Agree on a successful outcome.
Define what the workflow should produce and what would make the result unacceptable.
INTEGRATION GUIDE / FOR YOUR TECHNICAL TEAM
Connect a workflow.
Keep it understandable.
A practical starting point for discussing access, inputs, approvals, and results. Integration access is scoped individually during early access.
INTEGRATION / A CLEAR CONTRACTEXPLORE ↓
Start with the source.
Agree on the system, required fields, freshness and allowed access.
CONCEPTUAL ILLUSTRATION · NO LIVE ACTIVITY01 / BEFORE CONNECTING
Define the contract
between the task and the tools.
| Decide | What to establish | Why it matters |
|---|---|---|
| Inputs | Approved sources, required fields, update frequency | The workflow needs usable, current context. |
| Access | Read and write permissions, environments, account owner | Authority stays bounded to the task. |
| Approvals | External actions, exceptions, human decision points | A draft and an action are not the same thing. |
| Evidence | References, verification, unresolved questions | The receiving team can inspect the handoff. |
| Operations | Failure handling, monitoring, retention requirements | The workflow needs to work beyond the happy path. |
02 / AN ILLUSTRATIVE CONTRACT
A result with
enough context
to evaluate it.
This example shows a discussion format. It is not a production API schema or an executed request. Current interfaces and authentication details are supplied when an integration is scoped.
{
"example": true,
"task": "Summarize approved research",
"inputs": ["approved source collection"],
"output": {
"summary": "Findings for human review",
"sources": ["supporting references"],
"open_questions": ["what needs confirmation"]
},
"next_step": "review with task owner",
"external_action": false
}Illustrative record only. No credentials, live endpoints, or client data.
03 / EARLY-ACCESS READINESS
A useful pilot
has an exit criterion.
Include exceptions.
Review missing information, unavailable tools, conflicting inputs, and requests outside the agreed scope.
Check the result together.
Expand only after the integration, handoff, and evidence meet the agreed requirements.
FROM DISCUSSION TO A DEFINED PILOT
Start with one useful connection.
Share the workflow and systems involved. Access and readiness are reviewed together.