IT OPS
Patch escalation ladder to owner then manager
Tracks how long each laptop has been overdue and escalates: a polite Outlook email to the owner first, then a CC to their manager if it stays unpatched past a second threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery overdue devices + managerPostgres
- LogicBranch by escalation tier
- ActionBuild tier-appropriate email
- OutputSend Outlook email (CC manager on tier 2)Outlook
- ActionLog escalation to audit tablePostgres
What it does
Applies a tiered escalation policy to overdue laptops. Devices in the first overdue tier get a reminder email to the owner. Devices that cross a harder deadline get a second email that also copies the owner's manager, framed as a compliance risk. Compliant or recently remediated devices are skipped, so nobody gets nagged after they fix it.
When to use it
Use this when a single nudge is not enough and you need a documented escalation trail for audit or security reviews. Good for regulated fleets where unpatched endpoints must be tracked to resolution.
How it works
- 1A daily schedule triggers the run.
- 2A Postgres query returns overdue devices with owner email, manager email, and days overdue.
- 3A logic branch sorts each device into tier one (owner-only) or tier two (owner plus manager) based on days overdue.
- 4An action builds the tier-appropriate message including the self-service fix link.
- 5The output step sends each email through Outlook, copying the manager on tier-two cases.
- 6The send and tier are written back to Postgres for the audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OutlookMail, calendar, contacts.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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