Autotask Late Time Entry Alert Bot 3.0 Template

How is this bot helpful?

Autotask Late Time Entry Alert Bot 3.0 Template sends real-time alerts to users whenever they log a late time entry. Enabling this bot automatically reminds technicians to charge time entries right after they finish working on a ticket. This improves KPIs, ensures the accurate computation of utilization rate and agreement profitability, increases the revenue and profit of the company, and maintains a positive collaboration between technicians. 

How to configure the Late Time Entry Alert Bot 

1. Go to Apps on the MSPbots menu. 
2. Find the Autotask Late Time Entry App and click it to open the app.
3. Click Bots and select Autotask Late Time Entry Alert Bot. 
   
   
   
   
4. Click Design to open the Real-time Data window. 
   
   
   
   
5. Next, select Autotask-Timeentry as Data Source then click Next. 
   
   
   
   The Real-time Data block supports the following Autotask webhook APIs and all corresponding fields:
   • Ticket
   • TicketNote
   • InstalledProduct
   • Account
   • Contact
     
     
6. When the DataFilter window opens, do not change the default settings and click Next.
   
   
   
   
7. When the Alert window opens, go to the text for the Alert message and review if it meets your requirements.
   
   
   
   
8. Next, make sure {Ticket #} uses the dynamic token "{ticketNumber}" instead of "{ticketID}". The "{ticketNumber}" link redirects to your Autotask PSA system. Below is an example of the message:
   
   
   
   
9. Click Next to open the Escalation window.
10. If needed, modify the default Escalation setup. When done modifying or if there is no change, click Finish.
    
    
    
    
11. Lastly, go back to the Design tab and click Save to apply all the changes.
    
    

How to activate the bot

To activate a bot, read the instructions on the Activating a Bot on the MSPbots App page.