The short answer
A useful integration gives an agreed workflow the right information and a controlled way to act. First establish what each system supports, who may access it and which changes need approval.
Start with the information journey
Describe the source of the information, the task to perform and where the result belongs. For example: read an approved enquiry, prepare a draft reply and return it for review.
This prevents an integration brief becoming a list of applications with no clear business outcome. The right connection depends on the task and the access available.
Information access is part of the design
A connection should respect the permissions around the original information. An internal assistant must not make a restricted document available to somebody who could not otherwise read it.
Agree who owns the connection, how access is granted and what happens when a colleague leaves or a source changes. Keep access limited to the work being implemented.
Choose the supported route
We assess the documented connection options for the particular systems involved. That might be an existing feature, a supported integration or a custom connection.
Availability depends on the product, account and permissions. We check those details during discovery rather than promising every tool can connect to everything.
Put this into practice
AI Setup & Integration
ChatGPT and OpenAI integration for small and medium-sized businesses. Connect useful information, clear instructions and the systems your team already uses.