ThinkAutomation Triggers and Shortcuts
What is ThinkAutomation?
ThinkAutomation is email parsing software that runs on a virtual server in the cloud. We use it for many background functions, including processing monthly customer reports and sending forms to customers.
We also use it to automate repetitive administrative tasks. For example:
- send email to request@thinkauto.geekgirlsit.com with subject "SC Reminder" to remind them that ScreenConnect has not been installed prior to an appointment the following day. (This trigger also adds an internal note to the ticket documenting that this note was sent.) The body of the message should look like this:
Email: [contact email]
Ticket: [AT ticket number] (Each item should be on a separate line).Computer: [workstation hostname or whatever name you want to use to identify machine to customer.]
Example:
FYI: Emails going to the addresses we use for triggers are excluded from signatures in the Code Two dashboard using the recipient filter.
List of Frequently Used Triggers
Trigger Name | Send
Email to: | Subject Line | Message Body | Description | Comments |
| request@thinkauto.geekgirlsit.com | Quote
request form | Recipient’s email address ONLY,
nothing else | System
Quote Request Form for non-MSA workstation purchase | must come from
nygeekgirls.com or geekgirlsit.com domain | |
| | | | | | |
no longer active | request@thinkauto.geekgirlsit.com | ScreenConnect | Recipient’s email address ONLY,
nothing else | ScreenConnect
installation instructions and generic links | must come from
nygeekgirls.com domain; The screenconnect email to the customer will have noreply@nygeekgirls.com as the “from” address. The sender of the original email to ThinkAutomation will be BCC-ed on the email to the customer. |
| | | | | | |
| request@thinkauto.geekgirlsit.com | ScreenConnect Custom | first line: Recipient’s email
address; 2nd line: Customer name EXACTLY as in Autotask/Datto RMM. | ScreenConnect
installation instructions and customized links | The screenconnect email to the customer will have noreply@nygeekgirls.com as the “from” address. See AutoTask KB
article 458 for detailed instructions on uploading the installers if needed. | |
| | | | | | |
| request@thinkauto.geekgirlsit.com | Tech welcome or Welcome tech | Recipient’s email address ONLY,
nothing else | Letter for subcontractor tech with Contract and Manual | email must come
from info, office or roberta address | |
| | | | | | |
| request@thinkauto.geekgirlsit.com | FW: or fwd: | [will become ticket
description or ticket note] | Forwards
the email to AT where it becomes a ticket or ticket note | This trigger should not be used when a customer submits a support request to a team member. Instead the team member should encourage the user to submit the ticket directly to the support address. We will keep this trigger active for now in case there is some other use case for it, | |
schedule an html email to be sent at a specific time | schedule send | Time: [date and time] To: [email address] File: [URL of HTML file containing text for message] Subject: [outgoing email subject] | Used to schedule user notifications including welcome messages onboarding new customers. info@nygeekgirls.com address is BCC-ed for confirmation. The files are stored in the NYGG S3 bucket under path: PublicDownloads/HTML_files_for_TA_Emails. Get the URL using S3 Browser: Select the file and press ctrl-w. The characters "File:" must appear in the email body for the trigger to run. | Email address can be a distribution list, as long as sending to the list is permitted from outside the domain. Time should be in this format: 9/5/2020 11:00PM Backup copies of the HTML files are stored in GGIT sharepoint site under folder "Copies of HTML letters stored in NYGG S3 bucket." File must be in HTML format. Cannot use IT Glue docs, PDFs, etc. If unsure, it's best to test it out by sending yourself an email first. If you upload a new or replacement html file, make sure to set the permissions to be publicly readable. | |
schedule an inline text email to be sent at a specific time | schedule send | Time: [date and time] To: [email address] Text: [Message text. Parser will take everything until the word "Subject:" appears.] Subject: [outgoing email subject] | Used to schedule short email messages inline, instead of having to create an html file as above. user notifications including login credential links, snippets, secure notes. info@nygeekgirls.com address is BCC-ed for confirmation. The characters "Text:" must appear in the email body for the trigger to run. | Email address can be a distribution list, as long as sending to the list is permitted from outside the domain. Time should be in this format: 9/5/2020 11:00PM | |
DISABLED - not tested with latest vsn of TA - Send Pax8 Order details to customer | FW: New Order Confirmation for Order #[optional text] | first line must be destination email address. Rest is just the forward from Pax 8. | Sends the order confirmation details from the bottom of the Pax8 email confirmation to the email address specified at the top of the email body. | Works for order changes. Not sure this will work for new orders. . Do not edit the email body. Always test first by sending to yourself. | |
11. IT Glue Lite Invitation | IT Glue Lite or ITG Lite | Email: [recipient email address] Name: [First name of recipient for greeting] | Immediately sends notification to soon-to-be-provisioned IT Glue Lite user as per this article | ||
ScreenConnect Reminder | SC Reminder | Email: [recipient email address] Ticket: [ticket # associated w/ appt] Computer: [Hostname of computer waiting for installation] |
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