MSP workflows that run themselves
Automate the work between your tools.
These are real workflow patterns MSPs run in W!FE today, built and operated by Braintek, an MSP that runs its own operations on W!FE.
Onboarding
Client and employee onboarding
A form submission creates the Autotask ticket, provisions Microsoft 365 accounts through Graph, assigns licenses through Pax8, deploys the software baseline with ImmyBot, and documents everything in IT Glue. One intake, every system updated.
Ticket routing
Ticket triage and routing
Inbound tickets are classified, enriched with client and asset context, and routed to the right queue with the right priority. Escalation rules run on a schedule instead of in someone's head.
Alert response
RMM alert response
NinjaOne alerts hit a webhook, W!FE checks for duplicates and known noise, runs remediation through PowerShell where it is safe to, and only creates a ticket when a human is actually needed.
Offboarding
Employee offboarding
Disable the account, revoke sessions, convert the mailbox, reassign licenses, recover the hardware, and close the loop with the client contact. Every step logged, nothing skipped.
Reporting
Recurring client reporting
Scheduled workflows pull ticket stats, patch status, and backup results, then deliver a clean report to each client on the same day every month without a tech touching it.
Approvals
Change approvals
Requests that need a manager's sign-off pause the workflow, notify the approver in Teams, and resume automatically when approved. The run history shows who approved what and when.