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Robin by atera – Use Cases

What will you
hand off to
Robin first?

Robin responds instantly, finds the right answer, takes action and closes the ticket, all while respecting permissions and keeping employees updated.

Audio, camera & Bluetooth failures in video calls

Audio, camera & Bluetooth failures in video calls

Robin detects mic, camera, and Bluetooth headset problems and resolves them before the meeting starts.

Clear disk space and reclaim storage

Clear disk space and reclaim storage

Robin identifies what's consuming disk space, flags what's safe to remove, notifies the user, and reclaims storage on their confirmation.

Clear print queue and restore printer functionality

Clear print queue and restore printer functionality

Robin clears stuck jobs, resets the spooler, and selects the right printer by location, eliminating the pre-deadline scramble.

Connect to Outlook

Connect to Outlook

Robin detects which Outlook subsystem has failed and executes the corresponding native repair automatically.

Create a project

Create a project

When a user says they're launching a new product, Robin retrieves the GTM playbook, builds the project, assigns owners, and notifies them.

Diagnose and resolve slow device performance

Diagnose and resolve slow device performance

Robin analyzes device health in real time, enabling interactive troubleshooting conversations, and profiles the actual bottleneck to execute the targeted fix.

Google calendar: Find, book, cancel.

Google calendar: Find, book, cancel.

Robin books the room, sends the invite, and adds the attendees, so the meeting is fully set up without you touching a scheduling tool.

Onboard a new employee

Onboard a new employee

Robin validates the employee's AD groups, approved software, VPN, and security posture against their role.

Password reset and credential recovery

Password reset and credential recovery

Robin detects whether the user is in-office or on VPN, picks the right reset path, and texts a temp password, resolving common IAM tickets autonomously.

Provision software for employees

Provision software for employees

Robin looks up entitlements and provisions standard software available to the employee, installing what the user lacks rights to install themselves.

Suspicious email triage (MXToolbox)

Suspicious email triage (MXToolbox)

When a user forwards a sketchy email, Robin actually analyzes it instead of just telling them to be careful and escalates to IT.

Wi-Fi and network self-service

Wi-Fi and network self-service

Robin isolates whether the problem sits with the device, the adapter, DNS, or a proxy, then executes the targeted fix.

Recover or reconfigure MFA

Recover or reconfigure MFA

Robin identifies the affected app and follows its configured MFA recovery workflow. With Browser Connect, it can help reconfigure app-specific MFA from an existing signed-in session; other recovery paths depend on the connected identity tools.

Diagnose account, sign-in and access problems

Diagnose account, sign-in and access problems

Robin checks account status, failed sign-ins, password policy, group membership, directory placement, and local privileges as relevant to the access problem. It returns the findings and identifies the supported recovery or escalation path.

Clear stale Microsoft credentials

Clear stale Microsoft credentials

Robin can remove cached Office, Outlook, Teams, ADAL, or OneDrive credentials when stale sign-in data is causing repeated authentication problems.

Create a ticket in ServiceNow

Create a ticket in ServiceNow

With the ServiceNow connection and ticket-creation action configured, Robin gathers the request details and creates the appropriate incident or request in the company’s existing service workflow.

Check ticket status in ServiceNow

Check ticket status in ServiceNow

With the ServiceNow lookup action configured, Robin retrieves the request the employee is authorized to see and returns its current status and available updates.

Find a service catalog item in ServiceNow

Find a service catalog item in ServiceNow

With ServiceNow catalog search configured, Robin finds the relevant catalog item and explains the request path, helping the employee choose the service that matches their need.

Retrieve Salesforce CRM information

Retrieve Salesforce CRM information

With Salesforce connected and the required query tools configured, Robin retrieves opportunity, campaign or contact information within the integration’s authorized scope, giving the employee the CRM context they need.

Diagnose a VPN failure

Diagnose a VPN failure

Robin checks connectivity, the VPN adapter and profile, required certificate details, and user access. With the relevant VPN configuration or Playbook, it follows the supported recovery path or routes the specific failure to IT.

Restore access to shared drives and folders

Restore access to shared drives and folders

Robin checks network reachability, drive mappings, and access permissions to explain why an approved share is unavailable. It restores the mapping when supported and follows the configured approval path for access changes.

Check whether a device is ready for Remote Desktop

Check whether a device is ready for Remote Desktop

Robin checks whether Remote Desktop is enabled and examines the relevant Windows firewall rule. It returns the local readiness findings so IT can address the configuration blocking the intended connection.

Set a Windows connection to metered usage

Set a Windows connection to metered usage

Robin marks the selected Windows network profile as metered when the employee is using a limited mobile hotspot or another capped connection. It reports the applied setting for that profile.

Look up guest Wi-Fi details

Look up guest Wi-Fi details

Robin pulls the approved guest-network instructions from company knowledge so employees can help visitors without hunting for the password or setup guide.

Search connected company knowledge

Search connected company knowledge

Robin finds company guidance in connected sources such as Atera, SharePoint, Confluence, Notion, Intercom knowledge used with Fin, Asana and Box. Configured source descriptions guide where it looks for the employee’s answer.

Publish an approved runbook in Confluence

Publish an approved runbook in Confluence

With Confluence write tools configured, Robin creates a page from an already reviewed procedure in the chosen space, then returns the page link for the team to use.

Identify knowledge gaps and turn resolved work into reusable guidance

Identify knowledge gaps and turn resolved work into reusable guidance

AI Center surfaces resolved-ticket patterns and knowledge candidates for IT to review and publish. Approved guidance can then expand the company knowledge available to Robin.

Restore a deleted file

Restore a deleted file

Robin searches the Recycle Bin or Trash for the requested file and restores it when the item is still recoverable.

Locate a file that appears to be missing

Locate a file that appears to be missing

Robin checks the expected Windows user folder, searches for matching file names and checks whether a located file is hidden. It returns the matching paths so the employee can find the existing file.

Release a file that is stuck in use

Release a file that is stuck in use

Robin identifies the process holding a file open and uses the supported release action after the required confirmation, allowing the employee to rename, move or edit the file again.

Copy a working folder to a new location

Copy a working folder to a new location

Robin copies a selected folder and its contents to a new destination, then returns the copy result and available file-count or size checks. This helps employees prepare a separate working copy before a move or handoff.

Check a transferred file for corruption

Check a transferred file for corruption

Robin compares a local file with a supplied reference MD5 checksum and reports whether they match, helping identify a damaged or incomplete transfer before the employee uses the file.

Address Windows file-path length failures

Address Windows file-path length failures

Robin enables the supported Windows long-path setting when deep folder paths are blocking a file operation or installer. It reports the configuration result and any restart needed before the employee retries.

Check a laptop’s security posture before travel

Check a laptop’s security posture before travel

Robin checks available firewall, antivirus and update signals before the employee travels. It explains outstanding issues and follows the configured remediation or escalation path so IT can address them before departure.

Run an on-demand Microsoft Defender scan

Run an on-demand Microsoft Defender scan

Robin verifies Defender health, starts the appropriate scan, and returns the result without making the user navigate Windows Security.

Verify Windows firewall protection

Verify Windows firewall protection

Robin checks whether the Windows Domain, Private and Public firewall profiles are enabled and reports any disabled protection for IT to review.

Look up a CVE in an external security source

Look up a CVE in an external security source

With a configured REST API Cloud Action, Robin checks a CVE against an approved security source, such as CISA’s Known Exploited Vulnerabilities catalog, and explains the information returned.

Retrieve a Microsoft Defender security alert

Retrieve a Microsoft Defender security alert

With a configured REST API Cloud Action, Robin retrieves a Microsoft Defender alert by ID and summarizes the returned severity, status and evidence for the security team’s investigation.

Restart a frozen or non-responsive application

Restart a frozen or non-responsive application

Robin checks the affected application and uses the restart action supported for that app and operating system. It reports the result so the employee can reopen their work.

Repair a damaged application

Repair a damaged application

Robin identifies the installed application and uses the supported repair path, such as package repair, Microsoft Office repair, or Microsoft Store app reset or re-registration. It reports the result and asks the user to verify that the application works.

Investigate repeated application crashes

Investigate repeated application crashes

Robin reads recent application crash events and surfaces the failure details so IT can focus on the app that is actually failing.

Diagnose and repair browser issues

Diagnose and repair browser issues

Robin checks supported browser settings, version, and extensions, then uses the appropriate cache cleanup or extension-isolation path and continues troubleshooting with the user.

Reset a stuck OneDrive sync

Reset a stuck OneDrive sync

Robin verifies OneDrive is present, stops the client, performs the reset, restarts it, and confirms whether sync recovered.

Diagnose missing Google Drive files on a Mac

Diagnose missing Google Drive files on a Mac

Robin checks whether the Google Drive mount is present and readable, then tests connectivity to the relevant Google services. It helps distinguish a local mount problem from a service reachability issue.

Restore a missing Teams or Outlook add-in

Restore a missing Teams or Outlook add-in

Robin can check and remediate supported Microsoft 365 integration points such as the Teams Meeting Add-in or Outlook COM add-ins.

Update an existing Outlook signature

Update an existing Outlook signature

Robin retrieves the employee’s local Outlook signatures and replaces the selected HTML signature with approved company content. The supported action backs up the existing file before changing it.

Find why a file opens in the wrong application

Find why a file opens in the wrong application

Robin checks the file’s extension and registered Windows handler, then explains which application is associated with that file type. The findings help IT or the employee choose the appropriate default-app correction.

Check Adobe application activation status

Check Adobe application activation status

Robin checks whether the requested Adobe application is installed and whether its local licensing data indicates activation, helping IT distinguish an installation problem from an activation issue.

Uninstall an application

Uninstall an application

Robin can identify the installed package and run the supported uninstall path when the user or IT policy requires software removal.

Check a Mac’s developer runtime requirements

Check a Mac’s developer runtime requirements

Robin checks the required runtime commands, such as Python, Node.js or Java, and reports the versions and command paths it finds. The results help IT identify a missing or mismatched prerequisite before provisioning changes.

Escalate an unresolved IT issue to the right team

Escalate an unresolved IT issue to the right team

Robin gathers the unresolved issue and diagnostic context, then follows the configured routing workflow. Where configured, Zapier can use the escalation event to notify the responsible team in another tool.

Collect SaaS account details for a support ticket

Collect SaaS account details for a support ticket

Through a configured Browser Connect playbook, Robin reads the relevant account details from a SaaS console and returns them for the support ticket.

Engage with Robin across the channels employees already use

Engage with Robin across the channels employees already use

Employees can start the same support conversation from the service portal, email, Slack, Microsoft Teams, or WhatsApp, then let Robin diagnose, resolve, or escalate without changing the support flow.

Create an Atera ticket from an Acronis alert

Create an Atera ticket from an Acronis alert

A configured Zapier automation turns an Acronis Cyber Protect Cloud alert into an Atera ticket with the mapped alert details, giving the support team a trackable request to investigate.

Log Robin conversation summaries for service reporting

Log Robin conversation summaries for service reporting

When Robin creates a conversation summary, a configured Zapier automation writes the selected fields to the team’s reporting destination, helping IT review support activity without manual copying.

Update an employee record in an HR portal

Update an employee record in an HR portal

Through a configured Browser Connect playbook, Robin updates the approved fields in an employee’s HR portal record and checks the saved result.

Report a facilities issue

Report a facilities issue

Robin gathers the location and issue details, then uses the configured integration or automation to route the facilities request to its owner. The facilities team handles the physical work.

Retrieve information from Monday.com

Retrieve information from Monday.com

With Monday.com connected, Robin retrieves supported board and item information, such as a task’s owner or status, within the user’s authorized workspace access.

Review and approve pending requests in Monday.com

Review and approve pending requests in Monday.com

With Monday.com connected, Robin retrieves pending requests the manager can access and records the approval decision through the supported board workflow, directly from the conversation.

Create a Jira issue from an employee report

Create a Jira issue from an employee report

With Jira connected and issue creation enabled, Robin turns the reported problem and diagnostic findings into a work item in the selected project, then returns its reference.

Check Jira work status and ownership

Check Jira work status and ownership

With Jira lookup tools connected, Robin finds the requested work item and returns its status and owner, helping employees follow up on work already assigned to the delivery team.

Add follow-up tasks to an Asana project

Add follow-up tasks to an Asana project

With the Asana task action configured, Robin adds agreed follow-ups to an existing project using the supplied owners and due dates, then returns the created task references.

Update an existing Asana task

Update an existing Asana task

With Asana connected and task updates enabled, Robin records the agreed owner, due date or completion change on the selected task, keeping the team’s existing work plan current.

Create structured work in Notion

Create structured work in Notion

With the Notion connection and write actions configured, Robin turns supplied information into a structured page or list in the selected workspace, following the agreed template and access permissions.

Create a Slack channel for a new project

Create a Slack channel for a new project

With a configured Slack action, Robin gathers the channel name and purpose and creates the approved collaboration space. Workspace permissions and the company’s naming rules govern the request.

Install a network printer

Install a network printer

Robin can find or install an approved network printer by share or IP and verify that the device is available to the user.

Restore Microsoft Print to PDF

Restore Microsoft Print to PDF

Robin checks whether the Windows PDF printing feature, driver, port, and printer are present and rebuilds the missing pieces when needed.

Remove a retired printer from Windows

Remove a retired printer from Windows

Robin lists the installed printers, confirms the obsolete entry and removes that printer from the device. It checks the printer list again so the employee can see that the old entry is gone.

Change a printer setting through its web console

Change a printer setting through its web console

Through a configured Browser Connect playbook, Robin changes an approved setting in the printer’s web console and checks the saved value.

Troubleshoot meeting-room display and AV equipment

Troubleshoot meeting-room display and AV equipment

Using connected room documentation, Robin identifies the installed display and room equipment, retrieves the matching troubleshooting steps, and guides the employee through the supported checks.

Pair or recover a Bluetooth device

Pair or recover a Bluetooth device

Robin checks a Bluetooth peripheral, such as a keyboard or mouse, and follows the pairing, removal or restart path supported on the device’s operating system.

Recover a disabled USB peripheral

Recover a disabled USB peripheral

Robin checks Windows USB device status, identifies the intended peripheral and enables it when disabled. It checks the resulting device state and asks the employee to try the peripheral again.

Find an installed scanner

Find an installed scanner

Robin lists supported imaging devices and their identifiers so the user can confirm whether the scanner is actually present and available to Windows.

Check physical disk health

Check physical disk health

Robin checks disk status and available SMART or reliability information when a drive may be failing. It returns the findings so IT can decide whether backup, replacement or further investigation is needed.

Look up asset warranty details

Look up asset warranty details

With a configured asset-system integration, custom MCP tool or warranty API Cloud Action, Robin looks up the device’s warranty details so IT can decide where to send a repair request.

Order hardware through an approved workflow

Order hardware through an approved workflow

Robin gathers the hardware request, validates the required details and approval path, and routes the physical fulfillment step to the right human or system.

Wake a device for scheduled support

Wake a device for scheduled support

Robin sends a Wake-on-LAN request to the selected device using its MAC address and network broadcast address. It reports whether the request was sent so IT can check that the device comes online.

Check and install recommended Windows updates

Check and install recommended Windows updates

Robin identifies available recommended Windows updates and follows the configured installation workflow. It returns the installation result and any next step needed to complete the update.

Repair a broken Windows Update experience

Repair a broken Windows Update experience

Robin resets Windows Update components when scans or installations keep failing, then repeats the supported checks to see whether the update service is ready to try again.

Trigger an Intune sync for pending policies and apps

Trigger an Intune sync for pending policies and apps

Robin triggers a Microsoft Intune check-in when a device has not received an expected policy or required application. The sync prompts evaluation; deployment still follows Intune’s configuration and device readiness.

Refresh recently changed Group Policy settings

Refresh recently changed Group Policy settings

Robin confirms the Windows device’s domain membership and forces a Group Policy refresh when an expected company setting has not arrived. It returns the action result for IT to check against the intended policy.

Update vendor drivers and firmware

Update vendor drivers and firmware

Robin can check supported Dell, HP, or Lenovo devices for driver and firmware updates and apply the supported remediation path.

Enable a required Windows optional feature

Enable a required Windows optional feature

Robin checks the named optional feature, enables it when approved and reports the resulting state and any restart requirement, helping prepare the device for a dependent application.

Manage user group membership

Manage user group membership

With the relevant directory or application connection and an approved workflow, Robin can validate the user and target group, follow any approval requirements, and make supported membership changes.

Revoke Microsoft Entra ID sign-in sessions

Revoke Microsoft Entra ID sign-in sessions

With the Microsoft Entra ID connection and required permissions, Robin revokes a user’s active Entra sign-in sessions to require reauthentication.

Repair a broken device trust relationship

Repair a broken device trust relationship

Robin checks whether the Windows device belongs to a domain, tests its secure channel and attempts the supported trust repair. It reports whether trust was restored or the device needs IT attention.

Check directory infrastructure health

Check directory infrastructure health

Robin checks domain connectivity, replication, time synchronization and catalog availability when several employees report access failures. It returns the infrastructure findings for IT to investigate.

Analyze a blue screen or crash dump

Analyze a blue screen or crash dump

Robin can inspect recent crash records or a supported dump file and return the stop code, implicated driver or module, and useful triage context.

Repair corrupted Windows system files

Repair corrupted Windows system files

Robin runs the supported system file repair workflow when Windows components appear damaged and returns whether corruption was fixed.

Remove an unwanted startup application

Remove an unwanted startup application

Robin inventories what launches at sign-in and removes the selected startup item when it is slowing boot or creating unwanted background behavior.

Fix clock and timezone problems

Fix clock and timezone problems

Robin checks the device timezone and synchronization state, then restores automatic time sync or the correct timezone when authentication and scheduling depend on it.

Repair Windows Search

Repair Windows Search

Robin rebuilds or restarts the Windows Search components when results are missing, stale, or the search experience is unresponsive.

Fix display scaling, resolution or monitor selection

Fix display scaling, resolution or monitor selection

Robin reads the connected displays and current display settings, then applies the supported resolution, scaling, display mode, or primary-monitor change.

Restore app notifications when they stop appearing

Restore app notifications when they stop appearing

Robin checks Focus Assist and application notification settings, then restores notifications for the affected app when Windows is suppressing them.

Restore missing icons or unresponsive Quick Settings

Restore missing icons or unresponsive Quick Settings

Robin identifies the Windows shell symptom and uses the supported icon-cache rebuild or Quick Settings restart. It then asks the employee to confirm that the affected controls or icons display correctly.

Adjust power, sleep and battery behavior

Adjust power, sleep and battery behavior

Robin can inspect the active power plan and apply supported power, sleep, display, or performance settings for the user's working scenario.

Investigate a scheduled task that did not run

Investigate a scheduled task that did not run

Robin inspects the scheduled job’s enabled state, execution result and configuration to explain a missed run. It returns the task details IT needs to correct the schedule or underlying command.

Schedule an approved daily maintenance command

Schedule an approved daily maintenance command

Robin creates a Windows scheduled task for an approved command at the requested daily time, then checks the saved task and next run. IT controls the command and execution requirements.

Create a desktop shortcut for a company resource

Create a desktop shortcut for a company resource

Robin creates a desktop shortcut to an approved company website, giving the employee a direct route to the correct portal or resource.

Draft internal content from company context

Draft internal content from company context

Using approved company knowledge and a configured content workflow, Robin helps prepare an internal draft for the employee to review, using the company’s terminology and source material.

Check content for grammar and duplication

Check content for grammar and duplication

With the text-review workflow configured, Robin checks supplied content for grammar issues and repetition within that text, returning suggested edits for the employee to review.

Review internal documents against a legal workflow

Review internal documents against a legal workflow

With the document, review criteria and workflow configured, Robin helps check the supplied material against company guidance and routes questions or exceptions to the legal team.

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