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Repeatable workflows for the work your team does every day

Onboarding, offboarding, licences and subscriptions, run the same way every time, with approvals, scheduling and a run report built in.

ecppro.com / automation / workflow templates

Ready to use

Start from templates built by EcpPro

Clone a template, set it up once, and every technician runs it the same way.

Create a user, assign licences and groups, set a password and send a welcome email. Cloud and on premises.

Disable the account, remove licences, redirect mail and clean up, with optional approval. Cloud and on premises.

Purchase and assign a licence in one step, add or remove seats, or buy a new subscription from a customisable catalogue.

Travelling user, user on leave, compromised account and password reset, each ready to run in a few clicks.

Create shared mailboxes and manage who has access.

Post to Teams, trigger Rewst or your own API, and update the linked PSA ticket as the workflow runs.

How it works

EcpPro templates. Ready made templates for every workflow type, ready to clone
Your MSP defaults. Password delivery, approvers, timeouts and which steps are locked
Tenant groups. Optional defaults for each group of clients
Each client. Their approvers, licences and groups, with variants such as Onboard Manager or Onboard Case Worker
At run time. Your technician fills in the details, adjusts any unlocked step and links a ticket

Running a workflow