A structured journey from connection to follow-up
The process starts with the client authorizing their accounts, followed by configuring a suitable workflow and testing it before activation.
01
Define the service scope
Define the business, required accounts, and relevant notifications.
02
Authorize accounts
The client connects their own assets through the official authorization flow and grants only the required permissions.
03
Configure and test automation
Configure monitoring, reply, and notification rules, then test them with test data or approved cases.
04
Launch and improve
Monitor performance and adjust settings based on client feedback and provider constraints.