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Neo AgentNinety
Project Management integration

Run your EOS in Ninety on your real service data.

Neo reads and updates Ninety's To-Dos, Issues, Rocks and Scorecard, and joins them to your PSA.

01Capabilities

What Neo does with Ninety.

01

To-Dos and Issues

Neo creates, comments on and completes To-Dos and Issues.

02

Rocks and Milestones

Neo reads Rocks and their Milestones, and updates their status.

03

Scorecard

Neo writes the week's Measurable scores and notes.

02Workflows

Concrete work Neo handles in Ninety.

USE CASE

Close To-Dos with the work

Neo completes a To-Do once the PSA ticket it tracks closes.

USE CASE

Ticket pain to Issues

Neo raises an Issue for a problem that keeps coming back in tickets.

USE CASE

Auto-fill the Scorecard

Neo counts the week's tickets in your PSA and writes the scores.

03Setup

Set it up with Neo.

01

Connect Ninety

Enter the credentials the Ninety card on Neo's Integrations page asks for. The setup guide shows where to find each one.

02

Start from a use case

Open the Ninety card's "What Neo can do" tab and press Set up with Neo on the job you want.

03

Build it with Neo Support

Neo Support picks the tools and the Ninety access the job needs, and builds the agent with you.

FAQ

Questions about the Ninety integration.

What does Neo need to connect to Ninety?+

The credentials the Ninety card on Neo's Integrations page asks for, from your Ninety account. The setup guide shows where to find each one.

How do I set up one of these use cases?+

Connect Ninety, 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.

Ready to wire up Ninety?

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