Skip to main content

Integrations Overview

Integrations are a key ingredient of workflows in XY Platform. Most workflows require connecting to external systems—like EHRs, billing systems, patient engagement platforms, collaboration tools, and cloud storage—to access data, perform actions, and synchronize information. The only exception is workflows that use only the Browser Agent, which can interact with web applications directly without requiring API integrations.

XY Platform includes a library of supported integrations that connect your workflows and agents to these external systems. This guide explains how integrations work and how to set them up.

What Are Integrations?​

Integrations are pre-built connectors that allow XY to securely access and interact with external systems. Each integration type provides specific capabilities—for example, an EHR integration might let you read patient records, create appointments, or submit claims, while a cloud storage integration enables file access and synchronization.

Authentication and Integration Instances​

When you connect an integration, you authenticate into the external system (typically using OAuth or API keys). This authentication creates an integration instance—a specific connection between XY and that system.

Multiple Instances of the Same Type​

You can create multiple instances of the same integration type, each connected to different accounts or contexts. For example:

  • Connect scott@xy.ai Google Drive to sync personal documents
  • Connect helpdesk@xy.ai Google Drive to sync shared team files
  • Connect billing@xy.ai Google Drive for financial documents

Each instance operates independently, with its own authentication and configuration. This allows you to organize integrations by department, use case, or data source.

Post-Authentication Configuration​

After authenticating, some integrations require additional configuration before they're ready to use. This is especially common for cloud storage integrations like Google Drive and Microsoft OneDrive.

Cloud Storage Configuration​

For storage integrations, you typically need to configure:

  • File and Folder Selection: Choose which specific folders or files should be accessible to XY workflows and agents
  • Sync Frequency: Set how often XY should check for new or updated files (real-time, hourly, daily, etc.)
  • Access Permissions: Control whether workflows can read, write, or both
  • File Filters: Optionally restrict to specific file types or naming patterns

These settings ensure that XY only accesses the data you intend and operates within your security and compliance requirements.

Capability and Endpoint Configuration​

Each integration exposes a set of capabilities or endpoints—specific operations that workflows and agents can perform. By default, integrations enable a standard set of capabilities, but you can customize these to match your needs.

Example: EHR Integration​

An EHR integration might provide capabilities like:

  • Read Operations: Get patient records, list appointments, retrieve claims
  • Write Operations: Create appointments, update patient information, submit claims
  • Configuration: Set sync preferences, configure data mappings

If you only need to retrieve information from your EHR (for example, to populate workflows with patient data), you can disable write capabilities. This follows the principle of least privilege—only enable the access you actually need.

Modifying Capabilities​

You can adjust capabilities for any integration instance:

  1. Navigate to the integration in the XY Web App
  2. Open the integration's configuration
  3. Review the available endpoints/capabilities
  4. Enable or disable specific operations based on your requirements

This granular control helps maintain security and ensures workflows only use the operations you've explicitly approved.

Next Steps​