IT OPS
Run a Justification Loop for Flagged Shadow-IT Spend
When a shadow-IT review is opened in Monday, an agent drafts a tailored justification request, sends it to the spend owner, and routes their answer to approve, consolidate…
How it runs
The automated pipeline, trigger to output.
- TriggerNew shadow-IT review itemmonday.com
- ActionAgent drafts justification request
- OutputSend request and collect replySlack
- LogicClassify reply: approve / consolidate / offboard
- ActionUpdate item status and assign follow-upmonday.com
- OutputConfirm outcome to requesterSlack
What it does
Picks up a shadow-IT review item the moment it is created in Monday, then drives the spend owner to a decision. An agent reads the vendor, amount, and category, drafts a context-aware justification request, and waits for the owner's reply. Based on the answer it advances the item to approved-and-cataloged, consolidate-into-existing-tool, or schedule-offboarding.
When to use it
Use downstream of any discovery workflow that drops candidates into Monday. It closes the loop so flagged tools do not sit untriaged, and it is the human-in-the-loop layer for procurement governance.
How it works
- 1A new item in the shadow-IT board triggers the run.
- 2An agent action reads the vendor context and drafts a justification request specific to the tool and its category.
- 3An output sends the request to the spend owner over Slack and collects their reply.
- 4A logic step classifies the reply into approve, consolidate, or offboard.
- 5An action updates the Monday item status and assigns the appropriate follow-up.
- 6A final output confirms the outcome back to the requester.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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