Request and evaluate new software for onboarding using AI agents

Danielle Swanser

Danielle Swanser

Product Engagement Manager

IT

Watch how Tines uses AI agents to automate the entire software request and evaluation process — from employee form submission to a fully structured Jira ticket, with instant Slack notifications along the way.


What You'll See:

  • Capture a software request through a Tines Page form completed by an employee
  • Evaluate the request automatically using an AI agent that searches Confluence for prior approvals and Jira for duplicate or active requests
  • Route the request based on the AI agent's decision — either proceed with research or notify the requester
  • Research the requested software using an AI agent that performs web queries to gather security certifications, infrastructure details, SSO support, and compliance information
  • Create a structured Jira issue consolidating the form data, evaluation findings, and research results — complete with priority, labels, and next steps for the InfoSec team
  • Notify the requester via Slack direct message if their software has already been approved, denied, or has an existing open request

Perfect For:

  • InfoSec teams reviewing a high volume of software requests that require consistent security vetting before approval
  • IT operations teams managing software procurement and needing a repeatable, auditable approval process
  • IT managers who want employees to receive instant, automated feedback on software requests without manual triage
  • Compliance teams that need structured documentation of vendor security posture before onboarding new tools

Requirements:

Integrations:

  • Jira Software — for searching existing requests and creating new issues
  • Confluence — for accessing and querying an approved software list page
  • Slack — for sending direct message notifications to requesters
  • Tavily — for AI-powered web research on requested software
  • GitHub (optional) — for fetching repository details if a software repo is identified during research

Credentials needed:

  • Jira Software API token + username
  • Confluence API token + username
  • Slack Bot token
  • Tavily API key
  • GitHub personal access token (optional)

Prerequisites:

  • A Confluence page containing your approved/denied software list, with its page ID stored as a Tines Resource
  • A Jira project set up to receive software request issues
  • Slack bot configured with users:read.email and chat:write scopes

Get the featured workflow

Import this workflow to your tenant, from where you can adapt it to meet your unique needs.

View workflow
jiragithubgithubtavilytavilyRequest and evaluate new software for onboarding using AI agentsTools: GitHub, Jira Service Management, Jira Software, Slack, Tavily

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