May 23, 2025: What If Client Onboarding Just… Ran Itself?

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Open Mic Video Recording

Contents of the Recording:

• 🎙️ Ashe kicks things off with reminders about Flow registration and community engagement.

• 📹 George promotes Workflow Wednesday video contributions and shares how participants can earn Rewst swag.

• 🛠️ Danial announces new features, including the TD Synnex StreamOne Ion integration and a Freshdesk polling trigger.

• 📦 JP details updates to older crates like Acronis and previews a ConnectWise Toolbox refactor.

• 🏫 Clea celebrates recent certifications and highlights new documentation for Rewst features.

• 🔁 Owen demos a role monitoring workflow that alerts on added and removed roles using org variables.

• 🧱 Brian presents a client onboarding workflow that sets org variables and lays the foundation for deeper automation across integrated tools.

• 🔄 Daniel shows automated end-to-end tests for onboarding/offboarding workflows and PowerShell integrations.

• 🧪 Community Q&A covers data handling in loops, version control challenges, Git integration ideas, and extending Rewst's dev functionality.

• 🏢 The session ends with creative suggestions for office automation and coffee-making robots, adding humor and engagement.

How to Get Help

• 💬 Chat (Discord): https://discord.gg/rewst​​

  • Private #{{ msp }} channel

  • #the-kewp

• 🎫 Submit Tickets to: [e-mail]

• 📝 Feature Request + Integration Requests: https://rewst.canny.io/

CLUCK UNIVERSITY – REWST TRAINING:

• 👨‍🏫 Live Instructor-Led Training: https://calendly.com/cluck-u/
• 🏁 Rewst Foundations Training: https://docs.rewst.help/cluck-university/rewst-foundations-10x
• ▶️ On-demand Videos: https://docs.rewst.help/cluck-university/rewst-foundations-10x

DOCS:

• 🥚 Rewst Docs: https://docs.rewst.help
• ⛩️ Jinja Docs: https://jinja.palletsprojects.com/

KEY LINKS:

• 📝 Feature Request + Integration Requests: https://rewst.canny.io/