IT OPS

Catch shadow SaaS signups from welcome emails and triage them

Monitors a shared IT inbox for SaaS welcome and verification emails sent to company addresses, uses an LLM to identify the vendor and the employee.

CategoryIT Ops
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew email in monitored IT inboxGmailGmail
  • ActionExtract vendor and employee with OpenAIOpenAI
  • LogicKeep only genuine new-account signups
  • ActionOpen Zendesk triage ticketZendeskZendesk
  • OutputPost alert with ticket link to SlackSlack

What it does

When an employee signs up for a new tool with their work email, the welcome email is the earliest possible signal. This workflow watches a forwarded IT mailbox, uses an LLM to read each message and extract the vendor, the recipient, and whether it's a genuine new-account signup, then files a Zendesk ticket and alerts security so the tool can be vetted before it spreads.

When to use it

Use it when you can route a copy of inbound mail (via a Gmail filter or alias) to a monitored address. Ideal for catching free-tier and self-serve signups that never touch SSO or a corporate card and would otherwise stay invisible.

How it works

  1. 1A new message arriving in the monitored Gmail inbox triggers the run.
  2. 2An OpenAI step classifies the email and extracts vendor name, the employee, and signup intent.
  3. 3A logic step drops anything that isn't a real new-account signup.
  4. 4A Zendesk ticket is opened for the security triage queue with the extracted details.
  5. 5Slack posts an alert linking the ticket so the team can act quickly.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect GmailRead, draft, send, label.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect ZendeskTickets, queues, knowledge base.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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