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Software License Reclamation: Idle Seats Recovered, Exceptions Respected

Idle software seats reclaimed from Salesforce and GitHub activity, with the exception list, manager objections and leave returns respected along the way. No seat is removed until the IT asset manager approves it.

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Seats nobody uses, and a few that only look idle

Every software contract carries seats assigned to people who left, changed teams or stopped logging in. Reclaiming them is straightforward on paper: departed users lose their seat, inactive users lose theirs after a set window, and anyone on the exception list keeps theirs. The exceptions are where it goes wrong. A seat that looks idle may belong to someone on leave, an engineer who only logs in during incidents, or a sales manager in the middle of renewal season.

The seat inventory is an Airtable base. Activity comes from Salesforce login history and GitHub organization activity, the exception list is a sheet in Google Drive, and managers answer notices by email. When engineering changes the GitHub window or a group of people come back from leave, the reclamation list gets patched for the seats someone happens to mention, and the closeout adds up savings per tool instead of per owner.

Who works in the room

People

  • IT asset manager

    Owns the reclamation cycle, approves every seat change and signs the closeout

  • Procurement lead

    Owns the vendor contracts and takes the closeout savings into renewal talks

  • Team managers

    Confirm or object to reclaiming their people's seats

  • Engineering manager

    Sets the GitHub inactivity window and approves removals from the GitHub organization

Agents

  • MycoSeat reviewer

    Walks each seat in Airtable through the reclamation rules using Salesforce and GitHub activity and the exception list, proposes reclaim, keep or hold, and makes the approved changes

    AirtableSalesforceGitHubGoogle Drive
  • FinNotices and objections

    Drafts the batch notices to managers and the reply on each objection thread, for a person to send

  • AdaReport checker

    Checks the reclamation report and the closeout savings against the current inventory, owner by owner and tool by tool

    AirtableGoogle Drive

Any question about a seat goes to Myco, the default agent here and the only one that can act on Salesforce users and the GitHub organization, through lasting grants the IT asset manager and the engineering manager approved for it. Fin leads the notice and objection threads once Myco opens each one with the seat IDs and outcomes as the brief. Ada reviews the report and the closeout, which the guidelines require before the IT asset manager signs.

One reclamation cycle

A cycle runs over a few weeks, and every seat change waits for a person.

  • Agent works
  • Person decides
  • Arrives or gets recorded
Scroll sideways to see the whole flow.
StageWhat happensWho actsWho decides
Seat reviewEach seat is walked through the rules in order: departed user, inactive past the tool's window, exception list, leaveMycoThe IT asset manager approves before any seat changes
Manager noticesOne batch notice per manager lists the seats to be reclaimed and the dateFinThe IT asset manager sends each notice
Report auditThe reclamation report is compared with the approved decisions, line by lineAdaThe IT asset manager confirms
ObjectionsTwo managers object, each seat is re-checked, and each objection is answered on its own thread with the seat ID and outcomeMyco, then FinThe IT asset manager decides each objection
Leave returnsReturning users' holds are lifted and their seats go back through every ruleMycoThe IT asset manager approves the changes
Revised GitHub windowEvery GitHub seat is re-run under the new window and the full rule orderMyco, checked by AdaThe engineering manager sets the window and the IT asset manager approves
Reclaim and close outApproved seats are removed in Salesforce and GitHub, and one closeout row per owner and tool records the monthly savingsMyco, checked by AdaThe IT asset manager signs and procurement takes the totals
Stages of a quarterly reclamation cycle. Seat IDs, windows, counts and savings in this example are illustrative.

A shorter window, returning users and two objections

A change to the GitHub inactivity window reaches every GitHub seat, not only the ones near the old line. Myco re-runs all of them under the full rule order. Some newly inactive seats are kept because their users are on the exception list, some are held because their users are on leave, and the rest are proposed for reclaim with the new window named as the reason.

Leave returns work the same way. A return lifts the hold, and the seat goes back through every rule, which can keep it or still reclaim it. Objections are answered one at a time: each manager gets a reply on their own thread naming the seat ID and the outcome, never a combined message that leaves someone to work out which line is theirs.

What the checks catch

  • A seat inactive past the window whose user is on the exception list in Google Drive, so it is kept
  • A revised GitHub window applied only to seats someone named, when every GitHub seat needs the full rule order again
  • Two objections answered in one message instead of each on its own thread with the seat ID and outcome
  • A closeout row that adds up one owner's savings across two tools, when each owner and tool pair gets its own row

What stays with people

  • Setting the inactivity window for each tool
  • Approving each reclamation before a seat is removed in Salesforce or GitHub
  • Deciding each manager objection
  • Sending every notice and objection reply Fin drafts

Integrations in this workflow

Kylon is not a SaaS management or IT asset tool, and it does not replace one. It sits across the inventory, the activity sources and the mail the team already uses, and keeps the coordination between them in one place.

  • Airtable holds the seat inventory, with owner, tool, monthly cost and decision on each seat, plus the closeout rows
  • Salesforce supplies login history for Salesforce seats, and is where approved seats are deactivated
  • GitHub supplies organization activity for GitHub seats, and is where approved members are removed
  • Google Drive keeps the reclamation rules, the exception list and the report
  • Gmail carries batch notices and objection replies to managers, as drafts the IT asset manager sends
  • Slack is where managers raise quick questions and engineering announces window changes

Where to start

Pick one tool and one quarter. Connect the Airtable inventory and the activity source for that tool, put the exception list in the room's folder, and make one rule explicit in the room guidelines: no seat is removed until the IT asset manager approves it in the thread, and every rerun checks every rule in order.

“The seat looked idle because its owner was on leave. The exception list said so, and the check read it.”

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