CHATBOTS
Teams IT Bot: Self-Service SaaS Seat Provisioning
Employees request a SaaS license in a Teams chat and the bot provisions the seat after a manager approval check, then confirms back in the same thread.
How it runs
The automated pipeline, trigger to output.
- TriggerTeams message mentions IT bot with seat requestMicrosoft Teams
- ActionParse app, requester, and reason from messageOpenAI
- LogicCheck requester department against allowed-apps policy
- ActionProvision SaaS seat via provider admin APIFigma
- ActionOpen ClickUp approval task when not pre-approvedClickUp
- OutputReply with grant or approval-pending in Teams threadMicrosoft Teams
What it does
Turns a casual Teams message like "I need a Figma seat" into a real, governed license grant. The bot parses the requested tool, checks whether the requester's role is pre-approved for that app, provisions the seat in the target SaaS via its API, and replies in-thread with confirmation or an approval-pending notice.
When to use it
When IT is drowning in one-off seat requests and you want self-service that still respects entitlement policy. Best for teams that already centralize requests in a Teams channel and want zero ticket-queue latency for low-risk apps.
How it works
- 1A Teams message mentions the bot and names a SaaS app and reason.
- 2The agent extracts the app name, requester, and justification from the message.
- 3A logic branch checks the requester's department against an allowed-apps policy.
- 4If pre-approved, the bot calls the SaaS provider's admin API to create or assign the seat.
- 5If not pre-approved, it opens a ClickUp approval task for the manager instead.
- 6The bot posts the outcome back into the original Teams thread.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect FigmaFiles, frames, comments, assets.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
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