# AI Agent for Autotask PSA | Enrich Labs > Connect Autotask PSA to your AI marketing agent. Helena is an AI agent for Autotask PSA that plans, creates, and reports across your whole marketing stack, no engineering required. _Source: https://www.enrichlabs.ai/integrations/autotask-psa_ --- Marketing agents [![](/assets/images/helena-avatar.png) HelenaAI Digital Marketing AgentSelf-serveEnterprise](/ai-digital-marketing-agent)[![](/assets/images/sam/sam_avatar.png) SamAI SEO & GEO AgentEnterprise ](/ai-seo-geo-agent)[![](/assets/images/kai2/hero_kai_illustration.png) KaiAI Social Listening AgentEnterprise](/ai-social-listening-agent) [![](/assets/images/angela2/hero_angela.png) AngelaAI Email Marketing AgentEnterprise](/ai-email-marketing-agent)[![](/assets/images/paul-avatar.png) PaulAI Paid Ads AgentEnterprise](/enterprise) [What is an AI marketing agent? →](/ai-marketing-agent) ![Helena builds a full marketing plan from your data](/assets/helena-lp/na_strategy.webp) Meet Helena One agent that plans, creates, and ships your marketing: content, ads, SEO, and email on autopilot. [Meet the team →](/ai-digital-marketing-agent) By industry [Ecommerce & RetailDTC brands, marketplaces, and retail](/ai-digital-marketing-agent-ecommerce) [B2B SaaSPipeline and product-led growth](/ai-digital-marketing-agent-saas) [Local & Professional ServicesFirms, contractors, and local pros](/ai-digital-marketing-agent-professional-services) [Healthcare & WellnessPractices, clinics, and wellness brands](/ai-digital-marketing-agent-healthcare) [AgenciesRun every client on one platform](/ai-digital-marketing-agent-agencies) [Restaurants & HospitalityRestaurants, hotels, and venues](/ai-digital-marketing-agent-restaurants) [Solopreneurs & CreatorsOne-person marketing team](/ai-digital-marketing-agent-solopreneurs) Featured [ Upwork How Upwork’s marketing org runs with Enrich Labs agents ](/customer-story/upwork)[ Use case videos Watch real workflows, start to finish ](/watch) [Read the Upwork story →](/customer-story/upwork) Learn [BlogGuides, benchmarks, and playbooks](/blog) [About UsThe team behind the agents](/about-us) [Customer StoriesHow real teams run marketing with agents](/customers) Try [Product DemosUse case videos of the agents in action](/watch) [IntegrationsConnect the tools you already use](/integrations) [Free ToolsMarketing tools, no signup needed](/free-tools) Featured [ Research When marketing runs itself Our progress toward self-improving marketing, measured in production across ads, SEO, and email ](/research/when-marketing-runs-itself)[ Engineering How we scaled Helena’s tools to tens of thousands Four architectures for an AI agent’s tool surface, what broke each one, and where we landed ](/engineering/scaling-agent-tools) [Read the research →](/research/when-marketing-runs-itself) Agents [![](/assets/images/helena-avatar.png)Helena · Digital Marketing](/ai-digital-marketing-agent) [![](/assets/images/sam/sam_avatar.png)Sam · SEO & GEO](/ai-seo-geo-agent) [![](/assets/images/kai2/hero_kai_illustration.png)Kai · Social Listening](/ai-social-listening-agent) [![](/assets/images/angela2/hero_angela.png)Angela · Email](/ai-email-marketing-agent) [![](/assets/images/paul-avatar.png)Paul · Paid Ads](/enterprise) Industries [Ecommerce & Retail](/ai-digital-marketing-agent-ecommerce) [B2B SaaS](/ai-digital-marketing-agent-saas) [Local & Professional Services](/ai-digital-marketing-agent-professional-services) [Healthcare & Wellness](/ai-digital-marketing-agent-healthcare) [Agencies](/ai-digital-marketing-agent-agencies) [Restaurants & Hospitality](/ai-digital-marketing-agent-restaurants) [Solopreneurs & Creators](/ai-digital-marketing-agent-solopreneurs) [Customers](/customers) Resources [Blog](/blog) [About Us](/about-us) [Product Demos](/watch) [Free Tools](/free-tools) [Integrations](/integrations) [Customer Stories](/customers) [Enterprise](/enterprise) [Pricing](/pricing) [Log in](https://agent.enrichlabs.ai/marketing/login) [Start free](https://agent.enrichlabs.ai/marketing/register?ls=enrichlabs_nav) [Home](/) › [Integrations](/integrations) › Forms & Surveys › Autotask PSA ![Autotask PSA logo](https://pipedream.com/s.v0/app_Z2hxL4/logo/orig) + ![Helena](/assets/helena-lp/helena_avatar.png) # AI Agent for Autotask PSA Connect Autotask PSA to your AI marketing agent. Helena connects to Autotask PSA and runs it for you, so your team stays on strategy while the work ships. [Start 3-day free trial](https://agent.enrichlabs.ai/marketing/register?ls=integrations_autotask-psa) [Talk to sales](/enterprise) 3-day free trial · Cancel anytime · No engineering required ## What Helena can do with Autotask PSA Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based IT service management platform providing a singular view of your entire operation. - Read Autotask PSA responses - Segment and route leads - Feed insights into campaigns - Coordinate Autotask PSA with your other channels in one plan - Report what moved in a daily brief you actually read ## How the Autotask PSA AI agent works STEP 1 · CONNECT ### Connect Autotask PSA Authorize Autotask PSA in a couple of clicks. No developer, no setup project. STEP 2 · CONFIGURE ### Set your guardrails Choose read-only or read-write and what needs your approval before anything goes live. STEP 3 · RUN ### Helena runs it Helena works across Autotask PSA and your other channels, and reports back daily. ## Autotask PSA use cases Scenario #### Leads sit in form responses Helena reads responses, segments, and routes them. → Faster follow-up and better fit Scenario #### Survey insight goes unused Helena turns responses into campaign direction. → Marketing shaped by real input Scenario #### Autotask PSA lives in its own silo Helena connects Autotask PSA to your other channels and works across all of them. → One system instead of scattered tools Scenario #### Nobody has time for Autotask PSA busywork Helena handles the repetitive Autotask PSA work automatically. → Hours back every week Scenario #### Autotask PSA data never reaches your campaigns Helena reads Autotask PSA and factors it into what you publish. → Marketing shaped by real data Scenario #### Reporting on Autotask PSA takes forever Helena summarizes Autotask PSA activity in your daily brief. → Answers without the spreadsheet Scenario #### Scaling Autotask PSA means hiring Helena scales Autotask PSA output without added headcount. → Growth without the payroll Scenario #### Work in Autotask PSA ships late Helena keeps Autotask PSA on a dependable cadence. → Consistency you can count on Scenario #### Approvals slow everything down Helena drafts in Autotask PSA and waits for your sign-off. → Speed with control Scenario #### Autotask PSA drifts out of sync with the rest of the stack Helena keeps Autotask PSA aligned with every channel. → A stack that moves together Scenario #### You notice Autotask PSA problems too late Helena watches Autotask PSA and flags what needs attention. → Fewer surprises Scenario #### Onboarding Autotask PSA to a new hire takes weeks Helena already knows Autotask PSA and your brand. → Value from day one ## Helena vs. the alternatives Helena (AI agent) Doing it manually Hiring an agency Setup time Minutes Hours Weeks Cost From $39/mo Your time $3,000-6,000+/mo Speed Runs daily, autonomously When you get to it Days per request Autotask PSA expertise Built in Learn as you go Depends on the team Works across every channel Yes, one system Hard to keep in sync Costly to coordinate ## Frequently asked questions Can Helena be my AI agent for Autotask PSA? Yes. Helena is an AI agent that connects to Autotask PSA and works inside it, planning, creating, and reporting so your team does not have to. How does the Autotask PSA AI agent connect? You connect Autotask PSA in a couple of clicks through a secure Pipedream connection. No developer and no setup project required. What can an AI agent do with Autotask PSA? Read Autotask PSA responses. Segment and route leads. Feed insights into campaigns. Is my Autotask PSA data secure? Your data stays in your workspace and is used only for your marketing. You choose read-only or read-write access, and Helena works inside your approval guardrails. Do I need a developer to use the Autotask PSA integration? No. Helena handles the connection and the work. On enterprise plans we deploy end to end with zero engineering required from your team. How much does the Autotask PSA AI agent cost? Helena starts at $39/mo with a 3-day free trial, cancel anytime. Enterprise plans with custom deployment are available. ## More Forms & Surveys integrations [![](https://pipedream.com/s.v0/app_1w0hvd/logo/orig)Netlify](/integrations/netlify) [![](https://pipedream.com/s.v0/app_mvNhoj/logo/orig)Google Cloud](/integrations/google-cloud) [![](https://pipedream.com/s.v0/app_1Z2hw1/logo/orig)GitLab](/integrations/gitlab) [![](https://pipedream.com/s.v0/app_1NohVg/logo/orig)ClickUp](/integrations/clickup) [![](https://pipedream.com/s.v0/app_mn5haV/logo/orig)Google Dialogflow](/integrations/google-dialogflow) [![](https://pipedream.com/s.v0/app_OkrhgR/logo/orig)Formstack](/integrations/formstack) ## Related reading [All integrations](/integrations) [UGC Marketing: Complete Guide 2026](/blog/ugc-marketing-complete-guide-2026)[Customer Lifetime Value: Complete Guide 2026](/blog/customer-lifetime-value-complete-guide-2026)[Roofing Lead Generation: Complete Guide 2026](/blog/roofing-lead-generation-complete-guide-2026)[White Label Social Media Management: Complete Guide 2026](/blog/white-label-social-media-management-complete-guide-2026) ## Put Autotask PSA on autopilot with Helena. Start your 3-day free trial and connect Autotask PSA today, or talk to us about full AI enablement for your marketing team. [Start 3-day free trial](https://agent.enrichlabs.ai/marketing/register?ls=integrations_autotask-psa) [Book a demo](https://calendly.com/seijin-enrichlabs/chat-with-seijin)