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July 25, 2025: How to Streamline Your Automations with Organization Tags

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Open Mic Video Recording

Contents of the Recording:

  • πŸ—£οΈ Aharon opens the session by emphasizing the importance of community questions and using Discord for support and collaboration.

  • πŸ“’ George provides updates on the Ninja integration webinar and announces the team's attendance at ChannelCon in Nashville.

  • πŸ§‘β€πŸ’» James shares product updates, including bug fixes and improvements in form and template publishing across regions.

  • πŸ§ͺ Danial demos customizable confirmation emails, showcasing enhanced branding options and available documentation.

  • 🧰 JP introduces new Marketplace crates, highlighting improvements to BitLocker documentation and onboarding workflows.

  • πŸ“ˆ Paul demos the M365 Build Org Chart crate, illustrating how to visualize user-supervisor relationships through a MermaidJS-powered workflow.

  • πŸ“š Clea unveils a revamped documentation homepage and gives shoutouts to recent CluckU graduates and training contributors.

  • 🌍 Mark from Superfast IT showcases an automated client security report that streamlines account manager prep and highlights service gaps.

  • 🏷️ Logan walks through a workflow to apply organization tags based on ConnectWise agreements, enabling targeted automation.

  • 🌐 Danial from Network Essentials presents a form-based process for managing out-of-country user notifications, reducing errors and manual effort.

  • πŸŽ‰ Linda is welcomed to the Rewst team as a new automation strategist, sharing her background and how she joined officially.

  • πŸ‘‹ The call wraps up with final questions, acknowledgments of demo participants, and goodbyes from Aharon and George.

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