Cost Notifications

The best way to keep costs under control is to set up financial management workflows

These will help you figure out which business lines, cost centers, or projects are driving up costs and will let you know when costs go up unexpectedly. The financial management workflow primarily focuses on cost trend monitoring.

1. On the left menu, click on the Settings tab, then click Workflows. At the bottom, you will see your list of active and inactive workflows.

   

2. Click Add new Workflow in the top right corner.

   

3. Type the workflow name and description, and select or add a contact person.

4. By default, the toggle is always active. If you want to manually activate the workflow later, click the toggle to deactivate it. Then click Next Step.

   

Workflow Triggers

You can wait for Klarity to trigger your workflow or set your own. There are two triggers you can choose from:

• Scan Completed: Klarity scans your cloud every 24 hours. After scanning, the workflow will start.

• Scheduler: This is a manual method of creating your own scheduler. Here you can choose the starting date and the execution time and set it to run once or repeat it; If repeating, you will need to add an end date.

  

Select Data

1. First, click and drag Costs to the Select Data window and click the gear icon.

   

2. Click on Select all to choose all the applications or select the applications individually. When selecting applications, it will also include environments automatically.

3. Next, choose the organizational units. Again, you can click Select all or choose them individually.

   

Send Data

Send Data Email

If you want the cost notifications to be sent via email, click and drag Email to the Send Data window and click the gear icon.

1. Next, choose who to Send to. Choose from the following:

   • Send to each owner and contact person: The email will be sent to the application, environment, or organizational units' owners.
   • Send to additional users: Type the other recipients in the text box below. If you decide to send a message to additional users, you will need to select what kind of information you want to send:
     • Send individual data: Cost data for each business context, organizational unit, application, and environment will be divided into their noted groups.
     • Send combined data: Cost data for each business context, organizational unit, application, and environment will be combined into one group by providers.

2. Then, click Apply to save the changes.

   

3. Finally, click Add Workflow, and you're done.

Send Data ServiceNow

If you want to create a ServiceNow ticket, click and drag ServiceNow to the Send Data window and click the gear icon.

1. First, you must enter your ServiceNow account details:

   • URL: The full path to the Rest API endpoint can create a new object in the ServiceNow instance. E.g.: https://dev12345.service-now.com/api/now/table/incident
   • Username: The username used to authenticate to the ServiceNow instance.
   • Password: Password used to authenticate to the ServiceNow instance.

2. Short Description: This is a field for a short description of the ticket (character limit of 160).

3. Select Data Type(s): You can choose different data types that will be added to the ServiceNow description field. You have the following options:

   • Total Monthly Cost
   • Total Monthly Forecast
   • Cost By Providers
   • Cost By Categories

4. Additional Fields: (Optional) - list of custom ServiceNow key and custom value fields. You can use [text_markers]. They will be replaced with the real values during workflow executions in each field.

5. Then, click Apply to save the changes.

   

6. Finally, click Add Workflow, and you're done.

Send Data Slack

If you want the cost notifications to be sent via Slack, click and drag Slack to the Send Data window and click the gear icon.

1. First, you must enter your Slack account details.

   • Token: Authentication tokens where the messages will be sent.
   • Channel: The Slack channel where the message will be sent.

2. Select Data Type(s): You can choose different data types that will be added to the Slack messages:

   • Total Monthly Cost
   • Total Monthly Forecast
   • Cost By Providers
   • Cost By Categories

3. Then click Apply to save the changes.

   

4. Finally, click Add Workflow, and you're done.