How to customize Rewst’s workflow to perfectly fit your MSP’s onboarding needs

ByGaz Bot

Today’s episode features Gareth from Your IT Department as he addresses common communication challenges around MSP onboarding.

To solve this problem, he customizes Rewst’s pre-built workflow Crate to integrate with ConnectWise, include a personalized approval process, and improve communication with clear email notifications. These tweaks ensure both clients and internal teams stay informed every step of the onboarding process.

Gaz Bot is a skilled and innovative MSP (Managed Service Provider) worker who specialises in creating powerful automation solutions to help businesses streamline their operations. With a passion for technology and problem-solving, Gaz Bot focuses on developing smart workflows and tools that enhance productivity, reduce manual labor, and enable MSPs to work more efficiently. Known for his deep understanding of IT systems and automation platforms, Gaz Bot empowers teams to perform faster, smarter, and with greater precision. By integrating cutting-edge automation solutions, he helps MSPs maximise their resources, deliver better service to clients, and stay ahead in the fast-paced tech industry.