Everyday automation.
Ready for your service desk.
Explore how Core connects your clients, handles repeat requests and puts ready-made workflows to work.
A clear path to your first automation.
Connect Microsoft and your PSA, add your branding and switch on your workflows. Core brings setup progress and day-to-day activity into one workspace.
- A guided setup checklist
- Active workflows and recent activity
- Workspace settings in one place
The everyday work. Already built.
Choose from ready-made L1 automations for user lifecycle, accounts, access, mailboxes and groups. Configure the questions and settings, then put them to work for your clients.
- Browse by task or category
- Prebuilt actions and request forms
- Activate the workflows your team needs
Your defaults. Each client’s requirements.
Set your standard once, then adapt it where a client needs something different. Configure request fields, execution settings and approval policies without building a workflow from scratch.
- Required and optional form fields
- Shared defaults with client overrides
- Internal or client approval routing
Connected to the right client.
Manage your client environments and map their connected systems. Keep Microsoft, PSA and other integration settings together so each workflow uses the right client context.
- Client domains and environment settings
- Per-client integration mapping
- Microsoft connection permission checks
Choose the client. Run the work.
Start a ready-made workflow on behalf of any client. Complete the guided form and see the actions that will run before submitting the request.
- Select a workflow and client
- Guided inputs with saved drafts
- A preview of the workflow steps
An easier way for clients to ask.
Share branded request forms with your clients. They sign in with their Microsoft work account and submit the requests you make available, without needing a separate Core login.
- Microsoft work account sign-in
- Branded client request forms
- Shareable links to available workflows
Useful reports. Delivered on schedule.
Choose from a library of ready-made reports, including Microsoft 365 licence reporting. Run a report for any client when you need it, or schedule email delivery to keep the right people informed.
- A library of ready-made client reports
- Scheduled emails with your chosen recipients and timezone
- Save reports and export CSV
Start with the work
your team repeats most.
Explore the ready-made library and see how Core fits your service desk. We’ll help you get connected and get your first workflows running.