Solution Library
Browse examples of what we build — automations, dashboards, internal tools. Don't see what you need? Tell us.
Automatically categorize and route incoming tickets based on keywords, client priority, and issue type. Reduces manual sorting by 90%.
Monitor ticket aging and automatically escalate before SLA thresholds are breached. Sends alerts to the right people at the right time.
Send automated, professional status updates to clients at key milestones. No more 'any update?' emails.
One form triggers complete user setup: M365 account, PSA contact, RMM agent install instructions, documentation entry, and welcome email.
Automatically assign and remove licenses based on user role changes. Track license usage and optimize costs.
Comprehensive offboarding with audit trail: disable accounts, revoke access, backup data, update documentation, notify stakeholders.
Route RMM alerts to the right technician based on severity, client, and issue type. Critical alerts get immediate attention.
Consolidate duplicate alerts into single tickets. No more 50 tickets for one server issue flooding your queue.
Smart escalation based on time of day, on-call schedules, and alert severity. Wake the right person, not everyone.
Generate professional QBR presentations from PSA data automatically. Charts, metrics, and insights ready for client meetings.
Keep IT Glue, Hudu, and other documentation tools in sync. Changes in one place update everywhere.
Automatically generate compliance reports for HIPAA, SOC2, and other frameworks. Pull data from multiple sources.
Match billable time and products against agreements. Flag discrepancies before invoices go out.
Automatically calculate and bill for usage-based services like M365 licenses, backup storage, and more.
Keep agreements in sync with actual asset counts. Automatically adjust billing when devices are added or removed.
Generate and send monthly client newsletters with security tips, updates, and company news. Professional and automated.
Automatically notify affected clients before scheduled maintenance. Include relevant details and contact info.
Send satisfaction surveys after ticket closure. Track NPS and follow up on negative feedback automatically.
These are just examples. Tell us your workflow and we'll build it.
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