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Ops·Runs on schedule

AI Microsoft 365 license audit that surfaces every unused seat.

Weekly schedule. Claude reviews your Notion employees database against active M365 licenses and flags candidates for downgrade or removal.

How Pilotran works

7-day free trial · card required after day 7 · cancel anytime

What a real run looks like
5 M365 licenses flagged for review — est. $412/mo savings.
Weekly audit compared your 68 Notion-tracked employees against 74 active M365 seats. Found two departed employees still licensed, plus three long-inactive users to downgrade.
notion
💾 M365 audit — week of Sep 8 *Remove:* • Marcus Reyes — E5 — departed Aug 15, still licensed. Save $57/mo. • Zoe Park — E3 — departed Jul 30. Save $32/mo. *Downgrade:* • Ravi Patel (Marketing) — inactive 62 days on E5. Downgrade to Business Basic. Save $52/mo. • Lena Ito (Sales) — inactive 71 days on E5. Downgrade to Business Basic. Save $52/mo. *Upgrade:* • Sara O'Neil (Data) — on Business Basic but recently added to Power BI heavy-usage group. Upgrade to E5. Cost +$45/mo. Estimated net monthly savings: $412 Summary: Two clear removals from Q3 departures. Two long-inactive downgrades safe to make. One upgrade to keep Sara productive.
How this workflow runs
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Under the hood — the exact prompt Claude sees
You are an IT auditor. Compare the employee roster to the M365 license list and flag mismatches. Reply with JSON only: {"actions": [{"employee": string, "current_license": string, "recommended_action": "remove"|"downgrade"|"upgrade"|"keep", "reason": string}], "summary": string, "estimated_monthly_savings_usd": number}. Flag inactivity above {{inactive_days_threshold}} days. Do not recommend removal for employees still on the roster unless clearly departed. Employees: {{employees}} Licenses: {{licenses}}
What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Notion employees database ID
textrequired
Notion licenses database ID
textrequired
Flag inactive after (days)
numberrequired
Frequently askedQuestions about M365 License Audit+
How long does it take to set up M365 License Audit?+

About 60 seconds. Connect Notion, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit M365 License Audit after activating it?+

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?+

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?+

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?+

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

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