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Documentation Index

Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt

Use this file to discover all available pages before exploring further.

These are the workflows MSPs run most often once ScalePad is connected. Each one starts as a Neo template you can spawn, point at a client, and adjust to your operating model.

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Monthly workstation warranty coverage proposals

A recurring agent that scans a client’s fleet on the first of every month, finds workstations whose hardware warranty has already expired, and drafts a ScalePad Lifecycle Manager initiative ready for the vCIO to review.
1

Pulls expired workstations

Reads the client’s hardware lifecycles from ScalePad Core and filters down to workstations whose warranty expiry date has passed.
2

Skips duplicates

Lists open roadmap initiatives for the client. If a related initiative is already in flight (a workstation warranty refresh already proposed or in progress), the agent stops and reports the existing one instead of creating a second.
3

Creates the initiative from your template

Posts a new initiative using your ScalePad Workstation Warranty Coverage template, attaches every expired workstation, and lands it in the Not Scheduled roadmap bucket.
4

Adds budget when you provide one

If you configured a per workstation budget on the agent, the agent fills in the matching budget line item. If you did not, the budget is left empty for your vCIO to set during review.
The result is a ready to review draft that lives in ScalePad already, with the right workstations attached. Your team reviews and approves rather than starting from a blank page.

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At risk end customer scan

A monthly portfolio wide scan that flags any end customer who looks at risk, with evidence and a recommended next step for each one. The agent checks three signals per customer.
  1. Business distress in the news. A web search across the last 60 days for layoffs, restructuring, bankruptcy filings, mergers under stress, or major office closures.
  2. Ticket volume going silent. A drop of more than 50 percent in the last 30 days against the prior 30 days, plus a comparison against the same calendar month last year.
  3. Stagnant fleet in ScalePad. More than 20 percent of hardware assets sitting past end of life, with no engagement on refresh recommendations in the last 90 days.
The output is a single markdown report with a ranked leaderboard, the evidence behind each flag (with source links and device counts), and a recommended ScalePad Lifecycle Manager initiative your team can spin up to engage the customer. Account managers walk into the month already knowing who to call first.

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Quarterly business reviews on demand

An agent that pulls hardware lifecycle data from ScalePad, device names and assigned users from your RMM, and the full quarter of tickets from your PSA, then writes a concise QBR report you can hand straight to the client. The QBR includes:
  • A short executive summary that calls out the two or three things that matter this quarter.
  • A hardware health section that lists only the devices that need attention, with the assigned user, age, issue, and recommended action.
  • A business outcomes section that surfaces the top recurring ticket themes for the quarter using ticket clustering, plus any major incidents.
  • A prioritised list of recommended actions that traces back to the findings above.
Reports stay under a few hundred words by design. Your vCIO walks into the QBR meeting with talking points already drafted, sourced from ScalePad and your PSA in one pass. Lifecycle Manager is where MSPs plan and track work with each client. With ScalePad connected, Neo can turn recurring ticket pain into a draft initiative inside the right client’s ScalePad roadmap, instead of leaving it on a board. Common variations:
  • Self service password reset. When the agent sees a cluster of manual password reset tickets over 90 days, it can draft a Self Service Password Reset initiative under the right client’s operational maturity goal, with an executive summary that quotes the ticket numbers.
  • Recurring incident remediation. A run of repeat outages on the same hardware can become a Hardware Replacement initiative with the offending assets already attached.
  • Onboarding gaps. A spike in new joiner tickets can become an Improve Onboarding initiative with action items and budget lines tied to your standard onboarding process.
Because the agent reads existing initiatives first, it never piles up duplicate roadmap entries.

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Capturing compliance evidence in ControlMap

ControlMap stores the evidence and risks that back your compliance posture. Neo can read the live picture and, with technician approval, push new evidence in. Examples:
  • When a security focused workflow finishes (such as resetting a high privilege account, or revoking access for a leaver), the agent can draft an evidence record in the matching control, with a technician approving before it commits.
  • On a regular cadence, the agent can summarise the past month of compliance evidence and surface gaps before the audit cycle, so nothing is missed when the auditor arrives.
Writes to ControlMap always wait on technician approval, even when other parts of the agent are fully autonomous. This is the right default for compliance work.

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Drafting quotes in Quoter

When the agent identifies that a client needs new hardware, a license bundle, or a project scope, it can draft a quote in Quoter using your existing templates and line items. Examples:
  • A warranty proposal agent can draft both the ScalePad initiative and a matching Quoter quote covering the proposed workstations.
  • A renewal workflow can draft a quote off a Quoter template every time a service is about to expire, populated with the right product categories from your catalog.
You keep full control. Quotes land in Quoter as drafts ready for your team to review, adjust, and send.

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Bring your own use case

These templates are starting points. Because the ScalePad tool covers all four modules, any combination is possible. If you run a vCIO practice, a hardware refresh program, a compliance practice, or a managed services renewal cycle, the integration gives you the data and the write actions to automate the parts your team does manually today. When you are ready to wire one up, the Connecting ScalePad to Neo page covers the access levels and safety controls you set per agent.