Enterprise Integrations

Enterprise integrations / technologies we work with

Connect AI to the systems your teams already use

TBW designs integration paths for enterprise knowledge, workflows and approved actions. The architecture below is illustrative—not a claim that these connectors are installed, live, certified or vendor-endorsed.

Explore integration families

TBW AI Coreidentity · policy · auditMicrosoft 365Teams · SharePointSalesforceServiceNow · JiraSlackGoogle Workspacen8nDatabasesREST APIs · CRM/ERPInternal apps

A controlled path from question to action

Connector design must follow each organization’s identity, data ownership and change-control rules. An AI model does not inherit blanket authority to act.

  1. 1 · Authenticate the user and connector
  2. 2 · Authorize the requested resource
  3. 3 · Retrieve only necessary data
  4. 4 · Validate outputs and proposed actions
  5. 5 · Approve consequential writes
  6. 6 · Execute and audit the outcome

See AI Security for the wider trust-boundary model.

Integration families

Technology names identify possible integration targets, not partnerships or a catalog of preconfigured connectors. Authentication and controls must be validated against the target tenant and current vendor APIs.

01 · Microsoft 365, Teams & SharePoint

Common AI use cases
Search approved documents, summarize team knowledge and draft collaboration updates.
Typical authentication
Microsoft Entra ID OAuth with delegated or application permissions as appropriate.
Least privilege
Restrict Graph scopes, sites, drives and mailboxes; avoid tenant-wide grants when narrower access is possible.
Data flow & security
Respect document ACLs and sensitivity labels; minimize retrieved content and control model-bound data.
Logging & audit
Record connector identity, resource, action and outcome without logging full document bodies.
Sensitive writes
Require an authorized reviewer before sending messages or changing files.

Related TBW service: RAG and knowledge AI.

02 · Salesforce & CRM

Common AI use cases
Answer account questions from authorized records and prepare draft case or opportunity updates.
Typical authentication
OAuth connected app and a dedicated integration identity where appropriate.
Least privilege
Limit object, field and record access; use scoped permission sets.
Data flow & security
Honor sharing rules, exclude unnecessary personal data and validate outbound field mappings.
Logging & audit
Audit record reads and writes using available platform and integration logs.
Sensitive writes
Approve customer-facing communications and consequential CRM writes.

Related TBW service: Agentic AI.

03 · ServiceNow

Common AI use cases
Summarize incidents, classify tickets and draft knowledge or change requests.
Typical authentication
OAuth or a managed service identity supported by the tenant.
Least privilege
Restrict tables, roles and API operations to approved workflows.
Data flow & security
Keep incident attachments and sensitive operational data within reviewed boundaries.
Logging & audit
Correlate request IDs, ticket IDs and changes while minimizing sensitive log content.
Sensitive writes
Require change-owner approval before closing incidents or executing changes.

Related TBW service: AI Security.

04 · Jira

Common AI use cases
Find project context, summarize issues and propose updates.
Typical authentication
OAuth or scoped API token under a managed identity.
Least privilege
Grant access only to relevant projects and operations.
Data flow & security
Apply project permissions to retrieval; treat issue text and comments as untrusted input.
Logging & audit
Track issue keys, actor, operation and result in an audit trail.
Sensitive writes
Review issue transitions, assignments and external comments before writes.

Related TBW service: Agentic AI.

05 · Slack

Common AI use cases
Retrieve approved channel context and draft team notifications.
Typical authentication
Slack OAuth app with reviewed bot/user scopes.
Least privilege
Restrict channel membership and scopes; avoid broad workspace history access.
Data flow & security
Filter private-channel and personal data; do not treat messages as instructions to the agent.
Logging & audit
Log message IDs, scope, actor and delivery status rather than full conversations.
Sensitive writes
Human review before posting broadly or messaging external parties.

Related TBW service: AI Security.

06 · Google Workspace

Common AI use cases
Search approved Drive files, summarize documents and prepare calendar or Gmail drafts.
Typical authentication
Google OAuth with consent; domain-wide delegation only after explicit administrative review.
Least privilege
Limit API scopes and shared-drive/user reach.
Data flow & security
Preserve Drive ACLs and classification; minimize prompt contents and retention.
Logging & audit
Log file IDs, actions and outcomes with privacy-aware retention.
Sensitive writes
Approve outbound email, invitations and file-sharing changes.

Related TBW service: RAG and knowledge AI.

07 · n8n & workflow automation

Common AI use cases
Orchestrate bounded handoffs and trigger reviewed automations.
Typical authentication
Server-side credential vault, signed webhook or managed API credential as supported.
Least privilege
Expose only allowlisted workflows and narrow execution identities.
Data flow & security
Validate webhook payloads and keep secrets and n8n administration private.
Logging & audit
Correlate run ID, initiator, step outcomes and errors.
Sensitive writes
Gate high-impact workflow branches before execution.

Related TBW service: Agentic AI.

08 · Databases & enterprise data

Common AI use cases
Retrieve governed facts and generate attributed answers.
Typical authentication
Read-only service account or short-lived managed identity.
Least privilege
Use approved views, row/column rules and query limits; no direct admin access.
Data flow & security
Parameterize queries, classify results and avoid exposing raw credentials or unrestricted tables.
Logging & audit
Log query purpose, identity, dataset and result metadata, not sensitive rows.
Sensitive writes
Review any mutation or export before execution.

Related TBW service: RAG and knowledge AI.

09 · REST APIs, CRM/ERP & internal apps

Common AI use cases
Connect line-of-business workflows and prepare validated actions.
Typical authentication
OAuth, mTLS or scoped service credentials according to the system.
Least privilege
Allowlist endpoints and operations; enforce per-user authorization server-side.
Data flow & security
Validate schemas and destination, prevent replay, redact payloads and isolate trust zones.
Logging & audit
Record request IDs, endpoint, actor, approval and outcome.
Sensitive writes
Require owner sign-off for financial, identity or customer-impacting writes.

Related TBW service: Consulting.

Build the narrow path first

Start with a specific business question, named data owner and approved actions. Map identity and permissions; pilot read-only retrieval before enabling writes. Test denial, timeout, malformed inputs and rollback with the system owner.

For retrieval workflows, explore RAG. For bounded action workflows, see Agentic AI.

Operator checkpoint

Requester → scoped connector → policy check → draft action → human reviewer → system write → audit receipt

This technical illustration is a design pattern, not a currently available self-service console.

Plan an integration around your controls

Discuss existing systems, permissions, data boundaries and approval owners before choosing a connector or model.

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