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Setting Up AI Discovery in Your SaaS Environment

Reco Security Experts
Updated
April 30, 2026
April 30, 2026
5 min read

Security teams typically discover three to four times more applications than IT has on record, and AI tools are the fastest-growing category in that gap. A tool connected via social login to a corporate Google account bypasses SSO entirely, leaving no trace in your identity provider logs.

Reco's AI Discovery module surfaces every AI application running across your environment: approved tools, shadow AI, and AI features embedded inside SaaS tools your team already uses. This guide covers the full workflow from first login to scope review.

WHAT YOU'LL LEARN

  • How to read the AI Discovery summary bar and prioritize your review queue
  • How to filter the inventory to isolate AI-specific applications
  • How to use Discovery Method and Auth Type as risk signals
  • How to assign authorization status across your full AI inventory
  • How to move from discovery into scope review in Connected AI Apps

Step 1: Read the Summary Bar

Navigate to AI Governance → AI Discovery

The page opens with a summary bar grouping your AI app population into five metric clusters. This is your triage view.

Reco’s AI discovery dashboard showing apps list, usage stats, risk levels, authorization status, and vendor rankings in a dark interface.
CLUSTER WHAT IT TELLS YOU
AI Apps (Total) Full count of AI and AI-embedded applications detected
Insights Shadow Business Apps, Unused, New, SSO Not Enabled
Authorization Unsanctioned, Sanctioned, To Review, Risk Accepted counts
Vendors Apps integrated with Reco and apps eligible for protection
Risk Analysis Emerging Risk count flagged by Reco's analysis

AI Discovery refreshes daily. The last update timestamp appears on the top right of the page.

Action: Start with the To Review count in the Authorization cluster. These are your pending decisions.

Step 2: Filter to AI-Specific Apps

By default the page shows every discovered application. To work through AI specifically, apply the App Category filter.

Click + Filters, select App Category, and choose Gen AI. The inventory narrows to AI tools only. The Analysis column continues to surface non-AI apps that have AI features embedded, flagged as EMBEDDED AI.

Note: Gen AI apps (like ChatGPT, Claude, Cursor) are dedicated AI tools. EMBEDDED AI apps are traditional SaaS tools with AI features woven in. Both belong in your review queue.

Step 3: Interpret Risk Signals

Three columns in the inventory give you the fastest read on risk.

COLUMN VALUES RISK SIGNAL
Discovery Method Identity Provider, SaaS Apps, Email, Network Apps only seen via Email or SaaS Apps are often unmanaged
Auth Type SAML/SSO, OAuth 2.0, Social Login, App Credentials Social Login and App Credentials bypass SSO controls
Usage Business, Personal, Dual Personal usage on corporate accounts is a policy gap

An AI tool discovered via Identity Provider with Social Login auth is the classic shadow AI pattern: employees signed in with their corporate Google or Microsoft account, creating no entry in your SSO logs.

The Accounts column tells you how many users in your org are touching that app. Sort by Accounts descending to work from highest exposure down.

Warning: The Network discovery method only activates when Microsoft Defender for Cloud Apps (MCAS) is integrated. Without it, you may miss apps accessed only through web browsers.

Step 4: Assign Authorization Status

Every AI app in the inventory carries an authorization status. Your job during the first-pass review is to resolve the To Review items.

STATUS WHEN TO USE
Sanctioned Approved for use. Usually requires SSO enforcement and scope review.
Unsanctioned Prohibited. Trigger offboarding and revoke connected OAuth tokens.
Risk Accepted Known risk, formally accepted by the business owner.
To Review Default state for newly discovered apps pending evaluation.

Select one or multiple apps and click Set Status for Apps. You can also customize status display names under Settings → System Settings → App Status.

Action: Export the filtered Gen AI inventory and share with stakeholders before changing status in bulk. Every authorization decision is audited.

Step 5: Move to Connected AI Apps for Scope Review

Navigate to AI Governance → Connected AI Apps

AI Discovery answers which AI apps exist. Connected AI Apps answers what they can access. Use the view toggle in the top right to switch between Charts, Table, and Graph. The Graph view maps every core app to its connected plugins, with line colors indicating OAuth scope risk.

Clusters with many red edges indicate core apps with concentrated high-risk scopes. Switch to the Charts view to see each core app's scope donut and High Scopes to Review counter. Click into the highest-count app, review its plugins, and flag any scope granting write access or reaching data categories outside the plugin's stated purpose.

Action: Review the top three apps by High Scopes count monthly. Permissions drift between discovery cycles.

Workflow Summary

STEP ACTION FREQUENCY
1 Read the AI Discovery summary bar Weekly
2 Filter to Gen AI apps Each review session
3 Interpret Discovery Method, Auth Type, Usage Per app
4 Assign authorization status For every new app
5 Review scopes in Connected AI Apps Monthly

Conclusion

AI discovery is not a one-time inventory task. It is the starting point for governing how AI tools, embedded AI features, and connected apps interact with your SaaS environment, users, and data. By reviewing discovery signals, assigning authorization status, and prioritizing high-risk scopes, IT and security teams can turn shadow AI from an unknown exposure into a managed workflow.

Use AI Discovery as your weekly visibility layer and Connected AI Apps as your deeper permission-review layer. Together, they help you keep AI adoption moving while reducing the risk of unmanaged access, excessive permissions, and data exposure.

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