Narrow triggers
A connection begins from a specifically approved event instead of broad access to all firm activity.
Workflow automation
Design narrowly scoped no-code workflows for supported firm events and actions where an approved connection is available.
What it does
A practical part of the firm’s workflow.
Approved no-code automation connections are scoped around a narrow firm event and an allowed action. The firm and implementation team define what may trigger, which data is necessary, what confirmation remains required, and who owns failures before a workflow is enabled.
Approved actions
Each destination action is limited to the operation and data needed for the agreed workflow.
Exception ownership
The operating plan identifies who reviews rejected actions, expired access, mapping problems, and duplicate risks.
How it works
What the team can expect.
Define one workflow
Describe the trigger, minimum data, intended action, confirmation behavior, and responsible owner.
Approve and test
Confirm access scope, field mappings, loop prevention, errors, and representative outcomes before launch.
Monitor and maintain
Review failures and changes, rotate access when required, and disable the connection when it is no longer needed.
Make routine handoffs more deliberate.
Where an approved connection is available, keep each trigger and action narrowly scoped.