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Strety runs your business on EOS: Goals (Rocks) with their Milestones, To-Dos, Issues, the Scorecard of Metrics, Headlines and Meetings. Connect Strety once with your own Strety app, and Neo agents can read and update it next to your PSA.

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What Neo can do with Strety

  • Track Goals against PSA tickets. Read the tickets tied to each Milestone, complete a Milestone once its tickets close, and check the Goal in as on track or off track with the open tickets named.
  • Tell your team in Teams when a Milestone falls behind. Send one Teams message to the Goal owner, or to a channel you name, listing each Milestone past due or due soon with its open tickets.
  • Run a weekly integrator review. Sum up the Goals off track, the To-Dos past due, the Issues still open and the Metrics that missed their target, raise an Issue for a Goal that fell off track, and send the review to your leadership channel.
  • Create and update To-Dos, Issues, Headlines and Metric check-ins, and answer questions about your Goals and Meetings in a chat agent.

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How the jobs run

Each job above is a scheduled agent with the Strety IT Admin profile (or Helpdesk, to approve each change), your PSA’s ticket permissions and the Send Teams Message to Internal Team tool. Its instructions say which Teams’ Goals it tracks and where it reports, for example:
Neo ties each Milestone to its PSA tickets with a short line on both sides (PSA ticket #<number> in the Milestone’s description, Strety Milestone <id> in the ticket), so a later run finds the tie and never makes a second ticket. To post to a Teams channel, set Channels & chats to Any or Only specific on the Send Teams Message to Internal Team tool; it is Disabled by default. The quickest way to set one up is to ask the Neo Support Agent: “Set up a daily agent that tracks our Strety Goals against ConnectWise tickets and tells the owner in Teams when a Milestone falls behind.” See Strety API for the permission groups.

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Next steps

Connect Strety

Create a Strety app, authorize it and save it in Neo.