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Controlled Business Connectivity
AI becomes more useful when it can safely work with the systems a business already uses. Sun Life Tech maps the data flow, limits access, builds the workflow, and defines what still requires human approval.
Potential integrations depend on each platform’s supported APIs, licensing, security model, and the client environment. Examples are not partnership claims.
Potential integrations may include lead intake, categorization, reminders, approved record updates, and follow-up routing.
Microsoft Outlook and business email workflows for classification, draft assistance, routing, and approved follow-up.
Teams, SharePoint, OneDrive, Forms, and Power Automate workflows using supported permissions and connectors.
Contact forms, lead forms, chat, and request intake routed into controlled business processes.
Calendar, appointment, support classification, routing, escalation, and notification workflows.
Extraction, summarization, routing, and approved knowledge retrieval with source and review controls.
Custom connections where vendors provide supported interfaces and the business case justifies maintenance.
Controlled retrieval or write workflows where appropriate, with minimized access and validation.
A stand-alone assistant can produce a poor answer. A connected system may also expose data or take an action, so integration design must account for authentication, API keys, service accounts, permissions, scope, logging, errors, approvals, credential storage, and data minimization.
Use business-owned credentials, secure secret storage, rotation, MFA where supported, and documented administrative ownership.
Limit accessible records and actions, validate inputs and outputs, handle failures safely, and separate test from production.
Put humans in the loop where communications, money, permissions, deletion, or customer records could create material harm.
See how approved tools turn model output into controlled business action.
Learn more →Compare practical workflows, human roles, security considerations, and complexity.
Learn more →Decide where approval should occur before an integrated system acts.
Learn more →Understand APIs, webhooks, OAuth, service identities, and read-versus-write access.
Learn more →Connect intake, classification, CRM routing, drafts, reminders, and human escalation.
Learn more →