Build
Integrations
Integrations should be mapped by workflow job: what the agent reads, where it writes, and which actions require confirmation.
Connection Types
Readable Sources
Docs, knowledge bases, CRM records, tickets, project items, form submissions, and shared folders.
Output Destinations
Draft replies, task comments, CRM notes, report docs, intake summaries, and internal updates.
Controlled Actions
Create tasks, update fields, route tickets, send approved messages, and trigger follow-up workflows.
Audit Context
Store source references, reviewer decisions, timestamps, and exception notes for operational review.
Before Connecting
- Confirm account ownership and permission boundaries.
- Separate test workspaces from production systems.
- Write clear rules for when an action needs human approval.