IT OPS
Agent-run idle-seat audit with manager self-service approval
An agent reviews idle SaaS seats across tools, drafts a plain-language case for each, posts an approve/keep card to the seat owner's manager in Teams.
How it runs
The automated pipeline, trigger to output.
- TriggerPeriodic audit schedule
- ActionLoad seat usage and rosterBigQuery
- LogicAgent classifies keep vs reclaim with rationale
- ActionPost approve/keep card to managerMicrosoft Teams
- LogicBranch on manager decision
- OutputOpen deprovision ticket in ClickUpClickUp
What it does
Runs a judgment-based idle-seat audit rather than a fixed threshold. An agent reviews each licensed account against role, usage, and team context, writes a short rationale, and lets the manager decide in one click via a Microsoft Teams card. Approved reclamations become ClickUp tickets automatically.
When to use it
Use this when blunt last-login rules generate too many false positives and managers ignore the noise. The agent's reasoning and per-seat write-up make approvals fast and defensible, which lifts response rates.
How it works
- 1A schedule starts a periodic audit.
- 2A BigQuery query supplies usage and roster data for all licensed seats.
- 3The agent evaluates each seat, classifies it as keep or reclaim, and drafts a one-line justification.
- 4For reclaim candidates, an interactive approve/keep card is posted to the manager in Teams.
- 5A branch routes the manager's response.
- 6Approved seats are opened as deprovision tickets in ClickUp with the agent's rationale attached.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 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.

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