Autotask Late Time Entry Alert Bot 3.0 Template

This article has the following information on 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 Clone the Template Bot

1. Go to Bots on the MSPbots menu and click the Template Bots tab.
2. Search for Autotask Late Time Entry Alert Bot 3.0 Template.
   
3. Follow the rest of the procedure on the page for How to Clone a Template Bot. 

Bot Configuration 

After cloning the bot, check the following default setup and update or customize it according to your needs.

1. Go to Bots on the MSPbots app and click the My Bots tab. Search for Autotask Late Time Entry Alert Bot 3.0 or the bot that will be configured, then click it to show the bot details.
2. Click the Design tab to open the Real-time Data window.
3. Next, select Autotask-Timeentry as Data Source then click Next.
   
4. When the DataFilter window opens, do not change the default settings and click Next.
   
   
5. When the Alert window opens, go to the text for the Alert message, click on {Ticket #}, and click the Insert a token icon. 
   
6. 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 actual message generated:
           
7. Click Next to open the Escalation window.
8. Modify the default Escalation setup if needed and click Finish. If there is no change is done, proceed to click Finish.
   
9. 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.