Enterprise operations professionals in IT, procurement, and legal are increasingly challenged by the complexity of managing SaaS applications, contracts, users, and workflows. The Search Trelica Agent template for Tonkean empowers organizations to automate the process of researching and providing actionable insights across all Trelica entities—including Apps, Contracts, People, Users, Workflows, and Workflow Runs—eliminating manual effort and ensuring up-to-date intelligence for better decision-making.
Imagine an IT operations manager who needs to quickly identify all applications in Trelica that have not been accessed in the last 90 days. With the Search Trelica Agent, this process is fully automated. The agent queries Trelica for app usage data, filters for inactivity, and delivers a report directly to the relevant stakeholders via email or Slack. This enables proactive license optimization and cost savings—without the need for manual research or spreadsheet wrangling.
Procurement teams often struggle to keep track of SaaS contract renewal dates and terms. By leveraging the Search Trelica Agent, Tonkean can automatically scan all contract entities in Trelica, flag upcoming renewals, and trigger a renewal approval workflow in your existing procurement system. This ensures no contract falls through the cracks and that negotiations start on time, reducing risk and maximizing value.
For compliance and security, IT must regularly review user access across all SaaS platforms. The Search Trelica Agent can be configured to pull a list of all users and their associated apps, then route this information to managers for review using Tonkean’s process optimization capabilities. Integration with identity providers like Okta further streamlines deprovisioning or access changes.
Operations leaders need visibility into how SaaS-related workflows are performing. The Search Trelica Agent can automatically extract data on workflow runs, such as onboarding or offboarding processes, and generate analytics dashboards using Google Sheets or Smartsheet. This enables continuous process improvement and data-driven decision-making.
Tonkean’s automation platform allows you to orchestrate Trelica data alongside other enterprise tools—such as Jira for ticketing, Salesforce for CRM, or DocuSign for contract management. For example, when a new SaaS app is detected in Trelica, Tonkean can automatically create a review ticket in Jira and notify the security team, ensuring full visibility and compliance.
Tonkean’s Search Trelica Agent template is purpose-built for enterprise operations professionals who need to automate SaaS management, improve process efficiency, and gain actionable insights—without the overhead of custom development. Get started with Tonkean today and transform the way your organization manages SaaS applications and data.
