AI Agent Playbook - How to Automate App Provisioning

About this Playbook

App provisioning is one of the most frequent — and repetitive — IT requests.
The App Provisioning playbook enables the AI Agent to handle these automatically, from qualification to action, in full auto-pilot mode.

What It Can Do

With a properly configured playbook, the AI Agent can:

1. Qualify the request — ask for the app name and required permission level.

2. Check eligibility — validate department rules or available licenses.

3. Request approval — automatically notify the manager or app owner if needed.

4. Execute the action — add the user to the right group in Okta, JumpCloud, or directly provision the license.

5. Confirm resolution — notify the employee once access is granted.

If automation fails, the Agent automatically creates a standard request for IT to follow up — ensuring no interruption.

Why It’s Useful

• Frees IT teams from repetitive provisioning tasks.

• Gives employees faster access to the tools they need.

• Ensures governance and approval flows are respected.

Example in Action

Employee: “I need access to Figma.”

AI Agent → “Got it! What level of access do you need — Viewer or Editor?”

Employee: “Editor.”

AI Agent → Validates the request, gets approval from the manager, provisions access via Okta, and confirms completion.

✅ Result: App access requests are processed automatically, with full traceability and zero IT manual work.