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MSP User Lifecycle Automation

I built a Rewst workflow that connects client HR requests with Microsoft 365 and Autotask, cutting a nearly hour-long process to about five minutes.

The problem

Onboarding or offboarding a user meant repeating the same steps in several systems. It was easy for a step to be delayed or for the ticket to end up with an incomplete record.

What I did

  • Built a form that client HR managers can submit directly.
  • Connected the workflow to Autotask and Microsoft 365 to create the ticket, user account, and contact.
  • Added confirmation and welcome emails for the form submitter and the end user.
  • Recorded each completed action in the service ticket.

The result

The workflow cut a process that took nearly an hour to about five minutes. Technicians spend less time on routine setup, clients get clearer updates, and the ticket automatically records everything the workflow completed.