Workflow
Account Health Sweep
Summarize roadmap progress, open risks, lifecycle signals, and recent account activity before a client review.
Ready to run.
Pre-built workflows, prompts, skills, and code snippets for every tool in the MSP stack — from PSA and RMM to documentation, security, and billing. No starting from scratch. Just pick a recipe, follow the steps, and have it running in minutes.
30
Recipes
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30 recipes
Workflow
Antivirus Assessment Automation
Automate ScalePad Lifecycle Manager antivirus assessments using MCP tool integration and device compliance logic.
Workflow
Chat → Presentation: AI-Powered Deck Generation
Automate QBR slide decks by syncing Lifecycle Manager assessments with roadmap initiatives and improvements.
Workflow
Client Meeting & Planning Workflow
Automate Lifecycle Manager meeting scheduling and artifact linking using ScalePad MCP.
Workflow
Compliance Readiness Check
Review compliance-related goals, roadmap blockers, and next steps before a client compliance conversation.
Workflow
ControlMap Risk-to-Roadmap Generator
Generate a risk-based QBR roadmap for MSP clients using ScalePad and ControlMap MCP integrations.
Workflow
Critical Ticket Triage
Find stale priority-one tickets and prepare reviewed action items for unresolved client-impacting issues.
Workflow
Lifecycle Manager – Workstation Refresh Planning
Automate workstation refresh planning by identifying aging hardware and distributing it across a quarterly roadmap.
App
Lifecycle Manager Copilot
A hosted Copilot app for exploring product-aware Lifecycle Manager workflows.
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Build something custom.
When recipes aren't enough, the ScalePad API, MCP server, and full developer docs give you complete control. Build custom automations, sync data your way, and extend the platform to fit your stack.
Find your integrations
Connect your stack.
Native connectors for the PSA, RMM, and security tools your clients already run — pre-wired and ready to go.
Give your agents something to work with.
Your stack is only as smart as what it knows. Give every tool and every teammate the context to act.
FAQ
Frequently asked questions
What are ScalePad recipes?
Recipes are pre-built workflows, prompts, skills, and code snippets for every tool in the MSP stack — from PSA and RMM to documentation, security, and billing. Instead of starting from scratch, you pick a recipe, follow the steps, and have it running in minutes.What types of recipes are available?
Recipes come in four types: workflows (multi-step automations like QBR deck generation or workstation refresh planning), prompts (ready-to-use AI prompts), scripts (like the ScalePad API Sandbox in PowerShell), and apps (hosted tools like the Lifecycle Manager Copilot).Which ScalePad products do recipes cover?
Recipes cover Lifecycle Manager, ControlMap, Backup Radar, Quoter, and the ScalePad Platform itself. Examples include an Account Health Sweep, Antivirus Assessment Automation, a ControlMap Risk-to-Roadmap Generator, and Critical Ticket Triage.Do I need to know how to code to use recipes?
No. Most recipes are copy-and-paste workflows or prompts that run through the ScalePad MCP server in AI tools like Claude Desktop — no coding required. Developers who want more control can use scripts or build custom automations with the ScalePad API.Can I automate QBR preparation with recipes?
Yes. Recipes like Chat → Presentation automate QBR slide decks by syncing Lifecycle Manager assessments with roadmap initiatives, while the ControlMap Risk-to-Roadmap Generator builds a risk-based QBR roadmap for MSP clients.What if a recipe doesn't fit my workflow?
When recipes aren't enough, the ScalePad API, MCP server, and full developer docs at developer.scalepad.com give you complete control to build custom automations, sync data your way, and extend the platform to fit your stack.