Checklist
AI Integration Planning Checklist
Choose the first integrations and map each one to a real workflow.
Start with the work, not the app list
Name one recurring question, report, or follow-up path, then connect the systems it needs.
- What changed since the last meeting?
- Which work is stuck or missing follow-up?
- Which metrics need a plain-language explanation?
- Which updates should be drafted for review?
Choose the first tools and files
Churches can start with Planning Center; nonprofits with program or CRM systems. Add only the tools needed for one workflow.
- Pick two to four systems for the first report or workflow.
- Choose the specific accounts, properties, channels, sites, calendars, or files needed.
- Avoid connecting everything before anyone knows what the workflow should do.
- Document the owner for each connection.
Decide who can connect what
Define whether each connection belongs to the organization or a member before workflows run.
- Which integrations are managed by admins?
- Which members need to connect their own accounts?
- Which tools and files are available to shared workflows?
- Which sensitive systems require extra review?
Expand after the first workflow is useful
After one workflow is trusted, add only tools and follow-up paths that answer a missing need.
- Add tools or files that answer a missing question.
- Add delivery destinations where teams already work.
- Add reviewed actions only after reporting is trusted.
- Review access and owners as more workflows are added.
Checklist
Integration planning checklist
Name the first report, review, or follow-up process.
List the systems needed for that work.
Choose the specific accounts, files, calendars, or channels that should be available.
Decide who owns each connection.
Define which follow-up actions require review.
Evaluation guide
AI Operations Platform Guide
Learn how to evaluate AI operations platforms for connected apps, dashboards, AI chat, workflow automation, approvals, and team permissions.
Read guideWorkflow guide
AI Workflow Automation Guide
A practical guide to AI workflow automation for scheduled reports, event-triggered workflows, monitoring, Slack and email delivery, and reviewed follow-up.
Read guideApproval guide
Human-in-the-Loop AI Workflow Guide
Learn when AI workflows need review, how to design approval paths, and how teams can use AI actions without giving up control.
Read guideReady to apply this guide?
Map the first workflow, sources, and approvals.