Use Cases
Neo’s RMM integration enables two powerful categories of automation:Issue Remediation — Zero Human Touch
Neo can automatically execute scripts to resolve common issues without technician intervention:- Software management — Installing, updating, or repairing applications
- Device maintenance — Rebooting devices, clearing caches, removing temp files
- Service management — Starting, stopping, or restarting services and processes
- Any typical RMM task — If you have a script for it, Neo can run it
You control the level of automation. Neo can either execute scripts automatically or request approval from a technician before taking action.
- Success — Close the ticket and notify the end user
- Failure — Escalate to a technician or try an alternative remediation
- Partial success — Document findings and recommend next steps
Revenue & Opportunity Creation
Neo can identify upsell and service opportunities by combining RMM data with intelligent automation.Example: Disk space alert triggers upgrade opportunity
Example: Disk space alert triggers upgrade opportunity
When a device triggers an alert for 95% disk usage:
- Neo receives the ticket and runs a cleanup script
- Neo waits for the result (disk usage drops to 90%)
- Neo checks the device age from your RMM
- If the device is over 5 years old, Neo automatically messages the customer:
“Your device is over 5 years old and running low on storage. Would you like a quote for an upgrade?”This transforms a routine maintenance ticket into a potential hardware sale.
Example: Recurring issues trigger service review
Example: Recurring issues trigger service review
When Neo detects a pattern of repeated issues on a device:
- Neo resolves the immediate issue
- Neo analyzes ticket history for the device
- Neo identifies the recurring pattern
- Neo reaches out to the customer suggesting a proactive maintenance plan or device refresh
Supported RMM Platforms
Select your RMM platform to view the complete setup guide:ConnectWise Automate
Connect using API credentials with dedicated user class permissions.
Datto RMM
Integrate using API key and secret with administrator security levels.
N-Able N-Sight
Connect using API key authentication with monitoring permissions.
N-Able N-Central
Integrate using role-based permissions and dedicated API user.
NinjaOne
Connect using secure OAuth authentication flow—no API keys required.
Quick Setup Summary
| RMM Platform | Authentication Method | Typical Setup Time |
|---|---|---|
| ConnectWise Automate | User Class + API Credentials | 10-15 minutes |
| Datto RMM | API Key + Secret | 5-10 minutes |
| N-Able N-Sight | API Key | 5-10 minutes |
| N-Able N-Central | Role-Based API User | 10-15 minutes |
| NinjaOne | OAuth (No API Keys) | 2-5 minutes |
