WOODLANDS ADVISORY
Resources · Integrations

Your AI works where your data lives.

Assistants, AI agents and workflows connect directly to the systems your company already uses. They search documents, trigger actions and keep data current. You do not have to change your tools.

Connection

Three ways to connect your systems.

  1. 01

    Standard integrations

    Widely used business applications come preconfigured. Once approved they are ready to use, with no development effort.

  2. 02

    Custom interfaces

    Any system with an API can be connected, including industry software and in-house builds. We build the logic with you.

  3. 03

    Model Context Protocol

    Through the open MCP standard we add further tools and data sources without tying you to a single vendor.

Directory

69 standard integrations, by area.

Every system that can be connected without development effort. Search for your system or filter by area. If one is missing, a custom interface remains an option.

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Communication and collaboration 12

  • Microsoft TeamsSend messages, search chats, retrieve meeting transcripts
  • Outlook E-MailSend, search and organise email across mailboxes
  • Outlook KalenderSchedule events, find free slots, manage calendars
  • Microsoft Viva EngageRead and post community messages, manage groups and members
  • GmailDraft, send, forward and search email, manage labels
  • Google KalenderCreate, update, search and delete events
  • Google MeetRetrieve meeting details and transcripts
  • SlackSend messages, search conversations, browse channels
  • ZoomSchedule meetings, retrieve recordings, summaries and transcripts
  • CalendlyMeeting booking and calendar management
  • LumaCreate events, manage guests, send invitations
  • MiroBrowse boards, read cards, shapes and sticky notes

Documents and knowledge 11

  • SharePointWork with files, folders, lists and sites
  • OneDriveSearch, download and upload files
  • ExcelRead, update and format cells
  • Microsoft OneNoteBrowse notebooks, search pages, create notes
  • Google DriveFind, download and upload files
  • Google DocsCreate, edit and format documents and tables
  • Google SheetsRead, write and manage rows
  • Google SlidesBuild presentations with slides, shapes and images
  • ConfluenceSearch, create and edit pages and commentsVariants: Cloud and Data Center
  • NotionSearch pages, query databases, create content
  • DeepLTranslate text and documents, manage glossaries

Projects and tasks 8

  • JiraManage issues, projects, releases and assetsVariants: Cloud and Data Center
  • AsanaOrganise tasks, goals and projects
  • LinearCreate, update and search issues across teams
  • monday.comCreate and update items, tasks and boards
  • WrikeManage tasks and folders, view time logs
  • Microsoft PlannerCreate tasks, organise plans and buckets
  • Microsoft To DoManage to-do lists and checklists
  • Google TasksCreate, organise and complete tasks

CRM, sales and service 7

  • SalesforceSearch and manage contacts, opportunities, cases and more
  • Microsoft Dynamics 365Qualify leads, close opportunities, manage records
  • HubSpotManage contacts, deals, tickets and companies
  • PipedriveManage deals, contacts, organisations, activities and leads
  • ZendeskManage tickets, organisations and help centre articles
  • ServiceNowFind and manage incidents, tasks and configuration items
  • PylonManage support tickets, accounts and knowledge articles

HR 2

  • PersonioLook up employees, manage absences and attendance
  • AshbyReview applications, manage candidates and interviews

Finance and commerce 2

  • StripeManage customers, invoices, subscriptions and payments
  • Shopify AdminManage products, orders, collections, discounts and inventory

Data, analytics and BI 9

  • Microsoft FabricInspect schemas, query and update data via GraphQL
  • Power BIQuery datasets, inspect schemas, reports and workspaces
  • SnowflakeRun SQL, query semantic views and Cortex Analyst
  • DatabricksBrowse Unity Catalog, run SQL, ask Genie agents
  • BigQueryRun SQL queries, explore datasets and tables
  • TableauSearch content, view data from workbooks and dashboards
  • LookerRun Looks, explore models, browse dashboards
  • MetabaseRun queries, browse dashboards and collections
  • Google AnalyticsPull reports on traffic, content and real-time users

Development and IT operations 6

  • Microsoft EntraManage users, groups, app registrations and OAuth grants
  • Azure DevOpsManage work items, sprints, wiki, repositories and pull requests
  • Azure Resource ManagerSearch resources, inspect details, activity logs and change history
  • GitHubBrowse repositories, manage issues and pull requests, search code
  • GitLabSearch code, manage merge requests, issues and pipelines
  • BitbucketManage code, branches, commits and pull requests

Enterprise search and vector databases 6

  • Azure AI SearchSearch and retrieve documents from your indexes
  • AWS KendraSearch your enterprise knowledge
  • Vertex AI Vector SearchSemantic similarity search, add and update vectors
  • PineconeSearch and upsert records in vector namespaces
  • QdrantCreate and search collections, upsert vector points
  • MilvusSimilarity search, create collections, insert vectors

Process automation (RPA) 2

  • UiPath OrchestratorTrigger automation jobs, queue work items, monitor runs
  • UiPath Automation HubSearch automation ideas, review cost-benefit data

Market, company and geo data 3

  • StatistaSearch statistics, market data and consumer surveys
  • OpenRegisterLook up company data, shareholders and contact details
  • Google MapsSearch places, get directions, geocode addresses

Voice and audio 1

  • ElevenLabsConvert text to speech, transcribe audio, retrieve conversation transcripts

As of 4 October 2026 · Product names are trademarks of their respective owners.

Day to day

Called in chat, executed by agents.

  • In chat, employees call a connected integration directly and choose the action they need.
  • AI agents use integrations on their own, as their instructions define.
  • Which actions an agent may take and where a human approves is set out in the engagement.
Security

Access with control.

  • Secure sign-in, including OAuth 2.0
  • Credentials are stored securely
  • Custom code runs in an isolated sandbox
  • The platform is ISO 27001 certified and SOC 2 Type II audited, GDPR compliant

Which of your systems should work with AI?

In the initial call we clarify which processes are worth it and which systems need to be connected.

Book an initial call

Confidential and without obligation.