Start with a defined trigger
An owner approves discovery for a connection between two systems.
Integration request-to-design brief
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Confirm vendor support and licensing for the actual environment. Never infer that an endpoint exists from a similar product or old example.
An owner approves discovery for a connection between two systems.
Collect current official interface documentation, supported versions, required data flows and authorized access constraints.
Draft field mappings, execution boundaries and questions about error handling, identity and reconciliation.
Engineers verify interface behavior in an approved test environment and system owners approve the proposed access.
Store the accepted design and evidence, then implement through the team's normal delivery process.
Measure mapping errors, duplicate actions, unresolved interface assumptions and recovery effort.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.