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Automation & Integrations

Automate Repetitive Work. Keep The Partner In Control.

CyberLearn helps MSPs reduce manual administration across user management, campaigns, reminders, reporting workflows and supported Microsoft 365 setup — without hiding the customer relationship behind the platform.

Specific workflows are documented individually. CyberLearn does not claim that every task is fully automated.

From Customer Setup To Ongoing Service

01
Connect

Use Microsoft login and current Entra-related synchronisation where supported.

02
Structure

Organise users by groups, departments and subdepartments.

03
Automate

Schedule campaigns, reminders and reporting workflows.

04
Prove

Deliver recurring customer updates and management insight.

Documented Workflows

Automation That Supports The Service — Not Vague Promises.

CyberLearn’s current automation scope is designed around the repetitive work partners meet when operating awareness and phishing services across multiple customers.

User Administration

Maintain customer users with Microsoft Entra-related synchronisation and reduce repetitive manual updates.

Campaign Scheduling

Plan learning and phishing activity so customer programmes can continue without rebuilding every campaign manually.

Automated Reminders

Support follow-up when assigned learning has not yet been completed.

Scheduled Report Delivery

Configure recurring report emails for selected companies, departments, recipients and reporting periods.

Operational Setup

Use guided workflows for Microsoft-related setup, mail delivery and supported allowlisting.

Customer Structure

Target activity and reporting by company, department and subdepartment.

Microsoft 365 & Entra

Connect The Customer Environment With Less Manual Work.

CyberLearn supports Microsoft login and current Microsoft Entra-related user synchronisation at a high level. Partners can use the customer structure to organise employees, target activity and keep administration aligned with the organisation.

Microsoft sign-in for supported CyberLearn environments
Synchronisation of selected groups and employees
Departments and subdepartments for targeted activity
Guidance for relevant mail-delivery and phishing-reporting workflows
Scheduled Reporting

Keep Customer Reporting Moving Without Rebuilding Every Email.

Partners can configure automatic report delivery for the recipients and organisational scope that matter to each customer.

Choose The Reporting Scope

Company, department or subdepartment
Selected report types, including awareness, phishing, video and interactive learning views
Relevant recipients and reporting period
Recurring delivery such as weekly, monthly or quarterly schedules where configured

Operational Value For The MSP

Scheduled report delivery creates a consistent customer touchpoint while reducing the need to manually export and send the same reports every reporting cycle.

The partner still owns the interpretation, recommendation and customer conversation.

Delivery & Allowlisting

Prepare Phishing Delivery With Clearer Technical Workflows.

CyberLearn supports guided setup for relevant Microsoft Defender, Exchange and phishing-delivery controls, including current auto-whitelisting capabilities within the supported technical scope.

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Automated Allowlisting

Reduce setup friction in supported environments while retaining fallback guidance where manual actions are required.

Advanced Delivery

Prepare relevant Microsoft mail-security controls so authorised simulations can be delivered and measured correctly.

Phishing Report Workflow

Support deployment of the phishing-reporting button and Outlook add-in within the customer’s Microsoft 365 workflow.

Supported environments and vendor interfaces must be confirmed against current technical documentation before detailed implementation claims are made.

Advanced Automated Allowlisting

Far more than a single allow rule.

CyberLearn coordinates a broad allowlisting and delivery-readiness workflow across supported Microsoft environments. Partners avoid repeating a long sequence of technical preparation for every customer and gain a clearer path from setup to a measurable phishing campaign.

Less manual configuration. Fewer delivery surprises. A more consistent customer rollout.
Coordinated preparationRelevant mail-security and reporting conditions are handled as one connected workflow rather than isolated tasks.
Repeatable across customersPartners can follow the same structured process while respecting the customer’s supported environment.
Clear operational statusThe partner can see what has been prepared and where customer-specific attention may still be required.
Built for real deliveryThe goal is reliable simulation delivery, useful measurement and a smoother handover to the customer.
Customer Delivery ReadinessWorkflow active
01
Environment preparationSupported customer configuration reviewed and prepared.
Ready
02
Mail-flow readinessRelevant delivery conditions coordinated through the guided workflow.
Ready
03
Reporting readinessThe customer’s reporting path is prepared for the supported setup.
Ready
04
Campaign validationThe partner receives a clear operational view before launch.
Ready

Availability and the level of automation depend on Microsoft licensing, permissions, mail-security configuration and the supported customer environment. Customer-specific actions may still be required.

Partner Workflow

From Onboarding To Recurring Customer Value.

Automation supports the operational model, while the partner remains responsible for the customer relationship, service design and recommendations.

01

Prepare The Environment

Confirm licensing, permissions, directory readiness and mail-security prerequisites.

02

Connect And Structure

Configure Microsoft access, synchronisation and the customer’s organisational structure.

03

Schedule The Service

Plan campaigns, reminders and recurring report delivery around the customer programme.

04

Lead The Conversation

Use reporting and activity insight to guide the customer’s next actions.

Frequently Asked Questions

What Partners Ask About Automation & Integrations.

Is everything in CyberLearn fully automated?

No. CyberLearn automates specific documented workflows, including parts of user administration, campaigns, reminders, reporting and operational setup. The partner remains in control of the service and customer relationship.

Does CyberLearn support Microsoft Entra?

Microsoft login and Microsoft Entra-related user synchronisation are confirmed at a high level. Exact setup depends on the customer environment, permissions and current supported scope.

Can reports be sent automatically?

Yes. Recurring report delivery can be configured for selected recipients, organisational scopes and report types, subject to the available options in the live platform.

Does CyberLearn automate phishing allowlisting?

Auto-whitelisting is live within the currently supported technical scope. Detailed environment claims should always be checked against current technical documentation.

Can campaigns and reminders be scheduled?

CyberLearn supports campaign automation and reminders as part of the current platform capabilities, helping partners reduce repetitive administration.

Does CyberLearn replace Microsoft 365 security management?

No. CyberLearn should not be positioned as a broad Microsoft 365 security-management platform. Its confirmed scope focuses on awareness, phishing, Microsoft access, Entra-related synchronisation and documented setup workflows.

See The Workflow In Action

Reduce Manual Work Without Losing Customer Control.

Explore how CyberLearn can support user administration, campaign scheduling, reminders, reporting and Microsoft-related operational workflows across your customer portfolio.