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Integrations and Channels

Start with the workflow. Verify the connection.

A channel name explains where work might happen. It does not establish an integration, account permission or supported publishing action.

Define the action before assessing the connection.

Research, preparing messages, reading replies, and publishing have different account and permission requirements. Start with the action your workflow needs.

Intended channel roles

The mode is part of the requirement

The mode is part of the requirement
TopicMeaningWhat to verify
ManualA person operates the channel directlyWhat guidance or material is provided
AssistedWork is prepared for human reviewHow handoff and approval are recorded
AutomatedA permitted action uses a verified execution methodAuthentication, limits, failure and stopping behavior

Prepare a connection requirement

Name the exact action. Researching context, drafting a message, reading a reply and publishing a post require different support. Content creation does not establish live publishing.

  • Account and authentication method
  • Required action and operating mode
  • Review and permission boundary
  • Budget and provider limits
  • Owner, evidence and validation date