Measure automation savings without double counting
Count distinct work, active human effort, exceptions and maintenance, then separate existing savings from a proposed scenario.
Library / AI & automation
AI & automation
Can you automate it before you hire for it? Use the sequence to inspect work, test a bounded change and keep the remaining human responsibilities visible.
Remove
Stop work that no longer earns its place.
Standardize
Make the work repeatable enough to measure.
Automate
Hand the repeatable part to a tested workflow, with human review where the error cost is real.
Hire
Add people for the judgment, coverage and relationships that remain.
Work through the decision
Guide · 7 minOwner, Tech lead, Automation & AI→
Can you automate it before you hire for it?
Test the repeatable work before opening a requisition, without confusing saved effort with judgment, coverage or a smaller payroll.
Choosing the first workflow to automate
Compare repeatable workflows by input quality, error cost and review burden before testing one small candidate.
AI at the service desk, with a person checking the work
Use AI for summaries and drafts with explicit review points, protected inputs and a correction-rate record that includes rejected output.
Roll out AI tools without handing over client secrets
Set prompt-data boundaries, check the exact account and tool documentation, and give staff an approved-use note with an owner and a stop route.
Secure your own MSP tools first
Review the access, integrations, alerts and recovery paths around your RMM, PSA and documentation systems, with a usable evidence sheet.
An account manager's client calendar
Keep renewals, licence checks, lifecycle dates and roadmap decisions in one owned calendar, while leaving approvals and relationship work with people.
Pilot Microsoft 365 Copilot on a client-review preparation task
Turn a small authorized evidence pack into a checked client-review brief, with permission tests and an honest effort comparison.
Build a read-only Copilot Studio procedure finder
Design an authenticated knowledge agent that answers from a small approved procedure library and refuses unsupported or unauthorized requests.
Design a Rewst approval gate before a service-desk write
Build a dry-run request-to-approval workflow with verified organization context, duplicate controls and a separately gated write stage.
Use Claude to draft a procedure change review
Compare two fictional procedure revisions in a private, bounded draft workflow and produce a source-checked change note without rewriting policy automatically.
Draft a checked service-desk handoff with ChatGPT
Produce an evidence-linked handoff from fictional ticket notes while preserving failed fixes, unresolved status and human authority over replies and changes.
Evaluate a community script or GPO change before the lab
Turn a discovered script or policy suggestion into a reviewed provenance record, a bounded lab plan and an evidence-based accept or reject decision.
Put the checks on paper
Automation savings review note
For Owner, Tech lead, Automation & AI
Automate-before-hire decision note
Automation candidate and pilot sheet
For Automation & AI, Tech lead, Service manager, Service desk & technicians
Service-desk AI use-case and review record
For Service manager, Automation & AI, Service desk & technicians
AI approval sheet and staff-use note
Copilot preparation pilot worksheet
For Account management, Service desk & technicians, Service manager, Cybersecurity
Copilot Studio procedure finder design and test sheet
For Service desk & technicians, Automation & AI, Tech lead, Cybersecurity
Rewst approval and duplicate-control worksheet
For Automation & AI, Service manager, Tech lead, Service desk & technicians
Claude procedure change-review worksheet
For Tech lead, Service desk & technicians, Service manager, Automation & AI
ChatGPT handoff review worksheet
For Service desk & technicians, Service manager, Automation & AI
Script and GPO candidate review worksheet
For Service desk & technicians, Tech lead, Cybersecurity, Automation & AI
Test a fictional comparison
T-03FREE
Capacity Decision Lab
Compare current workload with an automation scenario. Separate existing from proposed savings, include exceptions and maintenance, and record an owned next step.
HTMLXLSX
For Owner, Service manager, Automation & AI, Tech lead
Contents & limits →Keep the docs beside the workflow
- The MSP KB
A broad MSP reference covering operations, roles and AI; useful as an orientation map before specific vendor research.
Markdown index available; check factual claims against primary docs.
- Conduit advanced workflows
Vendor recipes for reporting and triage across MSP systems; useful for inspecting workflow inputs and permission boundaries.
Commercial product documentation, not independent savings evidence.
- PowerShell documentation
Primary language and module documentation for understanding scripts before adapting them.
Test in an authorized environment; examples are not permission to run changes.
- CIPP documentation
Documentation for the Microsoft 365 administration tool; useful when checking supported operations and deployment assumptions.
An administration tool needs scoped access and a reviewed operating process.