AAIA - Episode 6 - Redefining Client Interaction with AI Tools
AI and Automation In Action
How We Automated Quarterly IT Reporting: Warranty + Ticket Reports in Minutes (Real MSP Use Case)
In this episode of AI and Automation In Action, Shane and Hunter walk through an internal automation built for a Business Innovation Advisor who prepares quarterly client technology reviews, budgeting, and forecasting. The team rebuilt an unreliable warranty-lookup workflow by pulling device warranty and expiration data directly from Ninja instead of vendor sites, then layered in API-based integrations to generate customer-specific reports from the ticketing platform across multiple teams (support, technical alignment, escalations, business innovation, and centralized service items like backups and antivirus). The advisor now triggers everything by submitting a form with a customer and ticket number, which creates spreadsheets/CSVs and attaches them to the ticket, cutting hours of manual report gathering down to minutes. They preview next steps including quotes, projects, expirations, backup-tool integration for real-time alerting, and longer-term client budget forecasting.
00:00 Show Intro
00:32 Advisor Role Problem
02:25 Rebuilding Warranty Automation
03:25 Ticketing Reports Workflow
04:52 Future Add Ons Roadmap
05:33 Time Savings Impact
07:39 APIs And Integrations
09:38 AI For API Research
10:41 Wrap Up And Next Steps
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