Common connected tools
| Tool type | What operators usually need from it |
|---|---|
| Buyer inquiries, supplier replies, attachments, approvals, and promise changes. | |
| ERP and accounting | Order state, inventory, invoice checks, SKU mapping, and writeback readiness. |
| CRM | Account owner, opportunity, terms, relationship history, and customer commitments. |
| Documents | POs, PDFs, specs, shipment packets, shared-drive files. |
| Chat | WhatsApp, Slack, and Teams context where operational decisions happen. |
| Logistics and BI | ETA movement, dashboard variance, and downstream promise dates. |
What managers should review
Principle: Ubik reads only what is needed for the approved workflow and writes back only through reviewed actions.
Before expanding an integration, confirm:
- Which workflow needs the tool.
- Which documents, fields, messages, or records are required.
- Who approves access and who owns renewal or revocation.
- Whether the tool should be read-only or allow reviewed updates.
- How stale data, auth failure, or provider downtime should surface to operators.