Playbook: Integration & Automation — APIs, Agents, and Workflows

Practical guidance for connecting AI to systems, orchestrating workflows, and safely automating tasks using APIs, agents, and orchestration patterns.

Checklist

Integration & Deployment Checklist (APIs, auth, data contracts)

An interactive, savable checklist to guide reliable integration and deployment of AI components. Covers API contracts, auth, retries, observability, testing, rollback controls, and operational readiness checks.

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Checklist

API Security, Rate Limits & Governance Checklist

Interactive, audit-ready checklist to secure API-based AI integrations. Covers secrets management, per-tenant quotas and rate limits, request validation, logging and monitoring, credential rotation, incident response, cost controls, and governance. Save responses to create an evidence trail and guide remediation.

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