Workflow
Account Health Sweep
Summarize roadmap progress, open risks, lifecycle signals, and recent account activity before a client review.
Ready to run.
Pre-built workflows, prompts, skills, and code snippets for every tool in the MSP stack — from PSA and RMM to documentation, security, and billing. No starting from scratch. Just pick a recipe, follow the steps, and have it running in minutes.
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Recipes
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30 recipes
Workflow
Antivirus Assessment Automation
Automate ScalePad Lifecycle Manager antivirus assessments using MCP tool integration and device compliance logic.
Workflow
Chat → Presentation: AI-Powered Deck Generation
Automate QBR slide decks by syncing Lifecycle Manager assessments with roadmap initiatives and improvements.
Workflow
Client Meeting & Planning Workflow
Automate Lifecycle Manager meeting scheduling and artifact linking using ScalePad MCP.
Workflow
Compliance Readiness Check
Review compliance-related goals, roadmap blockers, and next steps before a client compliance conversation.
Workflow
ControlMap Risk-to-Roadmap Generator
Generate a risk-based QBR roadmap for MSP clients using ScalePad and ControlMap MCP integrations.
Workflow
Critical Ticket Triage
Find stale priority-one tickets and prepare reviewed action items for unresolved client-impacting issues.
Workflow
Lifecycle Manager – Workstation Refresh Planning
Automate workstation refresh planning by identifying aging hardware and distributing it across a quarterly roadmap.
App
Lifecycle Manager Copilot
A hosted Copilot app for exploring product-aware Lifecycle Manager workflows.
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Build something custom.
When recipes aren't enough, the ScalePad API, MCP server, and full developer docs give you complete control. Build custom automations, sync data your way, and extend the platform to fit your stack.
Find your integrations
Connect your stack.
Native connectors for the PSA, RMM, and security tools your clients already run — pre-wired and ready to go.
Give your agents something to work with.
Your stack is only as smart as what it knows. Give every tool and every teammate the context to act.