AAIA - Episode 19 - 20 Minutes to 3. Here's How
AI and Automation In Action
MSP New User Onboarding Automation: Dynamic Forms, Office 365 Data, and Real ROI
In this episode of AI and Automation In Action, Shane and Hunter discuss helping an MSP client get real ROI from an automation platform they already owned but hadn’t fully leveraged due to limited time and internal bandwidth. They focused first on new user onboarding, replacing an external customer-facing form with the platform’s dynamic forms that pull manager data from Office 365 to avoid ongoing manual upkeep. The team brought the onboarding automation to life while flagging one remaining manual step in the ticket—phone extension setup—because the needed integration wasn’t built yet, though API support exists for future layering. The client reported their current manual onboarding takes 15–20 minutes per user, with the automation expected to save roughly 10–15 minutes, leaving 3–5 minutes of manual work when phone setup is required.
00:00 Show Intro
00:35 Client Problem Setup
01:10 Dynamic Forms Solution
03:23 MSP Time Crunch
06:31 Workflow Scope Details
07:26 Integration Roadmap
08:28 ROI And Testing
10:31 Key Takeaways Offer
11:33 Wrap Up And CTA
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