Integration Architecture

Your tools stay.
AI Supervisor makes them intelligent.

AI Supervisor operates in two modes: as a standalone execution system, or as a control layer above your existing tools. Either way, signals become actions.

AI SUPERVISOR

Execution Control Layer — listens, evaluates, acts

SIGNALSACTIONS
CRM
ERP
Email
Docs
Chat
PM Tools
Legal
Schedule

Signals in. Actions out.

AI Supervisor listens to events from your existing systems and converts them into execution actions — clarification requests, evidence tracking, escalations, and status updates.

External Signal

CRM / ERP / Email event

AI Supervisor

Evaluate against requirements

Execution Action

Request / Track / Validate / Escalate

Supported Systems

AI Supervisor connects to your existing infrastructure. No rip-and-replace.

CRM Systems

Salesforce, HubSpot, Pipedrive. AI Supervisor listens to deal stage changes, contact updates, and pipeline events.

Example triggers

Deal stage changeContact createdTask overdue

ERP Platforms

SAP, Oracle, Microsoft Dynamics. Monitor procurement, inventory, and financial events in real time.

Example triggers

Purchase order createdInvoice mismatchBudget threshold reached

Email Systems

Gmail, Outlook, Exchange. Track email threads, detect responses, and extract evidence from attachments.

Example triggers

Reply receivedAttachment uploadedThread stalled (24h)

Document Management

SharePoint, Google Drive, Dropbox. Monitor document uploads, version changes, and approval status.

Example triggers

Document uploadedVersion updatedApproval granted

Communication Tools

Slack, Teams, WhatsApp Business. Capture decisions, extract action items, and track commitments.

Example triggers

Decision recordedAction item assignedEscalation triggered

Workflow & PM Tools

Jira, Asana, Monday. Sync task completion, milestone status, and dependency updates.

Example triggers

Task completedMilestone reachedDependency blocked

Compliance & Legal

DocuSign, PandaDoc, compliance platforms. Track signatures, certifications, and regulatory filings.

Example triggers

Signature completedCertificate expiredFiling deadline approaching

Scheduling Systems

Calendly, construction schedulers, resource planners. Monitor timeline changes and resource conflicts.

Example triggers

Schedule updatedResource conflictDeadline shifted

INTEGRATION WORK

Integration Work Can Create Technical Uncertainty.

Standard API connection on its own is usually not SR&ED. But integrating CRM, ERP, email, documents, production data, accounting, approvals, and audit trails into a single governed-execution architecture can involve real technical uncertainty — especially when the goal is deterministic AI execution under audit-ready governance.

ProgressorAI does not provide tax, accounting, or legal advice and does not guarantee SR&ED eligibility, CRA approval, tax credits, refund amounts, or reimbursement percentages. Eligibility depends on CRA rules, the client’s corporate status, qualified expenditures, the nature of the technical work, documentation quality, and professional review by the client’s accountant or SR&ED advisor.

See how AI Supervisor connects to your systems.

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