Connecting AI to the Tools Your Business Already Uses

The value often sits between existing systems — not in replacing them.

Where to start

Microsoft 365 and Google Workspace both have native AI features that may already be available on your current plan. CRM platforms like HubSpot and Salesforce have AI capabilities built in. Explore what you already pay for before buying new tools.

Integration options

• Native platform features (Copilot, Gemini for Workspace)
• Workflow automation tools (Zapier, Make, Power Automate)
• API integrations for custom connections

Risks to manage

Every integration is a new data-flow. Review what data each connection can access, ensure suppliers are subprocessors under your DPA, and assign human approval for consequential automated actions.