Measure automation savings without double counting
Count distinct work, active human effort, exceptions and maintenance, then separate existing savings from a proposed scenario.
Topic / Automation
Automation
Guides and working resources tagged automation.
Field guides
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.
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.
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.
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.
Working sheets
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
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
Script and GPO candidate review worksheet
For Service desk & technicians, Tech lead, Cybersecurity, Automation & AI
Tools
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 →