IT OPS

Monthly SaaS License Spend Audit with CEO Recommendations

An agent-driven monthly audit that analyzes login telemetry and license costs across all SaaS apps, then publishes a Notion brief recommending which seats to reclaim, downgrade…

CategoryIT Ops
Enginepaperclip
Difficultyadvanced
Triggerschedule
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerMonthly schedule starts the spend audit
  • ActionGather license costs and login telemetryPostgreSQLPostgres
  • LogicAgent analyzes waste and ranks recommendations
  • ActionPublish recommendations brief to NotionNotionNotion
  • OutputLink brief and top opportunity in SlackSlack

What it does

Once a month the CEO agent reviews your full SaaS estate: it reads license inventory and last-login telemetry, reasons about utilization patterns per vendor and team, and produces a written recommendations brief. Rather than mechanically revoking, it proposes actions, reclaim these idle seats, downgrade this over-tiered plan, consolidate these overlapping tools, with dollar impact, and publishes the brief to Notion for leadership review.

When to use it

Use it when you want strategic license optimization, not just deprovisioning. Best for finance and IT leaders who need a narrative analysis of waste and consolidation opportunities ahead of budget cycles.

How it works

  1. 1A monthly schedule starts the audit.
  2. 2Postgres supplies license counts, costs, and last-login data across all apps.
  3. 3The CEO agent analyzes utilization, identifies waste, overlap, and over-provisioning, and drafts ranked recommendations with savings estimates.
  4. 4The brief is published as a Notion page in the IT-ops workspace.
  5. 5A Slack message links the brief and flags the top reclamation opportunity for action.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect PostgresAny Postgres URL — query, write, migrate.
  2. 2
    Connect NotionPages, databases, comments.
  3. 3
    Connect SlackChannels, DMs, threads, mentions.
  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.