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.Copy the prompt from the action panel.
- 2.Replace
[Client Name]and any bracketed inputs with the client or review details. - 3.Run the prompt in an assistant connected to ScalePad MCP.
- 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.