Interoperability
Vantage is designed so that every component — integrations, workflows, dashboards, and AI — works together seamlessly. Data flows between these systems through a consistent pipeline architecture.
The Data Pipeline
The fundamental data flow in Vantage follows this pattern:
Data Source → Workflow Processing → Dashboard Visualization → AI Analysis
Each step is optional — you can connect a database directly to a dashboard tile without a workflow, or use a workflow to process data without displaying it.
Integration → Workflow
Integrations serve as data sources and destinations for workflow nodes:
| Integration Type | Workflow Usage |
|---|---|
| Databases (PostgreSQL, MySQL, etc.) | Database Query nodes pull data; Database Write nodes push results back |
| Cloud Storage (Google Drive, OneDrive, S3) | Read Files nodes import documents; Write File nodes export results |
| Communication (Gmail, Slack, Teams) | Read Email/Messages nodes ingest data; Send Email/Message nodes deliver outputs |
| Social Media (Instagram, X, Reddit) | Get Posts/Profile nodes import social data for analysis |
| Commerce (Shopify, Stripe, QuickBooks) | List Customers/Orders nodes pull business data |
| Project Management (Jira, Asana, GitHub) | Get Issues/Tasks nodes import work items; Create/Update nodes push changes |
When you add an integration node to a workflow, you select a saved credential to authenticate. The same credential can be used across multiple workflows and tiles.
Workflow → Dashboard
Workflow outputs feed directly into dashboard tiles:
- Add a Dashboard Output node to your workflow.
- Select the target dashboard tile.
- When the workflow runs, the processed data appears in the tile automatically.
This enables:
- Scheduled refreshes — Schedule Trigger runs a workflow daily, updating a dashboard tile with fresh data.
- Processed data — Raw data is transformed, aggregated, filtered, and enriched before reaching the dashboard.
- Multi-source tiles — Combine data from multiple integrations in a single workflow, then output to one tile.
Integration → Dashboard (Direct)
Dashboard tiles can also connect directly to integrations without a workflow:
- Edit a tile on your dashboard.
- In the Data Source settings, select an integration (e.g., "PostgreSQL — Production DB").
- Configure the query or data selection.
- The tile displays live data from the integration.
This is ideal for simple data displays that don't require transformation.
AI Across Everything
AI is integrated at every level:
| Level | AI Capability |
|---|---|
| Dashboard Tiles | Auto-generated summaries, insights, per-tile chat |
| Workflows | AI Enrichment, AI Summary, AI Compliance Check, AI Conditional, AI Formatter, and more |
| Global Assistant | Context-aware chat that knows your current page, visible data, and company context |
| Settings | Custom AI instructions and context snippets that personalize all AI responses |
AI context flows through the system — the snippets you configure (company overview, industry, custom instructions) are automatically included in all AI requests, whether they come from a tile summary, a workflow node, or the global assistant.
Cross-Company Sharing
When an Organization is configured with cross-company sharing enabled:
- Dashboards can be shared at the Organization level, making them visible to users across all companies.
- AI context snippets can be set at the organization level, applying to all companies.
- Usage logs aggregate token consumption across all companies.
Without an organization, each company operates independently with full data isolation.