Solution Library

Real tools we've built for MSPs

Browse examples of what we build — automations, dashboards, internal tools. Don't see what you need? Tell us.

Ticketing & PSA

Smart Ticket Triage

Automatically categorize and route incoming tickets based on keywords, client priority, and issue type. Reduces manual sorting by 90%.

ConnectWiseHaloPSAAutotask
Saves 15+ hours/week

SLA Breach Prevention

Monitor ticket aging and automatically escalate before SLA thresholds are breached. Sends alerts to the right people at the right time.

Any PSASlackTeams
99% SLA compliance

Client Status Updates

Send automated, professional status updates to clients at key milestones. No more 'any update?' emails.

PSAEmailClient Portal
40% fewer follow-ups

User Onboarding

Full User Provisioning

One form triggers complete user setup: M365 account, PSA contact, RMM agent install instructions, documentation entry, and welcome email.

Microsoft 365ConnectWiseIT Glue
2 hours → 5 minutes

License Management

Automatically assign and remove licenses based on user role changes. Track license usage and optimize costs.

Microsoft 365Any PSA
15% license cost reduction

Secure Offboarding

Comprehensive offboarding with audit trail: disable accounts, revoke access, backup data, update documentation, notify stakeholders.

M365PSADocumentation
100% compliance

Alerts & Monitoring

Intelligent Alert Routing

Route RMM alerts to the right technician based on severity, client, and issue type. Critical alerts get immediate attention.

NinjaOneDattoConnectWise
70% faster response

Alert Deduplication

Consolidate duplicate alerts into single tickets. No more 50 tickets for one server issue flooding your queue.

Any RMMAny PSA
80% less noise

After-Hours Escalation

Smart escalation based on time of day, on-call schedules, and alert severity. Wake the right person, not everyone.

RMMPagerDutyTeams
Targeted alerts only

Reporting & Documentation

Automated QBR Reports

Generate professional QBR presentations from PSA data automatically. Charts, metrics, and insights ready for client meetings.

PSABrightGaugePowerPoint
4 hours → 10 minutes

Documentation Sync

Keep IT Glue, Hudu, and other documentation tools in sync. Changes in one place update everywhere.

IT GlueHuduSharePoint
Always up-to-date

Compliance Reporting

Automatically generate compliance reports for HIPAA, SOC2, and other frameworks. Pull data from multiple sources.

PSARMMDocumentation
Audit-ready always

Billing & Finance

Invoice Reconciliation

Match billable time and products against agreements. Flag discrepancies before invoices go out.

ConnectWiseQuickBooksXero
99% invoice accuracy

Usage-Based Billing

Automatically calculate and bill for usage-based services like M365 licenses, backup storage, and more.

PSAM365Billing
Zero missed charges

Agreement Sync

Keep agreements in sync with actual asset counts. Automatically adjust billing when devices are added or removed.

PSARMMDocumentation
Real-time accuracy

Communication

Client Newsletters

Generate and send monthly client newsletters with security tips, updates, and company news. Professional and automated.

EmailCRMContent
Consistent outreach

Scheduled Maintenance Notices

Automatically notify affected clients before scheduled maintenance. Include relevant details and contact info.

PSAEmailClient Portal
Zero surprise outages

Survey & Feedback Collection

Send satisfaction surveys after ticket closure. Track NPS and follow up on negative feedback automatically.

PSASurvey ToolCRM
Higher CSAT scores

Don't see what you need?

These are just examples. Tell us your workflow and we'll build it.

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