Workflow Automation

Turn cloud recommendations into actions, approvals, and tickets.

CloudPi gives every optimization a next step. Low-risk changes can auto-execute, sensitive actions can wait for approval, and cross-team work can arrive as enriched tickets with context already attached.

3execution paths in one operating model
0tagging prerequisite to get started
TRUEsavings focus over theoretical volume
Execution Control Center

One recommendation stream, one policy router, and three clear outcomes your teams can understand at a glance.

AutoApprovalTicket
82%Safe for automation
11Waiting approval
$18kMonthly savings in motion

Incoming Opportunities

Idle compute found on non-prod cluster

CloudPi estimates savings and checks policy coverage before routing.

Low Risk$2.4k / mo
Oversized database in production

Recommendation is strong financially but needs a higher-control path.

Review Needed$6.1k / mo

Routing Logic

Policy decides the next move.

CloudPi checks environment, workload criticality, confidence, and expected savings.

Safe recommendationAuto-run
Critical workloadApproval
Needs owner actionTicket

Live Queue

Executed

Stop idle dev VM
Shrink test node pool

Awaiting Approval

Resize prod DB
Commitment plan shift

Tickets Created

Team-owned EKS cleanup
Storage lifecycle review
Execution Loop

A workflow page should look like a workflow.

Instead of long copy blocks, this page now shows how CloudPi moves recommendations through routing, action, and savings validation.

Every opportunity follows the same visible path.

Teams see where a recommendation is, who owns the next step, and whether the outcome turned into realized savings.

Step 01

Detect

Find optimization opportunities across AWS, Azure, and GCP.

Step 02

Route

Apply policy to send the recommendation into the right workflow.

Step 03

Execute

Run automatically, wait for approval, or open a ticket with context.

Step 04

Verify

Track approvals, execution status, and TRUE savings outcomes.

Workflow Modes

Three execution patterns. One control plane.

CloudPi supports the workflow each decision deserves instead of forcing every recommendation through the same process.

Autonomous

Auto-execute safe, policy-approved changes.

Best for repeatable savings actions where confidence is high and operational risk is low.

Recommendation detectedPolicy match
CloudPi executes changeNo queue delay
Status and savings loggedVerified outcome
  • Reduces lag between insight and action.
  • Scales savings without scaling manual review.
  • Works well for low-risk optimization patterns.
Approval-Gated

Add a checkpoint when control matters.

Use for production systems, business-critical services, or recommendations with higher change sensitivity.

Recommendation detectedCritical workload
Owner reviews impactHuman approval
Execution proceeds with audit trailControlled path
  • Keeps ownership visible and accountable.
  • Balances speed with operational caution.
  • Supports auditable change management.
Ticket-Driven

Send actionable work to the team that owns it.

CloudPi opens tickets with resource details, expected savings, and enough context for engineers to act immediately.

Recommendation detectedNeeds team action
Ticket created with contextOwner-ready
Progress synced back to platformShared visibility
  • Improves collaboration across FinOps, CloudOps, and engineering.
  • Eliminates back-and-forth for missing context.
  • Turns alerts into workflow-ready tasks.
What Teams See

Outcomes, not just recommendations.

The platform helps teams understand movement across execution, ownership, and realized savings without waiting for perfect tags or manual spreadsheet tracking.

Visibility
Live

See whether an optimization is queued, approved, executed, deferred, or blocked.

Control
Policy

Choose autonomy or review based on workload criticality and operational rules.

Collaboration
Context

Give downstream teams tickets with resource details, savings impact, and ownership clues.

Value
TRUE

Prioritize actions that become measurable savings rather than static recommendation counts.

Operating Sequence

How CloudPi moves from detection to savings.

This is the lifecycle teams follow when automation is built into the operating model instead of left outside it.

1

Find

Surface optimization opportunities across cloud environments.

2

Score

Evaluate savings value, confidence, owner, and risk profile.

3

Route

Choose auto-run, approval workflow, or ticket-based collaboration.

4

Track

Monitor status changes and keep ownership visible across teams.

5

Prove

Focus reporting on actions that resulted in realized savings.

Workflow Outcome

Automate where you can. Approve where you should. Ticket what teams need to own.

CloudPi turns cloud optimization into an operational system with visible routing, measurable outcomes, and a cleaner path to TRUE savings.

Faster action

Low-risk recommendations can move without waiting in a manual queue.

Safer control

Critical workloads stay protected by approvals and policy-based routing.

Better collaboration

Teams receive richer tickets and shared visibility from insight through outcome.