IT OPS
Build a renewal-ready seat utilization report from an upload
Triggered when you drop a vendor seat export into a Drive folder, it merges the file against SSO login data, classifies each seat as active, dormant, or never-used, and writes…
How it runs
The automated pipeline, trigger to output.
- TriggerNew seat export uploaded to Drive folderGoogle Drive
- ActionRead and parse the uploaded seat CSVGoogle Drive
- ActionEnrich users with SSO last-login datesCustom MCP server
- LogicClassify each seat: active, dormant, never-used
- ActionWrite utilization report back to DriveGoogle Drive
- OutputSlack the active-vs-paid ratio and renewal recommendationSlack
What it does
This workflow turns a raw vendor seat export into a clean utilization report your team can bring to a renewal negotiation. When a CSV lands in a watched Google Drive folder, it enriches every seat with SSO login signals and labels it active, dormant, or never-activated, then saves a formatted report alongside the source file.
When to use it
Use it ahead of a contract renewal when a vendor hands you a seat list and you need a defensible count of how many seats are genuinely in use. Great for one-off audits where you do not want a permanent integration.
How it works
- 1A new file in the watched Drive folder triggers the run.
- 2An action reads and parses the uploaded seat export.
- 3A custom MCP call retrieves SSO last-login dates for those users.
- 4A logic step buckets each seat into active, dormant, or never-used based on login recency.
- 5An action writes a formatted utilization report back to Drive next to the original.
- 6The output drops a Slack note with the active-vs-paid seat ratio and suggested seat count for renewal.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect Custom MCP serverConnect any MCP-compatible tool you own.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
Run this workflow in your colony.
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