Request and evaluate new software for onboarding using AI agents
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.emailandchat:writescopes
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Import this workflow to your tenant, from where you can adapt it to meet your unique needs.