tech automation services

SaaS to Agent

Bring an agent into the tools you use.

An early-access service in development for tasks that span business applications. An agent can retrieve permitted information and prepare a proposed action; enabled actions stay within agreed permissions and review points.

Discuss a pilot

Early-access services. Scope, integrations and pricing agreed before work starts.

Best for
A task that spans applications with supported APIs.
You receive
A scoped integration, evaluated task and action approval rules.
Measure
Source accuracy, task completion and unauthorized-action attempts.

Expand access in stages

Example pilot: assemble a support handoff from approved records. Begin with a draft for review, then consider specific actions after evaluation.

  1. Read and draft

    Retrieve approved information and prepare a draft without changing source records.

  2. Evaluate

    Test ordinary cases, missing access, misleading content and service failures.

  3. Approve and act

    Enable selected operations and apply the agreed review before execution.

  4. Observe and recover

    Record results, handle exceptions and follow the recovery plan for each action.

Start with one connected task

Choose a task such as preparing a support summary, drafting a record update or assembling a review pack. Existing applications remain the systems of record.

Confirm that the required operations are available through the vendor's API, your plan and your permissions. Start with information retrieval and draft outputs; add particular writes only after evaluation.

Approve the action, then check the result

Test missing records, stale information, misleading source content and unavailable APIs. Review both output quality and whether the agent stays inside the permitted task.

For an enabled write, check the destination, proposed change and required approval before execution. Record the result and agree how to stop further work or revoke access. Recovery depends on the connected application and action.

Practical details and sources

These examples describe vendor capabilities. Each connection still needs assessment for your pilot.

Google Drive: limit the files

Google Drive supports access to files a user selects or shares with an app. That access is not inherently read-only, so a pilot must also define which operations the agent is allowed to perform.

Google: Drive access scopes

Microsoft 365: choose the access model

Microsoft Graph distinguishes acting for a signed-in user from application access without one. Delegated access is bounded by both the app's permissions and the user's own access.

Microsoft: Graph permissions

Slack: approve the destination

Slack provides an API for posting messages, subject to messaging permission, destination access and rate limits. A pilot can keep a handoff as a draft until the agreed reviewer approves sending it.

Slack: posting messages

Documentation checked 15 October 2026.

Set the boundaries before connecting data.

Each pilot needs a clear agreement on access, data handling, approval and exceptions.

Access
Agree the data sources, permitted operations and person who can revoke access. Begin with retrieval and drafts where suitable.
Data handling
Confirm hosting, model providers, destinations and retention before connecting sensitive information.
Approval
Name the reviewer for messages, record changes and other consequential actions. Check the target and approval before execution.
Exceptions
Test failures and misleading inputs. Agree the activity record, escalation owner and recovery steps for each enabled action.

Related guidance: OWASP AI agent security and NIST generative AI risk management. Controls and responsibilities are agreed for each engagement.

Common questions

Which applications are supported?

Connections are assessed per pilot. The Google Drive, Microsoft 365 and Slack details describe vendor capabilities, not a catalogue of integrations already delivered by tech automation services.

Do we need to replace our software?

Your applications can stay in place. The proposed agent layer uses approved APIs or adapters, subject to the vendor's terms, available operations and your access policies.

Does every connection need MCP?

No. A pilot may use a direct API or another adapter. MCP is an optional tool interface; it does not replace application permissions, approval checks or evaluation.

Start with one useful task.

Bring one cross-application task, the apps it uses and the actions you want an agent to prepare. We will assess the access, integration and review requirements before proposing a pilot.

Discuss a pilot