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This article has the following information on Autotask Late Time Entry Alert Bot 3.0 Template:

Table of Contents

How is this bot helpful?

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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 

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  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. 
    image late time entry botImage Added
  4. Click Design to open the Real-time Data window. 
    image bot designImage Added
  5. Next, select Autotask-Timeentry as Data Source then click Next
    image real-time data sourceImage Added
  6. When the DataFilter window opens, do not change the default settings and click Next.

    data filter settingsImage Added
  7. When the Alert window opens, go to the text for the Alert message and review if it meets your requirements.
    dynamic tokenImage Added
  8. Next, make sure {Ticket #} uses

Bot Configuration

1.  Go to Bots in the MSPbots app and click My Bots tab.   Search the bot e.g. Autotask Late Time Entry Alert Bot 3.0.  Then, click to open bot details.

2.  Click the Design tab.

3.  Default Data Source :  Autotask -Timentry.  Click Next.

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4.  Default Data Filter setup.  Click Next.

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5.  Default Alert Message setup

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  1. the dynamic token "{ticketNumber}" instead of "{ticketID}".

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  1. The "{ticketNumber}" link redirects

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  1. to your Autotask PSA system.

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         Sample actual bot messages generated:

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6.  Click Next.

7.  Default Escalation setup

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  1. Below is an example of the message:
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  2. Click Next to open the Escalation window.
  3. If needed, modify the default Escalation setup. When done modifying or if there is no change, click Finish.
    Escalation settingsImage Added
  4. Lastly, go back to the Design tab and click Save to apply all the changes.

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How to activate the bot

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To activate a bot, read the instructions on the Activating a Bot on the MSPbots App page.5.