IT and systems workflows,
powered by AI.

A starter needs access. A backup finished without a restore test. A mailbox is quiet because delivery stopped. Find the preparation your IT team keeps rebuilding.

Browse every work area
Who needs access on Monday?Role bundles, approved requests, missing owners and seats already paid for.Could you restore it?Failed jobs, recovery evidence and storage that could interrupt the next backup.Which machines need attention first?Patch windows, reboot checks and hardware with uncertain coverage.Is the team getting useful work from its AI tools?Tool choices, adoption records and the documents behind the answers.

Built for the AI you already use.

  • ChatGPT
  • Claude
  • Copilot
  • Gemini

Explore the work behind the next decision.

Start with a job you recognize. Open it to see what gets prepared, the questions that remain and where a person decides.

Illustrative workflows, adapted to your own procedures and standards. Each needs to be scoped to your operation. Scheduling and system connections are possible setups, scoped separately. People retain the decisions shown.

Accounts and licenses

Prepare account changes against approved roles and record what still needs an owner.

An approved starter request arrivesA provisioning checklist with role grants and missing approvals

Prepare the access before the start date.

Bring these each run
Starter record, approved role bundle, application inventory and start date.
The person decides
The IT owner confirms the account plan; application owners approve exceptions.
Keep the exceptions visible
A copied colleague profile is not an approved role. Keep systems outside single sign-on visible.
Work it connects
IT, hiring managers and application owners.

Possible setup. Through a scoped connection. When an agreed event happens.

A confirmed departure reaches ITAn account closure plan with tokens, shared credentials and mailbox handoffs

Carry the departure checklist beyond the directory.

Bring these each run
Approved departure time, account inventory, delegation records and retention instructions.
The person decides
IT approves the execution sequence; record owners confirm preservation and handover.
Keep the exceptions visible
Legal holds and shared service identities need separate instructions before any removal.
Work it connects
IT, people operations and system owners.

Possible setup. From an approved export. When an agreed event happens.

The agreed monthly license review is dueA purchased-versus-assigned comparison with reclaim candidates

Find the seats behind the renewal.

Bring these each run
License export, assignment records, renewal dates and known upcoming starters.
The person decides
The IT service owner selects changes after checking dependencies and planned demand.
Keep the exceptions visible
An unassigned seat may be reserved. Lagging usage records do not establish that a license is unnecessary.
Work it connects
IT, procurement and finance.

Possible setup. From an approved export. On a schedule, with review.

Devices and maintenance

Turn device records into a change plan the administrator can approve.

The next maintenance window is being preparedA device list, patch sequence, exceptions and recovery checks

Give the patch window a workable plan.

Bring these each run
Patch export, approved priorities, system roles, maintenance windows and back-out procedures.
The person decides
The administrator approves the batch and timing; security decides urgent vulnerability priorities.
Keep the exceptions visible
Offline machines, unsupported software and missing rollback steps remain unresolved.
Work it connects
IT, security and service owners.

Possible setup. From an approved export. On a schedule, with review.

A service or device needs a restartA preflight brief with affected work and post-restart checks

Check what a restart could interrupt.

Bring these each run
Device status, service list, active alerts, user availability and maintenance rules.
The person decides
The administrator authorizes the restart and verifies service recovery.
Keep the exceptions visible
An offline device or unknown dependency needs investigation before a command is issued.
Work it connects
IT and the affected team.

Possible setup. Through a scoped connection. On request.

Hardware refresh planning beginsAn asset list separating expired, expiring, covered and unknown warranties

Find hardware whose coverage nobody can confirm.

Bring these each run
Device inventory, serial numbers, purchase records and warranty fields with source dates.
The person decides
The asset owner verifies uncertain records and chooses repair or replacement candidates.
Keep the exceptions visible
Missing warranty data stays unknown; a hand-entered date needs corroboration.
Work it connects
IT, procurement and finance.

Possible setup. From an approved export. On request.

Backups and recovery

Bring job history, recovery evidence and capacity into the same operational picture.

The agreed backup health check runsA queue separating failed jobs, missed jobs and continuing failure streaks

Spot the backup that stopped running.

Bring these each run
Scoped backup connection, expected schedules, protected-unit inventory and job history.
The person decides
The backup administrator confirms urgency and approves remedial work.
Keep the exceptions visible
A successful historical average can hide current failures. Missing runs and failed runs need different investigations.
Work it connects
IT and service owners.

Possible setup. Through a scoped connection. On a schedule, with review.

A recovery review or drill is requestedA recovery evidence matrix and proposed tests for untested systems

Separate a saved backup from a tested recovery.

Bring these each run
Restore records, boot checks, sample-file validation and system criticality.
The person decides
The recovery owner accepts the evidence and approves the next restore test.
Keep the exceptions visible
A boot screenshot does not prove application data is usable. Missing tests stay visible.
Work it connects
IT, service owners and security.

Possible setup. From an approved export. On request.

A system is proposed for backup enrollmentA capacity brief with growth assumptions and storage questions

Check the room for another protected system.

Bring these each run
Vault capacity export, current usage, expected protected data and growth history.
The person decides
The backup administrator confirms capacity and approves enrollment or expansion.
Keep the exceptions visible
Local and hosted vaults expose different measures; missing capacity data cannot support a forecast.
Work it connects
IT and infrastructure owners.

Possible setup. From an approved export. When an agreed event happens.

Mail and network health

Gather the operational evidence behind missing messages and unavailable services.

A team reports delayed emailA delivery brief by direction, age and reported failure reason

Find where the messages are waiting.

Bring these each run
Queue snapshot, message trace, affected recipients and incident window.
The person decides
The mail administrator confirms the failure and approves any retry or configuration change.
Keep the exceptions visible
An empty detail list does not establish an empty queue. Unclear rejection text remains a question.
Work it connects
IT and affected senders.

Possible setup. From an approved export. When an agreed event happens.

A site reports lost connectivityA site health brief separating device faults from missing monitoring

Check the monitor before declaring the network down.

Bring these each run
Authorized network connection, device inventory, collector status and recent topology changes.
The person decides
The network owner chooses the next diagnostic step and authorizes changes.
Keep the exceptions visible
An offline collector makes downstream status unknown; it does not prove every device failed.
Work it connects
IT and site managers.

Possible setup. Through a scoped connection. When an agreed event happens.

Cloud capacity and cost

Explain internal infrastructure demand before changing resources or spending.

The monthly infrastructure spend review is dueA cost bridge by service and owner with investigation candidates

Find the service behind the bill.

Bring these each run
Billing export, resource tags, usage history and approved budget.
The person decides
IT validates operational dependencies and proposes changes for budget-owner approval.
Keep the exceptions visible
Shared costs and missing tags remain unallocated until an owner confirms them.
Work it connects
IT, infrastructure owners and finance.

Possible setup. From an approved export. On a schedule, with review.

A service owner asks whether capacity will holdA demand trend with observation windows and capacity options

Distinguish a busy day from a capacity problem.

Bring these each run
Resource utilization history, limits, planned demand and service criticality.
The person decides
The infrastructure owner selects capacity changes and the change window.
Keep the exceptions visible
A short spike is not a trend. Without history, report a snapshot rather than a forecast.
Work it connects
IT and business service owners.

Possible setup. From an approved export. On request.

Service desk preparation

Give internal requests enough context for the technician who takes them.

An internal ticket needs several systems checkedA unified ticket brief with asset matches, recent changes and evidence gaps

Bring the device history into the ticket.

Bring these each run
Ticket export, device state, asset records and configuration-change history.
The person decides
The service desk lead confirms the matches and assigns the next investigation.
Keep the exceptions visible
Similar device names are not identity proof. Suspected security incidents go to security.
Work it connects
IT service desk and infrastructure owners.

Possible setup. From an approved export. When an agreed event happens.

A recurring employee request needs a service catalog entryA draft request template with required fields, approval path and fulfillment steps

Make the next equipment request easier to handle.

Bring these each run
Existing request examples, service catalog options, eligibility rules and fulfillment owners.
The person decides
The service desk owner approves the template and activation plan.
Keep the exceptions visible
Incomplete routing or unavailable fulfillment steps keep the entry in draft.
Work it connects
IT and employee service owners.

Possible setup. From approved files. On request.

AI tools for the team

Choose useful tools, understand adoption and prepare the sources they depend on.

A team proposes an AI use caseAn options brief covering data access, channels, operating needs and open prerequisites

Match the tool to the work.

Bring these each run
Use-case brief, permitted data sources, required actions, team skills and approved tool constraints.
The person decides
IT selects the technical approach with the business owner and security reviewer.
Keep the exceptions visible
Licensing, data permissions and connector availability need confirmation before setup.
Work it connects
IT, department owners and security.

Possible setup. From approved files. On request.

The agreed adoption reporting date arrivesA usage summary by tool and cohort with follow-up questions

See which AI tools the team actually uses.

Bring these each run
Approved activity exports, seat counts, reporting definitions and period boundaries.
The person decides
The IT adoption owner chooses training or configuration follow-up with team managers.
Keep the exceptions visible
Activity counts are not productivity or return on investment. Avoid identifying individuals in small cohorts.
Work it connects
IT and department managers.

Possible setup. From an approved export. On a schedule, with review.

An assistant gives conflicting internal guidanceA source cleanup backlog with duplicate, stale and conflicting files

Find the old documents behind new answers.

Bring these each run
Approved source-file bundle, document manifest, owners and known authoritative versions.
The person decides
Document owners approve corrections or retirement; IT approves the refreshed knowledge setup.
Keep the exceptions visible
A metadata-only listing cannot establish content conflicts. Preserve source files until owners decide.
Work it connects
IT and knowledge owners.

Possible setup. From approved files. When an agreed event happens.

From “I prompt it”
to “it is ready to review.”

Start with a simple version of one job. Make the preparation more automatic as the inputs, rules and review process become reliable.

On request

Bring the files or exports. Run the preparation when you need it, and review what comes back.

First, agree the useful output.

On a schedule

Prepare the review at an agreed interval, with a clear owner for exceptions and missing inputs.

Next, establish access and a review queue.

When something happens

An agreed event starts the preparation. Duplicate records, failures and retries have somewhere to go.

Then, test the trigger and recovery.

The person still approves the payment, releases the work or sends the message. Scheduling and integrations are scoped to the job.

Already have a prompt
that gets you most of the way?

That is a useful starting point. Bring the prompt, an example result and the part you still have to chase or fix.

We can start by examining what you have: its inputs, the exceptions it misses and what would make it reliable enough to hand off.

Describe what you have built
How we build and review the work

The checklist in someone’s head belongs in everyone’s hands.

An SOP may name the steps. Your office manager knows which account is easy to miss and who really owns the next action. We capture that knowledge from written instructions, loose notes or a walkthrough of the job.

Built around the way your office actually runs.

Your lead agrees the owners, timing and checks. We test routine and incomplete cases, then have your team run the workflow on real work. You receive the workflow and notes for operating and adapting it under your agreement.

Use your AI across the office’s records.

Run the workflow in your own ChatGPT, Claude, Copilot or Gemini with the HR export, asset list, reports or correspondence. Your procedures connect the work across those records.

Capture the unwritten stepsHow we handle your information

Worked examples in detail

Leaver checklist · Analyst role

IT
Email, calendar and service-desk access steps prepared for the agreed leaving date.
Manager
Two shared folders to reassign and personal-drive files to hand over.
Facilities
Laptop and badge to collect on the last day.
Question
A second laptop appears on the asset list. Confirm its owner and collection plan.

What your team brings to each run

The HR leaving record, current asset list and account inventory.

The rules already built in

Follow your offboarding checklist, access policy and handover rules. Assign each step to the right desk with a due date. Flag equipment or accounts outside the role’s standard list.

Your team checks the list and performs the access changes and handovers. The workflow prepares the work; your administrators keep the controls.

The morning backup sweep

Read the backup reports and prepare a ticket for each failure, with the client, affected job and error details ready for the technician.

Managed-service operations

The person decides. Your administrators review the preparation and perform access changes, equipment handovers and system updates. Owners approve renewals and communications.

A meeting brief with the open promises

Bring the calendar entry, CRM record and recent correspondence into a one-page brief: who’s coming, what was promised and what remains open.

The person decides. Your administrators review the preparation and perform access changes, equipment handovers and system updates. Owners approve renewals and communications.

Licences and warranties before renewal

Compare the asset list and vendor notices with headcount and renewal dates. List unused licences, expiring cover and the questions needed to make a decision.

The person decides. Your administrators review the preparation and perform access changes, equipment handovers and system updates. Owners approve renewals and communications.

What is your
version of this?

One job is enough to start.

Describe what comes in, what you do now and what you wish would be ready without another prompt.

Prepare a discussion outline. Your answers stay in this browser tab. You can edit and copy the outline to bring to a conversation. Nothing is sent or saved.

Go straight to a fit call

One recurring job.
Or a connected department.

Start with one workflowFind a focused starting point in work you already do.Map your department against thisExplore connected workflows, ownership and implementation.

Existing sprints, scope and pricing are on Get started. Establishing a function? Explore building a new capability.

What would wait if your office manager took a week off?

Bring that checklist, report or recurring task. We’ll work out how to put the know-how behind it to work for the rest of the team.

Book a 30-minute fit call.