Start with a useful handoff.
Choose a connection because it improves a specific process. Identify the information that needs to move between Vertmix and another service, and the result your team needs from that exchange.
Platform guide G04
Keep the tools. Connect the work.
Bring Microsoft, Google, and Slack into the processes you build on Vertmix. Decide which information moves, why it moves, and who owns the connection.
Read the guide3 min read
Connect the tools around the workG04
Alex · Your virtual learning guide
A little guidance.
A clearer next step.
Follow the reading, unpack the idea, and put it into practice. At your pace.
What this guide helps you decide
A connection plan with clear ownership and data boundaries.
Define access before connecting.
Give each connection a business owner. Review the account, information, and actions it needs, and agree on how access will be maintained when people or responsibilities change.
Understand the data boundary.
Vertmix stores business data and processes AI in Canada. Information exchanged with Microsoft, Google, Slack, or another external service is also subject to that service’s configuration, processing locations, and terms. A connector does not by itself keep that external service’s data in Canada.
Around your workflow
The tools your
team already uses.
Microsoft
Connect Microsoft to the business processes you build on Vertmix.
Google
Bring Google into the handoffs and information flows your team needs.
Slack
Connect team coordination in Slack to the work around your customers.
Illustrative connection plan
Bring the customer brief into the team’s working day.
Plan a flow that connects a customer brief with supporting material in Microsoft or Google and the team’s coordination in Slack.
- 01
Locate the information
Identify which service holds each piece of information.
- 02
Define the exchange
Define what the next team needs to receive or find.
- 03
Review the boundary
Review access and external processing locations before rollout.
Use this example to shape your own process with the people responsible for the work.
Take it into your next working session
Plan a connection with purpose
Work through these decisions with your team. Use the lesson when you are ready to put the guide into practice.
A working checklist for this visit.
Put the idea to work
Plan connectors and internal releases
Map a useful connection, plan a controlled release, and check your understanding in the lesson.
