Tell your agent what you need in a message or voice note. It can work in AutoTask for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @AutoTask agent, follow up on our discussion and make the updates.
AutoTask agent
Done. It’s all in AutoTask.
Automate Workflows with AutoTask
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in AutoTask.
Your agent, your control
Choose what your agent can access and how it can act in AutoTask. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s AutoTask AI Agent Do?
Find clients and service work
Search AutoTask for supported clients, tickets, projects, time, resources, contracts, or service records.
Create service records
Create supported tickets, project work, time entries, notes, or client-service records in AutoTask.
Update assignments and status
Change supported owner, priority, status, dates, time, or service details in AutoTask.
Flag operational exceptions
Check AutoTask for SLA risk, overdue work, unbilled time, or service items that need attention.
Summarize service operations
Bring supported client, ticket, project, and service information from AutoTask into the chat.
Run recurring service reviews
Monitor supported service operations and surface work that needs follow-up.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Connected
