Pick the one that matches your goal, run it, and come back for the next.
The campaign library
# | Campaign | Pillar | Outcome |
01 | Shadow IT discovery & triage | Third-party risk | All apps known, vendors assessed |
02 | Critical app hardening | Third-party risk | Critical apps securely configured |
03 | Approved-apps-only | Data risk | Corporate data only in approved apps |
04 | AI activity governance | Data risk | AI activity approved and documented |
05 | Offboarding & access hygiene (coming soon) | Identity risk | All access and identities secure |
06 | OAuth & integration review (coming soon) | Identity risk | App-to-app integrations validated |
07 | App rationalization (coming soon) | SaaS sprawl | Employees opt into approved apps |
08 | Renewal readiness (coming soon) | SaaS sprawl | Wasted spend eliminated pre-renewal |
Not sure where to start?
Most teams start with Campaign 01: Shadow IT discovery & triage. It's designed for your first user-facing campaign—the copy is easy to review in advance, and it builds the app ownership data that later campaigns depend on.
A quick guide:
First campaign ever? Start with Campaign 01.
Have a backlog of security findings? Run Campaign 02.
Need to consolidate data onto approved tools? Run Campaign 03—but only if you have an approved app per category. If not, run Campaign 01 first to surface ownership.
Under leadership pressure about AI? Run Campaign 04—it works at any stage, even before your first campaign. All you need is an approved AI acceptable use policy.
How campaigns work
Every campaign follows the same shape:
Check the fit. Each playbook starts with who it's for, the time commitment, and the prerequisites.
Run the sequence. A timed series of nudges, each using a built-in template.
Automate it. Every step can run as an automatic notification rule, so the campaign keeps working after the initial push.
Measure and report. Each playbook includes success targets and ready-to-adapt talking points for your next leadership update.
Questions about any campaign? Reach out to support or your account team—we're happy to help you scope your first run.