Automations Catalog

Explore Pia aiDesk’s comprehensive array of pre-built automations, developed for your convenience and ease of use.

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Manage Staff & Access Cloud Hybrid Cloud Only Prem Only Semi Hybrid
Account Locked Out

This automation allows the Service Desk Technicians to unlock accounts with Pia.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Add / Remove User from Groups

Efficiently manage user-group assignments, ensuring accurate and up-to-date group memberships in Azure AD.

Cloud Hybrid Cloud Only Prem Only
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Bulk Add / Remove Contacts to Group

Streamlines group management, ensuring accuracy and synced data

Cloud Hybrid Cloud Only Prem Only
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Bulk Add / Remove Users to Group

Streamlines group management, improves efficiency by automating membership updates, and reduces manual errors.

Cloud Hybrid Cloud Only Prem Only
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Bulk Update User Details

Streamlines bulk user updates in Active Directory, saves time and minimizes errors.

Cloud Hybrid Cloud Only
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Change User Details

This package allows the Service Desk Technicians to change the details of a selected user.

Cloud Hybrid Cloud Only Prem Only
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Get User Account Details

This process lets administrators quickly retrieve, sort, and map user data, enhancing access and readability with user- friendly forms.

Cloud Hybrid Cloud Only Prem Only
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Manage User Licenses

This package allows the Service Desk Technicians to add and remove 365 licenses from the end user.

Cloud Hybrid Cloud Only Semi Hybrid
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New User

Streamlines and automates user onboarding processes, ensuring accurate and efficient setup of user accounts, licenses, and mailboxes

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Re-allocate User License

This process removes the manual complexities of managing Azure AD licenses and Exchange mailbox conversions.

Cloud Hybrid Cloud Only Semi Hybrid
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Re-enable Terminated Account

This package will re-enable an already terminated account, reassign licenses, and reset the account passwords.

Cloud Hybrid Cloud Only Prem Only
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Reset Network Password

The package will reset the user's account password in either Active Directory or Microsoft Office 365 or both.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Terminate User

This package will terminate a user account in Active Directory or the Microsoft Office 365 Cloud.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Upload Staff Photo

This package allows the Service Desk Technicians to upload a photo to the end user's cloud profile.

Cloud Hybrid Cloud Only Semi Hybrid
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Email & Calendar Cloud Hybrid Cloud Only Prem Only Semi Hybrid
Blacklist Email

Streamlines email blacklist management and automates interaction with Exchange

Cloud Hybrid Cloud Only Semi Hybrid
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Blacklist Email (Manage Protect)

Efficiently manage and maintain email blacklist and whitelist with an automated workflow for Pia and Manage Protect users.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Change Calendar Permissions

Streamline Exchange calendar permissions management and enhance security

Cloud Hybrid Cloud Only
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Create Shared Mailbox

This package allows the Service Desk Technicians to create a new shared mailbox.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Create Mail Contacts

Efficient mail contact management and consistent directory synchronization.

Cloud Hybrid Cloud Only Prem Only
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Delete Mail Contacts

This package allows the Service Desk Technicians to delete mail contacts within the client's environment.

Cloud Hybrid Cloud Only Prem Only
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Get Mailbox Information

Through this process, users can conveniently retrieve comprehensive information about Exchange mailboxes.

Cloud Hybrid Cloud Only Semi Hybrid
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Grant Mailbox Permission

This package allows the Service Desk Technicians to change mailbox permissions on a selected end user.

Cloud Hybrid Cloud Only Semi Hybrid
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Grant Mailbox Permission in Bulk

This automated process greatly reduces the time and effort required to manage Exchange mailbox permissions manually.

Cloud Hybrid Cloud Only Semi Hybrid
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Modify Distribution Group Settings

This package allows the Service Desk Technicians to change the settings of a distribution group. Settings include: display name, email address & suffix, delivery management, message approval.

Cloud Hybrid Cloud Only
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Outlook Mail Flow Troubleshooting

Allow Service Desk Technicians to troubleshoot mail flow problems within Microsoft Exchange and Outlook.

Cloud Hybrid Cloud Only
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Recover Lost Folder in Outlook

The package allows the Service Desk Technicians to attempt to relocate folders in Outlook back to the inbox for the end user.

Cloud Hybrid Cloud Only
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Release Quarantined Emails

This package releases emails from cloud quarantine systems.

Cloud Hybrid Cloud Only Semi Hybrid
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Set Mail Forwarding

Automate and simplify mail forwarding setup in Exchange and Office 365, saving time and reducing errors.

Cloud Hybrid Cloud Only Semi Hybrid
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Setup Out of Office

Allows the Service Desk Technicians to setup Out of Office message & scheduling for the end user.

Cloud Hybrid Cloud Only Semi Hybrid
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Whitelist Email

This package allows the Service Desk Technicians to allow email addresses or domains on the client's mail system.

Cloud Hybrid Cloud Only Semi Hybrid
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Whitelist Email (Manage Protect)

This workflow automates adding/removing whitelist emails, verifying blacklist entries, managing lists, and removing duplicate entries.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Computer Cloud Hybrid Cloud Only Prem Only Semi Hybrid
Computer Performance Report

This package allows the Service Desk Technicians to check the client's computer for performance issues.

Cloud Hybrid Cloud Only Semi Hybrid
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Computer Space Clean up

Efficiently and effectively reclaim valuable storage space while optimizing computer performance.

Cloud Hybrid Cloud Only Semi Hybrid
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File Share Security Change

Allows the Service Desk Technicians to change file share permissions on servers.

Cloud Hybrid Prem Only
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Get Software Information

Facilitates the retrieval of information on applications installed on computers via winget.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Install / Uninstall / Reinstall Software

This automated workflow significantly reduces manual labor and potential errors by providing a standardized process for software management.

Cloud Hybrid Cloud Only Prem Only
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Map Network Drive Package

This page will aid the Service Desk Technicians in mapping network drives for the end user.

Cloud Hybrid Prem Only
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Microsoft Teams Troubleshooter

The package reviews and actions the current Team settings and states in order to undertake some basic Teams troubleshooting.

Cloud Hybrid Cloud Only
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Network Drive Troubleshooting

The package will allow the Service Desk Technicians to troubleshoot network drive connections on the end user's computer, attempting to detect and auto-resolve connection issues.

Cloud Hybrid Prem Only
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Restart Services

Allows an end user to seamlessly and individually restart services on a workstation and see status reports

Prem Only
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Troubleshoot Windows VPN Configuration

The package will allow the Service Desk Technicians to check various issues that may impact the VPN connecting successfully, such as: account locked & expired, wrong security group, VPN server address.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Outlook Troubleshooting

Efficiently diagnose and resolve Outlook issues on Windows, streamlining support and improving end user satisfaction.

Cloud Hybrid Cloud Only
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VPN & Remote Desktop Cloud Hybrid Cloud Only Prem Only Semi Hybrid
Deploy SonicWall VPN

This process simplifies VPN profile deployment to end-users and ensures a faster, more secure connection.

Cloud Hybrid Cloud Only
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Log Out User from Citrix Session

Allows the Service Desk Technicians to end user’s Citrix sessions.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Log Out User from Windows RDS

The package will obtain a list of users logged into the environment's RDS Session Host servers and then present log- out options for the Service Desk Technicians to select.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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OpenVPN Setup / Reinstall

The package allows the Service Desk Technicians to manage the installation of the OpenVPN client & VPN access security group.

Cloud Hybrid Prem Only
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Remote Desktop Setup

This package allows the Service Desk Technicians to configure RDP shortcuts for the end user and optionally send an email to the end user notifying them of success.

Cloud Hybrid Cloud Only Prem Only
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Remote Desktop Troubleshooting

This package allows the Service Desk Technicians to troubleshoot RDP shortcuts for the end user. It will check for user account locked or disabled, expired password and member of the correct security group.

Cloud Hybrid Cloud Only Prem Only
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VPN Setup

Efficiently sets up VPN connections, ensuring secure and seamless access for users while keeping a log of the process.

Cloud Hybrid Cloud Only
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General Cloud Hybrid Cloud Only Prem Only Semi Hybrid
Start Azure DirSync

Ensures updated synchronization of local AD and Azure AD.

Cloud Hybrid
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Send SMS to User

This package allows the Service Desk Technicians to send an SMS to the end user.

Cloud Hybrid Cloud Only Prem Only Semi Hybrid
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Printing Cloud Hybrid Cloud Only Prem Only Semi Hybrid
Install Printer

The package will check to determine if there are any AD printers available, as well as scan the local network for available printers, it will then allow the Service Desk Technicians to attempt to install the discovered printers.

Cloud Hybrid Cloud Only
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Printer Troubleshooting

The package will perform troubleshooting steps against the target computer and its printers. This includes checking the print spooler status and querying the printer's state.

Cloud Hybrid Cloud Only
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