ConnectWise RPA: What MSPs Need to Know in 2026
The same tickets land on your board every week: password resets, account unlocks and permission changes. Each one takes a few minutes of technician time that could have gone to project or L2 work.
ConnectWise RPA is ConnectWise's robotic process automation tool for MSPs. It pairs a visual workflow builder with software bots that copy human actions such as clicks, data entry and application updates, so routine work like user onboarding, offboarding and ticket updates runs from triggers in ConnectWise PSA, RMM and Microsoft Teams.
The packaging and the AI around RPA have both changed since the 2024 launch coverage, so some figures you will find elsewhere no longer match the product page. This post sticks to what ConnectWise publishes today and dates everything else.
What is ConnectWise RPA?
ConnectWise RPA automates repetitive, rule-based tasks inside the ConnectWise Platform, which older coverage calls Asio. ConnectWise's own launch video splits it into bots and workflows. Bots handle single tasks a person would normally do, such as adding a user to a Microsoft 365 tenant. Workflows are sequences of steps that run on triggers and conditions, such as checking for tickets moved to an escalation status and notifying a group on your team.
That 2024 video put ConnectWise Sidekick alongside them as a third pillar. ConnectWise's AI page now leads with ConnectWise AI Agents instead, which work inside PSA workflows to triage, route and help resolve tickets. RPA stays the rule-based layer: it runs the steps you built, in the order you built them. For the AI side, see what ConnectWise AI does for MSPs.
ConnectWise's 2026 guide to RPA describes three types:
- Attended RPA works alongside a technician, handling repetitive steps while the person makes the decisions.
- Unattended RPA runs on its own, on a schedule or in response to triggers such as alerts and system events.
- Hybrid RPA mixes the two for processes that need human input at some steps and none at others.
ConnectWise positions the tool as low-code. You record the steps you want automated, then refine them in a visual designer, so you don't need a developer to build a first workflow. For the general case beyond ConnectWise, read RPA for MSPs.
ConnectWise RPA features
Software bots
Bots replicate work that normally needs a person at a screen: button clicks, form fills and application updates. ConnectWise's product page calls out one use that matters a lot for MSPs, which is processes that require manual interaction with applications that have no traditional integration. If a client's line of business app has no API, a bot is how RPA reaches it.
Visual workflow designer
Automations are built with drag and drop rather than code. ConnectWise ships prebuilt workflow templates, actions and triggers for common MSP processes, which shortens the time to a first working automation.
Triggers across PSA, RMM and Teams
RPA is built into the ConnectWise Platform and works with ConnectWise PSA and RMM. You can trigger automations from tickets, and combine RMM monitoring, scripting and remediation with steps in ConnectWise and third-party systems. Microsoft Teams actions and triggers are in every package, while third-party product integrations sit in the higher tiers. If you already run the ConnectWise stack, this is the main reason to pick RPA over a separate automation tool.
Hyperautomation dashboard
A central view of workflow performance, so you can see which automations run cleanly and which need attention. It is part of the Starter package.
ConnectWise RPA packages and pricing
ConnectWise has changed how it presents the tiers. The RPA product page now shows two: RPA Starter, included with all ConnectWise Platform solutions, and RPA Pro, included in select ConnectWise Platform solutions. The packages page still lists three:
| Package | What's included |
|---|---|
| Starter | Starter workflow templates, custom workflows, prebuilt and custom actions and triggers for ConnectWise products, Microsoft Teams integration, hyperautomation dashboard |
| Essentials | Everything in Starter, plus third-party product integrations with prebuilt and custom actions and triggers |
| Pro | Everything in Essentials, plus Pro workflow templates, Digital Workers workflow templates, prebuilt RPA bots and custom RPA bots |
If you need bots or third-party integrations, check which tier your current ConnectWise contract includes before you plan a single workflow, because Starter alone covers ConnectWise products and Teams only.
What ConnectWise RPA costs
ConnectWise does not publish RPA pricing. SuperOps' ConnectWise pricing guide, updated in October 2026, notes that ScreenConnect is the only ConnectWise product with public prices, so everything else is quote-based.
The only public RPA figures date from February 2024, when Jeff Bishop, EVP and GM of product management at the time, told MSP Success that RPA Essentials would be around $1 per endpoint and RPA Pro about $2 per endpoint. Those numbers are more than two and a half years old and predate the current packaging, so use them as a reference point and ask for a quote at your own endpoint count.
For context, ConnectWise's platform page puts software and licensing at $5 to $6 per endpoint on its single platform, against $10 to $17 per endpoint across 8 to 12 vendors. That is ConnectWise's own comparison, not a quote.
Costs beyond the license
Budget technician time for training, through ConnectWise University and the RPA workflow designer walkthrough videos, and budget for someone to build, monitor and fix workflows. The second cost keeps running after go-live, which the implementation section below covers.
ConnectWise RPA use cases for MSPs
User onboarding and offboarding
Account creation and removal, password resets, account unlocks and permission changes across Active Directory and Microsoft 365. This is the most common starting point, and two of the three partner stories on ConnectWise's RPA page are about it. The MSP onboarding checklist and the guide to Microsoft 365 user offboarding list the steps you would be automating.
Ticket triage and routing
Rules categorize and prioritize incoming tickets, so dispatchers spend less time sorting the queue. RPA triage runs on rules you write. ConnectWise's newer Triage Agent learns from historical PSA data instead of needing every rule built by hand. More on that in AI ticket triage for ConnectWise.
Configuration monitoring
Track expiring configurations, like warranties or SSL certificates, and open renewal tickets automatically. That turns a reactive chore into scheduled work with revenue attached.
Digital Workers
The Pro package includes Digital Workers workflow templates. These package multi-step processes such as employee onboarding behind a form, so the request moves through each step without a technician handing it off.
Escalation notices
Workflows can watch for tickets moved to an escalation status, then notify a group in Microsoft Teams or create an activity for the service manager.
What partners report
ConnectWise's RPA page quotes three partners:
- San-iT says RPA and advanced scripting cut tasks that used to take half a day to a maximum of one hour.
- Workplace IT says automated user creation saves 12 to 15 minutes per new account, which adds up to more than 18 hours a month.
- Mangano IT processed 55 offboarding requests in July with automated workflows and says that saved more than 165 hours of technician time.
These are case studies ConnectWise selected. ConnectWise also cites ticket throughput improvements of up to 60% and average resolution times cut nearly in half, but its platform page attributes those to the ConnectWise Platform and AI-assisted automation, not to RPA alone.
ConnectWise RPA vs PSA workflows and RMM scripts
If you run ConnectWise, you have three places to automate, and building the same process in two of them is how automation turns into confusion. ConnectWise made this point in its IT Nation Connect 2025 session "Choose Your Fighter: PSA, RMM, or RPA for Maximum Automation Impact." Its guidance splits the work like this:
- Use PSA workflows when the job is about service records: checking date fields and SLA timers, catching things that didn't happen, such as a missed SLA, and notifying the right role. Billing, time entries, triage and escalations usually belong here.
- Use RMM scripts for endpoints: device management, alerting, maintenance and patching.
- Use RPA for work that crosses systems, such as a process spanning ConnectWise and third-party apps, or one that needs a bot to click through an app with no integration.
ConnectWise's other advice from that session holds for any tool: start with the business goal, fix the process before you automate it, and keep it simple. The difference between RMM and PSA and IT process automation vs RPA go deeper on the split.
ConnectWise RPA implementation and learning curve
Low-code still takes work. You record the steps, refine them in the designer, and customize templates for each client environment. ConnectWise's own hyperautomation post says that within weeks you can build workflows that remove hours of repetitive work, so plan on weeks for the first meaningful workflow, not days, and longer for multi-step processes.
Someone has to own it. ConnectWise's readiness checklist asks whether you have staff dedicated to automation, such as automation engineers, or whether operations and IT managers will handle it on the side. Its AI Agents page is even more direct about the maintenance load: "Rules, scripts, and workflows require constant maintenance as customers, environments, tools, and service patterns change." Bots break when an app's interface changes, and workflows drift when your process does.
Confirm compatibility with your RMM before you sign. In a Reddit thread on r/ConnectWise, one MSP said they bought RPA after being told it worked with Automate and wouldn't require moving to ConnectWise RMM, and that it hadn't worked since March. That is one report, but it is a cheap question to put in writing. If you are still on Automate, the ConnectWise Automate guide covers what it does on its own.
ConnectWise RPA alternatives
RPA is one of several ways to take L1 work off your techs:
| Tool | Approach | Best for |
|---|---|---|
| ConnectWise RPA | Low-code workflows and bots you build | MSPs on the ConnectWise stack with someone to own automation |
| ConnectWise AI Agents | AI agents inside PSA workflows for triage, technician guidance and routine work | ConnectWise shops that want AI in the PSA from the same vendor |
| UiPath, Blue Prism | Enterprise RPA platforms | Large organizations with dedicated automation teams |
| Rallied | AI agent that runs the fix and closes the ticket | MSPs that want L1 tickets closed without building workflows |
The main difference is who builds the automation logic. With ConnectWise RPA, your team designs every step. With an agent, the agent works out the steps from the ticket.
Rallied is an AI agent that closes ConnectWise tickets. It runs the fix in Microsoft 365 and your RMM, then writes the notes and time entry back to the ticket through the ConnectWise Manage integration, so there is no bot to configure and no workflow to build. It also works with HaloPSA and Autotask, with RMMs including NinjaOne, and pulls the client's docs from IT Glue or Hudu during triage. The use cases page shows the tickets it handles, such as password resets and new-user setup, and autonomous L1 resolution explains the approach.
Rallied's pricing is one plan: $300 a month with 2,000 credits included. A ticket where the agent only replies or updates the status is 1 credit, one where it changes something in another system, like a password reset, is 3, and complex work across three or more systems is 8. In Rallied's production data a charged ticket averages about 2.7 credits, roughly 700 tickets a month, which is a typical figure and not a guarantee. A ticket the agent couldn't finish or wasn't allowed to act on is not charged. Details are on the pricing page.
ConnectWise RPA gives you control over every step if you can staff it. Rallied suits MSPs that want L1 tickets closed without someone maintaining workflows.
Is ConnectWise RPA right for your MSP?
ConnectWise RPA fits if:
- You already run ConnectWise PSA and ConnectWise RMM, and your contract includes the tier you need.
- Someone on your team can spend real hours building and maintaining workflows.
- You want exact control over how each automation runs.
- Your processes are written down and don't change often.
Look at alternatives if:
- You want tickets closed without a workflow-building phase first.
- Nobody has time to maintain automations once the first ones go live.
- You're still on Automate and can't get a clear answer on compatibility.
Getting started with ConnectWise RPA
- Ask your account manager which RPA tier your current contract includes, Starter or Pro.
- Pick one high-volume process with clear steps, such as new-user creation.
- Get written confirmation that RPA supports your RMM, especially if you run Automate.
- Name the person who owns the workflow after go-live.
- Request a quote at your real endpoint count, since the 2024 per-endpoint figures are out of date.
If you'd rather skip the build and see an agent close L1 tickets inside ConnectWise, book a walkthrough of Rallied. To see how Rallied handles Microsoft 365 work inside your PSA, read about Microsoft 365 Management for MSPs. For the wider picture, read How MSPs automate user onboarding in 2026.
Frequently Asked Questions
How much does ConnectWise RPA cost per endpoint?
ConnectWise does not publish RPA pricing, so you need a quote. The only public figures are from February 2024, when ConnectWise told MSP Success that RPA Essentials would be around $1 per endpoint and RPA Pro about $2 per endpoint. Those numbers predate the current packaging, so treat them as a reference point only.
What is the difference between RPA Starter and RPA Pro?
RPA Starter covers workflow templates, custom workflows, actions and triggers for ConnectWise products, Microsoft Teams integration and the hyperautomation dashboard, and ConnectWise says it is included with all ConnectWise Platform solutions. RPA Pro adds third-party application integrations, advanced workflow templates, Digital Workers templates and prebuilt or custom RPA bots, and is included in select solutions. The packages page still lists an Essentials tier between them for third-party integrations.
What types of tasks can ConnectWise RPA automate for MSPs?
Common uses are user onboarding and offboarding, password resets, account unlocks, ticket triage and routing, configuration monitoring and escalation notices in Microsoft Teams. Bots can also click through applications that have no traditional integration. It works best on repetitive, rule-based tasks with predictable steps.
Does ConnectWise RPA require coding skills to set up?
ConnectWise positions RPA as low-code, with a drag-and-drop workflow designer where you record steps and then refine them. Simple workflows don't need code. Complex multi-step automations still need someone technical to troubleshoot and maintain them.
How does ConnectWise RPA integrate with other ConnectWise products?
RPA is built into the ConnectWise Platform and works with ConnectWise PSA and ConnectWise RMM. You can trigger automations from PSA tickets and combine RMM monitoring and scripting with steps in other ConnectWise and third-party systems. Microsoft Teams actions and triggers are included in every package.
Does ConnectWise RPA work with ConnectWise Automate?
ConnectWise's RPA page describes the product working with ConnectWise RMM and PSA. One MSP on r/ConnectWise reported buying RPA after being told it worked with Automate without moving to ConnectWise RMM, and said it had not worked for months. If you run Automate, get written confirmation of support before you buy.
What is the difference between ConnectWise RPA and ConnectWise AI Agents?
ConnectWise RPA runs rule-based workflows and bots that you design step by step. ConnectWise AI Agents, which replaced Sidekick as the lead AI offer on ConnectWise's AI page, work inside PSA workflows to triage, route and help resolve tickets, and ConnectWise says its Triage Agent learns from historical PSA data instead of needing every rule built by hand. RPA executes the steps you defined, while the agents decide what to do from ticket context.
How long does it take to implement ConnectWise RPA?
ConnectWise says you can build workflows within weeks, so plan on weeks for a first meaningful workflow, not days. Templates help, but you still need to customize them for each environment, test them and train the team. Multi-step workflows take longer, and someone has to maintain them after go-live.