Admin Automation Checklist for IT Consultants

Project Documentation & Runbooks

Dictating post-migration runbooks (DNS changes, license assignments)
Send a voice note with migration details at 11pm; Christine writes the Google Doc runbook right away.
2h/week
Automatable
Formatting security audit findings into client reports
Send your raw notes and Christine organizes them into a clean PDF-ready document.
1h 30m/week
Automatable
Creative architecture design for new client networks
This needs your expert judgment and strategic planning.
0 min/week
Manual

Logging micro-tasks (MFA resets, quick firewall calls)
Text 'Log 20 mins Pinnacle Law MFA reset' and Christine updates your timesheet instantly.
45 min/week
Automatable
Categorizing billable vs non-billable support minutes
Christine tags entries using the contract terms you set for each client.
30 min/week
Automatable
Negotiating payment terms with delayed clients
You need to handle the relationship and negotiate firmly yourself.
0 min/week
Manual

Tracking hardware purchase receipts for reimbursement
Snap a photo of the Ubiquiti receipt; Christine logs the cost and date to Sheets and flags unpaid invoices.
25 min/week
Automatable
Monitoring software license renewal dates
Christine reminds you 30 days early: 'Renew Greenfield's 47 M365 seats @ $22/mo'.
20 min/week
Automatable
Sourcing competitive pricing for new server hardware
This takes market analysis and strong vendor relationships.
0 min/week
Manual

Drafting SOC 2 audit proposals and SOWs
Voice note the scope and price; Christine drafts the proposal email in minutes.
1h/week
Automatable
Scheduling recurring maintenance windows
Text 'Schedule quarterly firewall review DaVita Dental'; Christine blocks the calendar and sends invites.
15 min/week
Automatable
Closing high-stakes contract negotiations
You have to handle the persuasion and final deal structure.
0 min/week
Manual

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on it consultants.

Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task