Integrations

Connect your data, documents, and work tools to power your strategy system.

Overview

Segflow integrates with the tools where your data, work, and context already live — connecting metrics, bets, and evidence into a single strategic system.

Integrations are what make Flow Boards and the Strategy Graph come alive:

Data integrations populate your metrics with live performance data.
Document integrations attach strategic context like specs, briefs, or postmortems.
Work integrations connect execution from Jira or Linear directly to bets.

Instead of manually updating spreadsheets or chasing teams for status, Segflow keeps your strategic model in sync with reality — automatically.

Why Integrations Matter

Without integrations, strategy often drifts into theory. Integrations close the loop between intent, execution, and impact.

Without Integrations	With Segflow Integrations
Data is siloed in analytics tools	Metrics update automatically from your sources
Strategic context scattered across docs	All supporting documents linked to each bet
Work status buried in PM tools	Bets show live progress from Jira or Linear
Manual reporting and duplication	Continuous visibility and shared understanding

Integrations make Segflow your source of strategic truth — connected, current, and collaborative.

Integration Types

Segflow supports three main types of integrations:

1. Data Integrations

Populate your metrics with live data from your analytics or data warehouse. Use these connections to measure performance, detect trends, and run analyses like Bet Impact, Driver, or Marketing Mix.

Supported data sources include:

2. Document Integrations

Link documents that give context to your strategic work — like hypotheses, specs, or learnings. Documents connect directly to bets so stakeholders can access relevant materials instantly.

Supported document sources include:

3. Work Integrations

Tie execution directly to strategy. Connect your work management tools so bets automatically reference their associated projects, epics, or tickets.

Supported work sources include:

Jira
Linear

How Integrations Work

Segflow uses secure OAuth connections to access your data safely:

You authorize connections using your account or workspace credentials.
Segflow requests read-only access — we never write or modify external data.
Data is fetched or referenced periodically, based on your configuration.

Each integration is scoped to your organization, so admins control who can connect or disconnect integrations.

Segflow never stores credentials directly. All integrations use encrypted tokens managed through secure, audited providers.

Getting Started

1. Open Integrations

In the Segflow sidebar, click Integrations.

2. Choose a Source

Select the platform you want to connect — analytics, data warehouse, document, or work tool.

3. Authenticate

Follow the OAuth flow to securely connect your workspace or account.

4. Link to Metrics or Bets

Once connected:

Data integrations appear when creating or editing metrics.
Document and work integrations appear when adding context or execution to bets.

5. Save and Sync

Segflow automatically pulls data or metadata, keeping everything up to date.

Managing Integrations

In the Integrations dashboard, you can:

View all connected sources for your organization.
Re-authenticate expired connections.
Disconnect sources no longer in use.
Monitor last sync timestamps.

Admins can manage integrations at the organization level to ensure consistency and security.

Best Practices

Connect all key systems early to maximize insight.
Use consistent naming conventions across tools to simplify search and linking.
Reconnect integrations periodically to maintain access tokens.
Audit old or unused connections to keep your workspace clean.

Next Steps

Summary

Integrations are the connective tissue of your strategic system — linking data, context, and execution so that every bet, metric, and decision reflects the same reality.

Strategy works best when everything connects. Integrations make those connections automatic.