Integration Setup
Integration setup is a one-time setup engagement where ElaborationAI connects the tools your business already uses, such as your inbox, phone, CRM, file storage, and calendar, so an AI-backed service can read inputs and deliver outputs where you already work. It is for owners whose work is scattered across several tools and who do not want a service that depends on someone exporting a spreadsheet and emailing it around. The deliverable is a working, tested connection between your systems and the workflow that runs against them.
What gets connected
The deliverable is the set of connections a service needs to run. We set up read access to the right sources — the inbox a service triages, the CRM it cleans, the folder it reads documents from — and a delivery destination where finished output lands. We agree the naming and folder conventions the work will follow so results are easy to find, and we confirm who can approve each connection. The scope is the specific tools one service touches, not a wholesale rewiring of your business.
How the round-trip is tested
A connection that has never carried real work is a guess, so integration setup ends with a tested round-trip. We run one real cycle end to end: an input is picked up from a connected source, the workflow produces an output, a reviewer checks it, and the result is delivered to the destination you chose. You see that the pipe actually carries the work in both directions before the service goes live. We also leave a short written record of what connects to what, so the configuration is not locked in one person’s head.
Integration setup vs a custom workflow
Integration setup connects tools you already have so an existing service can run against them. It is not bespoke software development. When the work itself does not match any standard service — when the process is unusual enough that there is nothing in the catalog to connect — that is a custom workflow engagement instead, which designs and builds the process before anything is connected. If you are not sure which you need, the Automation Fit Review sorts it out.
What happens next
Once the connections are tested, the service that runs against them is ordered like any other. Many integration setups feed a recurring lane configured through Recurring Workflow Setup and delivered as ongoing regular help, or a managed handled-for-you desk that owns a whole area of work. You can browse the service catalog to see which services depend on connected tools — for example Inbox Triage needs a connected inbox and CRM Lead Cleanup needs a connected CRM.
Boundaries
Integration setup does not promise specific business results, and it does not promise that any particular third-party tool will be supported until it is scoped. It does not promise revenue, rankings, advertising, legal, medical, or financial outcomes. Access is scoped to what a service needs and can be removed if you stop the service. Pricing is quoted through the workspace order flow based on the tools connected, with no fixed public prices on service pages. The AI-native services overview and how it works explain the wider model.
FAQ
What does integration setup include?
It includes setting up read access to the right sources, a delivery destination, the naming and folder conventions the work will follow, and a tested round-trip so a service can pick up inputs and return outputs without manual copy-paste.
Which tools can you connect?
Common business tools such as an inbox, a phone or call log, a CRM, file storage, a calendar, and spreadsheets. The exact connections are scoped to the service you want to run rather than promised in advance.
Is this a custom software build?
No. Integration setup connects existing tools so a service can run against them. It is not bespoke software development; a fully custom process is handled as a separate custom workflow engagement.
What access do you need from us?
Read access to the sources a service needs, a place to deliver outputs, and a point of contact who can approve the connections. Access is scoped to the work and reviewed.
Do I have to keep using these connections?
The connections exist to let a service run. If you stop a service, the access can be removed. Setup gives you a working, documented configuration, not a lock-in.
How is integration setup priced?
Pricing is quote-based through the workspace order flow and depends on the number and type of tools connected. There are no fixed public prices or promised outcomes.