Your customers trust you with their infrastructure. Now they're asking about AI. Partner with AutomationTactics to expand your service offering with AI implementation, data engineering, and custom agents, giving your customers a batteries-included approach to AI adoption backed by your MSP relationship.
You've built the foundation: M365, Azure, Copilot licensing, security. Now your customers want to go further. They want AI that connects to their business data, agents that automate real workflows, and governance that keeps everything safe. That requires process documentation, data engineering, and change management, a natural extension of the infrastructure you already manage, delivered through a partner who specializes in it.
You deployed the licenses. Now help your customers get full value from them. We train their teams on Copilot using their actual workflows, not generic tutorials, so adoption compounds on the infrastructure you built.
Your customers' CRM, ERP, and M365 environments are ready for the next step: connecting them. We build the data pipelines and enterprise search so AI tools can actually access business data, turning your infrastructure into an intelligent platform.
Employees are experimenting with AI tools on their own. That's a sign of demand, not a failure. We help your customers channel that energy with governance frameworks and approved tool policies that extend your security practice into the AI layer.
You stay the trusted IT advisor. We layer in the AI implementation, data consolidation, and automation capabilities your customers need.
Four packages mapped to the problems your customers are already telling you about.
Your customer says: "Nobody's using Copilot"
Usage assessment, process documentation for high-impact workflows, role-specific training, and champion enablement. 30-day engagement that makes the licenses you sold productive.
Your customer says: "Our systems don't talk"
Data landscape assessment, ETL pipeline setup connecting core systems, enterprise search configuration so Copilot can access company data, and ongoing integration monitoring.
Your customer says: "Staff using ChatGPT unsanctioned"
Shadow AI inventory, company-wide AI policy, approved tool list with security assessments, champion identification, and AI steering committee formation.
Your customer says: "We want AI that does things"
Use case discovery, custom agent development, integration with existing systems, human-in-the-loop controls, and ongoing agent monitoring and optimization.
Add AI implementation services to your catalog without building a practice from scratch. You refer customers, we deliver. You earn referral fees or co-sell revenue share.
Customers using both IT management and AI services have two reasons to stay. Churn drops when you're solving more of their problems. You become harder to replace.
Document-Train-Automate is battle-tested across construction and healthcare. 9 AI implementations in 90 days. A $405M contract won using AI-powered RFP processing. Real results, not pilot theater.
Every engagement follows a proven 90-day framework. Your customers see results, not slide decks.
Map how processes actually work. Workflows, bottlenecks, decision points, exceptions. You cannot automate what you have not documented.
Weeks 1-3
Build AI literacy so teams understand capabilities and limitations. Identify shadow AI users and turn them into champions who evangelize to peers.
Weeks 4-7
Build targeted automations for documented workflows using existing tools. Human-in-the-loop approval workflows. Results measured in hours returned.
Weeks 8-14
AI implementations in 90 days
Primus Builders
Contract won using AI-powered RFP
Primus Builders
Hours saved weekly on AP alone
Primus Builders
Days from overwhelmed to confident
First Children Services
Automation Tactics was different because they started by documenting how our processes actually worked, not how we wished they worked. Within 90 days we had 9 AI implementations live, saving 15-20 hours a week on AP alone.
Primus Builders
Everyone was telling us to "adopt AI" but nobody could explain what that meant for a behavioral health organization with real compliance requirements. Automation Tactics gave us a governance-first strategy that actually made sense.
First Children Services
30-minute conversation. No pitch deck. We'll talk about which of your customers are the best fit, what the partnership looks like, and how you start earning from day one.
Matt Monihan, Founder · help@automationtactics.com