Shadyy AI Integrations & Data Requirements
Start with the information your workflow needs and the actions your team authorises.
Plan connections for a custom Shadyy AI workflow. Review source systems, permissions, data quality, testing and integration responsibilities.
Map the source and destination
List where work starts, which system holds the authoritative record and where the approved result belongs. An inbox, CRM or spreadsheet may have different access rules. Bring the product name, subscription tier and the operation you need: reading a record, preparing a draft or writing an approved update.
Choose a connection approach
Depending on the platform and scope, an assessment may consider an official API, an approved export or a manual handoff. Availability depends on vendor permissions and documentation. This page is a planning guide, not a catalogue of certified or prebuilt Shadyy AI connectors.
Prepare representative data
Use synthetic or authorised samples with field descriptions. Identify identifiers, dates, time zones, missing values and the meaning of each status. Decide which fields the workflow may use and which must stay outside it. Never include passwords or access tokens in a project enquiry.
Separate reading from changing records
A workflow that summarises an enquiry has different permissions from one that sends a message or updates a deal. Define allowed actions, the reviewer and how an approval is tied to the exact proposed change. Confirm how access is granted and revoked before production.
Test the connection against exceptions
Include duplicates, expired access, unavailable services, changed field names and partially completed actions. Acceptance should show whether work pauses, retries safely or goes to a person. Agree how the original record and outcome will be reconciled after a failure.
What to include in an integration enquiry
Send a workflow description, platform names, approximate volume and an anonymised field list. Ask for the supported approach, dependencies, costs and test evidence in the proposal. A connection is confirmed only after its requirements have been checked for your implementation.
Discuss integration requirements
Share your business context, current tools and the decisions you need to make. Confirm fit, scope and responsibilities before committing to a project.