CHATBOTS
Guided SaaS License Request & Grant Bot
A Teams chatbot that walks an employee through requesting a SaaS tool license, checks seat availability and budget rules, then provisions the seat via the vendor webhook.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee requests a SaaS license in TeamsMicrosoft Teams
- ActionRead license inventory and approval rulesAirtable
- LogicBranch: auto-grant vs. require manager approval
- ActionProvision seat via vendor webhookHTTP webhook
- ActionDecrement available seats in inventoryAirtable
- OutputSend login/onboarding instructions in TeamsMicrosoft Teams
What it does
Employees ask the bot for a tool license (Figma, Datadog, etc.). The bot runs a short guided dialog to capture the tool and business reason, checks the license inventory for free seats and policy (manager approval thresholds), and provisions the seat through the vendor's provisioning webhook when the request passes the rules.
When to use it
Use this when software-license requests are scattered and you want a single conversational front door that enforces seat limits and budget policy before any seat is handed out.
How it works
- 1An employee starts a license request with the bot in Teams.
- 2The bot collects the tool, role, and business justification through guided prompts.
- 3It checks the license inventory in Airtable for available seats and the approval threshold for that tool.
- 4Logic branch: auto-grant if a seat is free and under threshold; otherwise request manager sign-off in Teams.
- 5On a clear path, it calls the vendor provisioning webhook to assign the seat and decrements inventory.
- 6The bot replies with onboarding/login instructions and updates the seat count.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.