Creating Automations with SysAid AI

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SysAid’s AI Automation Hub lets you create automations using conversational prompts. Instead of manually configuring rules, you describe the automation you need in plain language, and the system generates it for you. You can use it to create email rules, routing rules, escalation rules, and more.

Supported automations are structured around a trigger, an optional condition, and an action, giving you a clear view of the logic before anything goes live.

Available for:

SysAid Spaces.

How it works

The AI Automation Hub uses a prompt-based interface to generate automations. You describe your desired automation in natural language, and the system translates it into a structured flow consisting of a trigger, an optional condition, and an action, giving an easy-to-review breakdown of exactly what the automation will do before it goes live.

To make prompts more precise, you can use @ in your text to reference specific values in SysAid, such as users, statuses, or properties. These values are searchable, so you can quickly find and insert exactly what you need without leaving the prompt editor.

If you're not sure where to start, the hub offers a library of pre-built templates covering common automation scenarios. Selecting a template loads it as an editable prompt, which you can use as-is or modify to fit your specific needs.

All of your automations, including their AI-generated names and descriptions, are visible in the AI Automation Hub's automation list, giving you a clear overview of everything that's active or saved in your environment.

Limitations

  • Automations cannot be edited after they are created. If you need to change an existing automation, you will need to delete it and create a new one.

  • Creation time may vary. Depending on the complexity of the automation, it may take several minutes to generate.

  • Access is restricted to SysAdmins. Only users with SysAdmin permissions can create and manage automations in the hub.
    To learn more about Admin permission, see Edit Administrator.

Creating an automation

  1. Navigate to the AI Automation Hub. (Navigation instructions coming soon.)

  2. To start from scratch, click "Create automation". To use an existing template, click "Use template" on any of the templates displayed at the top of the page.

  3. Write or edit your prompt in the prompt editor. Use @ to insert specific system values such as users, statuses, or properties as needed.

  4. Click "Generate". The page will display the AI's progress while your automation is being built.

  5. Review the generated automation, presented as a clear trigger, condition, and action breakdown.

  6. If needed, adjust your prompt and click "Generate" again. Repeat this process until you're satisfied with the automation flow.

  7. Click "Create automation". This step may take several minutes for more complex automations.

  8. Once creation is complete, choose to either activate the automation so it runs immediately or save it to your automations list without activating it.

  9. From the automations list, you can activate or deactivate any automation using its toggle or permanently remove it by clicking the trash can icon.