Automated ticket triage for HaloPSA with Gemini AI summary generation

What it is

This workflow listens for new tickets in HaloPSA via webhook, generates a professional AI-powered summary of the issue using Gemini (or another LLM), and posts it back into the ticket as a private note.

It’s designed for MSPs using HaloPSA who want to reduce triage time and give engineers a clear head start on each support case.

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✨ Features • 🔔 Webhook trigger from HaloPSA on new ticket creation • 🚧 Optional team filter (skip Sales or other queues) • 📦 Extracts ticket subject, details, and ID • 🧠 Builds a structured AI prompt with MSP context (NinjaOne, M365, CIPP) • 🤖 Processes via Gemini or other LLM • 📑 Cleans & parses JSON output (summary, next step, troubleshooting) • 🧱 Generates a branded HTML private note (logo + styled sections) • 🌐 Posts the note back into HaloPSA via API

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🔧 Setup 1. Webhook • Replace WEBHOOKPATH and paste the generated Production URL into your HaloPSA webhook. 2. Guard filter (optional) • Change teamName or teamId to skip tickets from specific queues. 3. Branding • Replace YOURLOGOURL and Your MSP Brand in the HTML note builder. 4. HaloPSA API • In the HTTP node, replace YOURHALODOMAIN and add your Halo API token (Bearer auth). 5. LLM credentials • Set your API key in the Gemini / OpenAI node credentials section. 6. (Optional) Adjust the AI prompt with your own tools or processes.

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