ConnectWise PSA: Creating a Workflow

Still doing repetitive tasks manually in your PSA? 😅 This Tech Tuesday shows how to build a workflow that automates the process for you. ✅ ---------------------------------------------------------------------------------------------------------------------------------------------- Time Stamps 0:00–0:20 – Intro & Workflow Overview 0:21–0:44 – Navigate to Workflow Setup 0:45–1:24 – Create New Workflow 1:37–2:00 – Configure Trigger 2:04–2:17 – Test Workflow 2:21–2:56 – Add Email Action 3:00–3:10 – Wrap-Up #mspcommunity #WorkflowAutomation #ProVsl #MSP