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    Zapier connector

    For Zapier builders: zaps move the work, PDI keeps the context

    Zaps pass work between apps. PDI keeps the client rules, voice and approvals current as that work moves. Portable Delivery Intelligence adds each client's strategy, rules, priorities and approvals in 1 place. Every AI tool and every teammate on the account works from that source, while human review stays in control.

    What Zapier does well

    Thousands of app connections

    Connect many of the apps a team already uses.

    Simple triggers

    Start work when a clear event takes place.

    AI steps

    Add AI tasks inside a zap.

    Where agencies hit the limit

    A zap moves what it is given. It does not know when a client rule has changed.

    How the connection works

    Add Zapier as a connector. Load each client's strategy, rules, priorities and approvals. The team works from that context. Approvals stay human.

    Setup in 3 steps

    1

    Connect

    Add Zapier to the client delivery system.

    2

    Load

    Add the current client strategy, rules, priorities and approvals.

    3

    Run

    Use live work to test the context and human approval steps.

    Learn the system

    Read how Portable Delivery Intelligence carries client context. Then see the agency capacity model.

    Questions

    Is this an official Zapier partnership?

    No partnership or certification is claimed. The install uses Zapier as a connector in the agency's delivery system.

    Do approvals stay human?

    Yes. People review and approve work before it moves forward.

    Do I keep my builds?

    Yes.

    Can I partner with AGL?

    Yes. Apply as an AGL partner.

    Bring one client account.

    We map where your team's time leaks.