Examples: Automating Okta Entity Research & Insights with Tonkean

For enterprise IT and operations teams, managing identity and access via Okta is foundational—but extracting actionable insights from Okta's vast data can be a challenge. The Search Okta Agent template from Tonkean solves this by automating the process of researching and providing insights on all Okta entities, including users and groups. This empowers operations professionals to gain real-time visibility, streamline compliance, and orchestrate workflows that span across the entire enterprise tech stack.

Challenge: Manual Okta Data Research and Reporting

Traditionally, IT teams spend hours manually searching Okta for user or group information, compiling reports for audits, or responding to security and compliance requests. This manual approach is not only inefficient but also prone to errors and delays, especially in large organizations with thousands of users and groups.

Tonkean Solution: Automated Okta Entity Search & Insights

With the Search Okta Agent template, Tonkean leverages its no-code automation platform to connect directly with Okta’s API. This enables automated, real-time search and reporting on Okta entities. For example:

• Automated User Audits: Instantly generate reports of all users with specific roles or access levels, and export results to Google Sheets, Smartsheet, or your preferred BI tool.
• Group Membership Insights: Quickly identify all members of a sensitive group (e.g., "Admins"), and trigger automated notifications or review workflows in Slack or Microsoft Teams.
• Access Review Automation: Orchestrate periodic access reviews by automatically pulling Okta group data and routing it to managers for approval using Tonkean’s approval cycles feature.
• Incident Response: When a security incident occurs, instantly search for all users with access to a compromised application and initiate a coordinated response across ITSM tools like ServiceNow or Jira.

Bringing Together Your IT Ecosystem

Tonkean’s orchestration capabilities shine by integrating Okta insights with the rest of your IT and operations stack. Using data source integrations, you can combine Okta data with HR systems (like Workday), ticketing platforms (ServiceNow, Jira), and communication tools (Slack, MS Teams) to create seamless, end-to-end workflows. For example:

• Onboarding & Offboarding: Trigger Okta user searches as part of automated onboarding or offboarding workflows, ensuring access is provisioned or revoked in sync with HR events.
• Compliance & Audit Readiness: Schedule recurring Okta entity searches and export results for audit trails, reducing the burden on IT during compliance cycles.
• Self-Service IT: Empower business users to request Okta group membership or user information via guided intake forms, powered by Tonkean’s intake forms and employee self-service features.

Why Tonkean for Okta Automation?

Tonkean’s no-code process builder allows operations professionals to create and customize Okta research workflows without writing a single line of code. This means IT and security teams can:

• Respond to access and compliance requests in minutes, not days
• Reduce manual workload and eliminate errors
• Increase visibility and control over identity management processes
• Integrate Okta data with any other enterprise system

For more on how Tonkean brings together your IT and security stack, see our Service Works for IT & HR solution and explore how Tonkean automates your existing tech stack.

Get Started

Ready to automate Okta research and insights? Get started with Tonkean today or explore more use cases in our template library.