Capabilities
Integrations
Decide what needs to move and where it belongs.
Write a connection brief
Use five fields: source, destination, information needed, person responsible, and update frequency. For example, a project might need approved product details from a business document to inform a new image brief.
Start with the smallest useful handoff
Bring the approved details into your brief and check them against the source before creating. This lets you test the workflow before depending on automation. Available account connections must be confirmed in the relevant product.