Why the Next Hire at Your MSP Shouldn’t Be a Person

Imagine a solution that reduces admin overhead, speeds up workflows, and frees your technicians to focus on higher-value tasks that grow your business. That solution exists, and the best part is, it’s not another human hire. It’s automation. A $250/month workflow engine could be the key to outpacing competitors and transforming operational efficiency without breaking your budget.

‍

Automation in MSPs: Driving Change and Saving Dollars

Your team likely spends countless hours each week on repetitive, time-consuming tasks. From updating client tickets to managing user accounts, much of this work drains your technicians’ productivity and lowers operational efficiency.

By automating these processes, the impact is immediate:

• Reduce human errors that could lead to critical mistakes.
• Faster completion rates for routine tasks.
• More billable hours for your technicians.
• Streamlined, consistent processes.

From just $250/month, automation eliminates hours of manual work. Think about what it would cost to hire and onboard a skilled admin, not to mention their benefits, PTO, and payroll taxes. The numbers don’t lie. Automation is a smarter investment.

‍

Key Areas Where MSP Automation Makes an Impact

1. Streamline User Onboarding and Offboarding

One of the most common pain points for MSPs is managing user accounts, especially during onboarding and offboarding. These are frequent processes that can quickly become unmanageable without automation in place.

Here’s how automation can streamline these workflows:

• Account creation: Automate the provisioning of email accounts, VPN access, and software licensing for new hires.
• Permissions setup: Apply predefined roles to users, ensuring they have access only to the tools and systems they need.
• Device configuration: Automate the setup of company-issued devices, including security policies and software installations.
• Account deactivation: Automatically disable accounts, revoke permissions, and wipe data for employees who leave the organization.

Say goodbye to the hassle of juggling multiple systems to onboard a new employee. Instead, provide your clients with a simple form (authorized via Microsoft), which they can submit effortlessly.

Then, with just one click of approval on your end, the rest of the process is fully automated. A powerful workflow engine takes over, seamlessly managing tasks across tools like Active Directory, Office 365, and third-party apps. The result? A smooth, error-free onboarding experience from start to finish.

Not only does this save time, but it also increases security by reducing risks associated with forgotten or improperly deactivated accounts.

‍

2. Enhance Client Management

Managing client accounts involves plenty of repetitive steps, from keeping contact information synced across systems to updating contracts. There’s also the risk of human error when data is handled manually.

Automation tools can handle these processes with precision:

• Synchronize client data across systems: Keep your CRM, PSA, and billing platforms consistent and up to date.
• Automatically update SLAs: Apply changes seamlessly when contracts are renewed or modified.
• Remind clients about renewals: Notify them when hardware, licenses, or service agreements are nearing expiry.

For example, a client’s contact data is updated in your PSA. With automation, this update will instantly sync across your billing system and CRM, ensuring consistent, accurate records everywhere.

‍

3. Automate Reporting

Data drives decisions, but pulling reports is an incredibly tedious task for MSP managers. What if automation could compile and deliver your reports on autopilot?

With automated reporting, you can:

• Schedule daily, weekly, or monthly reports.
• Pull insights like SLA compliance, profitability, or ticket resolution times effortlessly.
• Receive reports directly in your inbox, ready to review.

Instead of dedicating hours (or even days) to stitching together spreadsheets, automation delivers the insights you need when you need them. This frees managers to spend more time optimizing strategy rather than digging through data.

‍

Why an Automated Hire Beats a Human Hire

Hiring another person might seem like the easiest option when your team is stretched thin. But automation offers distinct advantages that traditional hires can’t compete with:

Automation is like hiring a star employee who works tirelessly around the clock, never takes PTO, and never makes mistakes.

Sure, you have to invest a bit of time upfront to get it working how you want. But with platforms like Triggr (our MSP automation platform), we offer 1-1 done for you onboarding. All you have to do is spend an hour or two helping us setup integrations with your key systems, and then we'll build all the automations and workflows you need, 100% done for you.

‍

Debunking Common MSP Automation Myths  

Automation can be a game-changer for MSPs, but misconceptions often hold businesses back from embracing its full potential. Let’s address some common myths and set the record straight.  

“Will automation work with my existing tools?”  

Absolutely. Modern automation platforms are designed to integrate seamlessly with popular MSP tools like Datto, ConnectWise and Halo, ensuring compatibility without disruption.  

“Is it difficult to set up?”  

Not at all. Many providers offer pre-built templates that make setup quick and easy, even for those without technical expertise. The initial time investment is minimal compared to the long-term benefits. Platforms like ours (Triggr) even provide 1-on-1 implementation support and custom workflow builds to get you started effortlessly.  

“Will automation replace my team?”  

Definitely not. Your technicians are invaluable. Automation is here to enhance their work by taking care of repetitive tasks, freeing up their time for strategic, revenue-driving projects that truly matter.

‍

Setting Your MSP Apart with Automation

The MSP industry is fiercely competitive. Clients expect faster responses, better security, and proactive solutions. Automation empowers you to deliver on these demands without overburdening your team or exploding your budget.

Efficient automation can also become part of your sales pitch. Being able to demonstrate streamlined operations, faster response times, and better service delivery sets you apart from competitors stuck in manual processes.

The end result is protected margins, boosted company valuation from standardised repeatable processes and less stress all around.

‍

Join the Automation Revolution

Ready to jump into the future with the automation revolution? It’s a fantastic time to take your MSP to the next level with the latest workflow automation solutions.

That's where Triggr comes in. Triggr is our done for you MSP automation platform. It's fast, done for you (we'll build all your automations for you), and doesn't cost a fortune.

Picture this: custom-built automations that streamline your operations, all for just $250 a month! But you've got to act quickly—we only work with 10 MSPs each month to make sure you get the concierge, personalized service you deserve.

But here's the catch: spots are filling up super fast for our July cohort. Get in now before the waitlist for the next cohort closes—and while you can still lock in the current rate (pricing increases each cohort). It’s your chance to streamline, save time, and satisfy your clients like never before.

So, what do you say? Ready to build a stronger, more scalable MSP together? Don't miss out— join the waitlist today at https://go.everholdhq.com/triggr-waitlist