Questions to ask a vendor before you automate around it
https://archon-partners.com/guides/practice-management-software-automation/

From Archon & Partners. Write the vendor's answers down; they decide what an automation can safely do.

=== 1. Vendor questions ===
When: Before you connect any other tool to your practice-management software.
Subject: [Tool name]: questions before we automate around it

1. Which of our data can another tool read, and which can it write? Is there an API (a way for other software to read and write data), and is it included in our plan?
2. Which direction does each integration sync, and what happens if someone edits a record on the other side?
3. If the tool has AI features: what data does the AI see, and does the vendor use our data to train models?
4. Can we export everything (projects, time, invoices) in a standard format if we leave?

Answers, from [name] on [date]:
1. [answer]
2. [answer]
3. [answer]
4. [answer]