XT Systems
60+ Ready-to-Use Automations

Real Automations from Real MSPs

These automations run thousands of times per week across our users. Copy them, customize them, or use them as inspiration for your own.

67%

Avg Ticket Automation

18 hrs

Saved per Tech/Week

60 sec

To Create Automation

90+

Integrations

Ticket Automation

Reduce manual ticket handling by 67%

Slow Computer Diagnostic

15 min/ticket

Trigger: New ticket contains "slow" or "running slow"

Runs ~50/week for typical MSP

Automation Steps:

  1. 1.Run remote diagnostic script via RMM
  2. 2.Check disk space, memory, and CPU usage
  3. 3.Clear temp files if disk > 85% full
  4. 4.Update ticket with diagnostic results
  5. 5.Auto-resolve if issue fixed, else escalate

Password Reset Handler

8 min/ticket

Trigger: Ticket subject mentions "password reset"

Runs ~100/week for typical MSP

Automation Steps:

  1. 1.Verify user identity via security questions
  2. 2.Generate secure temporary password
  3. 3.Send reset link to verified email
  4. 4.Update ticket with actions taken
  5. 5.Close ticket automatically

New Employee Onboarding

45 min/employee

Trigger: Ticket type = "New Employee Setup"

Runs ~10/week for typical MSP

Automation Steps:

  1. 1.Create AD account with department template
  2. 2.Provision Microsoft 365 license
  3. 3.Set up email with standard signature
  4. 4.Add to appropriate security groups
  5. 5.Send welcome email with login instructions
  6. 6.Create documentation in IT Glue

Printer Issue Triage

12 min/ticket

Trigger: Ticket contains "printer" or "printing"

Runs ~30/week for typical MSP

Automation Steps:

  1. 1.Check printer status via SNMP
  2. 2.Restart print spooler remotely
  3. 3.Clear print queue if stuck
  4. 4.Update drivers if outdated
  5. 5.Update ticket with resolution or escalate

Security Automation

Respond to threats in seconds, not hours

Failed Login Response

Instant response

Trigger: 5+ failed logins detected for same user

Runs ~20/week for typical MSP

Automation Steps:

  1. 1.Temporarily lock account (15 min)
  2. 2.Send alert to user and IT
  3. 3.Log IP address and location
  4. 4.Create high-priority security ticket
  5. 5.If from new location, require MFA re-enrollment

Phishing Email Handler

30 min/incident

Trigger: User reports email as phishing

Runs ~15/week for typical MSP

Automation Steps:

  1. 1.Quarantine email for all recipients
  2. 2.Block sender domain in spam filter
  3. 3.Check if any user clicked links
  4. 4.Reset passwords for affected users
  5. 5.Send company-wide phishing alert
  6. 6.Update threat intelligence

Endpoint Protection Alert

45 min/incident

Trigger: Antivirus detects malware

Runs ~5/week for typical MSP

Automation Steps:

  1. 1.Isolate endpoint from network
  2. 2.Run full system scan
  3. 3.Collect forensic data
  4. 4.Create incident ticket with timeline
  5. 5.Notify security team via Slack/Teams
  6. 6.Reconnect after clean scan

Monitoring & Alerts

Proactive issue detection and resolution

Disk Space Warning

20 min/server

Trigger: Server disk space > 85%

Runs ~25/week for typical MSP

Automation Steps:

  1. 1.Analyze disk usage patterns
  2. 2.Clear Windows temp files
  3. 3.Empty recycle bins
  4. 4.Archive old log files
  5. 5.Alert if still > 80% after cleanup
  6. 6.Create capacity planning ticket

Service Restart Handler

Reduces downtime 90%

Trigger: Critical service stops unexpectedly

Runs ~40/week for typical MSP

Automation Steps:

  1. 1.Attempt automatic restart
  2. 2.Check dependencies
  3. 3.Analyze event logs for root cause
  4. 4.Create incident ticket if restart fails
  5. 5.Notify on-call technician
  6. 6.Document in knowledge base

Backup Verification

1 hour/day

Trigger: Daily at 6 AM

Runs Daily for typical MSP

Automation Steps:

  1. 1.Check backup job status across all clients
  2. 2.Verify backup file integrity
  3. 3.Test restore on sample files
  4. 4.Create tickets for failed backups
  5. 5.Generate weekly backup report
  6. 6.Alert if any client missed 2+ backups

Communication & Updates

Keep clients informed automatically

Ticket Status Updates

3 min/update

Trigger: Ticket status changes

Runs ~200/week for typical MSP

Automation Steps:

  1. 1.Send personalized email to client
  2. 2.Include summary of work done
  3. 3.Set expectations for next steps
  4. 4.Update client portal
  5. 5.Log communication in PSA

Maintenance Window Alerts

15 min/maintenance

Trigger: 24 hours before scheduled maintenance

Runs ~10/week for typical MSP

Automation Steps:

  1. 1.Send reminder to affected clients
  2. 2.Post to client status page
  3. 3.Send internal reminder to team
  4. 4.Prepare rollback procedures
  5. 5.Send completion notification after

Monthly Report Generator

2 hours/client

Trigger: First of each month

Runs Monthly for typical MSP

Automation Steps:

  1. 1.Gather metrics from all tools
  2. 2.Generate client-specific report
  3. 3.Include ticket stats, uptime, projects
  4. 4.Add AI-generated executive summary
  5. 5.Email to client stakeholders
  6. 6.Schedule QBR if metrics warrant

User Management

Streamline identity and access management

Employee Offboarding

1 hour/offboard

Trigger: Ticket type = "Employee Termination"

Runs ~8/week for typical MSP

Automation Steps:

  1. 1.Disable AD account immediately
  2. 2.Revoke Microsoft 365 license
  3. 3.Remove from all security groups
  4. 4.Forward email to manager (30 days)
  5. 5.Backup user data to archive
  6. 6.Update documentation
  7. 7.Generate compliance report

License Optimization

3 hours/week

Trigger: Weekly on Sunday

Runs Weekly for typical MSP

Automation Steps:

  1. 1.Audit M365 license usage
  2. 2.Identify inactive users (90+ days)
  3. 3.Flag unused premium licenses
  4. 4.Generate savings report
  5. 5.Create tickets for license review

Documentation

Keep your knowledge base current

Auto-Document Resolutions

10 min/article

Trigger: Ticket closed with resolution notes

Runs ~50/week for typical MSP

Automation Steps:

  1. 1.Extract key steps from resolution
  2. 2.Check if similar article exists
  3. 3.Create or update KB article
  4. 4.Tag with relevant categories
  5. 5.Link to related articles
  6. 6.Notify team of new documentation

Asset Discovery Sync

15 min/device

Trigger: New device detected in RMM

Runs ~30/week for typical MSP

Automation Steps:

  1. 1.Create asset record in documentation
  2. 2.Populate specs from RMM data
  3. 3.Assign to correct client/site
  4. 4.Link to warranty information
  5. 5.Add to network diagram
  6. 6.Create lifecycle tracking

AI Remote Control

Your AI sees, types, and fixes endpoints directly

Interactive App Troubleshooting

20 min/ticket

Trigger: Ticket mentions app-specific error message

Runs ~15/week for typical MSP

Automation Steps:

  1. 1.Take screenshot of current screen via XTS agent
  2. 2.AI analyzes visual layout to understand state
  3. 3.Navigate to app settings using keyboard/mouse
  4. 4.Modify configuration based on error pattern
  5. 5.Take verification screenshot showing resolution
  6. 6.Update ticket with before/after screenshots

Remote Registry Fix

25 min/ticket

Trigger: Ticket type = "Application Error"

Runs ~20/week for typical MSP

Automation Steps:

  1. 1.Connect to endpoint via XTS agent terminal
  2. 2.Run diagnostic commands to identify issue
  3. 3.Modify registry keys if needed
  4. 4.Restart affected services
  5. 5.Run validation script
  6. 6.Log all changes with before/after values

UI-Based Software Configuration

30 min/install

Trigger: New software deployment ticket

Runs ~25/week for typical MSP

Automation Steps:

  1. 1.Connect to machine, take initial screenshot
  2. 2.AI navigates setup wizard visually
  3. 3.Enter license key from secrets manager
  4. 4.Configure settings per company standards
  5. 5.Screenshot final configuration
  6. 6.Document settings in asset record

Visual Performance Diagnostics

35 min/ticket

Trigger: "Computer freezing" or "random crashes"

Runs ~30/week for typical MSP

Automation Steps:

  1. 1.Screenshot task manager and resource usage
  2. 2.AI analyzes visual data for anomalies
  3. 3.Run terminal commands for deep diagnostics
  4. 4.Kill problematic processes if needed
  5. 5.Monitor for 5 minutes, take status screenshots
  6. 6.Generate visual report for ticket

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