Supercharge IT Automation with ControlUp Workflows

ControlUp AutomationIT Workflows

IT teams are under constant pressure to move faster, resolve issues, and support the business without adding headcount. Yet many critical IT processes still rely on manual-effort tickets passed between teams, checklists tracked in spreadsheets, and tasks repeated across multiple, disconnected systems.

ControlUp Workflows is built to change that. Rather than focusing on fixing individual issues, Workflows is designed to automate end-to-end IT processes. By connecting people, systems, and actions into reliable, repeatable automation, IT transforms from a “maintenance loop” into a direct engine for business growth.

Workflows: Purpose-Built for IT Automation

Introduced in 2025, ControlUp Workflows helps IT teams transform complex, multi-step tasks into automated outcomes. The objective is simple: remove manual coordination, standardize execution, and ensure IT processes run the right way every time.

Workflows enable IT teams to:

  • Automate processes across dissimilar systems (ServiceNow, Slack, Entra ID).
  • Replace hand-built checklists with logic-driven automation.
  • Scale expertise by packaging senior engineering knowledge into repeatable flows.
  • Free experienced engineers to focus on high-value digital architecture.

The result is faster delivery, better consistency, and IT operations that scale with the business.

Use Cases: Turning Manual Work into Automated Flows

User Lifecycle Automation from Day One

Onboarding and offboarding are typically time-consuming tasks. With ControlUp Workflows, these processes are fully orchestrated. When a new hire is detected, a workflow creates the user in Entra ID, assigns M365 licenses, triggers device shipping, and notifies the managers, IT, and HR via Teams—all without a single manual click.

What once required hours of coordination now runs automatically, delivering a consistent experience for both IT and end users.

Orchestrating Work Across Disconnected Systems

Most IT work isn’t complex because of the task itself; it’s complex because it spans too many tools.  When endpoint management, identity, and ITSM tools don’t talk to each other, IT teams are forced into manual, error-prone “swivel-chair” workflows.

ControlUp Workflows act as the orchestration layer between these systems. By unifying actions across ServiceNow, Teams, Slack, and your endpoint stack, Workflows ensures:

  • Instant Execution: Requests automatically trigger the correct downstream actions across your entire stack.
  • Total Synchronization: Systems stay in sync in real-time without manual data entry or status updates.
  • Automated Transparency: Stakeholders receive proactive notifications the moment a process advances.

This orchestration eliminates the “scripts and spreadsheets” bottleneck, reducing delays and ensuring process reliability at scale.

Scaling Expertise Across the Organization

Every IT organization has a few “hero” engineers who hold the keys to complex processes. But relying on tribal knowledge creates a bottleneck that doesn’t scale. ControlUp Workflows allows teams to capture senior-level expertise and transform it into automated, reusable logic.

Instead of senior staff repeatedly performing the same manual fixes, they can define a workflow once and empower the entire team to execute it. The result:

  • Democratized Resolution: Level 1 support can resolve complex issues that previously required escalation.
  • Standardized Excellence: Every task is executed according to your best engineer’s standards, every single time.
  • Eliminated Single Points of Failure: Technical knowledge is embedded in the platform, reducing dependency on specific individuals.

Standardization becomes a built-in feature of your operations, not a manual policy that’s difficult to enforce.

What’s New: Supercharging Your Environment with Next-Gen Workflows

ControlUp is redefining the “Action Layer” with Workflows, moving beyond basic alerts into an environment of intelligent problem-solving. We are continuously expanding the Workflow engine to drive growth and minimize downtime. Recent developments include:

Pausing at key Decision Points in the Flow  

Decision nodes bring a layer of intelligent oversight to your automation by allowing workflows to pause at critical moments for manual approval. By integrating these “checks and balances” into repetitive processes like employee onboarding, IT admins can automate the heavy lifting while maintaining final control over sensitive tasks like account creation or license assignment.  

This perfect blend of autonomy and oversight empowers teams to do more with less, replacing manual guesswork with a proactive, orchestrated environment. 

Decision Tree

Forms-triggered Workflows  

Turn manual data entry into instant action by allowing anyone to launch complex IT processes through a simple interface. For example, when onboarding a contractor, you simply submit their details via a form, and ControlUp automatically handles the heavy lifting, creating the user profile and granting specific system access, in seconds. 

Form Editor
From Editor

Event- and Condition-Driven Logic Powered in Real-Time

Workflows can be triggered by events and conditions. Whether it’s a new user, a service request, or a change in system state, automation runs the moment it’s needed.

This event‑driven approach allows IT to execute tasks automatically and on time, reduce backlogs from manual triage, and keep systems and processes aligned without constant oversight

By triggering actions based on real-time events rather than manual guesswork, workflows deliver perfectly timed support while eliminating the wasted effort of ‘blind’ coordination. For example, onboarding a new user involves a complex chain of tasks from ordering hardware to assigning M365 licenses and ControlUp Workflows can automate those instantly.

Prebuilt Templates

To speed adoption, ControlUp provides a library of prebuilt workflow templates covering common IT automation scenarios, including:

  • User onboarding and offboarding
  • Access and license management
  • Device lifecycle tasks
  • Service request fulfillment

Teams can deploy these templates immediately or customize them to fit their internal processes, effectively delivering value in days, not months.

Templates

 Sync Your Entire Tech Stack

To break down the silos between endpoint management and service delivery, we have expanded our library to include 63 integrations. With bi-directional integrations for platforms like ServiceNow, Slack, and Teams, your workflows become a core part of your business process. Automatically open, resolve, and close tickets or send real-time alerts to the right channel without a single manual click.

Integrations

Audit-Ready Orchestration and Governance

Automation at scale requires trust and oversight. ControlUp Workflows includes enterprise‑grade governance features such as:

  • Detailed execution histories
  • Version control and collaboration
  • Role‑based access and permissions

IT leaders gain full visibility into how automation is used, who created it, and how it evolves—ensuring security, compliance, and accountability.

The Bottom Line

At ControlUp, the goal is a proactive, orchestrated environment where IT can do more with less.

With a no-code visual builder and a rich library of pre-built templates, Workflows make advanced, autonomous IT management accessible to every organization. It’s time to stop managing manual tasks and start delivering a frictionless digital experience that supports business growth with speed and simplicity.

Whether you’re remediating alerts, onboarding users, managing devices, or automating service delivery, ControlUp Workflows is your force multiplier for modern IT.