IT OPS

License Right-Sizing Tracker on Monday from Usage Telemetry

On a weekly cadence, reconciles purchased license counts against active users per SaaS app and maintains a Monday board showing reclaimable seats and projected savings ahead…

CategoryIT Ops
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerWeekly schedule starts license reconciliation
  • ActionPull owned-vs-active seat counts per appPostgreSQLPostgres
  • LogicCompute idle seats and projected savings
  • ActionUpsert right-sizing rows onto Monday boardmonday.com
  • OutputPost threshold-crossing summary to SlackSlack

What it does

This workflow pulls per-application license utilization (seats owned versus seats with recent logins) from your telemetry store and keeps a Monday board updated with a live right-sizing view: how many seats are idle, the reclaimable count, and estimated monthly savings per vendor. It turns scattered login data into a renewal-negotiation worksheet your IT lead actually checks.

When to use it

Use it before contract renewals or quarterly license true-ups, when you need a clear picture of which vendors you're over-licensed on and by how much. Ideal for IT asset managers who live in Monday.

How it works

  1. 1A weekly schedule starts the reconciliation run.
  2. 2Postgres returns owned-vs-active seat counts grouped by SaaS application.
  3. 3A logic step computes idle seats, reclaimable count, and projected savings per vendor.
  4. 4Each application row is upserted onto the Monday board, updating status columns and savings figures.
  5. 5A Slack summary is posted highlighting any app whose reclaimable spend crosses your alert threshold.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect PostgresAny Postgres URL — query, write, migrate.
  2. 2
    Connect monday.comVisual work management for teams.
  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.

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