PSA administration means you maintain the workflows others depend on. RuleCerta helps you inventory those rules, surface structural issues with evidence, and brief stakeholders without living inside export files.
Production ConnectWise PSA environments are sensitive. Credentials should stay least-privilege. Writes for “cleanup tooling” are a non-starter for many MSPs. RuleCerta’s connector is read-only by design: no rule create/edit/disable/delete path and no automatic remediation — read-only auditing that fits PSA administration constraints.
Completed audits expose findings with type, description, detection rationale, evidence, and related workflow context. Relationship views help you see peers and linked configuration. History and comparison help after you change the estate outside RuleCerta — configuration visibility without guessing from screenshots.
What is read? Workflow rules and related configuration exposed by supported ConnectWise PSA APIs for the authorized environment, including events and actions when present. What is stored? Encrypted connector credentials server-side, plus audit artifacts for authorized workspace members. Secrets are never returned to the browser UI, never written to application logs, never sent to AI providers, and never attached to support tickets.
Direct answers for buyers evaluating workflow rule audit.
No. Connection verification confirms read access. There is no write path in the connector.
On a frozen snapshot, versioned checks look for issues such as enabled workflows without actions or trigger signals, duplicate names, duplicate content, competing action targets, and unmapped-field coverage context — each with evidence.
No. Optional AI explains completed findings. It cannot add, change, or remove engine findings. The engine detects. AI explains.
Connect an authorized environment, freeze a snapshot, and review findings with evidence before your next maintenance window.
