⚡ Zero New Infrastructure Required

IT Access Provisioning,
Fully Automated

SD Bot replaces manual, multi-system access provisioning with a single Slack command. One modal, two approval clicks, zero back-and-forth.

2-3 days
Current Turnaround
< 24 hrs
With SD Bot
60%
Fewer Ad-hoc DMs
50%
Faster Ticket Creation

A Process Held Together by Manual Handoffs

Provisioning access for client users (Peak, IAPW, CanadaLife) requires touching at least three systems by hand. Requests average 2-3 business days, with some stretching to 22+ days.

📝

Inconsistent Intake

Free-text ticket creation leads to missing fields, triggering comment loops between CSA and IT before provisioning can begin.

🔀

No Standardization

Each request varies in format, making triage slower and error-prone. IT must interpret and derive details manually.

Manual Overhead

Ticket creation, follow-up, and credential delivery are all handled by humans serially with zero automation.

😤

Client Experience Suffers

Clients wait days for what is technically a deterministic, repeatable task. Lockouts and 404s cause additional back-and-forth.

CURRENT WORKFLOW — 8 STEPS, MOSTLY MANUAL
1
Client Request
New user access request sent to CSA
Client
2
Create ITDO
Manual ticket with name, email, envs
CSA
3
ITDO Queue
Lands in IT queue, no automation
System
4
Read Ticket
Interpret OPS/Portal, derive username
IT Team
5
Create AD Acct
Assign groups, set temp password
IT Team
6
Post Credentials
Username + password via Jira comment
IT Team
7
Relay to Client
CSA sends creds, troubleshoots issues
CSA
8
Close Ticket
Manual closure after resolution
IT Team

One Slash Command. Two Approval Clicks. Done.

SD Bot collapses the multi-system, multi-human handoff into a structured Slack modal that handles ticket creation, inter-team handoffs, credential generation, and confirmation automatically.

SD BOT WORKFLOW — SLACK → JIRA SD → N8N → IT OPS
1
/sd Command
Type in #client-requests
User
2
Modal Opens
Select request type
System
3
Fill & Submit
Context-aware form fields
User
4
Ticket Created
SD ticket in #support-ops
System
5
Support Approves
Jira status transition
Support
6
ITDO Ticket
n8n creates linked ticket
System
7
IT Approves
Jira status transition
IT
8
Auto-Executed
Creds posted to all channels
System
Metric Before (Manual) After (SD Bot)
Human Steps 6 of 8 steps manual 2 approval clicks only
Turnaround 2-3 business days (up to 22+) Sub-24 hours
Missing Info Frequent: comment loops Impossible: structured fields
Credential Delivery Manual copy-paste to Jira 1Password link to 4 touchpoints
New Infrastructure N/A Zero: uses existing APIs

Who Benefits and How

Every stakeholder in the provisioning chain sees measurable improvement.

Clients

Visibility & Speed

Access requests stop feeling like a black box. Structured intake and automated delivery give predictable, sub-24-hour turnaround.

2-3 days → < 24 hours
CSAs

Near-Zero Cognitive Load

No more writing, formatting, and chasing tickets. Fixed fields mean the form does the thinking.

50% faster ticket creation
IT / TechOps

Complete Requests, Every Time

Every incoming request is standardized. No triage ambiguity, no clarification comments, no re-work. Provisioning automation removes credential delivery from the manual queue.

60% fewer ad-hoc DMs
Organization

Zero New Infrastructure

Slack API, Jira Cloud API, and session/token architecture are already in place. New workflow on top of existing, proven patterns.

Build once, scale to all request types

How It Works

Three steps from request to fulfilled credentials.

1

Submit Your Request

#client-requests
  • Type /sd in the channel and describe your issue or request
  • Select the request type from the options provided
  • Fill in the required details and hit Create Ticket
Context-aware fields: The modal dynamically shows only the fields relevant to your request type, eliminating guesswork and ensuring complete submissions every time.
2

Review & Approval

#support-ops

Once submitted, your ticket is automatically routed to the CSA team for review and approval.

  • An SD ticket is automatically created in Jira Cloud upon submission
  • This ticket tracks the original client request end-to-end
  • CSA reviews and transitions the ticket status to approve
3

Auto-Completion & Delivery

#it-ops

Once approved, an ITDO ticket is automatically raised and linked to the SD ticket (SD-XXX → ITDO-XXX).

After IT approval, the request is automatically fulfilled. A 1Password link is posted across all four touchpoints simultaneously:

  • IT Ops channel (Slack)
  • Support Ops channel (Slack)
  • SD ticket (Jira Cloud)
  • ITDO ticket (Jira Cloud)

Build Once, Scale Many

The same Slack modal + Jira Cloud API pattern replicates for additional request types with minimal rework. Only the form fields and ticket structure change.

Phase 1 — Now

Client Access Provisioning

The foundation template. Structured Slack modal for user access requests with automated Jira ticket creation, inter-team handoffs, credential generation, and multi-channel delivery.

User name Email Client Environment Reference user Access type
Phase 2 — Next

Incident Requests

Same modal pattern with fields tailored to incident triage. Structured severity, impact assessment, and timeline capture to replace free-text incident reports.

Affected system Severity Description Users impacted Time of occurrence Steps attempted
Phase 3 — Future

Service Requests

Broader IT needs with routing logic to direct tickets to the correct team. Covers software, hardware, permissions, and other request categories.

Request type Requestor Department Description Business justification Required by date

Built on What Already Exists

Zero new infrastructure. Every component is already deployed and operational at Univeris.

💬
Slack API
Commands & Modals
🎫
Jira Cloud
Ticket Management
⚙️
n8n
Workflow Orchestration
🖥️
PowerShell
AD Provisioning
🔐
1Password
Credential Delivery
📧
Email
Notifications

From Reactive to Automated

A structured, trackable, and partially automated intake pipeline, with a clear foundation for auto-provisioning, auto-resolution, and reporting dashboards.

Get Started with /sd →