Systems and Integrations

Fit the work to your systems.

ARIA works with your existing systems. We configure and build the integrations your workflows need as part of your deployment.

Inspect a scoped connection ↓

One connection, a complete piece of work.

Illustrative engagement scope: a meeting follow-up. The systems, permissions and actions are agreed for your deployment.

01 / Information
Approved meeting notes
The workflow reads only the agreed meeting notes and account context.
02 / Prepared output
A sourced follow-up draft
The account owner sees the proposed message and the evidence behind it.
03 / Approval
The owner decides
After review, the approved message can be sent through the system in scope.
04 / Returned context
The outcome stays useful
The reviewed response and outstanding questions can inform the next meeting brief.

Information categories to scope

Start with the information the work needs.

These are information categories to scope, not a promise that every connector or action is already available.

Customer and account records

Account history, contacts, activities and approved opportunity context may inform qualification, preparation and follow-up.

Conversations and calendars

Relevant emails, meeting context and scheduled conversations can inform the work that comes before and after a customer interaction.

Commercial documents

Approved service or product information, templates and proposal inputs can give a custom workflow the right business context.

Public and licensed sources

Public signals and the data sources in scope can inform commercial hypotheses. Source access and licensing must fit the use.

Bring your current stack to the conversation.

A named system is not a guarantee of an available connection. The useful test is whether the agreed workflow can produce and execute the right work in your environment.

CRM, email, calendar, call intelligence, data platforms and collaboration tools can all be relevant. If you use systems such as Salesforce, HubSpot, Veeva, Outlook or Microsoft Teams, tell us the workflow you need them to support.

We confirm the individual read and write capabilities, account permissions, API access, licenses and implementation requirements before including a connection in your plan.

Questions worth answering.

Does connecting a system allow ARIA to act freely in it?

No. The connection scope and the approved actions are defined separately. A user reviews the prepared work and approves execution in the workflow.

What if our system is not listed?

Describe the workflow and the system it uses. We assess what information and actions are needed, and confirm feasibility before making a commitment.

Do users need to work in a separate interface?

The interface can be ARIA or existing tools, depending on the customer and workflow. This is part of discovery and implementation scope.

Your next step

Bring the workflow and its systems.

Discuss the information, proposed actions and access dependencies. Connection feasibility must be confirmed for the agreed scope.

Discuss your integration requirements