Map the handoff.
Describe the outcome and systems. Approved metadata helps turn objects and fields into a draft plan.
YOUR SYSTEMS. WORKING TOGETHER.
Win the deal.
Lose the admin.
Get sales and billing on the same page. Turn the handoff into a clear, repeatable workflow—with the right checks built in.
Prelaunch product · Explore with fictional data
WORKFLOW PREVIEW01 → 02
SALES / OPPORTUNITY
Closed wonCedar Demo
Customer referenceCEDAR-003
Next stepPrepare billing account
Verified ID · Approved fields↓
✓
BILLING / DRAFT ACCOUNT
Ready for review.
Same customer. No re-keying.
↳ Duplicate protectionIllustrative interface
01 One workflow to start02 Your rules, built in03 Exceptions made visible
EXPLORE / SALES TO BILLING
A handoff you
can follow.
Run a fictional deal through the workflow. Then see what happens when the same event arrives twice—or a customer reference is missing.
INCOMING EVENT
Cedar Demo
- Deal stage
- Closed won
- Customer ID
- CEDAR-003
- Event reference
- DEAL-2048:v1
→
Validate the customer reference and approved fields.
READY TO EXPLORE
One deal.
One billing draft.
Select “Run this scenario” to follow the handoff.
0 drafts createdFictional browser illustration. No system is connected.
This walkthrough explains the intended experience. The local Python prototype separately tests delivery, retries and duplicate handling; vendor integrations are still in development.
THE IDEA, IN 44 SECONDS
Less chasing.
More moving forward.
A short product film. Made for sound on or off.
THE APPROACH
You set the rules.
The workflow follows.
Start with one costly handoff. Build a repeatable pattern, then expand when the evidence supports it.
Resolve the decisions.
Confirm who owns each field, how customers match, and what should wait for review. Keep those choices with the plan.
Prove it before release.
Test mapping, duplicates and exceptions. Production rollout follows sandbox evidence and an approved release policy.
A focused first pilot.
One workflow. Two systems. Draft billing records. An agreed acceptance checklist. Scope and pricing follow discovery; no payment is taken in this preview.
Discuss your workflow ↗START WITH YOUR BASELINE
What does the
handoff cost today?
Count the copying, checking and chasing. Use your own figures to decide whether a focused pilot is worth exploring.
YOUR CURRENT MONTHLY EFFORT8.3 hours
£333 in manual work
100 handoffs × 5 minutes ÷ 60 × £40/hour.
This estimates existing effort, not guaranteed savings or our price. A pilot measures how much work can actually be removed, including exceptions and support.
Bring this baseline to a pilot discussion ↗CUSTOMER CONTEXT
One customer.
The useful details.
Try the read-only assistant with a fictional company. Ask about overdue invoices, opportunities or support, and inspect the source results.
Customer contextRead-only demo
YOUR NEXT STEP
Start with the
handoff that hurts.
Leave with a draft you can use: systems, outcome, outstanding decisions and a clear next step. Creating a brief does not connect or change your systems.
02 / YOUR PLANFrom idea to
From idea to
a clear next step.
- ✓ Capture the systems and outcome
- ✓ Surface unresolved business decisions
- ✓ Download your working brief
The latest brief is saved to your session and removed on logout. Pilot submission is a separate optional step below; nothing is submitted for review automatically.
BUILT WITH CLEAR BOUNDARIES
Trust starts
with the details.
Integrate Your Systems is in development. Here is what you can explore today, and what comes next.
A working fictional demo
Account-gated fictional chat, draft onboarding and automated local tests for delivery, duplicates and recovery.
Real systems, verified end to end
Salesforce and HubSpot metadata clients have fixture tests. Production connectors and customer permissions still need verification. The fictional demo is hosted on Google Cloud. No production-verified connectors yet.
Scoped access. Explicit decisions.
Use delegated access, not shared admin passwords. Source queries, operational records and logs still process data; their access and retention need an agreed policy.
A FEW GOOD QUESTIONS
Before we
connect.
What is included in the first workflow?
The proposed pilot covers one directed workflow between two systems, a bounded field mapping and agreed acceptance tests. Start with draft billing records. Historical migration, invoice finalisation and complex accounting are outside the initial scope.
Do I need to replace my existing tools?
The aim is to connect existing tools through their APIs. Compatibility depends on your platform editions, API access and workflow. It is confirmed before a delivery commitment.
How much will it cost?
The proposed service combines a fixed implementation scope with an ongoing managed-service fee. Pilot pricing depends on verified scope and operating costs. This preview does not take payment or promise an unverified delivery date.
Who is behind Integrate Your Systems?
Aidan Brewis founded the project, drawing on enterprise systems experience across Salesforce, CPQ, Zuora and HubSpot. This is a new business in prelaunch development.
LET’S MAKE THE SCOPE CLEAR
One useful
conversation first.
Tell Aidan which two systems are involved, what the handoff should achieve, and what keeps going wrong. No demo account is needed.
Discuss a pilot ↗aidan.brewis@integrateyoursystems.com
Opens your email app. Nothing is sent automatically.
WHAT WE DEFINE TOGETHER
- The outcomeOne direction, two systems, approved fields and clear exceptions.
- The proofSandbox acceptance cases, duplicate protection and a controlled release plan.
- The operating agreementScope, pricing, support, data handling and who approves changes.
Pilot availability follows compatibility and readiness checks. Please share system names and process descriptions only; keep credentials and customer records out of email.
A BETTER HANDOFF STARTS HERE
Your systems.
Working together.
Public prelaunch demo. No live customer systems connected.