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Integrations & automation
Scope control for integration and automation projects
Integration scope is about named systems, directions, frequencies and failure handling. Automation scope is about named workflows. Clients ask for a new connector, a faster sync or “one more” workflow, and each sounds small until you build it. Agreeably checks it against what you signed.
Where the boundary moves
The edges clients push on.
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Named systems
An integration with Mailchimp does not mean an integration with every marketing tool. Requests for a new system are checked against the named list and the change procedure.
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Direction and frequency
One-way nightly sync and two-way real-time sync are different projects. Agreeably finds the clause that set direction and frequency.
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Workflows and error handling
Automation counts, retry behaviour, alerting and monitoring are often specified, or left vague. Vague ones come back as unclear, with the gap named.
Typical requests
How a few of them might come back.
Illustrative examples. The label always depends on what your own agreement says.
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“Could the sync run every five minutes instead of nightly?”
Potentially additionalThe SOW specifies a nightly one-way sync.
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“Our finance team wants Xero connected too.”
UnclearThe accounting integration is “to be confirmed during discovery”.
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“Can failed syncs email the ops team?”
IncludedError handling includes “email notification to a nominated address”.
Write it down
Clauses that make these easy to answer.
The more specific the statement of work, the more requests come back included or potentially additional instead of unclear. Worth having in yours:
Read the guide to SOW clauses →- Systems to integrate, by name
- Direction, frequency and volume of each sync
- Error handling, retries and alerting
- Number of automated workflows, named
- Who owns API credentials and third-party costs
- Monitoring and support after go-live
FAQ
Integrations & automation: questions
Does Agreeably connect to our integration platform?
No. It reads the agreement and the client requests, nothing else. It never calls your clients’ systems.
Can instructions in a forwarded email make it do something?
No. Text in emails and agreements is treated as data to be analysed. The model has no ability to send messages, change billing or alter scope.