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ITSM Automation: What it is, Benefits & Best Practices

ITSM Automation: What it is, Benefits & Best Practices

Taylor Halliday

Co-Founder

8 minutes

If your IT teams are drowning in repeat tickets and email approvals, you’re facing one of the most common bottlenecks in IT service management. ITSM automation fixes this by turning everyday requests into end-to-end workflow automation that enhances IT service delivery and aligns with ITIL-based service management best practices.

ITSM acts as an automation platform: collecting the right details, routing work to the correct IT staff, and closing the loop with updates that improve both user experience and customer satisfaction.

TL;DR

  • ITSM automation turns repetitive IT requests into automated processes to cut back-and-forth, reduce manual tasks, and optimize incident resolution times.

  • Smarter ITSM workflow automation can clean up your service desk queues with auto-routing, fewer duplicate tickets, and instant knowledge-based answers.

  • The ROI of automating your IT service management supports your broader digital transformation and change management strategy through measurable automation solutions.

  • For teams on Slack, a Slack-first automated service desk delivers approvals, requests, and updates without leaving chat, ensuring minimal disruptions.

What is ITSM Automation?

ITSM automation uses AI-powered automation tools to handle repetitive tasks such as classifying and routing tickets, collecting required details, requesting approvals, answering from your knowledge base, and executing changes in the right systems. These tools help the IT service desk streamline functions, shrink backlogs, and advance digital transformation goals.

Most ITSM tools already support automation at some level, but advanced automation platforms connect requests, approvals, and reporting in real time. Done well, ITSM automation becomes a strategic lever that shrinks service request backlogs, and improves response and resolution times for both common and complex requests.

How Does ITSM Automation Work?

ITSM automation starts by understanding a request, classifying it accurately, and routing it to the right owner. From there, it applies business rules, tracks progress in real time, and can even trigger knowledge base updates or follow-up workflows automatically. Virtual agents or chatbots can gather missing details and share updates instantly, streamlining service delivery and improving user experience.

ITSM automation step-by-step:

  1. Intake: Someone asks for help (“Need Figma access” or “Can’t log in”).

  2. Understand: The automated system tags the request (type, app, urgency) and asks for missing details.

  3. Route: Your ITSM automation system sends the request to the right team or person.

  4. Approve: If required, the manager or app owner gets a one-click prompt with a timeout on the system.

  5. Act: The ITSM system makes necessary changes via connected tools (e.g., add to an Okta group, reset MFA, push software).

  6. Close & learn: The requester gets an update and a quick rating; the outcome feeds reporting and your knowledge base.

Each step removes manual back-and-forth, delivering faster answers, fewer handoffs, and a clear record of what happened across your ITSM workflows.

Together, ITSM automation tools align your IT operations with incident management and service management best practices, ensuring visibility and compliance across teams. You can start with one or two flows that already generate lots of tickets. Once the pattern is in place, adding more is just copy-and-tweak.

Benefits of ITSM Automation

The benefits of automating your service requests go beyond faster resolutions. ITSM automation drives continuous improvement across IT operations. By automating service delivery workflows and integrating with existing automation solutions, teams can optimize resource allocation and strengthen digital transformation initiatives.

Here are a few simple metrics that show the impact of ITSM automation.

  • Faster Resolution Times: Measure the time from open to close for common requests (e.g., access, password help). Shorter wait means happier teams.

  • More on-Time Responses: Track how many requests got a first reply within your target window. This sets clear expectations for your ITSM automation system and reduces escalations.

  • Higher Self-Service Rate: Count requests solved by a knowledge article or automation without human work. 

  • Hours Saved: Estimate minutes removed per ticket × volume (e.g., 5 minutes saved × 400 access requests = ~33 hours/month).

  • Better Experience: Use a one-question rating at closure. The feedback sends a quick signal to your ITSM automation system for process health.

When you measure faster resolution, more on-time first replies, higher self-service, hours saved, and simple thumbs-up ratings, you have a clean story for ITSM automation ROI. This also gives you a roadmap for what to automate next. 

Beyond operational savings, ITSM automation tools also help align with ITIL frameworks, reduce incident management overhead, and improve employee experience through consistent workflows.

Related: ITSM Analytics with AI

Common ITSM Automation Examples

If you’re considering which requests should be prioritized for ITSM automation, start with the pains you feel every day. These may include repeated password tickets, slow access approvals, and new-hire tasks that stall. 

Automation in service management plays a central role in digital transformation. By connecting automation platforms, virtual agents, and service delivery workflows, IT operations teams reduce repetitive tasks, optimize performance, and create continuous improvement loops that benefit both employees and customers.

Here are some common ITSM automation examples with their automated fix.

  • Ticket Triage & Routing: New tickets sit in the wrong queue or bounce between teams.

    • Solution: Auto-tag requests by app and urgency, then assign the right owner immediately. Add a friendly first-reply template so people know what’s happening.

  • Password/MFA Help: Authentication issues clog the channel and waste time.

    • Solution: Ask for app + device + “last successful login,” show verified steps from your knowledge base, then create a ticket only if needed.

  • Access Requests: Managers approve in email threads; changes happen later with no record.

    • Solution: Collect App, Role, Reason, and Manager. Ping the approver in chat with a one-click decision and a timeout. On approval, add the user to the right group (Okta / Microsoft Entra / Google Workspace) and post a short summary.

  • Onboarding/Offboarding: New hires show up without accounts or devices ready.

    • Solution: A short “new hire” intake triggers account creation, license assignment, device setup, and starter apps. This also nudges for anything overdue.

  • Change Approvals: Decisions stall in inboxes.

    • Solution: Time-boxed approvals with reminders and a note on deny. Decisions stay in the same thread as the change summary.

  • Knowledge Deflection: The same “How do I…?” questions appear daily.

    • Solution: Surface trusted answers (Confluence/Notion/SharePoint) in the thread and ask “Did this solve it?” to improve articles over time.

  • Major Incident Communications: Confusion about roles, updates, and next steps.

    • Solution: Create a channel for incident management, post an update template, assign roles, and set scheduled status posts until the incident closes.

Best Practices for ITSM Automation

If you’re just getting started with ITSM automation, these best practices are going to help you get the most out of your efforts. Start small with high-volume workflows and consistently iterate and measure to keep your automation efforts on track.

  • Pick two high-volume flows (usually access and password help).

  • Keep forms short and ask follow-ups in the thread.

  • Make approvals visible with reminders and a note on ‘deny’.

  • Capture outcomes in the same place as the request.

  • Publish one weekly stats update on your ITSM automation system, including resolution time, on-time responses, self-service rate, and hours saved.

  • Update the two most-used articles every month.

Building your service desk automation playbook around ITIL principles ensures repeatability, while consistent updates create a continuous improvement cycle for service delivery.

ITSM Automation in Slack

Most internal requests begin in chat. For a team primarily using Slack, a Slack-first automation platform modernizes the service desk experience. By handling requests, approvals, and updates in one place, it transforms everyday service delivery into a seamless workflow.

What it Looks Like in Slack

  • A message like “Need Figma editor” triggers a short question flow.

  • The system pings the manager and app owner to approve with one click.

  • On approval, the user is added to the group and the thread shows a short “done” summary.

  • The requester rates the experience and the result feeds your weekly efficiency report.

Reimagine ITSM Automation with Ravenna

Ravenna brings ITSM automation directly to Slack through intelligent automation tools. Acting as an automation platform for IT operations, it connects requests, approvals, and reporting in one place to optimize IT service delivery.

You can prototype the basics of ITSM automation on Slack with native tools. When you want answers and actions in one flow with reporting leaders trust, Ravenna makes the Slack-first model turnkey. Explore Workflows & playbooks or our Okta access example.

Final Thoughts

ITSM automation streamlines repetitive IT service tasks by turning manual requests, approvals, and updates into automated workflows. By aligning AI-driven automation with ITIL-based processes, teams can resolve issues faster, reduce ticket backlogs, and improve overall service delivery.

Starting with high-volume workflows like access requests or password resets, and measuring key metrics such as resolution time, on-time responses, and self-service rates helps teams scale automation effectively. Whether through a traditional ITSM platform or a Slack-first service desk, ITSM automation supports digital transformation while creating a faster, simpler, and more reliable support experience for everyone.

FAQs

What is ITSM automation?

It’s the use of AI/agents to handle repetitive service work such as tagging and routing requests, collecting details, getting approvals, answering from knowledge, and performing approved changes, so teams resolve issues faster with fewer manual steps.

What are examples of ITSM automation?

Some common examples of ITSM automation systems include ticket routing, password/MFA help, access provisioning with approvals, onboarding/offboarding, change approvals, knowledge answers in chat, and major-incident updates.

How do I measure the success of an ITSM automation system without complex tools?

Tracking service delivery efficiency helps optimize operations and improve employee + customer experience. Track four things weekly: Average resolution time, on-time first responses, percent solved by articles or automation, and estimated hours saved (minutes removed per ticket × monthly volume). These provide a clear picture of how efficient your ITSM automation system is. 

Do I still need a portal for ITSM automation if I use chat?

A chat-based automation platform simplifies repetitive tasks while maintaining your existing ITSM workflows. You can still keep a portal for long or external forms. 

Which tools does ITSM automation connect to?

Identity (Okta, Microsoft Entra, Google Workspace), device management (Intune, Jamf, SCCM), knowledge (Confluence, Notion, SharePoint), and your ticketing tool (Ravenna, ServiceNow, Jira Service Management, Cherwell/SMAX).

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Designed and built in Seattle, WA
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Ravenna Software, Inc., 2025

Designed and built in Seattle, WA
— Powered by AI.

Ravenna Software, Inc., 2025

Designed and built in Seattle, WA — Powered by AI.

Ravenna Software, Inc., 2025

Designed and built in Seattle, WA
— Powered by AI.

Ravenna Software, Inc., 2025