All plans include 4–6 weeks of weekly onboarding calls to get you fully set up.
Included with every plan
These aren't upsells — they come standard
Continuous Workflow Monitoring
We monitor every workflow continuously. If something fails, a ticket is automatically created and we fix it — often before you even notice.
Value: $500/mo
Quarterly Workflow Audit
Every quarter we review your automations, identify inefficiencies, and optimize for speed and reliability.
Value: $400/mo
Priority Migration Support
Switching from another platform? We handle the full migration — no downtime, no data loss, no headaches.
Value: $1,500 one-time
Unlimited Desktop Agent Connections
Connect as many on-prem servers as you need for automation. No per-agent fees, no limits.
Value: $300/mo
Total value: $3,600+ — included free
+ More being added every week
What's in the workflow library
These aren't out-of-the-box templates — every workflow is customised to your environment, no matter the plan
User Lifecycle
Starter+
New user onboarding (M365, AD, groups, licenses)
User offboarding (revoke, convert mailbox, give access)
Password reset
MSP approval or manager approval workflows
PSA ticket creation & closure
Triggerable from client forms or internally
M365 Management
Growth+
License assignment & optimization
Shared mailbox provisioning
Group management (distribution lists, security groups)
Mailbox quota alerts
Calendar & mailbox permission changes
Out-of-office automation
Security & Compliance
Growth+
Expiring app secret detection
Certificate expiry monitoring
API credential rotation alerts
Conditional access vacation request
Automated PSA ticket creation
User Reporting
Growth+
Inactive user reports
License utilization summaries
Compromised user reporting
Scheduled client reports
Device agent reporting
+ More being added every week
Common questions
Everything you need to know about our pricing
Honesty about how your processes actually work — not just how they're documented. We build exactly what you tell us, so the more detail you share upfront, the better. This is a partnership: we're not mind readers, but we're very good at turning your processes into automation when you bring us into the loop.
No, we're month-to-month. That said, done-for-you automation isn't plug-and-play — it takes 4–6 weeks of working together to build, deploy, and fine-tune your workflows, sometimes a few more if you've got lots of nuance. If you're not ready to invest that time with us upfront, this probably isn't the right fit.
A client tenant is any M365 tenant you manage for a client. If you manage 50 clients, each with their own M365 tenant, that's 50 tenants. Your own internal tenant doesn't count against the limit.
A custom workflow is anything not in our standard library. Maybe you need a specific integration with your PSA, a unique approval chain, or automation for a tool we don't have a template for. We'll scope it with you and build it.
No, they don't roll over month to month. But most clients find they have plenty of ideas once they see what's possible. We'll work with you to prioritize what matters most.
Just upgrade to the next tier. We'll handle the transition seamlessly. If you're on Partner (unlimited) and need something beyond that, let's talk — we're flexible for the right partnerships.
No. Implementation is included in every plan. We build and deploy your workflows as part of onboarding — that's the whole point of done-for-you.
Yes, you can upgrade anytime. Downgrades take effect at the next billing cycle. All your workflows stay intact either way.