Runbook library

The runbooks your desk keeps rewriting.

83 procedures across 7 categories, written the way Junto runs them: plain-English steps that name the tool each step uses. No flowcharts, no Jinja. Copy one into Junto, Claude, or ChatGPT.

83 runbooks

CATEGORYRUNBOOKCONNECTS
Audit & ComplianceAudit Apple device inventory and assignmentYour PSA · Your MDM
Change ManagementCatch expiring certificates and domainsYour PSA · Microsoft 365 · Your documentation platform
Client LifecycleBaseline a client's tenant healthYour PSA · Microsoft 365 · Your EDR · Your RMM · Your network monitoring
Proactive MaintenanceCatch Apple devices drifting out of complianceYour PSA · Your MDM
Security & Incident ResponseContain a reported phishing emailYour PSA · CIPP · uSecure
Support & TroubleshootingCheck for Microsoft 365 outagesYour PSA · Microsoft 365
System Hygiene & AdministrationCheck every client has a Slack channelYour PSA · Slack
Audit & ComplianceAudit MFA and Conditional Access gapsYour PSA · Microsoft 365
Change ManagementChange email security policy and verify itYour PSA · CIPP · Your documentation platform
Client LifecycleChase open quotesYour PSA · ConnectWise CPQ
Proactive MaintenanceChase unbooked scheduling requestsYour PSA · TimeZest
Security & Incident ResponseIsolate an endpoint with an active threatYour PSA · Your EDR (isolation) · Your RMM
Support & TroubleshootingDiagnose a slow computerYour PSA · Your RMM · Your EDR
System Hygiene & AdministrationClean up stale device recordsYour PSA · Your EDR · Your RMM · Microsoft 365
Audit & ComplianceAudit scheduling configurationYour PSA · TimeZest
Change ManagementPilot and deploy software to a fleetYour PSA · Your RMM (scripting) · Your documentation platform
Client LifecycleDigest CSAT and NPS for a clientYour PSA · SmileBack
Proactive MaintenanceCheck a server's health before it failsYour PSA · Your RMM · Your network monitoring
Security & Incident ResponseLock down a compromised Microsoft 365 accountYour PSA · CIPP · Your EDR
Support & TroubleshootingFix a VPN that won't connectYour PSA · Your RMM · Your network monitoring · Your documentation platform
System Hygiene & AdministrationFind devices missing an RMM agentYour PSA · Your RMM · Microsoft 365
Audit & ComplianceAudit who is in shared client Slack channelsYour PSA · Slack
Change ManagementRoll out a Conditional Access policy safelyYour PSA · Microsoft 365 · Your documentation platform
Client LifecycleOffboard a departing user securelyYour PSA · Microsoft 365 · Your distributor · Your documentation platform
Proactive MaintenanceClear disk space on a full driveYour PSA · Your RMM (scripting)
Security & Incident ResponseRespond to a lost Apple deviceYour PSA · Your MDM
Support & TroubleshootingFix Outlook that won't syncYour PSA · Microsoft 365 · Your RMM
System Hygiene & AdministrationFind unassigned and stale project tasksYour PSA · ClickUp
Audit & ComplianceCatch Conditional Access policy driftYour PSA · Microsoft 365 · Your documentation platform
Change ManagementTurn a ticket into a project taskYour PSA · ClickUp
Client LifecycleOffboard a user from Google WorkspaceYour PSA · Google Workspace
Proactive MaintenanceFind devices behind on critical patchesYour PSA · Your RMM (patching)
Security & Incident ResponseReview quarantined mail and threatsYour PSA · Avanan
Support & TroubleshootingFollow up on negative CSATYour PSA · SmileBack
System Hygiene & AdministrationFind wasted Microsoft 365 licensesYour PSA · Your distributor · Microsoft 365
Audit & ComplianceCheck endpoints are enrolled in backupYour PSA · Backblaze · Your RMM
Change ManagementVerify devices and sign-ins after maintenanceYour PSA · Microsoft 365 · Your RMM
Client LifecycleOnboard a new hire in Google WorkspaceYour PSA · Google Workspace · Your documentation platform
Proactive MaintenanceFind endpoints missing antivirus agentsYour PSA · Your EDR · Your RMM
Security & Incident ResponseTriage a suspicious file or URLYour PSA
Support & TroubleshootingReset a Microsoft 365 passwordMicrosoft 365
System Hygiene & AdministrationReconcile customers against accountingYour PSA · QuickBooks Online
Audit & ComplianceCheck quotes for pricing errorsYour PSA · ConnectWise CPQ
Client LifecycleOnboard a new hire in Microsoft 365Your PSA · Microsoft 365 · Your RMM · Your documentation platform · Your distributor
Proactive MaintenanceFind servers overdue for a rebootYour PSA · Your RMM
Support & TroubleshootingReview call volume and qualityYour PSA · Analytics 365
System Hygiene & AdministrationReconcile endpoint counts across toolsYour PSA · Your RMM · Your EDR · Microsoft 365
Audit & ComplianceCheck SPF, DKIM and DMARC are healthyYour PSA · Proofpoint Essentials
Client LifecycleProvision a client's Slack channelsYour PSA · Slack
Proactive MaintenanceFlag servers running out of diskYour PSA · Your RMM
Support & TroubleshootingSend a scheduling link from a ticketYour PSA · TimeZest
System Hygiene & AdministrationReview backup retention and quotaYour PSA · Afi · Your documentation platform
Audit & ComplianceCheck ThreatLocker agents and maintenance modeYour PSA · ThreatLocker
Client LifecycleScore a tenant's security postureYour PSA · Microsoft 365 · Your EDR · uSecure
Proactive MaintenanceReport endpoint health across a fleetYour RMM
Support & TroubleshootingSpot failed sign-ins and account lockoutsYour PSA · Microsoft 365
System Hygiene & AdministrationReview recurring revenueYour PSA · ConnectWise CPQ
Audit & ComplianceCheck who still owes security trainingYour PSA · uSecure · Microsoft 365
Client LifecycleSnapshot a new client's whole environmentYour PSA · Microsoft 365 · Your RMM · Your EDR · Your network monitoring · Your distributor · Your documentation platform
Proactive MaintenanceReview denied application actionsYour PSA · ThreatLocker
System Hygiene & AdministrationReview SaaS backup accounts and billingYour PSA · CloudAlly
Audit & ComplianceFind endpoints with no backup coverageYour PSA · Your SaaS backup · Microsoft 365
Client LifecycleSummarize mail threats for a clientYour PSA · Your email security
Proactive MaintenanceReview failed backup jobsYour PSA · Your SaaS backup
System Hygiene & AdministrationTriage application approval requestsYour PSA · ThreatLocker
Audit & ComplianceFind inactive accounts wasting licensesYour PSA · Microsoft 365
Proactive MaintenanceReview hardware lifecycle and warrantiesYour PSA · ScalePad
System Hygiene & AdministrationTrue up licenses against distributor billingYour PSA · Your distributor · Microsoft 365
Audit & ComplianceFind inactive Google Workspace accounts and licensesYour PSA · Google Workspace
Proactive MaintenanceReview SD-WAN uplink healthYour PSA · BigLeaf
System Hygiene & AdministrationVerify every device reports into the RMMYour PSA · Your RMM · Microsoft 365
Audit & ComplianceFind users and admins without MFAYour PSA · Microsoft 365
Proactive MaintenanceSweep network gear for alerts and outagesYour PSA · Your network monitoring
Audit & ComplianceLock down shared mailbox accessYour PSA · Microsoft 365
Proactive MaintenanceSweep overdue project tasksYour PSA · ClickUp
Audit & ComplianceReport MFA enrollment across all usersMicrosoft 365
Audit & ComplianceReview admin accounts and privileged accessYour PSA · Microsoft 365 · Your documentation platform
Audit & ComplianceReview mail allow-list driftYour PSA · Your email security
Audit & ComplianceReview security training and phishing resultsYour PSA · uSecure · Microsoft 365
Audit & ComplianceReview technician CSAT performanceYour PSA · SmileBack
Audit & ComplianceReview vendor spendYour PSA · QuickBooks Online
Audit & ComplianceScan for suspicious mail forwarding rulesYour PSA · Microsoft 365
Audit & ComplianceSummarize monthly profit and lossYour PSA · QuickBooks Online