Patch Management & Scheduling

Keep every managed endpoint current by automating patch scheduling, deployment, and compliance reporting across all client environments.

63 hrs
Time saved/month
10
Companies have mapped
Map This Automation

About This Automation

Patch management requires IT staff to manually monitor vendor sites, compile patch lists, schedule deployments across multiple clients, and verify installations. This repetitive work consumes significant time and delays critical security updates.

Automation monitors patch sources continuously, matches patches to affected systems, schedules deployments within client maintenance windows, and verifies installation success automatically. the team focuses on exceptions and strategic decisions instead of routine coordination.

Key features
Monitor vendor patch feeds and security bulletins automatically
Match patches to affected systems using your client inventory
Schedule deployments within client maintenance windows and SLAs
Send customized notifications to clients before and after deployment
Verify patch installation success and flag failures for review
Log all deployment results for compliance audits

How The Automation Works

The full workflow, from trigger to completion.

1. Patch Release Detectedtrigger

Workflow triggers when a new patch is released by a vendor or detected in the patch management tool. The trigger captures patch metadata including name, version, severity, and affected systems.

2. Enrich Patch Data

The automation queries the patch management tool and vendor APIs to gather full patch details, including release notes, affected versions, and known issues. This data is enriched with client system inventory information.

3. Determine Affected Clients

The automation cross-references the patch against the client system inventory to identify which clients have systems that need the patch. It filters by system type, OS version, and current patch level.

4. Schedule Deployments

The automation automatically schedules patch deployments for each affected client, selecting the next available maintenance window that matches the client's agreed schedule and system criticality.

5. Notify Clients

Deployment schedules and client notifications are automatically sent to each client contact, including patch details, scheduled time, expected duration, and rollback information.

6. Deploy Patches

On the scheduled date and time, patches are automatically deployed to client systems using the patch management tool or deployment. The system monitors deployment progress and captures results.

7. Log Results to Spreadsheet

Deployment results, including success status, installation timestamp, system name, and any errors, are automatically logged audit log for compliance and reporting.

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2

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3

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4

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
63hrs/month
Process pain:8.2/10
Mapped by:10 Companies

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