Recipes

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.

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Recipes
33

Ready to run

Workflows
18

Multi-step plays

MCP ready
18

Agent enabled

Outcome areas
5

Ways to work

33 recipes

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7 featured recipes

Chat → Presentation: AI-Powered Deck GenerationAutomate QBR slide decks by syncing Lifecycle Manager assessments with roadmap initiatives and improvements.WorkflowMCPClient Meeting & Planning WorkflowAutomate Lifecycle Manager meeting scheduling and artifact linking using ScalePad MCP.WorkflowMCPControlMap Risk-to-Roadmap GeneratorGenerate a risk-based QBR roadmap for MSP clients using ScalePad and ControlMap MCP integrations.WorkflowScalePad API SandboxInteractive PowerShell menu to explore and test ScalePad Core and Lifecycle Manager APIs for initiatives and meetings.Script+1ScalePad CLIOfficial CLI for the ScalePad Core, Lifecycle Manager, Quoter, and ControlMap APIs.AppLifecycle Manager CopilotA hosted Copilot app for exploring product-aware Lifecycle Manager workflows.AppPDF → Contract: AI-Powered Field ExtractionUse ScalePad MCP to parse a vendor PDF, extract contract fields with AI, and auto-create a draft agreement — all from a single prompt.Workflow

Advise & Plan

12

Turn technical insights into clear recommendations, client-ready plans, and confident next steps.

WorkflowFeatured recipe:Chat → Presentation: AI-Powered Deck GenerationAutomate QBR slide decks by syncing Lifecycle Manager assessments with roadmap initiatives and improvements.WorkflowFeatured recipe:Client Meeting & Planning WorkflowAutomate Lifecycle Manager meeting scheduling and artifact linking using ScalePad MCP.MCPPromptBudget Season Starter KitEvaluate and prepare a clients budget, while setting the agenda for your upcoming scheduled Annual Budget Review meeting with your client. MCPWorkflowEOL Hardware-to-Quote-to-RoadmapIdentify aging client hardware, draft create and publish a quote in Quoter to replace the devices, and create a corresponding Initiative on the clients roadmap in Lifecycle Manager.MCPWorkflowLifecycle Manager – Workstation Refresh PlanningAutomate workstation refresh planning by identifying aging hardware and distributing it across a quarterly roadmap.MCPWorkflowMulti-Mode Assessment AutomationAutomate Lifecycle Manager assessments by gathering data via MCP and auto-scoring based on risk signals.MCPSkillScalePad Assessment EvaluatorUse all data available in the ScalePad ecosystem to select and respond to an ongoing assessment in Lifecycle Manager.MCPPromptThe Assessment Narrator — Deliver a Technology Assessment ReadoutTransform technical audit findings into a high-impact, business-focused executive readout for client presentations.PromptThe Budget Whisperer — Present an Annual IT Budget to a CFOA strategic prompt to help vCIOs reframe IT line items as business decisions for CFO budget approvals.PromptThe Tech Translator — Turn IT Work Into Business ValueTransform technical ticket logs and IT activities into high-value business impact statements for QBRs and executives.WorkflowQBR Prep PackPrepare QBR talking points, create the meeting record, and link the review to active client goals.MCPWorkflowRoadmap Gap AnalysisFind goals without linked initiatives, unscheduled roadmap work, and at-risk goals before planning.MCP

Grow & Retain

7

Spot opportunities, strengthen client relationships, and stay ahead of renewals and risk.

PromptThe Account Rescuer — Save an At-Risk Client RelationshipA strategic prompt for Customer Success leaders to diagnose churn risk and build non-defensive client recovery plans.PromptThe Health Scorecard Coach — Assess and Act on Client HealthIdentify hidden churn risks and generate proactive action plans for MSP client health reviews.PromptThe Relationship Mapper — Stakeholder Strategy for Account GrowthA strategic prompt to map account stakeholders and build a multi-threaded relationship strategy to prevent churn.PromptThe Renewal Architect — Build a Renewal Conversation That WinsA strategic prompt for CSMs to build high-impact renewal briefs and conversation guides 60-90 days before contract end.WorkflowAccount Health SweepSummarize roadmap progress, open risks, lifecycle signals, and recent account activity before a client review.MCPWorkflowRenewal & Lifecycle Risk RadarSurface expiring assets and agreements so lifecycle risks become reviewed roadmap work.MCPWorkflowMonthly Proactive TouchpointDraft proactive client outreach from roadmap milestones, stalled work, renewals, and active goals.MCP

Secure & Govern

7

Assess risk, improve compliance readiness, and turn security findings into practical action.

WorkflowFeatured recipe:ControlMap Risk-to-Roadmap GeneratorGenerate a risk-based QBR roadmap for MSP clients using ScalePad and ControlMap MCP integrations.MCPWorkflowAntivirus Assessment AutomationAutomate ScalePad Lifecycle Manager antivirus assessments using MCP tool integration and device compliance logic.MCPPromptThe vCISO Briefer — Build a Board-Ready Security Executive ReportTransform technical security data into a three-layer, board-ready executive briefing for quarterly reviews.PromptThe vCISO Objection Handler — Navigate Security Investment PushbackA strategic prompt for vCISOs to handle security spend objections using business logic instead of fear.PromptThe vCISO Roadmap Builder — Design a Security Governance RoadmapGenerate a 12-month risk-based security roadmap for MSP clients that aligns with compliance and business goals.WorkflowCompliance Readiness CheckReview compliance-related goals, roadmap blockers, and next steps before a client compliance conversation.MCPWorkflowOnboarding / Offboarding Risk CheckDetect personnel-change signals and prepare identity or access follow-up for review.MCP

Operate & Automate

4

Reduce repetitive work and keep service delivery moving with repeatable, automated workflows.

WorkflowFeatured recipe:PDF → Contract: AI-Powered Field ExtractionUse ScalePad MCP to parse a vendor PDF, extract contract fields with AI, and auto-create a draft agreement — all from a single prompt.WorkflowTicket-to-Initiative EscalationCluster repeated ticket patterns and prepare strategic roadmap initiatives for review.MCPWorkflowCritical Ticket TriageFind stale priority-one tickets and prepare reviewed action items for unresolved client-impacting issues.MCPWorkflowShadow IT & SaaS Spend AuditAudit SaaS ownership, duplicate tools, missing renewal dates, and consolidation opportunities.MCP

Build & Extend

3

Use ScalePad APIs and developer tools to create, connect, and tailor workflows to your business.

ScriptFeatured recipe:ScalePad API SandboxInteractive PowerShell menu to explore and test ScalePad Core and Lifecycle Manager APIs for initiatives and meetings.AppFeatured recipe:ScalePad CLIOfficial CLI for the ScalePad Core, Lifecycle Manager, Quoter, and ControlMap APIs.+1AppFeatured recipe:Lifecycle Manager CopilotA 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.

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Connect your stack.

Native connectors for the PSA, RMM, and security tools your clients already run — pre-wired and ready to go.

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Your stack is only as smart as what it knows. Give every tool and every teammate the context to act.

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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.