ThinkAutomation Triggers and Shortcuts
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 an email to request@thinkauto.geekgirlsit.com with the subject “screenconnect” and only the recipient’s email address in the body (make sure to erase your signature) to have instructions and link to install Screen Connect automatically sent to the recipient.
- Send email to request@thinkauto.geekgirlsit.com with the subject “screenconnect custom” to install a SC instance with organization already included. For details of the email body, see AutoTask KB article 458 - Instructions for Setting up Company-Customized Screenconnect Installers.
- send email to request@thinkauto.geekgirlsit.com with subject "SC Reminder" to remind them that screenconnect has not been installed prior to appointment the following day. The body should look like below:
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.]
Note for Macs: Users will have to configure permissions to allow full access to the machine. See instructions at following link:
Triggers are NOT case sensitive
The person who is BCC-ed will see all the recipients. The "TO" recipient will not see recipients who are BCC-ed.
Best practice: Emails going to the email 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 domain | |
| | | | | | |
| 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 | Computer: [Hostname of computer waiting for installation] Email: [recipient email address] Ticket: [ticket # associated w/ appt] |
Related Articles
Scheduling Email Messages Using Think Automation
Think Automation accepts HTML files to be sent as emails. The 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. You specify the HTML file as a link. For this ...Successfully Managing Your Email and Company Email
Keeping Your Own Mailbox Up to Date Maintaining your mailbox is important so you will not miss important emails that come in. Delete or file emails quickly or they will soon get overwhelming. It's especially important to promptly respond to customer ...MailerLite Bulk Email Service
Uses Mailerlite is used for multiple purposes: 1. To send monthly RSS newsletter (pulls RSS feed from geekgirlsit.com/blog). Contacts who confirm they want to be subscribed from the following contact forms on the geekgirlsit.com are automatically ...How to Add an Email Address to Slack
To create an email address that will go to your Slack, follow the steps below. The emails will go to your "Slackbot." From your desktop Slack app, click Home. click your workspace name in the top left. Select Preferences from the menu. Click Messages ...Send a "to do" ticket assigned to a specific tech to AutoTask via email
Anyone with an internal email account can send a ticket from the nygeekgirls.com email to NEWTICKET@geekgirlsIT.com: The ticket subject must include the tech's first name (or in the case of a temporary employee, the employee's user name; e.g., ...