API Integrations

Meeting Role Knowledge Where It Lives

Role knowledge is generated in the tools of work. Decisions are recorded in project management platforms. Relationships are maintained in CRM systems. Processes are documented in wikis and intranets. Workarounds are discovered through incident management platforms. Capturing role memory effectively requires connecting to these environments rather than asking role holders to manually reproduce everything in a separate system.

RolegacyAI's API integration layer is designed to bring the capture engine to where role knowledge is actually created, reducing the friction of memory capture and increasing the completeness of what is captured.

Supported Integration Categories

• Microsoft 365: SharePoint (document capture from libraries and sites), Teams (meeting transcript processing), Outlook (structured extraction from email threads where knowledge transfer is happening), and OneDrive (document monitoring for role-relevant content).
• Atlassian: Jira (ticket closure, retrospective, and milestone events as capture triggers), Confluence (document ingestion from role-relevant pages and spaces).
• Slack and Teams messaging: Thread-based extraction for significant decisions or resolutions documented in messaging channels, with explicit opt-in by channel or conversation.
• ITSM platforms: ServiceNow, Jira Service Management, and similar platforms — incident resolutions, change records, and problem postmortems as structured memory sources.
• ERP and finance: SAP and similar platforms as sources of vendor relationship context, procurement decisions, and financial approval history relevant to the role.
• HR systems: Workday, SAP SuccessFactors, and similar platforms for role transition triggers and organisational structure context.

Webhook-Based Capture Triggers

Many integrations are trigger-based rather than polling-based. Webhook events from connected tools — a project closed, an incident resolved, a change record approved, a contract renewed — initiate a targeted capture session rather than continuously monitoring all activity. This makes capture precise and low-noise: the system captures knowledge at the moments when role-significant events occur, not by processing the full stream of activity.

Permissions Model

Integrations operate under a least-privilege permissions model. RolegacyAI requests only the access required to perform capture from the configured sources — read-only access to specified document libraries, scoped API access to specific Jira projects, opt-in access to specific Slack channels. No write access to source systems is required for capture operations. Integration permissions are reviewed and approved by the tenant administrator, with an audit trail of what access is granted and when.