Reviews, roadmaps and QBRs, read from myITprocess.
Neo reads reviews, findings, recommendations and meetings. It changes nothing in myITprocess.
What Neo does with myITprocess.
Reviews and findings
Neo reads each review's status, owners and due dates, and its findings.
Roadmap
Neo reads recommendations with budget, status, priority and initiative.
QBR meetings
Neo reads upcoming and past meetings and the items on their agenda.
Concrete work Neo handles in myITprocess.
QBR prep
Neo drafts a QBR brief from the client's findings, roadmap and score.
Overdue reviews
Neo lists each client's categories up for review and its last review date.
Roadmap to the PSA
Neo compares accepted recommendations with your PSA opportunities.
Set it up with Neo.
Connect myITprocess
Enter the credentials the myITprocess card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the myITprocess card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the myITprocess access the job needs, and builds the agent with you.
Questions about the myITprocess integration.
What does Neo need to connect to myITprocess?+
The credentials the myITprocess card on Neo's Integrations page asks for, from your myITprocess account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect myITprocess, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.