IT OPS
Roll up reclaimable seat spend into a finance dashboard
Reconciles seats against SSO logins across every connected SaaS app, multiplies dormant seats by their per-seat cost.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule starts the spend rollup
- ActionPull seat assignments and per-seat pricingCustom MCP server
- ActionFetch SSO last-login for all seat holdersCustom MCP server
- LogicCount dormant seats and compute reclaimable spend
- ActionUpsert per-app figures into Coda dashboardCoda
- OutputSlack digest of total reclaimable spendSlack
What it does
This workflow quantifies the dollars hiding in idle licenses. It reconciles seats against SSO login activity across all connected apps, applies each app's per-seat cost to the dormant count, and produces a finance-grade rollup showing reclaimable monthly and annualized spend per tool, written to a living Coda dashboard.
When to use it
Use it when leadership wants a recurring number on SaaS waste, not just a task list. It is the reporting companion to seat-reclaim automations: operators act on tasks while finance tracks the trend in one place.
How it works
- 1A monthly schedule starts the rollup.
- 2A custom MCP call pulls seat assignments and per-seat pricing for each app.
- 3A second custom MCP call fetches SSO last-login dates for all seat holders.
- 4A logic step counts dormant seats per app and multiplies by per-seat cost to compute reclaimable spend.
- 5An action upserts the per-app figures into a Coda dashboard table with a dated snapshot.
- 6The output posts a Slack digest highlighting total reclaimable spend and the worst-offending apps.
Set it up
What you configure once, before turning it on.
- 1Connect Custom MCP serverConnect any MCP-compatible tool you own.
- 2Connect CodaDocs, packs, automations.
- 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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