SMP Automation Tips & Tricks

Описание: Struggling to rein in SaaS sprawl and reclaim idle licenses after 90 days? Discover how Torii uncovers shadow IT, schedules hourly onboarding, and automates license reclamation with 90-day inactivity rules, Slack approvals, and manager escalations. See how stop workflows, history restore, and usage insights cut rework and speed decisions.

In this video, Kaitlyn Debelak, Head of Customer Success, and Steve, Solutions Engineer, share advanced Torii automation techniques. Learn to trigger workflows from Workday hires, app discoveries, or contracts near expiration, branch by department, build custom actions with client-credentials OAuth, and integrate webhooks that pass any JSON to provision accounts and update systems. It is a must-watch for IT, procurement, and security teams that need to streamline offboarding, tighten renewals, eliminate blind spots, and prove savings this quarter.

#workflowautomation #identityandaccessmanagement #licenseoptimization #Torii #SaaSManagement

Chapters
00:00 Welcome waiting and housekeeping
03:21 Caitlin introduction and Torii overview
05:56 Transition to workflows with Steve
06:46 Workflow triggers overview and types
08:12 Onboarding workflow with branching logic
10:14 Offboarding flow timing and actions
12:16 License reclamation with interactive approvals
16:13 Custom webhook triggers with Postman
19:35 Jira new hire form integration
24:13 Running workflows via Torii API
27:06 Custom actions outbound authentication basics
35:20 Populating Notion and Google Sheets
40:07 New workflow features and Q and A

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Torii is the leading SaaS Management Platform trusted by IT, Finance, and Security teams. Built to tackle SaaS sprawl, Torii brings every application into one living dashboard - uncovering shadow IT, optimizing spend, and ensuring security compliance across all SaaS tools.

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