ConnectWise Automation • Atlanta

Put ConnectWise to work
with automations & agents.

Intelligent automations and AI agents working inside ConnectWise — eliminating manual work, protecting margin, and letting your team grow without the scramble.

How the Lanes Divide
How it works

Agents think. Workflows don't — and that's the point.

One goal: less manual work. We get you there down three lanes — and the difference between them comes down to one thing: whether the job needs judgment, or just needs to happen.

VS
Agents

Read, decide, act

Intelligence that makes a call.

Agents reason over your data and take action on it — the work that used to need a person to think it through.

Lanes 01 & 02 — Pre-built & Build-Your-Own Agents
Workflows

Fire, every time

Deterministic. No guesswork.

Workflows run on triggers and actions — the same way, every time. No decision-making, just reliable execution behind the scenes or in the apps your clients use.

Lane 03 — Workflows

How We Deliver

Three lanes to less manual work.

Wherever you are with AI, there's a lane that fits — deploy proven agents fast, build custom ones for exactly what you need, or automate the workflows behind the scenes. Most MSPs use more than one.

01 Pre-Built Agents

Proven agents, deployed on the fly.

Ready-made, tested, and out of the box — the fastest way to put intelligent agents to work inside ConnectWise. We help you pick the right fit, so you get the outcome without the guesswork.

Embedded in ConnectWise

Out-of-the-box agents built to live natively inside your PSA — no bolt-ons, no wrestling with integration.

A curated agent set

A focused lineup of pre-built agents for common service-desk work — proven, dependable, and ready to run.

02 Build-Your-Own Agents

Custom agents, built for exactly what you need.

When off-the-shelf won't cut it, we build from scratch — purpose-made agents tailored to your workflows, then shared with your clients. It's flexibility most MSPs can't offer on their own.

A purpose-built platform

A full toolbox made for creating agents — not a workaround stitched together from parts.

Reasons and acts

Agents that read your data, make the call, and take action — built around your process, not a template.

03 Workflows

Automation that fires the same way, every time.

No decision-making — just reliable triggers and actions doing exactly what you set them to. We build custom workflows on multiple platforms, running behind the scenes or inside the apps your clients use.

Triggers & actions

Custom-built workflows that connect your systems and enforce the steps that should never get skipped — automatically, every time.

Workflows & applications

From behind-the-scenes automation to full applications your clients can actually use, we build the tools that run their work.

Frequently Asked Questions

What's the difference between an automation and an AI agent?

It comes down to decision-making. A workflow automation runs on triggers and actions — it fires the same way every time, with no judgment involved. An AI agent has intelligence: it reads your data, makes a call, and takes action on it. Workflows handle the work that should always happen the same way; agents handle the work that used to need a person to think it through. We deliver both inside ConnectWise.

What are the three ways you deliver ConnectWise automation?

We work in three lanes. Lane 1 is pre-built agents — proven, out-of-the-box options powered by Zofiq and CrushBank, deployed quickly. Lane 2 is build-your-own agents, custom-made on the Synthreo platform for exactly what your operation needs. Lane 3 is workflows — deterministic automations built in Asio and Synthreo that run on triggers and actions. Most MSPs use more than one, and we help you pick the right mix.

Do I have to use ConnectWise to use these automations and agents?

Yes — this practice is purpose-built for MSPs on the ConnectWise platform. The agents and workflows are designed to live and work inside your PSA, from ticket handling to behind-the-scenes operations. If you're running ConnectWise and drowning in manual work, that's exactly what these lanes are built to solve.

What are pre-built agents, and how fast can they be deployed?

Pre-built agents are ready-made and already tested, so there's no build phase — they can go to work quickly. We run two leading platforms: Zofiq, with agents embedded natively in ConnectWise, and CrushBank, with a curated set of agents for common service-desk work. Both are proven and dependable, and we help you choose the right fit so you get the outcome without the guesswork.

Can you build a custom AI agent for our specific workflows?

Yes. When off-the-shelf won't cut it, we build custom agents on the Synthreo platform — a toolset purpose-made for creating agents around your exact process, not a template. We do the building and share the finished agent with you, giving your operation flexibility most MSPs can't stand up on their own.

What can custom ConnectWise workflows actually do?

We build custom workflows on triggers and actions — connecting your systems and enforcing the steps that should never get skipped, automatically and the same way every time. They run behind the scenes to cut manual work, or as full applications your clients use to get their work done. We build them on two platforms, Asio and Synthreo, keeping everything ConnectWise-centric.

Will automation let us scale without adding headcount?

That's the whole point. By moving routine, repeatable work to workflows and handing judgment-based tasks to agents, your team spends less time on manual busywork and more time on the work that matters. It lets you take on more volume and grow output without every new dollar of work requiring another body to deliver it.

How do we get started?

Submit your info below and we'll reach out. We'll start with a straightforward conversation about how your ConnectWise operation runs today and where manual work is holding you back — then point you to the right lane, whether that's pre-built agents, a custom-built agent, or workflow automation. No pressure, no obligation.

Alone we're compelling. Together we're formidable.

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Your ConnectWise, rebuilt
by people who run it.


For MSPs & MSSPs

Bottlenecked boards, manual workflows, shaky SLAs? We rebuild ConnectWise around how a real service desk runs — clean process, fast response, reporting you trust.

For M&A Teams

Merging instances or absorbing an acquired shop? We combine ConnectWise environments cleanly — no collisions, no data loss, no mid-deal limbo.

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