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Operate & Automate · Workflow

Shadow IT & SaaS Spend Audit

Audit SaaS ownership, duplicate tools, missing renewal dates, and consolidation opportunities.

Lifecycle Manager
Requires MCP2 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_saas_assets, create_initiative

User prompt

1 input to fill
Pull all SaaS applications tracked for [CLIENT NAME]. Identify any with no owner, duplicates by category, or no renewal date. Estimate potential savings from consolidation and create a Shadow IT Discovery initiative if one does not exist.

Overview

Use this workflow to turn SaaS visibility into a client-ready business conversation about ownership, risk, and spend optimization.

When to use

Use it before a SaaS review, budget planning conversation, or QBR where shadow IT and waste should become actionable.

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

  • SaaS apps missing owners or renewal dates.
  • Duplicate tools or consolidation candidates.
  • A proposed Shadow IT Discovery initiative for review.

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

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