DocumentsMicrosoft SharePoint
SourceApproved files, registers and controlled project material
Read patternSkip to connection control planeBuild n Bloom 03 / Workspace recipes R-01Evidence intake R-02Exception routing R-03Accepted-state writeback R-04Controlled deliverable 04 / Integration doctrine
Product prototype / 06Connected Stack
Open Workflow Architecture Connection architecture
Keep the systems. Connect the work.
01 / Connection control plane
A connector is a contract—not a logo.
Pick a workflow and follow it: an event enters, becomes structured case evidence, stops for review, and returns an accepted work object to your existing stack.
TriggerDealCloud marks the opportunity diligence-activeDealCloud · Google Drive · PitchBook
Private capital · 02Structured hub
Normalize records into the case schema while retaining exact source identity and permissions.
Case context retainedDeal · company · document · claim · exception
Accepted destinationPowerPoint + reviewed DealCloud statusAccepted pack link and approved workflow state only
02 / Relevant connector patterns
Breadth is useful. Verified depth is what we sell.
SystemRoleWorkflow useDelivery posture
DocumentsGoogle Drive
SourceApproved folders, credentials and data-room material
Read patternCommunicationMicrosoft Outlook
TriggerAuthorised mailbox events and attachment intake
Trigger patternCommunicationGmail
TriggerAuthorised message and attachment intake
Trigger patternCommunicationMicrosoft Teams
ReviewException alerts and named approval requests
Review-gated writeCommunicationSlack
ReviewControlled review notifications and status updates
Review-gated writeCRMSalesforce
DestinationOpportunity context and accepted workflow state
Review-gated writeCRMHubSpot
DestinationPursuit context, activity and accepted next action
Review-gated writeDeal workflowDealCloud
DestinationDeal context, pipeline state and approved diligence status
Assess per installMarket dataPitchBook
SourceLicensed company and market evidence
Assess per installMarket dataPreqin
SourceLicensed fund and alternative-market evidence
Assess per installResearchBipsync
SourceApproved investment research and diligence notes
Assess per installWork productMicrosoft Excel
DestinationControlled schedules, models and review tables
Review-gated writeWork productMicrosoft PowerPoint
DestinationSource-linked, human-approved presentation output
Review-gated writeProject systemProcore
TriggerProject events, RFIs and document-control signals
Assess per installWork managementJira
DestinationHuman-owned exceptions and corrective actions
Review-gated writeWork managementAsana
DestinationAccepted obligations, owners and follow-up tasks
Review-gated writeAgreementDocuSign
TriggerExecuted-agreement events and accepted obligations
Trigger patternThese are product and discovery patterns—not a claim that every connector is already deployed, certified or available under every vendor plan.
Reusable steps, with controls attached.
Plain language can draft the workflow. It cannot deploy permissions, write scopes or production actions without technical and owner approval.
Watch the authorised folder; register new material against the open case.
Required control
Read scope and duplicate handling fixed before activation
Create a reviewer task when evidence is missing, conflicting or below threshold.
Required control
No external message; named owner and safe stop required
Update the system of record after the work object is approved.
Required control
Field allowlist, idempotency and rollback tested
Populate the approved template with attributable case evidence.
Required control
Human issue authority and locked source version retained
Own the case schema and controls. Replace the plumbing when better plumbing exists.
We configure proven connectors and MCP-capable platforms where they fit. Custom adapters need paid, repeated demand. The durable asset is your workflow schema, acceptance tests, permission model and operating history — not dependency on one vendor.