AI Integration

Define what moves between systems

Business AI integration begins with a concrete transaction: an input arrives, an AI component performs a defined task, and an approved result reaches the next system or person. We map the source, required fields, expected output and destination before choosing how the connection should work.

This specification makes responsibilities visible. It identifies which system owns the record, which fields can change and how the result is connected to its original input. Your team can review the proposed behavior before the integration is implemented.

Put permissions and human handoffs in the workflow

A connected system should have the access required for its agreed job. We define the relevant accounts, permitted actions and approval points with the business owner. Where a result needs review, the workflow identifies who receives it and what information they need to make a decision.

We also decide how uncertainty is represented. An incomplete input, an ambiguous result or a missing destination should lead to a visible next step. Those cases belong in the integration design so the operator can understand why a transaction completed, waited or failed.

Test both successful handoffs and failures

We exercise representative inputs and verify the result in the receiving tool. The check covers the actual fields and ownership, not just whether an API request returned a success response. Where the agreed workflow permits retries, testing also checks that repeat processing does not create unwanted duplicate actions.

Integration connects systems. Workflow automation defines the wider recurring process, while custom agent development supplies task-specific agent behavior. Keeping the connection contract clear helps your team change one component without losing control of the entire operation.

How the work is delivered

1. Map the transaction Identify the input source, AI task, destination and record owner. Review available integration methods and access with your tool administrators before agreeing the implementation scope.
2. Build the approved handoff Implement the agreed field mapping, permitted actions and review path. Use representative test records to inspect the output in the destination and resolve mismatches.
3. Exercise exceptions and hand over Test missing fields, destination failures and the agreed retry behavior. Deliver the operating steps, escalation owner and evidence that the scoped handoffs behave as specified.

Example: a reviewed summary reaches the right system

Illustrative example

A team wants an AI-generated summary attached to an existing work record. The integration receives the approved source, preserves the record identifier and sends the summary for review. After approval, it updates the intended destination. A missing record or failed update creates a visible exception for the named owner.