IT OPS

Right-Size Seat Counts Ahead of Renewal

Triggered 45 days before a SaaS renewal date, this computes the gap between contracted seats and seats with real usage in Snowflake.

CategoryIT Ops
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • Trigger45 days before renewal date
  • ActionQuery contracted vs active seats in SnowflakeSnowflakeSnowflake
  • LogicCompute unused-seat gap and overspend
  • ActionWrite right-sizing brief to Drive docGoogle DriveGoogle Drive
  • OutputPing renewal owner in Teams with deadlineMicrosoft Teams

What it does

Makes sure you don't auto-renew for more seats than you use. Ahead of each contract renewal, it measures actual active usage against the contracted seat count and produces a concrete recommendation for how many seats to drop.

When to use it

Use it for any per-seat contract with a fixed renewal date. Especially valuable for tools bought in bulk that quietly accumulated unused seats over the term.

How it works

  1. 1A scheduled trigger fires 45 days before each tracked renewal date.
  2. 2An action queries Snowflake for contracted seats and 90-day active-usage counts.
  3. 3A logic step computes the unused-seat gap and projected annual overspend.
  4. 4An action writes a right-sizing brief (recommended seat count and savings) to a Google Drive doc for the renewal owner.
  5. 5A final output pings the renewal owner in Teams with the brief link and the deadline.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SnowflakeWarehouses, queries, shares.
  2. 2
    Connect Google DriveDocs, sheets, slides, files.
  3. 3
    Connect Microsoft TeamsChannels, chats, files.
  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.

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