Where it shows up
A team wants systems to connect automatically instead of exporting and importing files by hand.
Look for the data source, destination, owner, field mapping, security review, error handling, and maintenance owner.
No technology
Name the exact data that needs to move before asking for an integration.
Microsoft 365 or Google Workspace
Use a data mapping table with source field, destination field, owner, refresh timing, and error notes.
AI-assisted
Ask AI to turn a plain-language workflow into integration questions for IT, then verify the technical answer with the platform team.