Prepare a Ticket Review
Query Autotask Tickets using [filter criteria]. Summarize [fields to review], identify missing information, and include ticket IDs for follow-up.
autotask
Autotask AI Employee
Leina connects to Autotask to help you summarize support tickets and customer context. Ask in your team chat. Leina does the work and brings back the result.
Connect Autotask, choose what to share, and hand off your first task.
Leina + Autotask Example Result
You
Read Autotask tickets 4102 and 4103. Summarize each title and description, and flag missing details for the support handover.
Leina
Ticket 4102 describes a VPN disconnect after waking from sleep. Ticket 4103 has no description, so the backup failure details are missing.
Support handover
Support handover · 4102 and 4103
One ticket describes the symptom; the other lacks diagnostic context.
- 4102 · VPN disconnects
- Description: connection drops after the laptop wakes from sleep; reconnecting restores access.
- 4103 · Backup failed
- Description: empty. Affected device, failure time, and error message are not provided.
What Is a Autotask AI Agent?
AI queries Autotask ticket, company, and contact records and extracts the details needed for a support review, retaining IDs for follow-up.
You specify the source and the destination. Leina uses the content available to your connection and returns the result for you to review.
Autotask
Autotask is a professional services automation platform for IT service teams.
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Query the two ticket IDs
Filter Tickets to IDs 4102 and 4103 and read their titles and descriptions.
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Extract the reported symptoms
Keep the VPN wake-from-sleep detail alongside its ticket ID.
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Identify missing context
Mark the empty backup description and the details it leaves unresolved.
What to Ask Leina to Do with Autotask
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Prepare Customer Context
Read Autotask Company [company ID] and Contacts [contact IDs]. Prepare a customer context brief using the returned records and this support question: [question].
autotask
Your next Autotask task can start with a message.
Connect. Ask. Get the Result.
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
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Connect Your Account
Connect the tools involved and give Leina access to the content it needs.
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Try a Task
Share the source material, say where the result belongs, and describe what you need.
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Check the Result
Review the result and any changes in the connected app.
Put Leina to Work in Autotask
Hand off these everyday tasks to your AI employee.
Get Zone Information
Return the Autotask REST API zone URL for the connected API user.
Query Records
Query Autotask Companies, Contacts, or Tickets with optional filter, IncludeFields, and MaxRecords parameters.
Get Record
Get one Autotask Company, Contact, or Ticket by numeric ID.
Get Entity Information
Get Autotask entityInformation metadata for Companies, Contacts, or Tickets.
More Tools for Your AI Employee
Connect the Apps your work depends on, and give Leina the context to carry the task forward.
Keep the Conversation Moving. Let Leina Pick Up the Work.
Hand off a task while your team is discussing it. Leina uses your connected tools and brings the result back to the conversation.
See How Leina Works in SlackLeinaExample Result Ticket 4102 describes a VPN disconnect after waking from sleep. Ticket 4103 has no description, so the backup failure details are missing.
Support handover · 4102 and 4103
Autotask + Leina: Your Questions, Answered
Can I choose the fields for a ticket summary?
Yes. Provide the fields and filters you need. Entity metadata can help identify valid fields.
Can AI combine company and contact context?
Yes. Supply their record IDs and the question the brief should answer.
Will this update or close tickets?
No. The supported operations query and read records and metadata.
Make Leina Your Autotask AI Employee
Start with one task you already need to do. Tell Leina what a finished result should look like.
Connect Autotask, choose what to share, and hand off your first task.