RMM automation recipes: workflows that save hours every week
Automation is where RMM pays for itself. Here are the highest-leverage workflows our users wire up — from patch validation to drift detection to onboarding.
Automation is where RMM earns its keep. Not the “we send a ticket” kind — the “the problem is fixed before anyone sees it” kind. Here are the highest-leverage automation recipes we see running in the wild.
1. Disk space reclamation
Trigger: disk usage > 85% on any volume Actions:
- Clear known temporary directories
- Vacuum old log files older than N days
- Clear package manager caches
- If still > 80%, open a ticket with a size report
Saves a lot of 3 a.m. pages.
2. Service auto-restart with circuit breaker
Trigger: named service stopped Actions:
- Restart the service
- If it stops again within 5 minutes, do NOT restart — open a ticket instead
Without the circuit breaker, you get flap loops that hide the real problem.
3. Patch validation before rollout
Trigger: scheduled patch window Actions:
- Snapshot a canary group
- Apply patches
- Run health checks for 15 minutes
- Only then roll to the full fleet
- If health checks fail, roll back the canary and page
This saves you from patch-day outages more times than it costs.
4. Onboarding workflow
Trigger: new hire ticket with username Actions:
- Provision device from gold image
- Enroll in RMM, log analysis, and device posture
- Assign to team scope based on ticket tag
- Send welcome email with access instructions
Turns “getting Alice a laptop” into a self-driving process.
5. Endpoint certificate renewal
Trigger: certificate expires in < 14 days Actions:
- Generate new CSR
- Submit to internal CA
- Install the new cert
- Restart dependent services
- Verify and close the loop
Endpoint cert expiry is the #2 cause of surprise outages. Automation eliminates it.
6. Configuration drift detection
Trigger: nightly scheduled job Actions:
- Run config hash against a gold state
- For any drift, either remediate automatically (low-risk) or open a ticket (high-risk)
- Report aggregate drift metrics per scope
This catches the “someone SSH’d in and edited nginx.conf three months ago” problem.
7. Ticketing auto-triage
Trigger: new alert from any monitor Actions:
- Look up the tag/scope to find the right team
- Open a ticket in the right queue
- Attach the last 5 minutes of metrics as context
- Link to the endpoint shell with a one-click launcher
Saves the on-call the “figure out who owns this” dance.
How to start
Don’t try to build all seven at once. Pick the one that’s costing you the most pager noise, run it for two weeks, and iterate on the edge cases. Most teams see 30% alert reduction from recipe #2 alone.
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