IT OPS
Renewal-Triggered Seat Rightsizing Brief
When a SaaS renewal date approaches via webhook, the CEO agent cross-references SSO usage against contracted seats and drafts a rightsizing brief recommending exactly how many…
How it runs
The automated pipeline, trigger to output.
- TriggerRenewal-approaching webhook arrivesHTTP webhook
- ActionQuery seats + SSO usage history from PostgresPostgres
- LogicAgent computes active vs contracted, finds droppable seats
- ActionDraft seat-rightsizing negotiation brief
- OutputEmail brief to owner and mirror to SlackGmail
What it does
This workflow times seat cleanup to the moment it matters most — contract renewal. When a renewal-approaching event arrives, an agent pulls the app's SSO last-login telemetry and seat roster, calculates true active usage versus contracted seats, and writes a negotiation brief recommending the right seat count, the dollars at stake, and which named holders to drop.
When to use it
Use this ahead of vendor renewals when you want data, not guesses, at the negotiating table. It turns scattered usage logs into a defensible ask for fewer seats or a better per-seat rate.
How it works
- 1An incoming renewal-approaching webhook (from your contract tracker) triggers the run.
- 2The agent queries Postgres for the app's seat assignments and SSO last-login history.
- 3It reasons over active-vs-idle counts, computes potential savings, and identifies specific droppable seats.
- 4It drafts a structured rightsizing brief with a recommended renewal seat count and rationale.
- 5The brief is emailed to the renewal owner via Gmail and mirrored to the procurement Slack channel for review before the vendor call.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect GmailRead, draft, send, label.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.

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