LIVE SYSTEMS
Keep the service workflow in Worksorted
- Keep the current client and service records
- Retain existing task ownership and due dates
- Continue the firm's compliance review process
- Keep final advice and client sends with authorised staff
WO
WorksortedFinancial advice and mortgage broking AI integration
Connect Worksorted to the rest of your work.
Connect approved Worksorted client and service context with advice systems, documents, email, and signing.
Access confirmed before build. Start with one reviewed workflow.
Connect with
Worksorted, connected
Ask once. Check Worksorted and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved Worksorted records alongside Iress Xplan or Midwinter, Investment platform data feeds, Microsoft 365, DocuSign or SharePoint and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through Worksorted and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Client review briefings across approved CRM, document and email records✓Fact-find completeness checks with follow-up drafts for adviser review✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
WorksortedDoneOutlookDone
Iress XplanConnected
AdviserLogicConnected
PlutosoftConnected
MidwinterConnected
Keep Worksorted
Worksorted stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace Worksorted or present native product features as Horizon features.
The rest of your approved stack
- Use approved Worksorted records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use Worksorted without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved Worksorted records and connected sources needed for that question.
Can we turn approved meeting notes and email into a structured client-service update for review?
Worksorted + Iress Xplan or MidwinterCan we combine approved practice workflow, advice-platform, and document context into a review checklist?
Worksorted + Investment platform data feedsCan we surface approved overdue tasks and prepare targeted internal or client reminder drafts?
Worksorted + Microsoft 365Can we return approved signing status and final documents to the relevant client workflow?
Worksorted + DocuSign or SharePointWhat is waiting in Worksorted because another system holds the missing context?
Worksorted + Microsoft 365Which next actions can be prepared from approved Worksorted records for a person to review?
Worksorted + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
Worksorted publishes an OAuth 2.0 developer API with webhooks. API enablement, available records, and approved write actions still need confirmation for the client account.
- 01 Confirm access. Confirm the approved Worksorted records, users, scopes, and connection path. Worksorted publishes an OAuth 2.0 developer API with webhooks. API enablement, available records, and approved write actions still need confirmation for the client account.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build Worksorted workflows alongside.
Common questions
Worksorted AI integration, answered.
Can Horizon connect Worksorted to our AI tools?
Potentially. Worksorted publishes an OAuth 2.0 developer API with webhooks. API enablement, available records, and approved write actions still need confirmation for the client account. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what Worksorted already does?
No. Worksorted remains the practice workflow system and professional review stays with the advice team. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
Worksorted integration session
Show us what you want Worksorted connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 minutes with our Director. No sales rep, no follow-up.