updates your PSA system (e.g., ConnectWise, Autotask) with data from previous workflow steps.
  • Notify Users: Sends notifications to technicians, managers, or end-clients.

Explore each action to understand its capabilities and how it can be configured to meet your automation needs.

How Actions work