Checklist
AI Integration Planning Checklist
Use this checklist to choose the first integrations, avoid over-connecting too early, and map each connection to a real reporting or workflow need.
Start with the work, not the app list
A long connector list is less useful than one workflow that works. Start by naming the recurring question, report, or follow-up path your team wants to improve, then connect the systems needed for that job.
- 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
Most teams should begin with the systems that hold operating context: team chat, calendars, finance, CRM, project work, analytics, documents, and vertical systems such as Planning Center.
- 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
AI workflows need clear access rules. Some connections are shared by an organization, while others belong to individual members. Make those ownership rules visible before the first scheduled report or action runs.
- 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
Once one dashboard, report, or automation is trusted, add nearby tools and follow-up paths. This keeps the setup understandable and reduces the chance that teams connect data they never use.
- 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.
Next steps
Keep moving from guide to action.
These pages connect the guide to Nurii features, integrations, and security details.
Evaluation guide
AI Operations Platform Evaluation 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, monitoring, recurring reviews, 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 guideWant to apply this to your team?
We will help connect this guide to your tools, recurring reports, approval steps, and the places your team needs clearer answers.