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March 3, 2026 · By Amaresh Ray

ConnectWise RPA: What MSPs Need to Know in 2026

If you're running an MSP, you've probably noticed the same tickets keep coming in. Password resets. Account unlocks. Permission changes. These repetitive tasks eat up technician hours that could go toward higher-value work.

ConnectWise RPA promises to automate these tasks through software bots. But how does it actually work? And is it the right fit for your MSP?

Let's break it down.

What is ConnectWise RPA?

ConnectWise RPA is a robotic process automation tool built specifically for MSPs. It uses software bots to mimic human actions like clicking buttons, filling text boxes, and updating file paths. The goal is simple: automate repetitive, rule-based tasks so your technicians can focus on work that actually moves the needle.

The tool sits within ConnectWise's broader "hyperautomation" strategy. ConnectWise frames RPA as one piece of a larger puzzle that includes AI (via ConnectWise Sidekick) and workflow orchestration on the Asio platform.

There are three types of RPA you should know about:

  • Attended RPA: Bots work alongside humans, handling repetitive parts of a task while the technician makes decisions
  • Unattended RPA: Bots run completely autonomously, 24/7, without human intervention
  • Hybrid RPA: A mix of both approaches depending on the task

ConnectWise positions its RPA as a low-code solution. You don't need to be a developer to build automations. The idea is to record the steps you want automated, then refine them through a visual interface.

Key ConnectWise RPA Features

Bot automation

The core of ConnectWise RPA is software bots that replicate common MSP tasks. These bots can handle button clicks, form fills, and UI interactions that would normally require a technician. They run continuously without breaks, errors, or fatigue.

Visual workflow designer

Instead of writing code, you build automations through a drag-and-drop interface. ConnectWise provides pre-built templates for common MSP scenarios, which helps reduce the time to get your first automation running.

Integration with the ConnectWise ecosystem

RPA is built directly into the Asio platform. It integrates natively with ConnectWise PSA and RMM, so you can trigger automations straight from tickets. This tight integration is one of the main selling points if you're already using ConnectWise products.

AI assistant (Beta)

A newer feature that provides guided workflow building. The AI recommends components and helps you structure automations more effectively. It's still in beta, so expect this to evolve.

Hyperautomation dashboard

A central view to monitor workflow performance, track which automations are working well, and identify which ones need attention. This helps with ongoing maintenance and optimization.

RPA workflow connecting PSA triggers to automated ticket resolution

ConnectWise RPA Pricing

Here's where things get less transparent. ConnectWise doesn't publish official RPA pricing on its website. Everything is quote-based, which means you'll need to contact sales for exact numbers.

That said, industry reporting gives us ballpark figures:

Plan Estimated Price What's Included
RPA Essentials ~$1/endpoint/month Workflow engine with 30+ pre-built integrations
RPA Pro ~$2/endpoint/month Full workflow engine plus advanced bot capabilities

Sources: MSP Success, SuperOps

Package breakdown

ConnectWise structures RPA into three tiers:

Starter: Basic workflow templates, custom workflows, pre-built actions for ConnectWise products, Microsoft Teams integration, and the hyperautomation dashboard.

Essentials: Everything in Starter plus third-party product integrations.

Pro: Everything in Essentials plus Pro workflow templates, Digital Workers templates, pre-built RPA bots, and the ability to create custom RPA bots.

ConnectWise Pro bundle

In July 2025, ConnectWise launched an all-in-one bundle called ConnectWise Pro that includes RPA alongside PSA, RMM, CPQ, ScreenConnect, documentation, reporting, and AI tools like Sidekick. This bundling approach can offer 15-20% savings compared to buying products separately.

Hidden costs to budget for

  • Implementation: $5,000-$15,000 for standard setups
  • Training: ConnectWise University resources exist, but plan for technician time
  • Ongoing maintenance: Someone needs to build, monitor, and refine workflows

Real ConnectWise RPA Use Cases for MSPs

ConnectWise documents several specific use cases where RPA delivers value:

User account management

Automate onboarding and offboarding, password resets, account unlocks, and permission changes across Active Directory and identity platforms. This is the classic L1 ticket automation scenario.

Ticket triage and routing

Automatically categorize and prioritize incoming tickets based on predefined rules. This reduces the manual sorting that bogs down service desks.

Configuration monitoring

Track expiring configurations (like warranties or SSL certificates) and auto-generate renewal tickets. This turns reactive maintenance into proactive revenue.

Digital workers

ConnectWise offers "personified" automations like "Oscar," a digital worker for employee onboarding that operates through forms. These workers handle multi-step processes that would normally require technician handoffs.

Service escalations

Automated notifications via Microsoft Teams when tickets meet certain criteria, keeping stakeholders informed without manual updates.

ConnectWise claims partners see up to 60% improvement in ticket throughput and resolution times cut nearly in half. Your mileage will vary based on how well you implement and maintain the automations.

High-volume L1 task automation reduces technician workload and improves service desk throughput

Implementation and Learning Curve

ConnectWise markets RPA as low-code, but "low-code" doesn't mean "no effort." Here's what you're actually looking at:

The process: Record the steps you want automated, then refine them in the visual designer. Pre-built templates help with common MSP tasks, but you'll still need to customize for your environment.

Training resources: ConnectWise University offers courses, and there's a virtual community for peer support. The documentation is available through their help center.

Realistic timeline: Expect weeks to get your first meaningful workflow running, not days. Complex automations take longer. This isn't a "flip a switch" solution.

The hidden requirement: Someone on your team needs to own this. Whether it's a dedicated automation engineer or a technician who picks it up as a side responsibility, RPA requires ongoing attention. Bots break, processes change, and workflows need refinement.

How ConnectWise RPA Compares to Alternatives

RPA isn't the only way to automate MSP tasks. Here's how the landscape breaks down:

Tool Approach Best For
ConnectWise RPA Low-code workflow builder MSPs already on the ConnectWise stack
UiPath, Blue Prism Enterprise RPA platforms Large organizations with dedicated automation teams
Rallied Autonomous AI technician MSPs wanting hands-off L1 resolution without building workflows

The key difference is who does the work. With ConnectWise RPA, you build the workflows. With alternatives like Rallied, the system handles tickets autonomously without you constructing automation logic.

At Rallied, we take a different approach. Instead of asking you to build workflows, our AI technician connects to your PSA, RMM, identity, and documentation tools to resolve L1 tickets directly. Password resets, account unlocks, mailbox permissions, group changes. The AI does the work, notifies the user, and closes the ticket. No workflow builder required.

This matters if you want automation without the ongoing maintenance burden. ConnectWise RPA gives you granular control, which is great if you have the resources to manage it. Rallied gives you speed to value, which works if you need relief from L1 tickets now.

Is ConnectWise RPA Right for Your MSP?

Choose ConnectWise RPA if:

  • You're already invested in the ConnectWise ecosystem (PSA, RMM, etc.)
  • You have someone who can dedicate time to building and maintaining workflows
  • You want granular control over exactly how automations work
  • Your processes are well-defined and don't change frequently

Consider alternatives if:

  • You want automation without the workflow building phase
  • You need immediate time-to-value (days, not weeks)
  • You don't have resources to maintain automations long-term
  • You'd rather have an AI handle tickets autonomously

Getting Started With MSP Automation

ConnectWise RPA is a solid option if you're already in the ConnectWise ecosystem and have the resources to build workflows. The tight integration with PSA and RMM is a genuine advantage.

But be realistic about the implementation. Low-code doesn't mean no-code, and someone on your team will need to own the automation practice. If that sounds like more overhead than you want, alternatives exist that handle the work for you.

At Rallied, we believe your best technicians shouldn't be resetting passwords. If you want to see how autonomous AI handles L1 tickets without workflow builders, we're happy to show you.

Frequently Asked Questions

How much does ConnectWise RPA cost per endpoint?

Based on industry reporting, ConnectWise RPA Essentials runs approximately $1 per endpoint per month, while RPA Pro runs around $2 per endpoint per month. However, ConnectWise uses quote-based pricing, so you'll need to contact sales for exact figures based on your volume.

What types of tasks can ConnectWise RPA automate for MSPs?

ConnectWise RPA handles user account management (onboarding, offboarding, password resets), ticket triage and routing, configuration monitoring, mailbox permission changes, and service escalations. It works best with repetitive, rule-based tasks that follow predictable patterns.

Does ConnectWise RPA require coding skills to set up?

ConnectWise positions RPA as a low-code solution with a visual workflow designer and drag-and-drop interface. You record steps and refine them without writing code. However, complex automations may still require technical knowledge to troubleshoot and optimize.

How does ConnectWise RPA integrate with other ConnectWise products?

RPA is built natively into the Asio platform and integrates directly with ConnectWise PSA and RMM. You can trigger automations from PSA tickets, and bots can interact with your existing ConnectWise workflows. This native integration is one of the main advantages if you're already using the ConnectWise stack.

What is the difference between ConnectWise RPA and AI tools like Sidekick?

ConnectWise RPA automates repetitive, rule-based tasks through software bots that follow predefined workflows. ConnectWise Sidekick is an AI companion that provides insights, recommendations, and assistance to technicians. RPA handles the execution; Sidekick helps with decision-making. They're designed to work together as part of ConnectWise's hyperautomation strategy.

How long does it take to implement ConnectWise RPA?

Expect weeks to get your first meaningful workflow running. While ConnectWise provides templates to accelerate setup, you'll need time to customize automations for your environment, test them, and train your team. Complex multi-step workflows take longer than simple single-task automations.

See Rallied in Action

Rallied resolves L1 tickets end-to-end. Password resets, account unlocks, onboarding — handled in minutes, not hours.