Advanced Workflows

An advanced workflow is an agent that strings several Conduit-brokered vendor tools together into a repeatable, often scheduled, end-to-end task — triaging a queue, reconciling billing, or summarising alerts. There are no servers to run and no code to deploy.

Conduit itself stays the access layer: it brokers the tool calls, holds the credentials, and audits every call. The workflow’s logic lives in your AI client — these guides are written for Claude-managed scheduled routines, but the same pattern ports to any agent runtime that can run on a schedule and call MCP tools.

What makes a workflow

Every workflow in this section shares the same shape:

• A trigger — usually a Claude-managed scheduled routine running on a cron, occasionally an on-demand run.
• Conduit tools — the workflow reads and writes through your vendor connections; Conduit holds the credentials and does the vendor I/O.
• A prompt — the agent’s logic lives in a well-written prompt. That prompt is the workflow.
• A notification — the result is surfaced to a human, typically in Slack or back onto the source record.

Nothing here requires a hosted service. If you can connect an AI client to Conduit and write a clear prompt, you can build these.

Workflows

Each guide is self-contained — prerequisites, a copy-paste build prompt, the resulting routine prompt, and the platform gotchas that will otherwise cost you an afternoon.

• Delivery Adapters — how a workflow routine delivers its report (Slack, IT Glue), and the adapter contract for adding new targets.
• Autotask Ticket Triage Agent — a scheduled agent that classifies new Autotask tickets by priority, advances them to In Progress, and posts a summary to Slack.
• Patch Drift Reporter — a weekly scheduled agent that sweeps the Datto RMM fleet for devices behind on patching and posts a site-by-site report to Slack as a canvas.
• Device Health Auditor — a daily scheduled agent that checks Datto RMM devices for antivirus, check-in, and reboot problems and posts a grouped report to Slack.
• M365 License Auditor — a monthly scheduled agent that checks Microsoft 365 tenants via CIPP, flags unassigned licenses, estimates the wasted spend, and posts a grouped report to Slack.
• Compliance Drift Reporter — a weekly scheduled agent that surfaces the week’s Liongard configuration-change detections, groups them by system, and posts a drift digest to Slack as a canvas.
• Billing Reconciler — a weekly, strictly read-only scheduled agent that reviews QuickBooks Online for overdue invoices and billing anomalies, and posts a reconciliation report to Slack as a canvas.
• QBR Prep — a weekly scheduled agent that builds a value-conversation pack (ease, emotion, transformation) for one designated client, parks ticket and device numbers in an appendix, writes it to IT Glue, and posts a summary to Slack.
• Contract Renewal Tracker — a weekly scheduled agent that finds Autotask contracts approaching their end date in the next 90 days, buckets them by renewal window with the recurring revenue at risk, and posts a renewal-pipeline report to Slack as a canvas.
• Service Desk SLA Triage — an hourly triage agent that surfaces HaloPSA tickets breaching or at risk of breaching SLA, using a one-time triage note as an idempotency guard so reruns only flag newly at-risk tickets, and posts a prioritized digest to Slack.
• Cash Flow Analyzer — a weekly, strictly read-only scheduled agent that pulls the QuickBooks Online cash-flow and aged-receivables reports, summarises the near-term cash position and the overdue receivables behind it, and posts a digest to Slack as a canvas.
• Pax8 Renewal & License Optimizer — a weekly scheduled agent that sweeps Pax8 subscriptions, buckets upcoming renewals by 30/60/90-day window with committed value, flags over-provisioned subscriptions with the reclaimable monthly spend, and posts a combined digest to Slack as a canvas.
• Client Profitability Reporter — a monthly, strictly read-only scheduled agent that ranks clients by revenue from QuickBooks Online and reports company net margin, posting a profitability digest to Slack as a canvas.
• Sales Pipeline Pulse — a weekly scheduled agent that summarises open HubSpot pipeline value by stage, flags stalled deals, surfaces deals closing this period, and posts a sales digest to Slack as a canvas.
• Pending-Proposal Tracker — a weekly scheduled agent that tracks PandaDoc proposals sent but unsigned, buckets them by age in stage with their outstanding value, flags those nearing expiry, and posts a digest to Slack as a canvas.
• IT Glue Documentation Auditor — a monthly scheduled agent that sweeps IT Glue organizations, scores documentation completeness and freshness, and posts a ranked documentation-debt report to Slack as a canvas.
• M365 Identity Auditor — a monthly scheduled agent that checks Microsoft 365 tenants via CIPP for MFA coverage, conditional access, and admin-account exposure, and posts a per-tenant identity-posture report to Slack.
• Project Time Visibility — a weekly, strictly read-only scheduled agent that reads logged time across ClickUp projects and flags projects running over or under their expected hours, posting a digest to Slack. ClickUp-only.
• Closed-Won Handoff Digest — a weekly scheduled agent that sweeps HubSpot deals that moved to Closed Won in the past week and posts a handoff summary to Slack for the delivery team to pick up.
• Quote Aging Tracker — a weekly scheduled agent that sweeps open ConnectWise CPQ quotes, buckets them by days since sent, and flags quotes approaching expiry, posting an aging digest to Slack.
• Project Milestone Health Tracker — a weekly, strictly read-only scheduled agent that reads ClickUp Milestone tasks across a set of projects and flags any overdue or due soon while still incomplete, posting a digest to Slack. ClickUp-only.

More workflows will be added here. Have one you’d like documented? See Getting support.

Cross-vendor workflows

Every recipe above reaches its vendors through one Conduit connection, so a workflow that spans systems — QBR Prep reads a PSA, an RMM, and IT Glue in a single routine — needs no extra wiring. Only raw ticket, SLA, device, and security totals land in the appendix; body metrics that explain value stay in the narrative. The pack itself is the value conversation. The catalog also now includes engineering and productivity connections such as GitHub, Notion, Linear, Atlassian, Sentry, Cloudflare, Netlify, Datadog, and Google Workspace, which extend the same pattern across the vendor boundary: escalate a breached SLA from the Service Desk SLA Triage digest into a Linear or GitHub issue, correlate a Sentry or Datadog alert with the PSA tickets it spawned, or deliver any report to a Notion page instead of Slack (see Delivery Adapters). The in-product catalog is the authoritative list of available connections.

Before you start

Workflows assume you already have a working Conduit connection. If you don’t, start with Getting Started and Connecting an AI Client, then come back here. To watch what your workflows are doing in production — every tool call they make is audited — see Monitoring Your Tenant.

Related

• Vendor connections — the vendor catalog these workflows read and write through.
• Connecting an AI client — point Claude (or any MCP client) at your Conduit endpoint.
• Agents — the pre-built agent library the on-demand equivalents live in.
• Skills & Prompt Bank — ready-to-use one-shot prompts, the lighter-weight cousin of a scheduled workflow.