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Secure & Govern · Workflow

Onboarding / Offboarding Risk Check

Detect personnel-change signals and prepare identity or access follow-up for review.

Lifecycle Manager
Requires MCP3 tools

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.list_contacts, list_tickets, create_action_item

User prompt

1 input to fill
Look at recent ticket and contact activity for [CLIENT NAME] to identify department changes, new hires, or terminations in the last 30 days. Check if access change tickets are resolved. Create action items tied to their Identity & Access goal.

Overview

This workflow is intended to catch access-change risk when contact or ticket activity suggests onboarding, offboarding, or department changes.

When to use

Use it when identity and access follow-up may be hidden across contacts, tickets, or recent client activity.

How to use

  1. 1.Copy the prompt from the action panel.
  2. 2.Replace [Client Name] and any bracketed inputs with the client or review details.
  3. 3.Run the prompt in an assistant connected to ScalePad MCP.
  4. 4.Review and confirm any creates or updates before records change in Lifecycle Manager.

Expected output

  • Likely personnel-change signals.
  • Unresolved access-change work.
  • Draft action items tied to identity and access goals.

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

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