---
title: "Integrations — Make the handoffs work | R&D COPILOT"
description: "Process optimization, integration and automation consultancy. Map the work, choose the right tools and design approvals, exception handling and ownership."
canonical: "https://integrations.rdcopilot.com/en/products/integrations/"
language: en
updated: 2026-10-06
---

01 / INTEGRATIONSPROCESS PEOPLE SYSTEMS

# Make the  
_handoffs work._

The real work happens between your tools. Give it a clear path.

Process optimization, integrations and automation consultancy. Scoped around your systems, your people and the decisions that need an owner.

[Scope an automation](https://rdcopilot.com/contact/?product=integrations)

UiPath / n8n / Power Automate / Custom APIs[Explore the workflow path](https://integrations.rdcopilot.com/en/products/integrations/#workflow)

WORKFLOW PATH

## An invoice. A decision. A clear next step.

Interactive process canvas

Invoice referenceAmount · EURRequire human approvalMissing reference▶ Run path

01**Receive**OperationsReady02**Validate**Process rulesReady03**Human approval**Finance ownerReady04**Prepare handoff**System ownerReady

Exception correction owner retry

NODE INSPECTOR**Receive**

INPUT

OUTPUT

RUN TRACE**Ready to run**

Change the rules, run the path and inspect each node. This canvas processes values in your browser; a connected implementation is scoped with your team.

02 / DESIGN THE EXCEPTIONS

## The happy path is  
_only half the process._

An approval needs an owner. A failure needs a next action. Both belong in the workflow before it goes live.

![Invoice workflow paused for a finance approval with its input and output inspector visible.](/product-demos/integrations/trace-en.png)

Approval is a real gate: the handoff waits until the finance owner continues.

**01 / Human decisions**

Set the approval conditions, reviewer and escalation route. Keep a record of what was decided.

**02 / Recoverable failures**

Separate incomplete data from temporary system failures. Define correction, retry and duplicate prevention.

**03 / Visible ownership**

Agree who maintains each connection, handles exceptions and approves changes after handover.

03 / CHOOSE FROM THE WORK

## The process leads.  
_The tool follows._

Start with the systems you use and the constraints you have. We assess the fit, licensing, operating model and maintenance together.

Where does the work happen?

A STARTING POINT TO ASSESS

### Microsoft Power Automate

Assess approval flows around your Microsoft environment, including connector permissions, environment policies and license requirements.

[Discuss the fit](https://rdcopilot.com/contact/?product=integrations)

Technical reading[UiPath Action Center](https://docs.uipath.com/action-center/automation-cloud/latest/user-guide/introduction) [n8n](https://docs.n8n.io/build/flow-logic/handle-errors-gracefully) [Power Automate approvals](https://learn.microsoft.com/en-us/power-automate/get-started-approvals)

04 / FROM MAP TO OWNERSHIP

## A workflow needs  
_an operating plan._

1.  01
    
    ### Find the real bottleneck
    
    Map handoffs with the people doing the work. Where event data is available, assess process mining to understand the actual sequence and variations.
    
2.  02
    
    ### Define the boundaries
    
    Agree inputs, outputs, access, data retention and the decisions that stay with people. Compare tools against these requirements.
    
3.  03
    
    ### Build one controlled path
    
    Implement a scoped workflow. Test approval, rejection, missing data, failed connections and safe retries with agreed acceptance criteria.
    
4.  04
    
    ### Hand over the operation
    
    Document owners, alerts, recovery steps and change control. Agree rollout and support scope before connecting production systems.
    

[Read about process mining](https://learn.microsoft.com/en-us/power-automate/process-mining-overview)

05 / WHERE THE WORK CONNECTS

[Accounting](https://accounting.rdcopilot.com/en/products/accounting/) [ERP](https://erp.rdcopilot.com/en/products/erp/) [CRM](https://crm.rdcopilot.com/en/products/crm/) [Private AI workspace](https://rdcopilot.com/products/private-ai-workspace/) [Document workflows](https://rdcopilot.com/products/document-workflows/)

START WITH ONE HANDOFF

## What keeps getting  
_passed back?_

Bring a process, the tools involved and the point where work gets stuck. We can define an assessment and a scoped implementation proposal.

[Request workflow scoping](https://rdcopilot.com/contact/?product=integrations) [Register access interest](https://rdcopilot.com/account/?product=integrations) Availability, implementation and access are agreed per project.

A closer look

## Explore the Integrations interface

[![Invoice workflow with validation rules, approval and handoff stages.](/product-demos/integrations/gallery-overview-en.png)View full size](https://integrations.rdcopilot.com/product-demos/integrations/gallery-overview-en.png)

Invoice workflow with validation rules, approval and handoff stages.

[![Completed workflow with finance approval and the prepared accounting handoff.](/product-demos/integrations/gallery-detail-en.png)View full size](https://integrations.rdcopilot.com/product-demos/integrations/gallery-detail-en.png)

Completed workflow with finance approval and the prepared accounting handoff.

Swipe or use the arrows to explore.

Image 1 of 2