29/03/2026
🚀 Automation Project Complete: Smarter Device Ownership in ConnectWise
After weeks of building, testing, and refining, I’ve just completed an automation workflow that solves a very common problem in MSP environments using ConnectWise and ImmyBot.
💡 The Problem
Device ownership in ConnectWise often becomes outdated over time.
Users change roles, devices get reassigned, and suddenly you’re not sure who actually owns what.
Manually fixing this across dozens of companies?
Time-consuming and error-prone.
⚙️ The Solution
Built an automated workflow (using n8n) that:
✅ Reviews devices across companies.
✅ Cross-checks actual device usage from ImmyBot
✅ Detects mismatches in assigned users
✅ Automatically updates ConnectWise with the correct contact
✅ Sends daily reports via Microsoft Teams
🧠 Smart Matching Logic
To ensure accuracy, the workflow uses:
Email matching
Name verification
Fallback name search
Handling real-world edge cases like mismatched usernames and emails.
🖥️ Device Handling
Windows workstations → assigned to real primary user
Macs → skipped (not managed in ImmyBot)
Servers / network devices → assigned to “Proactive Courant”
📊 Daily Visibility
Every run provides a summary:
Total updates made
Any failures
Full list of updated devices and users
🔥 Impact
Saves hours of manual work
Improves data accuracy
Runs automatically every day
Reduces confusion during support
✅ Status:
Fully built, tested across all companies, and ready for deployment.
This was a great example of how automation can clean up real operational problems in MSP environments. Looking forward to building more solutions like this.