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.

CategoryIT Ops
EngineSim + Paperclip
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerPeriodic audit schedule
  • ActionLoad seat usage and rosterGoogle BigQueryBigQuery
  • LogicAgent classifies keep vs reclaim with rationale
  • ActionPost approve/keep card to managerMicrosoft Teams
  • LogicBranch on manager decision
  • OutputOpen deprovision ticket in ClickUpClickUpClickUp

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

  1. 1A schedule starts a periodic audit.
  2. 2A BigQuery query supplies usage and roster data for all licensed seats.
  3. 3The agent evaluates each seat, classifies it as keep or reclaim, and drafts a one-line justification.
  4. 4For reclaim candidates, an interactive approve/keep card is posted to the manager in Teams.
  5. 5A branch routes the manager's response.
  6. 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.

  1. 1
    Connect BigQueryDatasets, queries, schemas.
  2. 2
    Connect Microsoft TeamsChannels, chats, files.
  3. 3
    Connect ClickUpDocs + tasks + chats in one workspace.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.