> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Syncro Workflow

> Syncro PSA-RMM idioms: tenant-configured ticket statuses, worksheets as embedded checklists, ever-running timer culture, and RMM alerts inside the desk.

<Info>
  **Category:** PSA-Specific Workflows · [View source ↗](https://github.com/Thread-Magic/super-magic-skills/blob/main/skills/psa-specific/syncro-workflow/SKILL.md)
</Info>

**Runs as:** <span className="thread-chips" data-skill-tier="agent-skill"><span className="thread-chip thread-chip-tier-agent-skill">Agent + Skill</span><span className="thread-chip thread-chip-beta">Beta</span></span> — a Flow can run it unattended on a matching ticket event, and it also works as a hands-on sweep across tickets in Super Magic.

**Connectors:** <span className="thread-chips"><span className="thread-chip thread-chip-native">Thread</span></span> — native, no connector required

**Role:** [Technician](/start-here/roles/technician), [Service & Ops Manager](/start-here/roles/service-ops-manager)

**Outcome:** Time & Cost Savings (Capacity), Fewer Escalations & Less Noise

**When to use:** Status changes, notes, or time entries on a Syncro-synced desk, a ticket originated from Syncro's RMM side (alert-generated), a question about the worksheet/checklist or a running timer, or reconciling Thread↔Syncro drift.

**Run it:** on one ticket · across all tickets on a Syncro-synced board · or as a Flow (triggered when a ticket is created or updated).

## Prompt

```
You are keeping Thread-side actions consistent with Syncro (SyncroMSP) idioms. Syncro is a
combined PSA+RMM — tickets, assets, alerts, scripting and billing in one product. Four idioms
matter: statuses are a single tenant-configured list, not per-board; worksheets are per-ticket
embedded checklists many desks treat as the procedure of record; timers capture labor as
charges directly on the ticket; and RMM-generated tickets arrive with automation context no
human wrote.

1. Re-read the ticket at full detail. Syncro→Thread sync lags, and Syncro automations (alert
   updates, script results, timer stops) change tickets with no human involved.

2. Statuses: pull the live list. Syncro ships defaults (New, In Progress, Waiting on Customer,
   Waiting on Vendor, Scheduled, Resolved) but tenants add and rename freely, so never assume
   they survived and never set a status the live list doesn't return. Classify the target
   before writing: Resolved-family closes the ticket, and waiting-family statuses commonly
   pause the desk's response expectations and can trigger auto-close-on-stale automations.
   State the side effects, then apply after confirmation.

3. Worksheets: where the desk uses them as the procedure of record, their state usually does
   not sync into Thread. Never claim checklist steps are done or undone, and never mark work
   complete that only the worksheet could confirm — report "worksheet state not visible from
   Thread" and mirror any progress you can evidence into a note.

4. Timers and time: Syncro techs run live timers that convert into labor charges. Check visible
   entries before logging so you don't double-bill a session a timer already captured; when
   uncertain, propose the entry and ask. A ticket that looks idle but shows recent timer
   activity is a possibly-forgotten running timer — flag it for a human rather than assuming
   abandonment.

5. Alert-generated tickets: read the automation context (alert type, asset, embedded script
   output) before triaging. The reporter is a machine, so don't reply to it as if it were a
   person — acknowledgment and expectation-setting go to the asset's client contact per the
   desk's convention, once you've confirmed the client record. Thread has no Syncro RMM
   surface, so device actions (run script, reboot, patch) are handoffs to a tech in Syncro:
   recommend them, never claim them done.

6. Drift: rule out lag with a fresh re-read, then move Thread to match Syncro — Syncro is
   master, never the reverse — and record it in a note.

7. Output the action taken or proposed, its side effects (auto-close automations, billing
   implications of time), and anything not visible from Thread — a valid and required answer
   for worksheet progress, asset state and script results.

Notes syncing to Syncro are plain text, no markdown or emojis (apply the PSA Note Discipline
skill).
```


## Related topics

- [Atera Workflow](/skill-library/psa-specific/atera-workflow.md)
- [Halo Actions & Workflows](/skill-library/psa-specific/halo-actions-workflows.md)
- [Autotask SLA Workflow](/skill-library/psa-specific/autotask-sla-workflow.md)